Senior Data Consultant
About The Position
Manage data relationships with US asset managers, industry associations, and third-party administrators. Visit fund companies for service reviews and providers to set up data acquisition channels, partner with process experts to collect and onboard complex datasets into Morningstar global databases, as well as act as a point of escalation when such data acquisition channels are failing. Promote Morningstar managed investment data capability and quality within the local market to internal client-facing teams and external existing & prospective customers. Consult to projects focused on enhancing Morningstar managed investment databases in order to meet changes in our industry, evolving product roadmaps and client’s needs. This includes providing inputs to business analysis on market trends and regulatory changes, suggesting new data & content strategies based on local business requirements, as well as liaising with associations or working groups in order to design data collection plans, and ultimately bring back the voice of the client and local market to widen the moat of Morningstar Data. Monitor local market trends, competitor movements, and Morningstar data services, and thereafter make recommendations to relevant teams in order to ensure Morningstar is well placed to act on any opportunities that may arise. Serve as point of escalation and the subject matter expert of local market to help resolve client data questions as part of data level-4 support where needed.
Requirements
- Solid understanding of the US investment management industry, primarily in areas of asset management, fund distribution, and wealth management spaces.
- Passionate about investment data.
- Minimum 5-year relevant experience working with financial data.
- Deep subject matter expertise on managed investment data points, processes, methodologies and analytics.
- Rich experience working to support business growth and client engagement activities.
- Excellent English communication (both written and verbal) and negotiation skills.
- Strong problem solving and analytical skills.
- Proven ability to multi-task, handle complex relationships, and work in a fast-paced environment.
- A bachelor’s degree or equivalent is required.
Nice To Haves
- Previous experience in data management and relationship management role is highly preferred.
Responsibilities
- Manage data relationships with US asset managers, industry associations, and third-party administrators.
- Visit fund companies for service reviews and providers to set up data acquisition channels.
- Partner with process experts to collect and onboard complex datasets into Morningstar global databases.
- Act as a point of escalation when data acquisition channels are failing.
- Promote Morningstar managed investment data capability and quality within the local market to internal client-facing teams and external existing & prospective customers.
- Consult to projects focused on enhancing Morningstar managed investment databases to meet industry changes, evolving product roadmaps, and client needs.
- Provide inputs to business analysis on market trends and regulatory changes.
- Suggest new data & content strategies based on local business requirements.
- Liaise with associations or working groups to design data collection plans.
- Bring back the voice of the client and local market to widen the moat of Morningstar Data.
- Monitor local market trends, competitor movements, and Morningstar data services.
- Make recommendations to relevant teams to ensure Morningstar is well-placed to act on opportunities.
- Serve as point of escalation and subject matter expert of local market to help resolve client data questions as part of data level-4 support where needed.
Benefits
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups
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What This Job Offers
Job Type
Full-time
Career Level
Senior
