Senior Data Relationship Consultant

Responsibilities:

• Manage data relationships with Canadian 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 fail.
• Promote Morningstar managed investment data capability and quality at a local market level to internal client-facing teams and external existing & prospective customers.
• Champion 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 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-3 support where needed.

Qualifications

• Solid understanding of the Canadian investment management industry, primarily in areas of asset management, fund distribution, and wealth management spaces. Passionate about investment data.
• Minimum 6-year relevant experience working with financial data, and deep subject matter expertise on managed investment datasets, processes, methodologies and/or analytics.
• Rich experience working to support business growth and client engagement activities.
• Excellent 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.
• Fluent English, French is a plus.
• Base Salary Compensation Range
• $77,867.00-$114,193.00
• Incentive Target Percentage
• 5% Annual
• 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.
• 100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entity

Base Salary Compensation Range

Preferred Qualifications

• Previous experience in data management and relationship management role is highly preferred.
• Fluent English, French is a plus.