Specialist, Level II

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Skills you'll use

What you'll do

• Actively work with Managed Investment data teams, Level 1 And CSM teams, and ensure data timelines, completeness, and accuracy to meet business goals.
• Work with product teams, technical teams to identify and solve data issues.
• Manage relationships between Morningstar and Asset Management companies, insurance companies and other data vendors.
• Closely work with quality assurance, products, and technical departments to resolve clients’ data issues timely and effectively.
• Participate in the Center of Excellence initiative focused on reducing resource costs, consolidating global data collection platforms, and supporting database integration projects.
• Establish and achieve the set SMART goals with the direction of team lead.
• Continuously improve data collection and quality assurance process using LSS tools. Actively discover and raise issues in work (including system, process, and collection methodology) and propose enhancement suggestions to further improve system functionality, process efficiency and data quality.
• Participate in data and process related projects such as industry/market research, market expansion, process certification, new product development support, etc.

Who can apply

• Bachelor’s degree or above in finance/ business with knowledge in fund investment data.
• Good command in MS Office (Excel, PowerPoint etc.); advanced users preferred.
• Proficient with the data management policies, procedures and common technical tools.
• A minimum of 1-3 years of experience working in similar profiles or roles aligned to manage client expectations.
• Strong analytical, problem-solving capabilities, and excellent communication written as well as verbal & reporting skills.
• Strong learning ability and equipped with self-motivation in an independent, fast-paced work environment.
• Ability to exercise control over the executed tasks with the planned activities.
• Able to work under tight deadlines and handle pressure during peak seasons.
• Flexibility to work in shifts.
• Morningstar is an equal opportunity employer.

About Morningstar

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