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Morningstar

Independent investment research and data provider

Data Research Analyst

Data ManagementPosted on Nov 6
Full-timeMadrid, Spain

About the Job

Requirements

  • A bachelor's degree or equivalent is required.
  • Proficient oral and written English and Korean skills are mandatory.
  • A solid understanding of the financial industry and an interest in investment data are required.
  • Strong organizational and time-management skills are required to handle high volumes of data and meet strict deadlines.
  • Proficiency in Microsoft Excel is required.

Responsibilities

  • Collect and process managed investment data using Morningstar collection systems, ensuring data timelines, completeness, and accuracy meet business goals.
  • Collaborate closely with global data teams.
  • Serve as a data expert on investment data points, processes, methodologies, calculations, and different fund structures.
  • Manage business relationships with fund companies, connect with providers, set up acquisition channels for complex and advanced data, and act as a point of escalation.
  • Meet predetermined production deadlines for internal and external clients.
  • Continuously evaluate procedures, create and enhance analytical tools, and implement process improvement projects.
  • Use project management methodologies such as LEAN Six Sigma to track and evaluate complex data issues and determine resolution approaches.
  • Own data ticket queue issues, providing timely updates, follow-up, expedition, and resolution.
  • Understand internal partners' roles, responsibilities, and expertise to expedite issue resolution.
  • Translate internal client requests into detailed written specifications and user stories.
  • Improve and document client use cases to ensure new functionality meets client expectations.

Desired Qualifications

  • Experience with data methodology, quality, and processes is a plus.
  • Previous project management experience is preferred.
  • SQL and Python skills are valued.

About the Company

Morningstar

Independent investment research and data provider

Morningstar provides independent investment research and data to individual investors, financial advisors, and asset managers through subscription-based access. Its platforms—Morningstar Advisor Workstation, Office Cloud, and Morningstar Cloud—deliver organized analytics, research, and tools via cloud or desktop interfaces, with regular updates and services like managed portfolios and retirement management. The ESG offering, powered by Sustainalytics, combines broad data and ratings to support sustainable investing across its products. Its goal is to help users make informed investment decisions by offering reliable data and insights while expanding its subscription business and ESG capabilities.

Company size
10,001+
Company stage
IPO
Headquarters
Chicago, IL
Founded
1984

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