Senior Data Research Analyst

Position: Senior Data Research Analyst
Department: Managed Investment Data (MID)
Shift: AU or UK Shift

Group Overview:
Morningstar is a leading independent provider of fund, equity, and credit data, as well as research.

Our commitment to advocating for investors interests is central to our mission. We offer independent analysis on securities, funds, markets, and portfolios, along with comprehensive data on thousands of investment options, including stocks, mutual funds, and alternative vehicles. Additionally, we provide real-time global market data on equities, indexes, futures, options,
commodities, and foreign exchange, as well as Treasury markets.

Role Overview:
As a Senior Data Research Analyst, you will focus on collecting Fund Performance Data from various sources. You will align with company goals, policies, and procedures to achieve overall objectives.
In this role, you will collaborate with leadership to improve performance, productivity, and efficiency while ensuring the successful delivery of operational performance KPIs. You will also take responsibility for your performance and development to support continuous operational success.

Key Responsibilities:

Collect managed investment data using Morningstar collection systems, ensuring timeliness, completeness, and accuracy to meet business goals.

Manage relationships with asset management companies, insurance companies, and other data vendors.

Collaborate with quality assurance, product, and technical teams to resolve data issues efficiently.

Contribute to initiatives focused on consolidating global data collection platforms and supporting database integration projects.

Set and achieve Objectives & Key Results (OKRs) with guidance from team leads.

Monitor, analyze, and execute summary reports, investigating potential data errors to improve data collection and quality processes using Lean Six Sigma tools

. Identify and raise issues in systems, processes, and methodologies, proposing enhancements to improve functionality, efficiency, and data quality.

Participate in data- and process-related projects, including market research, market expansion, process certification, and support for new product development.

Facilitate cross-team projects by implementing approved solutions based on priority and impact

. Take ownership of processes, serving as a trainer and mentor to team members.

Requirements:

Minimum of 3 years experience in the finance domain, focusing on data collection, methodologies, or a senior data research analyst role.

Experience with Fund Data is preferred.

Proficiency in MS Office (Excel, PowerPoint, etc.); advanced users preferred. Knowledge of SQL or Python and exposure to AI/ML technologies is a plus.

Strong critical thinking and communication skills, both written and verbal.

Expertise in data-related competencies such as content analysis and data analytics.

Demonstrated analytical and problem-solving capabilities, with a track record of effective reporting and written communication.

Team-oriented with strong learning ability and self-motivation to excel in an independent, fast-paced environment.

Ability to manage planned activities such as training, mentoring new hires, and conducting quality checks.

Ability to meet deadlines and handle pressure during peak seasons

. Proven project management skills with the ability to deliver projects independently. Flexibility to work in shifts as required

Morningstar is an equal opportunity employer

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.

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