Senior Data Relationship Consultant

Morningstar; Toronto; Hybrid; CAD 109,000 - 160,000; Full time

Job summary

Morningstar in Toronto seeks a Senior Data Consultant to champion managed investment data in Canada. You will build data relationships with asset managers and third-party providers, demonstrate data capabilities to clients, and relay local market voice to global data teams to improve data quality and client experience.

You will collaborate with internal teams and external customers, analyze market trends and regulatory changes, and contribute to data strategies aligned with client needs.

Qualifications

• Minimum 6-year relevant experience working with financial data.
• Deep subject matter expertise on managed investment datasets, processes, methodologies and/or analytics.
• Excellent communication (written and verbal) and negotiation skills.

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, and act as escalation point when channels fail.
• Promote Morningstar managed investment data capability and quality at a local market level to internal client-facing teams and external customers.
• Champion projects to enhance Morningstar managed investment databases to meet changes in the industry, evolving product roadmaps and client needs.
• Provide business analysis on market trends and regulatory changes, suggest data/content strategies based on local requirements, liaise with associations to design data collection plans, and bring back client voice to widen Morningstar Data moat.
• Monitor local market trends, competitor movements, and Morningstar data services, and make recommendations to ensure readiness for opportunities.
• Serve as escalation point and subject matter expert of local market to resolve client data questions as data-level-3 support.

Skills

Communication skills

Negotiation skills

Analytical skills

Multi-tasking

Fluent English

Education

Bachelor's degree

Job description

The Senior Data Consultant – Canada, plays a critical role in championing Morningstar managed investment data capabilities in the local market. You will collaborate internally with global data and Canada business teams, and externally with managed investment data providers and Morningstar customers, to support Morningstar data and business growth strategies.

More specifically, the Senior Data Consultant will build relationship with providers to acquire data, partner with client-facing internal stakeholders to demonstrate our data capability and quality in business-conducting activities, and return the voice of local market to the global data teams, in order for us to continuously raise our data capability and improve client experience.

The position will be based in Morningstar Toronto office, and report to Head of Managed Investment Data, Americas.

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 12.5% 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

Morningstar is a global independent investment research and financial data company. Here, you'll help uncover what’s hidden, simplify what’s complex, and create insights that empower investor success.

Company overview Morningstar Development Program Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.