Senior Investment Data Relationship Manager

The Group

The Managed Investment Data Team brings inspired problem solvers together with one goal in mind: empowering investor success. Anchored by one of the largest and highest quality investment databases in the world, we bring insight to millions of investors around the world directly through our consumer products or indirectly through our professional products and services. Morningstar is dedicated to synthesizing and transforming complex financial Data into insights that people across the world can use to make the best investing decisions for themselves and their clients. 

The Role

The Senior Data Consultant – US, plays a critical role in championing Morningstar managed investment data capabilities in the local market. You will collaborate internally with global data and US business teams, and externally with managed investment data providers and Morningstar customers, to support Morningstar data and business growth strategies. More specifically, the Senior Data Consultant will build relationships with providers to acquire data, partner with client-facing internal stakeholders to demonstrate our data capability and quality in business-conducting activities, and return the voice of local market to the global data teams, in order for us to continuously raise our data capability and improve client experience.

The position will be based in Morningstar Chicago office, and report to Head of Managed Investment Data, Americas. 

Responsibilities: 

• Manage data relationships with US asset managers, industry associations and third-party administrators. Visit fund companies for service reviews and providers to set up data acquisition channels, partner with process experts to collect and onboard complex datasets into Morningstar global databases, as well as act as a point of escalation when such data acquisition channels are failing.  
• Promote Morningstar managed investment data capability and quality within the local market to internal client-facing teams and external existing & prospective customers.  
• Consult to projects focused on enhancing Morningstar managed investment databases in order to meet changes in our industry, evolving product roadmaps and client’s needs. This includes providing inputs to business analysis on market trends and regulatory changes, suggesting new data & content strategies based on local business requirements, as well as liaising with associations or working groups in order to design data collection plans, and ultimately bring back the voice of the client and local market to widen the moat of Morningstar Data. 
• Monitor local market trends, competitor movements, and Morningstar data services, and thereafter make recommendations to relevant teams in order to ensure Morningstar is well placed to act on any opportunities that may arise. 
• Serve as point of escalation and the subject matter expert of local market to help resolve client data questions as part of data level-4 support where needed. 

Qualifications 

• Solid understanding of the US investment management industry, primarily in areas of asset management, fund distribution, and wealth management spaces. Passionate about investment data. 
• Minimum 5-year relevant experience working with financial data, and deep subject matter expertise on managed investment data points, processes, methodologies and analytics. 
• Rich experience working to support business growth and client engagement activities. 
• Excellent English communication (both written and verbal) and negotiation skills, and strong problem solving and analytical skills. 
• Proven ability to multi-task, handle complex relationships, and work in a fast-paced environment. 
• A bachelor’s degree or equivalent is required. 
• Previous experience in data management and relationship management role is highly preferred. 

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.