Specialist, Level II

The Position: Specialist, Level II

The Department: Data Level II Shift: US

The Group:

Morningstar is one of the largest independent sources of fund, equity, credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company. We provide independent analysis on individual securities, funds, markets, and portfolios. We also provide data on hundreds of thousands of investment offerings, including stocks, mutual funds, and alternative vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. In this role as Data Specialist, will work on collecting operational, document, performance, and portfolio data from various vendor 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 work with Managed Investment data teams, Level 1 And CSM teams, and ensure data timelines, completeness, and accuracy to meet business goals.

• Work with product teams, technical teams to identify and solve data issues.

• Manage relationships between Morningstar and Asset Management companies, insurance companies and other data vendors.

• Closely work with quality assurance, products, and technical departments 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 SMART goals with the direction of team lead.