Senior Data Consultant

The Group:

The Managed Investment Data Team brings inspired problem solvers together with one goal in mind: empowering investor success. Anchored by one of the largest and highest quality investment databases in the world, we bring insight to millions of investors around the world directly through our consumer products or indirectly through our professional products and services. Morningstar is dedicated to synthesizing and transforming complex financial Data into insights that people across the world can use to make the best investing decisions for themselves and their clients.

The Role:

Advisors and asset managers are increasingly looking to private markets for diversification and opportunity. This is accelerating demand for semiliquid fund structures like interval funds, tender offer funds, business development companies, and real estate investment trusts, particularly in private credit, whose growth is accelerating at a breakneck pace and now tops $1.8 trillion in assets. As more institutional and retail investors hold private investments alongside public investments in their portfolios, they will need transparency on portfolio exposures and risks.

The Senior Data Consultant- US, plays a critical role in championing Morningstar managed investment data capabilities in the local market, including the semiliquid investments. You will collaborate internally with global data and US business teams, and externally with managed investment providers of semiliquid investments, to support Morningstar data and business growth strategies in this rapidly evolving space. More specifically, the Data Consultant will build relationships with semiliquid investment providers to acquire data, partner with internal client-facing stakeholders to demonstrate our data capability and quality in business-conducting activities, and return the voice of local market to the global data operation teams, in order for us to continuously raise the data capability and improve client experience. 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.

• 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.

Qualifications

• 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 professional experience in financial data area, and solid knowledge on managed investment data points, processes, methodologies and analytics, especially for semiliquid investments.

• Successful 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.

• Proven ability to multi-task, manage details and complex relationships, and work in a fast-paced environment.

• Previous experience in data management role and relationship management role is highly preferred.

• A bachelor's degree or equivalent is required.

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

• Company provided life insurance- 1x salary + commission

• Physical Health

• 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

• Emotional Health

• 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

• Social Health

• Charitable Matching Gifts program

• Dollars for Doers volunteer program

• Paid volunteering days

• 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$95,275.00- 161,975.00 USD Annual

Inclusive of annual base salary and target incentive

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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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