Data Consultant

Role - Data Consultant

Shift - AU

The Group:

Morningstar s Research group provides independent analysis on individual securities, managed investments, portfolios, and markets. The group also collects and maintains high-quality data on the equities, managed investments, and fixed-income investments we cover in our database, one of the largest investment databases in the world. Morningstar is one of the largest independent sources of manager, equity, and credit research in the world. We transform data into insights that investors can use to reach their financial goals.

The Role:

Morningstar Managed Investment Data Team seeks a Data Consultant to champion Morningstar data capabilities in Australasia. The employee will represent Morningstar s data and return the voice of the local markets (Australia and New Zealand) back to the Global data teams. In this role you are responsible for identifying opportunities to build more coverage, quality and remove friction in the data collection process - and foster deep relationships with small to medium size fund managers.

Data Consultant plays a significant role in ensuring that Morningstar s offering in the managed investments space exceeds industry expectations. The managed investments space includes, but is not limited to, Managed Funds, Super and Pension funds, ETF s, LIC s, Strategy Data, Models, Platforms, and other emerging investment vehicles and marketplaces. All data sets including returns, portfolio and ESG data are within the scope of this role. The position will be based in Mumbai, India, and report to the team leader in local office. No data set or managed investment type is off limits - it s a truly go anywhere role.

Responsibilities

• Data expert on investment data points, processes, methodologies, calculations & different fund structures

• Manage business relationships between fund companies. Email and call to set up acquisition channels as well as act as a point of escalation when such channels are failing.

• Collaborate with external and internal teams to align priorities based upon local business requirements.

• Conduct business analysis & assist projects focused on enhancing our database in order to meet changes in our industry and client s needs.

• Bring back the voice of client for data or process enhancement.

• Monitor local asset management industry trends, regulatory movements, and transform them into implications to Morningstar data business.

Requirements

Candidates should have a strong interest in the investment world, strong analytical skills, and excellent communication skills. More details as follows.

• A minimum of 3 years of relevant investment data experience, with demonstrated ability to foster successful external relationships with asset managers and third-party data providers.

• Expertise in Morningstar managed investment data, methodology, quality and processes.

• Ability to gain a solid understanding of the financial industry and is passionate about investment data.

• Ability to demonstrate client centric approach.

• Excellent English written and verbal communication skills.

• Strong learning ability; interested to learn the complex structure of numerous investment vehicles.

• Self-motivated, independent, strong organizational and problem-solving skills.

• A bachelor s degree in finance, economics, or equivalent is required.

• Excellent capabilities with MS office and Advance Microsoft Excel are required.

• Prior experience in process improvement and project management skills is a plus.

• Prior experience in Morningstar products and services is a plus.

Morningstar s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We ve found that we re at our best when we re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you ll have tools and resources to engage meaningfully with your global colleagues.