Job Location: Navi Mumbai
Position: Senior Data Research Analyst
Department: Managed Investment Data
No. of position: 1
Shift: Afternoon
How to Apply: Application Link (mandatory)
Candidates need to visit the below link and submit their application failing which the application won’t be considered: https://morningstar.wd5.myworkdayjobs.com/Americas/job/Senior-Data-Research-Analyst_REQ-021131-1
Job Description
The Group:
Morningstars Research group provides independent analysis on individual securities, managed investments, portfolios, and markets. The group also collects and maintains high-quality data on the equities, managed investments, and fixed-income investments we cover in our database, one of the largest investment databases in the world. Morningstar is one of the largest independent sources of manager, equity, and credit research in the world. We transform data into insights that investors can use to reach their financial goals.
The Role:
The Managed Investment Data Team requires a Senior Data Research Analyst to manage a high volume of outreach, make outbound calls, connections with decision makers at investment companies, and improve and enrich our data collection. In this role you will improve and build relationship with providers, demonstrate Morningstar capabilities and quality, and return the voice of the clients to the global data teams. In this role you will join our data team with an initial focus on mastering our internal applications and tool for our direct outreach processes. Once mastered, you will create outbound campaigns using email and/or phone calls to gather and update data in our platform/databases. The primary focus will be on research and collection of standard datapoints according to Morningstar and PitchBook needs, such as Hedge Funds data, Model Portfolio, Strategy and Collective Investment Trusts. This position will be with Managed Investment Data (MID) team based in our Mumbai office.
Responsibilities:
- Outbound calling, using scripts to convince fund companies/providers to provide data on their managed investments
- To consistently perform effective outbound calls on daily basis in line with targets provided
- Should be able to explain clients our products and services
- Provide accurate and appropriate information in response to customer inquiries and questions
- Update and maintain customer/potential customer databases
- Demonstrate a high sense of ownership of the process
- Collaborate and work with external/internal teams to develop and improve processes, tools and methodologies
- Manage/Support projects focused on enhancing our database in order to meet changes in our industry and clients needs. This includes business analysis on market trends & regulatory changes & liaising with associations or working groups in order 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:
- Proven track record of making high volume of outbound calls daily with a sense of ownership and accountability to achieve the set targets.
- Solid understanding of the investment management industry.
- Ability to demonstrate client centric approach.
- A minimum of 2 years of experience in Finance/BPO/ KPO & client relationship management role.
- Passionate to learn investment related information and applications.
- Knowledge on Hedge Funds/Separate Account/Model/ CIT vehicles and their handling in the market will be plus.
- Ability to work as an Individual contributor and as part of a team
- Has good analytical, problem solving and negotiation skills
- Adaptable, Self-motivated and energetic individual
- A bachelors degree or equivalent is required.
- Flexibility to work in shifts.
Morningstar is an equal opportunity employer
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