Indexes Implementation Manager
The Group: Morningstar Indexes provides indexing solutions to measure and benchmark markets and asset classes around the world and offers a broad suite of global equity, bond, and asset allocation indexes. Morningstar Indexes are designed to help investors at every stage of the investment process - market monitoring, benchmarking, asset allocation, and portfolio construction. Global asset managers use Morningstar`s strategic beta indexes, which are based on proprietary research, to create investment solutions to meet investor goals.
The Role: The Indexes Client Service & Implementation team seeks an enthusiastic, results-driven Indexes Implementation Manager to help advance our index products globally. In this role, you will interact extensively with clients and sales and lead index data implementation. You will become an expert in Morningstar's Index data offering and will work closely with sales, product management, technology and operations. You will also be instrumental in shaping our next generation client implementation solutions and experience. The role will report to the Director of Client Service & Implementation in Chicago.
Job Responsibilities
- Work cross-functionally with various Morningstar teams to manage all aspects of Indexes implementation
- Be the subject matter expert on all Indexes delivery channels and options globally, and be able to find the best fit solution for the client
- Be an escalation point for client issues during implementation, be able to trouble-shoot issues and work with technology to resolve any issues
- Initiate ideas and projects to improve our client implementation experience and delivery solutions
- Lead qualifying, contracting, and onboarding for Morningstar Indexes data clients
- Manage licensing requests for current and potential Morningstar Index Clients
- Act as Index expert and project manager for internal implementations of Morningstar Indexes
- Create and maintain indexes data product technical specifications as required
- Support business development and product management teams for client meeting preparation as required
- Participate in and contribute to global projects to advance the growth of the Indexes business
Qualifications
- Bachelor's degree
- At least 5 - 7 years of professional work experience, ideally in a client-facing role within the Indexes industry
- Excellent communication skills, both verbally and in writing
- Enjoys problem solving and making improvements
- A pro-active and positive attitude
- Self-motivated and willing to take ownership of new responsibilities
- Strong interpersonal skills, and enjoys building relationship
- Team player who works well cross functionally and globally
- Experience in financial markets or services
- Knowledge of Morningstar Direct and Morningstar Data a plus
- Technical skills and experience like SQL, Python, AWS a plus
- CFA a plus
001_MstarInc Morningstar Inc. Legal Entity