Morningstar India
Morningstar India | Senior Data Consultant
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Job Highlights
Responsibilities
- 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 Data Director, Managed Investment Data - Asia Pacific.
- In this role you are responsible for identifying new data opportunities and will collaborate with teams across the company to define and execute upon Morningstar’s unique value proposition in response to industry trends.
- Manage relationships with Indian fund companies and third-party administrators.
- Partner with sales, product & support teams on the prospect discovery process & lead generation and serve as the subject matter expert to address data inquiries.
- Collaborate with members of the Global Data teams to align priorities based upon local business requirements.
- Conduct business analysis & manage projects focused on enhancing our database in order to meet changes in our industry and client’s needs.
- Monitor competitor behavior, trends and services in order that Morningstar are well placed to act on any opportunities that may arise.
- Monitor local asset management industry trends, regulatory movements, and transform them into implications to Morningstar data business.
- Produce materials to assist retaining & obtaining business.
Requirements
- Candidates should have a strong interest in the investment world, strong analytical skills, and excellent communication skills.
- A minimum of 5-7 years of experience, with demonstrated ability to foster successful external relationships with asset managers, regulator, and third-party data providers.
- Solid understanding of the Indian investment management industry and passionate about investment data.
- Expertise in Morningstar managed investment data, methodology, processes and quality.
- 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 is required.
- Previous experience in Portfolio Management Services (PMS), Alternative Investment Funds (AIF) and relationship management role is highly preferred.
- Prior experience in Morningstar products and services is a plus.
About the company
Morningstar
Morningstar, Inc. is a leading provider of independent investment research and data, headquartered in Chicago and operating through subsidiaries in more than 30 countries with over 40 offices worldwide. It serves individual investors, financial advisers and wealth managers, asset managers, retirement plan providers and institutional investors with data, analytics and research (Morningstar Direct, Morningstar Investor, PitchBook for private markets, Sustainalytics for ESG research), credit ratings through Morningstar DBRS, Morningstar Indexes, and investment management and retirement services.
Morningstar India Private Limited, based in Vashi, Navi Mumbai, is a major data, research, technology and operations centre for the group — Morningstar counts India as one of its four regions alongside the Americas, EMEA and Asia-Pacific — and has been certified as a Great Place to Work for ten consecutive years. Its Mumbai teams work in managed-investment and equity data, equity and manager research, index management and operations, credit and ESG research, product development, client service and corporate finance — work that suits CA, CFA, MBA (Finance), M.Com and B.Com profiles as well as quantitative and research specialists.
