Investment Data Analyst

The Role:

Morningstar Managed Investment Data is looking for an enthusiastic individual to join our MID North America regional team as a Data Research Analyst to focus on data collection, and database quality improvement. This analyst will collaborate closely with colleagues from different teams and locations while participating projects to strengthen our database quality from market and investment angles. This position will report to the manager of North America Regional Operations Team and will be required to be in office four days a week.

The Responsibilities:

  • Perform fund data acquisition, data collection, data audit to ensure data and methodologies are in place to meet product requirements.
  • Collaborate with internal colleagues and external contacts to correct and resolve data issues effectively.
  • Communicate data requests to data providers, including all necessary data templates and submission instructions and answering any questions.
  • Analyze and identify data opportunities through issues and queries.
  • Review procedures and work with development team to create analytical tools to streamline the data collection and quality assurance processes.
  • Execute project actions to improve work efficiency, data quality and client experience.

Requirements:

  • Passion for investing and investment data
  • Minimum two years of work experience (full time or internship) in the financial service industry
  • Quick learner and flexible to adapt new things and work with multiple tasks.
  • Strong willingness and ability to collaborate with global teams.
  • Proactive problem-solving skills and excellent executive ability.
  • Good client-centric mindset, self-learning ability, and time-management skills.
  • Ability to fluently write to and speak with clients in English.
  • Proficiency in Microsoft Excel and SQL
  • A bachelor’s degree

This role does not qualify for immigration sponsorship.  Morningstar will not be considering candidates that require immigration sponsorship now or in the future.

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

  • Financial Health

    • 100% 401k match up to 6% of salary

    • Stock Ownership Potential

    • Company provided life insurance - 1x salary + commission

  • Physical Health 

    • Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages

    • Additional medical Wellness Incentives - up to $300-$600 annual

    • Company-provided long- and short-term disability insurance

  • Emotional Health 

    • Trust-Based Time Off

    • 6-week Paid Sabbatical Program

    • 6-Week Paid Family Caregiving Leave

    • Competitive 8-24 Week Paid Parental Leave

    • Adoption Assistance

    • Leadership Coaching & Formal Mentorship Opportunities

    • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses

    • Tuition Reimbursement

  • Social Health 

    • Charitable Matching Gifts program

    • Dollars for Doers volunteer program

    • Paid volunteering days

    • 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$59,900.00-87,850.00

Inclusive of annual base salary and target incentive

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.

001_MstarInc Morningstar Inc. Legal Entity
Back to blog

Other Jobs To Apply

Airport Ramp Agent - ICT (Full Time)

Overnight Inbound (Stocking) (T0942)

Student Photo & Video Editor - College Relations

Video Editor

Appeal Examiner

EAP Worklife Analyst - Medicare Team

Call Center Agent (PT or FT - 100% Work From Home)

Full-Time HR Manager (40h/week) | Remote | Fast-Growing E-Commerce Startup

Shopper Team Member

Amazon Warehouse - Shopper / Order Fulfillment Associate

IT Operations Lead

Amazon Delivery Driver

Area Manager – Warehouse Operations

Distribution Center Associate

Amazon Warehouse

Amazon Delivery Driver

Portuguese Speaking Search Engine Customer Consultant Online Department

Fulfillment Center Team Lead

Amazon Flex

Fresh Warehouse Team

Cybersecurity & IT Support Jobs - Remote Work Available

Remote Senior Cybersecurity Consultant (Part-Time)

Part-time Cybersecurity Professor - Continuous Pool

UPS Careers in Cheney, WA

Occupational Therapist - Full Time

Work From Home Gig

Remote Travel Advisor (Flexible Hours | No Experience Required)

Remote Customer Support Agent - Flexible Schedule

amazon work from home $15+/ Hour (Sign on Bonus!)!

Amazon Customer Service

Call Center Representative - Work From Home

Family Medicine

Customer Service Agent (PT or FT)

Manager of Graphic Design - Remote

Virtual Medical Scribe

Remote Medical Scribe

Area Manager (Fulfillment & Operations)

Amazon Fulfillment Center Warehouse Associate

Lead Warehouse Associate Fast-Paced Delivery Ops

Distribution Center Associate

Warehouse Package Handler

Package Handler $15+/ Hour (Sign on Bonus)!

Courier (PT & FT available)

Amazon Flex

Work From Home Customer Service Rep

warehouse

Amazon Prime Delivery Driver

Shopper / Order Fulfillment Associate

Help Desk Agent ( Remote)

Data Center Operations Technician IV

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...