Senior Data Research Analyst

The Position: Senior Data Analyst

The Department: Fixed Income Data Operations Team

The Group:

Morningstar’s Research Group provides independent analysis on individual securities, funds, markets and portfolios. 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.

Morningstar Fixed Income Team provides expertise in bonds and derivatives - the data, the analytics, the use cases for target clients. It defines the Fixed Income capability roadmap, develops fixed income methodology, identifies data vendor, produces value-added data, and coordinates across product squads to build new and enhance fixed income functionality.

Fixed Income Data Operations Team works closely with Fixed Income Data & Analytics Team and Data Technology Teams to collect fixed income data, solve data issues, establish data QA and reporting framework, and ensure data completeness, timeliness and quality.

The Role:

In this role as Senior Data Analyst, the candidate will work on QA process for Fixed Income Reference Data, Price/Analytics Data and Corporate Actions Data from various data vendors. The candidate will adhere to the company goals, policies and procedures and work in a focused manner to achieve the overall objectives. The candidate will be responsible for, with the help of leaders, ensuring and improving the performance, productivity, efficiency and the delivery of the operational performance KPIs. He/she will effectively manage their performance and development in order to support Morningstar’s Research Group continuous operational success.

Responsibilities:

• Work on Fixed Income data maintenance and QA processes to ensure data timeliness, completeness and accuracy to meet business objectives.
• Manage relationships between Morningstar and all Fixed Income data vendors.
• Partner with stakeholders including various Product teams, Quality Assurance Teams and development teams to resolve clients’ data issues timely and effectively.
• Participate in the Center of Excellence initiative focused on reducing resource costs, consolidating global data collection platforms, and supporting database integration projects.
• Establish and achieve the set Objectives & Key Results (OKRs) with the direction of the team lead.
• Understand Morningstar data models, data infrastructure from an end-to-end data process from data collection to reporting.
• Use Lean Six Sigma tools to improve processes through monitoring, analyzing and executing summary reports.
• Proactively raise issues, question status quo and seek improvement on operational processes to 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.
• Able to independently investigate or troubleshoot data or production issues.
• Demonstrate a high sense of ownership of the process, understand roles & responsibilities by acting as a process trainer and mentor.

Requirements:

• Minimum 2-5 years’ experience in the finance industry.
• Knowledge of Fixed Income and/or Derivatives financial products, and familiarity with Risk analytics such as Durations, Spread and Yield/Return would be required.
• In-depth knowledge of Fixed Income and/or Derivatives financial products.
• Strong understanding of Fixed Income Reference Data
• Good command in MS Office (Excel, PowerPoint etc.) and SQL; advanced users preferred. Macro and/or Python and machine learning will be a plus.
• Equipped with an understanding of data competencies like data security, data analysis etc.
• Critical thinker with strong analytical, problem-solving capabilities, excellent communication skills (both written and verbal), and reporting skills.
• Good team player with a teachable spirit, and receptive to constructive feedback, equipped with self-motivation in an independent, fast-paced work environment.
• Ability to exercise control over the planned activities like training / mentoring new hires, performing quality checks etc.
• Able to work under tight deadlines and handle pressure during peak seasons.
• Good project management skills with a proven track record of working on and delivering projects independently.
• Virtual team working experience is a plus.
• Flexibility to work in shifts.

Morningstar is an 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.

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