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Data Research Analyst

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  • Job
    Full-time
    Junior, Mid & Senior Level
  • Data
    Research & Development
  • Madrid

Requirements

  • - A bachelor’s degree or equivalent is required
  • - Solid understanding of the financial industry and passionate about investment data.
  • - Collaborates well in a team environment, have the ability to communicate and work with team members from diverse backgrounds, in a conscientious and inclusive way.
  • - Sensitive to clients’ needs
  • - Excellent organizational and time-management skills, capable of handling high volumes of data and meeting strict deadlines
  • - You will be collaborating with cross functional teams and leading from the front when it comes to Portfolio data, Performance data, etc. so experience within data methodology/quality and processes is a big bonus.
  • - Previous experience in project management is preferred.
  • - Proficiency in Microsoft Excel

Responsibilities

  • Collaborate closely with the global data teams
  • Data expert on investment data points, processes, methodologies, calculations & different fund structures
  • Manage business relationships with fund companies. Connecting with providers & setting up acquisition channels as well as acting as a point of escalation
  • Meet the predetermined production deadlines for internal and external clients
  • Continuously evaluate procedures, create and enhance analytical tools, and implement process improvement projects.
  • Utilize project management methodologies such as LEAN Six Sigma to track, evaluate and determine resolution approach for complex data issues.
  • Collect and maintain Morningstar data, ensuring high levels of data accuracy, completeness and coverage.
  • Demonstrate a high sense of ownership of the issues in the data ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution.
  • Understand roles, responsibilities, and expertise of internal partners to expedite issue resolution.
  • Translate requests from internal clients into detailed written specifications and user stories.
  • Improve and document client use cases to ensure any new functionality meets and exceeds client expectations

FAQs

Do we support remote work?

Yes, we support remote work in a hybrid format, with the expectation of collaborating in-person at least three days each week.

What is the primary responsibility of a Data Research Analyst?

The primary responsibility of a Data Research Analyst is to process data across global markets, ensuring data coverage, quality, and timeliness to the highest standards.

What qualifications are required for this position?

A bachelor's degree or equivalent is required, along with a solid understanding of the financial industry and a passion for investment data.

Is previous experience in project management necessary?

While previous experience in project management is preferred, it is not strictly necessary.

What skills are essential for this role?

Essential skills include excellent organizational and time-management abilities, proficiency in Microsoft Excel, and strong collaboration and communication skills with diverse teams.

What tools or methodologies are used for process improvement?

The Data Research Analyst will utilize project management methodologies such as LEAN Six Sigma to track, evaluate, and resolve complex data issues.

Will the analyst be involved in client interaction?

Yes, the Data Research Analyst will manage business relationships with fund companies, ensuring client needs are met and acting as a point of escalation when necessary.

What location is this position based in?

This position is based in the Data and Development Center EMEA in Madrid.

Is proficiency in specific software required for this role?

Yes, proficiency in Microsoft Excel is required for this position.

What are some key duties of the Data Research Analyst?

Key duties include collaborating with global data teams, maintaining data accuracy, enhancing analytical tools, and translating client requests into detailed specifications.

Are there opportunities for professional development within this role?

Yes, the analyst will have opportunities to implement process improvement projects and enhance analytical tools, contributing to their professional development.

How does the company ensure a healthy work-life balance?

Morningstar promotes a hybrid work environment, allowing flexibility in working remotely or in-person, which supports a healthy work-life balance.

Our mission is to empower investor success.

Finance
Industry
5001-10,000
Employees
1984
Founded Year

Mission & Purpose

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and realtime global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $246 billion in assets under advisement and management as of Dec. 31, 2022. The Company operates through wholly- or majority-owned subsidiaries in 32 countries.