Fund Data Specialist

TN United Kingdom; London; Hybrid; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Senior Data Consultant to enhance data quality for clients in the German, Swiss, and Austrian markets. This role involves maintaining relationships with asset managers, representing local market needs to global teams, and driving data workflows and methodologies. The ideal candidate will possess strong communication and analytical skills, along with a solid understanding of the investment management landscape. With a hybrid work environment, this position offers flexibility while ensuring meaningful collaboration with colleagues. If you're passionate about data and client engagement, this opportunity is perfect for you.

Qualifications

• Experience in financial data roles and investment management industry.
• Fluency in English and German; additional languages are a plus.

Responsibilities

• Represent data workflows and methodologies to clients.
• Acquire and onboard new data sets for analytics enhancement.
• Collaborate with global teams to align local priorities.

Skills

Fluent in English

Fluent in German

Communication Skills

Analytical Skills

Problem-Solving Skills

Organizational Skills

Education

3-5 years of relevant experience

Job description

About the role:

The Managed Investment Data Team requires a Senior Data Consultant to drive Morningstar data in the German, Swiss, and Austrian markets. The employee will collaborate with all global and local teams. The Data Consultant is responsible for maintaining relationships with asset managers and other industry actors, demonstrating our capabilities and quality, and representing the voice of the local market to the global and central teams. The consultant will be the main point of contact between our centralized data team and asset managers. The position will be based in our office in Frankfurt.

Job responsibilities:

• Represent and explain data workflows, processes, and methodologies (ESG, SFDR, MIFID, and other regulatory requirements, Morningstar sustainability rating) to asset managers and clients.
• Take ownership of acquiring and onboarding new data sets to enhance the quality of analytics delivered to clients.
• Partner with product, sales, and support teams to resolve client data questions.
• Collaborate with members of the Data & Development Centres and global teams to align priorities based on local business requirements.
• Conduct business analysis on market and regulatory changes to design data collection plans that meet client and industry needs.
• Monitor competitor behavior, trends, and services to ensure Morningstar remains well-positioned to capitalize on emerging opportunities.

Qualifications:

• Fluent in English and German; additional European languages are a plus.
• 3-5 years of relevant experience.
• Solid understanding of the investment management industry in Germany, Switzerland, and Austria.
• Excellent written and verbal communication, problem-solving, organizational, and analytical skills.
• Significant experience in a financial data role.

Nice to Have:

• Expertise in investment data points, processes, methodologies, calculations, and fund structures.
• Previous experience in project management and relationship management roles.
• Additional European language skills.

Hybrid Work:

Morningstar offers a hybrid work environment, allowing remote work and in-person collaboration at least three days a week. We provide tools and resources to facilitate meaningful engagement with global colleagues, supporting flexibility as needs evolve.