Senior Funds Data Consultant

Morningstar; Greater London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading financial data provider based in London is looking for a Data Consultant to manage relationships with asset managers and clients in the UK market. The successful candidate will oversee data workflows, enhance database quality, and collaborate with various teams. A solid understanding of the UK investment management industry and excellent communication skills are essential. This role offers a hybrid work environment with a strong focus on collaboration.

Benefits

Hybrid work model

Flexible benefits

Qualifications

• Solid understanding of the local UK investment management industry.
• Excellent communication, problem-solving, and analytical skills.
• Significant experience within a financial data role.
• Experience in data methodology and quality processes.

Responsibilities

• Represent and explain Data workflows to asset managers.
• Take ownership of acquiring new data sets.
• Collaborate with product, sales, and support teams on RFPs.
• Manage projects to enhance our database.

Skills

Communication skills

Analytical skills

Project management

Relationship management

Understanding of investment data

Education

Bachelor's degree or equivalent

Job description

The Group

Morningstar’s Data group provides data and analytics on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real‑time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and treasury markets. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company.

The Role

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

Responsibilities

• Representing and explaining the Data workflows, processes and methodologies (ESG, SFDR and other regulatory requirements, Morningstar sustainability rating…) towards asset managers and clients.
• Take ownership of acquiring and onboarding new and complex data sets as we keep expanding the quality of analytics delivered to clients.
• Partner with product, sales & support teams on the prospect discovery process, the answer to RFP & lead generation and serving as the subject matter expert to help resolve client data questions.
• Collaborate with members of the Data & Development Centres and global teams to align priorities based upon local business requirements.
• Manage projects focused on enhancing our database in order to meet changes in our industry and client’s needs. This includes business analysis on market trends & regulatory changes & liaising with associations or working groups in order to design data collection plans & bring back the voice of the client.
• Monitor competitor behavior, trends and services in order Morningstar are well placed to act on any opportunities that may arise.

Requirements

• Solid understanding of the local UK investment management industry and passionate about investment data.
• Excellent written and verbal communication, problem solving, organizational, and analytical skills.
• Data expert on investment data points, processes, methodologies, calculations and different fund structures is a plus.
• Previous experience in project management and relationship management role is highly preferred.
• Significant experience within a financial data role.
• A bachelor’s degree or equivalent is required.
• Experience within data methodology/quality and processes.

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.