About the role :
The EMEA Client Response Team requires a Data Specialist to provide support for complex data cases that get escalated to our team.
Applicants will be considered through the Morningstar Development Program (MDP). While we look for individuals who have an interest in investing, your major is not as important as your ability to apply concepts to real-life scenarios.
All fields of study are welcome. Throughout this 18-months program, you will be placed in a cohort where you’ll receive ongoing career development, networking, mentoring, training opportunities, and exposure to different areas of the business to help you succeed at Morningstar.
If you are selected for the program, the MDP team will work with you to determine your specific role. The program advisor will meet with you to identify and develop your career goals.
Past participants have moved into roles such as investment analyst, client relationship manager, credit analyst, and project manager.
In this role you will work closely with Client Service Support, Data Product Management and Data Operations to ensure resolution of these issues.
Our specialists are required to research identified issues, ensure timely resolution, and communicate outcomes to all appropriate team members.
Timely resolution requires coordinating resources across various data teams. Additionally, you will help in identifying the trends of data cases submitted and come up with strategies to reduce the number of data issues submitted.
The position is based in our Madrid office and will report to the Team Leader of the Client Response Team, but the role requires support of our global clients, particularly in the Americas, but also EMEA and APAC regions.
Job responsibilities :
- 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.
- Collaborate strongly with the global data and client support teams
- Continuously evaluate procedures, create and enhance analytical tools, and implement process improvement projects.
- Act as an expert regarding investment data points and calculations including new financial regulations
- Understand roles, responsibilities, and expertise of internal stakeholders to expedite issue resolution.
- Translate requests from internal clients into detailed written specifications and user stories.
Qualifications :
- A bachelor’s degree or equivalent is required
- Proficient oral and written communication skills.
- Fluent in English required. Fluency in other European languages is advantageous.
- 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.
- Strong 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 different types of data so experience within data methodology / quality and processes is a big bonus.
- A deep customer service focus and strong attention to detail.
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Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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.