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Senior Data Consultant

Morningstar
Mumbai, IND
Full-time
Senior · 5–7 years experience
Onsite
Discovered 3 days ago
excel

Full Job Posting

Responsibilities

  • Manage relationships with Indian fund companies and third-party administrators. Visit fund companies and providers to set up acquisition channels as well as acting as a point of escalation when such channels are failing.
  • Data expert on investment data points, processes, methodologies, calculations & different fund structures.
  • Promote Morningstar data at a local level to internal & external clients. Produce materials to assist retaining & obtaining business.
  • 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.
  • Bring back voice of client for data or process enhancement.
  • 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.

Requirements

  • Candidates should have a strong interest in the investment world, strong analytical skills, and excellent communication skills. More details as follows.
  • 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.
  • Morningstar is an equal opportunity employer
  • Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.
  • I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Preferred Qualifications

  • 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.

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