Morningstar Inc.
Senior Data Consultant
Chicago · Senior
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About the role
- The Senior Data Consultant - US, plays a critical role in championing Morningstar managed investment data capabilities in the local market.
- The position will be based in Morningstar Chicago office, and report to Head of Managed Investment Data, Americas.
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, as well as act as a point of escalation when such data acquisition channels are failing.
- 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.
Requirements
- Minimum 5-year relevant experience working with financial data, and deep subject matter expertise on managed investment data points, processes, methodologies and analytics.
- Proven ability to multi-task, handle complex relationships, and work in a fast-paced environment.
- A bachelor's degree or equivalent is required.
- Solid understanding of the US investment management industry, primarily in areas of asset management, fund distribution, and wealth management spaces. Passionate about investment data.
- Rich experience working to support business growth and client engagement activities.
- Excellent English communication (both written and verbal) and negotiation skills, and strong problem solving and analytical skills.
- Note: We're not considering candidates who require sponsorship now or in the future.
- Morningstar is an equal opportunity employer
- Compensation and Benefits
- At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
- Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
Nice to have
- Previous experience in data management and relationship management role is highly preferred.
Compensation
- 100% 401k match up to 6% of salary
- 1x salary + commission
- Additional medical Wellness Incentives - up to $300-$600 annual
Benefits
- That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life.
- Company-provided long- and short-term disability insurance
- Emotional Health
- Trust-Based Time Off
- Company provided life insurance
- 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
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
Company info
- Promote Morningstar managed investment data capability and quality within the local market to internal client-facing teams and external existing & prospective customers.
- 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.
- At Morningstar we believe people are at their best when they are at their healthiest.
Visa & Work Authorization
- Note: We're not considering candidates who require sponsorship now or in the future.
This listing is sourced directly from Morningstar Inc.'s careers page and normalized into a canonical job model.