Associate Data Content Researcher

Position: Associate Data Content Researcher

Team (Supervisory Org): Reference and Entity Data

No. of position: 1

Shift: Flexible to work in shifts.

Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company.

The Team:

Morningstar Central Reference and Entity Data team is the newly created process. Methodology team as part of Reference and Entity Data will be responsible for creating and maintaining methodology around content collection, entity reference and security reference. It’s a global team, responsible to leverages its expertise in equity research for strategy and operations of Reference Data, which touches across Morningstar products and is strategically crucial for Morningstar’s Data Governance strategy. It uses Morningstar`s intellectual property to create Entity level data that empower investors’ success at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond and Funds. The team partners with multiple lines of business and contributes towards developing new services.

The Role:

Methodology team of the Central Reference & Entity Data team is looking for a knowledgeable, enthusiastic, creative, and results-driven candidate with 8+ years of experience in Content research with exposure to Reference and/or Entity Data. The primary function of the team is to source, validate and maintain input data for the Data operations covering reference data, Entity data, corporate actions and other attributes that define a security, across different asset class like Equity, Fixed Income and Funds. We are looking for a content researcher with expertise in Reference and Entity data. The team’s mandate is to develop new capabilities around Entity-Security data, serving multiple product lines. This role will work closely with the business units to enable new revenue opportunities. As a Data Content Researcher, you will work on Content and methodology development with product managers, business managers, project managers, developers, EDP team members and external suppliers to define, manage and implement high quality collection methodologies particularly covering Entity and Reference Data and timely projects focused on data collection methodologies and data modelling. You will work in a global environment, managing stakeholders in multiple regions.

Responsibilities:

• Serve as a subject matter expert on research for Entity-Security mappings/Reference Data/Fixed Income data and propose intelligent solutions /methodologies.

• Creating, maintaining, enhancing, and implementing data collection methodologies/policies around Entity mapping and Reference data content with data-driven insights

• Source, assess, revise, edit, and give feedback on content methodology according to Industry/ISO standards and best practices of the market.

• Manage and execute ad-hoc requests for global content creation and maintenance by other key stakeholders. 

• Work with the peers, operations, EDP and product teams to create, maintain and enhance data collection, processing, and migration to EDP.

• Collaborating with business units to understand the customer requirements and translating them into operational specifications to determine best practices.

• Leading projects involving vendor onboarding and mastering.

• Initiative to propose new methodology or processes that will benefit our clients and internal teams

• Responsible for providing expertise and timely resolution of complex Data Collection and Client methodology queries

• Liaising with vendors on exception handling and process improvements

• Actively participating and contributing to Automation/Process simplification efforts in Data Collection

• Conduct and organize data collection methodology training sessions and provide on floor support on process, methodologies.

• Work with technology teams in the role of UAT/Business Owner to complete the design of new data ingestion processes and tools

Requirements:

• Basic to Intermediate level of knowledge in working with databases (SQL) and willingness to grow that skill

• Have experience in content management

• Good analytical skills to research and analyse information to aid in decision making

• Experience working with tools such as ICE, Bloomberg, Capital IQ, Factset, Refinitiv, etc. on Reference and fixed income data.

• Ability to create and maintain SOP’s and documentation on the datasets being used

• Good understanding of Equity data and its Data Collection Tools and Systems.

• Self-starter, comfortable with implementing and executing Agile development processes and accepting responsibility for seeing projects through to completion.

• Should be a strong team player capable of building trust within the squad.

• Should be well versed in the art of stakeholder management.

Desired Candidate Profile

• Bachelor’s degree in Accounting/Finance/Business and CFA/CA is considered an asset

• 8+ years of work experience in Equity Data Collection (including 3 + years of professional work experience at Content specialist/senior/principal/lead analyst

• Strong understanding of Capital Markets Reference Data- Entity-Security mapping and Entity legal structure

• Strong communication skills, people and project management skills

• Interested in financial research and passionate about investing and growing in the passive investing space is considered an asset

• Curious and enjoys performing research and solving problems

• Able to take the initiative and work without detailed guidance or supervision

• Strong interpersonal & analytical skills with pro-active & positive attitude

• Advance to Intermediate level of knowledge in working with databases (SQL) and willingness to grow that skill.

• Understanding of Regulatory landscape in Europe will be an added advantage

• Skilled in database management

Morningstar is an equal opportunity employer.