Senior Implementation Consultant

Morningstar; London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A global investment solutions provider seeks a Senior Implementation Consultant to advance index products in Europe. The role requires managing client implementations and cross-functional collaboration, with 3-5 years of experience preferred. Ideal candidates will have strong interpersonal skills and a proactive attitude. Join a hybrid work environment geared toward teamwork and flexibility.

Qualifications

• 3-5 years of professional work experience in a client-facing role.
• Strong interpersonal and communication skills.
• Experience in financial markets or services.
• Proactive attitude and team player.

Responsibilities

• Manage all aspects of Indexes implementation.
• Be the subject matter expert on Indexes delivery channels.
• Lead client onboarding and licensing requests.
• Support business development teams for client meetings.

Skills

Interpersonal skills

Problem solving

Communication (verbal and written)

Client management

Tools

SQL

Python

AWS

Job description

The Group:
Morningstar Indexes provides indexing solutions to measure and benchmark markets and asset classes around the world and offers a broad suite of global equity, bond, and asset allocation indexes. Morningstar Indexes are designed to help investors at every stage of the investment process--market monitoring, benchmarking, asset allocation, and portfolio construction. Global asset managers use Morningstar`s strategic beta indexes, which are based on proprietary research, to create investment solutions to meet investor goals.

The Role:

The Indexes Client Service & Implementation team seeks an enthusiastic, results-driven Indexes Senior Implementation Consultant to help advance our index products in Europe. This role will interact with clients and sales and lead index implementation. This role will become an expert in Morningstar’s Index offering and will work closely with sales, product management, technology and operations.

• Work cross-functionally with various Morningstar teams to manage all aspects of Indexes implementation

• Be the subject matter expert on all Indexes delivery channels and options globally, and be able to find the best fit solution for the client

• Be an escalation point for client issues during implementation, be able to troubleshoot and work with technology to resolve any issues

• Initiate ideas and projects to improve our client implementation experience and delivery solutions

• Lead qualifying, contracting, and onboarding for Morningstar Indexes data clients

• Manage licensing requests for current and potential Morningstar Index Clients

• Act as Index expert and project manager for internal implementations of Morningstar Indexes

• Create and maintain indexes data product technical specifications as required

• Support business development and product management teams for client meeting preparation as required

• Participate in and contribute to global projects to advance the growth of the Indexes business

Qualifications

• At least three (3) to five (5) years of professional work experience, ideally in a client-facing role
• Strong interpersonal skills, and enjoys building relationship
• Excellent communication skills, both verbally and in writing
• Work well cross functionally and globally
• Self-motivated, willing to take ownership of new responsibilities and able to multi-task
• Curious and enjoys problem solving
• A pro-active and positive attitude and a team player
• Experience in financial markets or services
• Interested in learning more about Indexes and investing

Nice to have

• Knowledge of Morningstar Direct and Morningstar Data

• Fluency in either one or many of the following languages – Spanish, Italian, French, German, Swedish
• Technical skills and experience like SQL, Python, AWS
• Progress towards CFA designation

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.

D99_MstarDeutsch Morningstar Deutschland GmbH (Germany) Legal Entity