Morningstar Logo

Morningstar

Data Consultant

Posted 15 Days Ago
Be an Early Applicant
Hybrid
Navi Mumbai, Thane, Maharashtra
Mid level
Hybrid
Navi Mumbai, Thane, Maharashtra
Mid level
As a Data Consultant, you'll manage investment data relationships, analyze business needs, enhance databases, and monitor industry trends to inform Morningstar's offerings.
The summary above was generated by AI

Role - Data Consultant
Shift - AU
The Group:
Morningstar's Research group provides independent analysis on individual securities, managed investments, portfolios, and markets. The group also collects and maintains high-quality data on the equities, managed investments, and fixed-income investments we cover in our database, one of the largest investment databases in the world. Morningstar is one of the largest independent sources of manager, equity, and credit research in the world. We transform data into insights that investors can use to reach their financial goals.
The Role:
Morningstar Managed Investment Data Team seeks a Data Consultant to champion Morningstar data capabilities in Australasia. The employee will represent Morningstar's data and return the voice of the local markets (Australia and New Zealand) back to the Global data teams. In this role you are responsible for identifying opportunities to build more coverage, quality and remove friction in the data collection process - and foster deep relationships with small to medium size fund managers.
Data Consultant plays a significant role in ensuring that Morningstar's offering in the managed investments space exceeds industry expectations. The managed investments space includes, but is not limited to, Managed Funds, Super and Pension funds, ETF's, LIC's, Strategy Data, Models, Platforms, and other emerging investment vehicles and marketplaces. All data sets including returns, portfolio and ESG data are within the scope of this role. The position will be based in Mumbai, India, and report to the team leader in local office. No data set or managed investment type is off limits - it's a truly go anywhere role.
Responsibilities

  • Data expert on investment data points, processes, methodologies, calculations & different fund structures
  • Manage business relationships between fund companies. Email and call to set up acquisition channels as well as act as a point of escalation when such channels are failing.
  • Collaborate with external and internal teams to align priorities based upon local business requirements.
  • Conduct business analysis & assist projects focused on enhancing our database in order to meet changes in our industry and client's needs.
  • Bring back the voice of client for data or process enhancement.
  • Monitor local asset management industry trends, regulatory movements, and transform them into implications to Morningstar data business.


Requirements
Candidates should have a strong interest in the investment world, strong analytical skills, and excellent communication skills. More details as follows.

  • A minimum of 3 years of relevant investment data experience, with demonstrated ability to foster successful external relationships with asset managers and third-party data providers.
  • Expertise in Morningstar managed investment data, methodology, quality and processes.
  • Ability to gain a solid understanding of the financial industry and is passionate about investment data.
  • Ability to demonstrate client centric approach.
  • Excellent English written and verbal communication skills.
  • Strong learning ability; interested to learn the complex structure of numerous investment vehicles.
  • Self-motivated, independent, strong organizational and problem-solving skills.
  • A bachelor's degree in finance, economics, or equivalent is required.
  • Excellent capabilities with MS office and Advance Microsoft Excel are required.
  • Prior experience in process improvement and project management skills is a plus.
  • Prior experience in Morningstar products and services is a plus.


Morningstar is a equal opportunity employer
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days 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.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Top Skills

Excel
MS Office

Morningstar Navi Mumbai, Maharashtra, IND Office

14th Floor, Platinum Techno Park, Pranavanandji Marg, Sector 30, Vashi, Navi Mumbai, Maharashtra, India, 400703

Similar Jobs at Morningstar

14 Days Ago
Hybrid
Navi Mumbai, Thane, Maharashtra, IND
Mid level
Mid level
Enterprise Web • Fintech • Financial Services
The Data Consultant will enhance fund data coverage in European Offshore markets, manage relationships with asset managers, and collaborate on data methodologies.
19 Hours Ago
Hybrid
Navi Mumbai, Thane, Maharashtra, IND
Mid level
Mid level
Enterprise Web • Fintech • Financial Services
The Data Content Researcher creates client documentation, collaborates with experts, conducts market research, and communicates project statuses.
Top Skills: Documentation SoftwareEquity DataFinancial Data
2 Days Ago
Hybrid
Navi Mumbai, Thane, Maharashtra, IND
Junior
Junior
Enterprise Web • Fintech • Financial Services
The Analyst will support credit ratings analysis for financial institutions, assist in financial modeling, research, and report preparation.
Top Skills: Credit AnalysisData AnalysisFinancial ModelingIfrsU.S. Gaap

What you need to know about the Mumbai Tech Scene

From haggling for the best price at Chor Bazaar to the bustle of Crawford Market, the energy of Mumbai's traditional markets is a key part of the city's charm. And while these markets will always have their place, the city also boasts a thriving e-commerce scene, ranking among the largest in the region. Driven by online sales in everything from snacks to licensed sports merchandise to children's apparel, the local industry is worth billions, with companies actively recruiting to meet the demands of continued growth.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account