The Position: Specialist, Level II

The Department: Data Level II
Shift: US

The Group:

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, 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, with the help of leaders,
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.

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.
* Continuousl

📌 Specialist, Level II (Mumbai)
🏢 Morningstar
📍 Mumbai