Senior Data Research Analyst

Title: Senior Data Research Analyst

Location: Vashi, Navi Mumbai

Shift: UK/AU/US

The Company:
Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities.

Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years.

The Group:

Managed Investment Data is an integral pillar of Morningstar, with coverage extending to include hundreds of thousands of managed products, including our core investments across open and closed end funds, models and managed accounts, variable annuities and more, with consistency across investment universes for precise comparisons.

MID is a global team with Operations in Mumbai, Madrid, Chicago and Greater China locations working on a 24*5 model providing innovative data solutions for retail and institutional audiences that span over 800,000 investment offerings.

The Role:

As a Senior Data Research Analyst, will work on collecting performance data from various sources. You will adhere to the company goals, policies, and procedures and work in a focused manner to achieve the overall objectives. You will be responsible for, with the help of leaders, ensuring and improving the performance, productivity and efficiency, and the delivery of the operational performance KPIs. You will effectively manage your performance and development to support our continuous operational success.

Responsibilities:

• Actively collect managed investment data using Morningstar collection systems, and ensure data timelines, completeness and accuracy to meet business goals.
• Manage relationships between Morningstar and Asset Management companies, insurance companies and other data vendors.
• Partner with quality assurance, products, and technical departments to resolve clients’ data issues timely and effectively.
• Participate in the initiatives focused on consolidating global data collection platforms and supporting database integration projects.
• Establish and achieve the set Objectives & Key Results (OKRs) with the direction of team lead. 
• Monitor, analyze and execute summary reports including an investigation of potential data errors to continuously improve data collection and quality assurance process using Lean Six Sigma tools.
• Actively discover and raise issues in work (including system, process, and collection methodology) and propose enhancement suggestions to further improve system functionality, process efficiency and data quality.
• Participate in data and process related projects such as industry/market research, market expansion, process certification, new product development support, etc.
• Facilitate cross-team projects to implement approved solutions based on priority and impact.
• Demonstrate a high sense of ownership of the process, understand roles & responsibilities by acting as a process trainer and mentor

Qualifications 

• > 3 years' experience in finance domain, with emphasis on collection systems and methodologies, senior data research analyst role or above.   
• Fund Data experience would be preferred
• Good command of MS Office (Excel, PowerPoint etc.); advanced users preferred. SQL, or Python and exposure to AI / ML will be a plus.
• Should be a critical thinker and should possess good communication skills.
• Should be equipped with understanding of data competencies like data content expertise, data analysis etc.
• Strong analytical, problem-solving capabilities, and excellent written communication as well as verbal & reporting skills.
• Should be a good team player with good learning ability and equipped with self-motivation in an independent, fast-paced work environment. 
• Ability to exercise control over the planned activities like training / mentoring new hires, doing quality checks etc. 
• Able to work under tight deadlines and handle pressure during peak seasons.
• Good project management skills with proven track record of working on and delivering projects independently.
• Flexibility to work in shifts.

Morningstar is an equal opportunity employer