Specialist, Level II

Morningstar; Mumbai; On-site; INR 600,000 - 900,000; Full time

Benefits offered by this job

Hybrid work model

Global collaboration tools

Job summary

Morningstar, a leading provider of investment data and research, seeks a Data Specialist in Mumbai to collect and improve operational, document, and portfolio data from various vendor sources. You will drive data quality, meet KPIs, and support continuous operational success in a hybrid work setting.

The role requires 1–3 years of relevant experience, strong analytical and communication skills, and comfort working with finance data under deadlines.

Qualifications

• Bachelor’s degree or above in finance/business with knowledge in fund investment data.
• Proficient with MS Office; advanced users preferred.
• A minimum of 1‑3 years of experience 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.

Responsibilities

• Actively work with Managed Investment data teams, Level 1 and CSM teams to ensure data timelines, completeness, and accuracy.
• Collaborate with product and technical teams to identify and solve data issues.
• Manage relationships between Morningstar and Asset Management companies, insurance companies and other data vendors.
• Coordinate with quality assurance, products, and technical departments to resolve clients’ data issues timely.
• Participate in Center of Excellence initiatives to reduce costs and support data platform integration.
• Set SMART goals with direction from team lead and deliver on commitments.
• Improve data collection and QA processes using Lean Six Sigma tools and propose enhancements.
• Engage in data/industry projects like market research and new product development support.

Skills

Analytical skills

Communication skills

Fast learner

Education

Bachelor’s degree in finance/business

Tools

MS Office

Data management tools

Job description

Morningstar is one of the largest independent sources of fund, equity, credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company. We provide independent analysis on individual securities, funds, markets, and portfolios. We also provide data on hundreds of thousands of investment offerings, including stocks, mutual funds, and alternative 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.

In this role as Data Specialist, you will work on collecting operational, document, performance, and portfolio data from various vendor sources. You will adhere to the company goals, policies and procedures and work in a focused manner to achieve the overall objectives. You will be responsible for ensuring and improving the performance, productivity and efficiency and the delivery of the operational performance KPIs. You will effectively manage your performance and development to support our continuous operational success.

Position

Specialist, Level II – Data Level II – Shift: US

Responsibilities

• 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.

Requirements

• 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.

Benefits

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.

Morningstar is an equal opportunity employer.