Senior Data Research Analyst
hace 3 semanas
**The Role**:
This role is an ideal position for someone looking to drive operational excellence. The EMEA Managed Investment Data Operations team is seeking a Senior Data Research Analyst to manage a variety of initiatives related to regulatory changes such as SFDR, ESG reporting, acting as expert on investment fund categorization, strengthen our processes across global markets. We are a team of data analysts who have effective relationships with other teams and are committed to deliver best quality data. You will collaborate closely with the global content and operations teams, using your finance and business acumen to ensure the seamless execution of initiatives. You will leverage your knowledge of relationship management and continuous improvement to design processes for client support and operations teams. The position will be based in our Data and Development Center EMEA in Madrid and will report to the Associate Data Manager.
**Responsibilities**:
Actively collect & Process managed investment data using Morningstar collection systems, and ensure data timelines, completeness, and accuracy to meet business goals.
Escalation point for internal and external customer queries.
Monitor daily workload to identify market movements and anticipate potential large workloads and language needs.
Using LSS methodology to proactively identify process improvements.
Partner with other Data content researchers and content specialists to share customer feedback and ensure team alignment.
Triage difficult issues with the content and support teams and create requirements for product managers to implement software tools that enable solutions at scale.
Identify automation opportunities and support the implementation.
Partner with Operations analysts and team leaders to build and coordinate a smart an agile training process which permits an efficient go to work.
Provide coaching and training to junior team members as appropriate and according to the specific needs of the person and the group.
Act as an expert regarding investment data points, answering questions and escalations from other team members.
Demonstrate a high sense of ownership of the data responsibilities to be responsive and provide timely updates, follow-up, expedition, and resolution
**Qualifications**:
Bachelor’s degree
At least 3 years of experience in data analytics, data processing or financial industry.
Knack for translating business requirements to clear operational processes with measurable KPI’s.
Ability to build collaborative relationships and influence peers and stakeholders.
Experience utilizing LEAN, Six Sigma, or Agile tools in a project management or data operations setting.
Detail-oriented self-starter with proven ability to handle multiple projects in a flexible and fast-paced environment.
Excellent oral and written communication skills. Fluent in English is a must. Additional European languages will be valued.
Creative thinker with an analytical approach to problem solving, an inquisitive and critical mind, strong attention to detail, and the ability to multi-task.
Strong interest in Fund categorization, financial markets, investments or ESG, a certification will be preferred.
Solid SQL skills and Python experience are preferred
Morningstar is an equal opportunity employer.
302_MstarEurServSL Morningstar Europe Services, S.L. Legal Entity
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.
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