Senior Data Research Analyst (Portuguese speaker)

About Morningstar

Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.

About the role

Our EMEA Data Team is looking for a Senior Data Research Analyst to process our data across global markets. We are specifically looking for a Portuguese speaker. We are a team of data analysts who have effective relationships with other teams and are committed to deliver best quality data. As a Senior Data Research Analyst in the Data Division, you will work closely with the Global Data Team and Local Business Representatives, taking responsibility for data coverage, quality, and timeliness to the highest standards. This role will form closer links with providers related to data acquisition processes and gain knowledge of our database. The position will be based in our Data and Development Center EMEA in Madrid.

Responsibilities

• Collaborate closely with the global data teams
• Data expert on investment data points, processes, methodologies, calculations & different fund structures
• Manage business relationships with fund companies. Connecting with providers & setting up acquisition channels as well as acting as a point of escalation
• Meet the predetermined production deadlines for internal and external clients
• Continuously evaluate procedures, create and enhance analytical tools, and implement process improvement projects
• Contribute to internal data initiatives and cross-functional projects as priorities evolve, partnering with team leads and other departments to support evolving business needs
• Utilize project management methodologies such as LEAN Six Sigma to track, evaluate and determine resolution approach for complex data issues
• Collect and maintain Morningstar data, ensuring high levels of data accuracy, completeness and coverage
• Track and report on key data quality and performance metrics to support team and departmental reporting needs
• Demonstrate a high sense of ownership of the issues in the data ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution
• Understand roles, responsibilities, and expertise of internal partners to expedite issue resolution
• Translate requests from internal clients into detailed written specifications and user stories
• Improve and document client use cases to ensure any new functionality meets and exceeds client expectations

Requirements

• A bachelor’s degree or equivalent is required
• Proficient oral and written communication skills. Fluent in English and Portuguese required; an additional European language (French, Danish, Swedish, Norwegian, Finnish, Italian, Spanish) is an advantage.
• Collaborates well in a team environment, have the ability to communicate and work with team members from diverse backgrounds, in a conscientious and inclusive way.
• Sensitive to clients’ needs
• Solid understanding of the financial industry and passionate about investment data.
• Excellent organizational and time-management skills, capable of handling high volumes of data and meeting strict deadlines
• You will be collaborating with cross functional teams and leading from the front when it comes to Operational data, Performance data, etc, so experience within data methodology/quality and processes is a big bonus.
• Previous experience in project management is preferred.
• Proficiency in Microsoft Excel and SQL; working knowledge of Python for data analysis and process automation is a plus

Bonus Target:

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.