Fund Data Consultant

Morningstar Credit Ratings, LLC; Cape Town; Hybrid; ZAR 442,000 - 619,000; Full time

Benefits offered by this job

Hybrid work model

Competitive compensation

Bonus target

Job summary

Morningstar is seeking a Data Consultant to drive Morningstar data in the South African market. You will lead relationships with asset managers and collaborate with global and local teams to deliver high-quality data analytics and insights.

The role involves ownership of data onboarding, SME input on RFPs, and coordinating with product and sales to meet client needs. You will monitor industry trends and regulatory changes, and serve as the voice of the local market to global teams.

Qualifications

• Strong understanding of the local investment management industry.
• Excellent written and verbal communication, problem solving, and analytical skills.
• Experience in project management and relationship management.
• Significant experience in financial data roles.

Responsibilities

• Explain Data workflows, processes and methodologies to asset managers and clients.
• Own onboarding of new and complex data sets as we expand analytics quality.
• Collaborate with product, sales & support on RFPs and lead generation as the SME for data questions.
• Coordinate with Data & Development Centres and global teams to align priorities with local needs.
• Manage projects to enhance our database to meet industry and client changes.
• Analyze market trends and regulatory changes and liaise with associations to design data collection plans.
• Monitor competitor behaviour and opportunities to keep Morningstar ahead.

Skills

Investment data

Project management

Relationship management

Communication

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 Role: The Managed Investment Data Team requires a Data Consultant to drive Morningstar data in the South African 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.

Responsibilities:

• Representing and explaining the Data workflows, processes and methodologies 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 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 to design data collection plans & bring back the voice of the client.
• Monitor competitor behaviour, trends and services in order Morningstar are well placed to act on any opportunities that may arise.

Requirements:

• Solid understanding of the local investment management industry and passionate about investment data.
• Excellent written and verbal communication, problem solving, organizational, and analytical skills.
• Previous experience in project management and relationship management role is highly preferred.
• Significant experience within a financial data role.
• Base Salary Compensation Range ZAR 441.860,00-619.224,66 Bonus Target: 7,5% Annual We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate’s qualifications, experience, and other job-related factors.
• 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.
• I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) 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.