Talent.com
MorningStar
Specialist, Level IIMorningStar • Mumbai, India
No longer accepting applications
Specialist, Level II

Specialist, Level II

MorningStar • Mumbai, India
30+ days ago
Job description

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.
  • Continuously improve data collection and quality assurance process using LSS tools. Actively discover and raise issues in work (including system, process, and collection methodology) and propose enhancement suggestions to further improve system functionality, process efficiency and data quality.
  • Participate in data and process related projects such as industry/market research, market expansion, process certification, new product development support, etc.

Requirements

  • Bachelor's degree or above in finance/ business with knowledge in fund investment data.
  • Good command in MS Office (Excel, PowerPoint etc.); advanced users preferred.
  • Proficient with the data management policies, procedures and common technical tools.
  • A minimum of 1-3 years of experience working in similar profiles or roles aligned to manage client expectations.
  • Strong analytical, problem-solving capabilities, and excellent communication written as well as verbal & reporting skills.
  • Strong learning ability and equipped with self-motivation in an independent, fast-paced work environment.
  • Ability to exercise control over the executed tasks with the planned activities.
  • Able to work under tight deadlines and handle pressure during peak seasons.
  • Flexibility to work in shifts.

Morningstar is an equal opportunity employer.

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
Skills Required
Ms Office, Excel, Powerpoint, Data Collection, Quality Assurance

Create a job alert for this search

Specialist, Level II • Mumbai, India

Similar jobs

Regulatory Compliance Specialist - Remote | Upto $120/hr

MercorMumbai, Maharashtra, India
Remote
Quick Apply

Headquartered in San Francisco, our investors include.Privacy / regulatory compliance Evaluator.Evaluate AI-generated artifacts against domain-specific quality rubrics.Identify factual, aesthetic, ... Show more

Compliance Specialist - Fully Remote | Upto $120/hr

MercorMumbai, Maharashtra, India
Remote
Quick Apply

Headquartered in San Francisco, our investors include.Evaluate AI-generated artifacts against domain-specific quality rubrics.Identify factual, aesthetic, and presentation errors in documents, spre... Show more

SDET

CollinsonMumbai, Maharashtra, India

Collinson is a global loyalty and benefits company.We use our expertise and products to craft customer experiences which enable some of the world’s.While specialising in Financial Services, Travel ... Show more

Revenue Operations Specialist - Qureos

Qureos IncMumbai, Maharashtra, India

At Qureos, we’re rebuilding how companies hire using AI, structured processes, and smart automation.Now we’re looking for a GTM Engineer who can build the engine behind our revenue machine.If you e... Show more

Spreadsheet QA Specialist - Expert

MercorMumbai, Maharashtra, India
Remote
Quick Apply

Headquartered in San Francisco, our investors include.Spreadsheet QA / workbook maintenance Evaluator.Evaluate AI-generated artifacts against domain-specific quality rubrics.Identify factual, aesth... Show more

RFI Response Specialist - Fully Remote | Upto $120/hr

MercorMumbai, Maharashtra, India
Remote
Quick Apply

Headquartered in San Francisco, our investors include.Public-sector procurement / RFI response Evaluator.Identify factual, aesthetic, and presentation errors in documents, spreadsheets, and slide d... Show more

Nonprofit Evaluator - Program Specialist

MercorMumbai, Maharashtra, India
Remote
Quick Apply

Headquartered in San Francisco, our investors include.Nonprofit / philanthropy / community programs Evaluator.Identify factual, aesthetic, and presentation errors in.Provide clear, structured writt... Show more

Experiment Readiness Specialist - Fully Remote | Upto $120/hr

MercorMumbai, Maharashtra, India
Remote
Quick Apply

Headquartered in San Francisco, our investors include.Product launch / experiment readiness Evaluator.Evaluate AI-generated artifacts against domain-specific quality rubrics.Identify factual, aesth... Show more

Reliability Expert - Fully Remote | Upto $120/hr

MercorMumbai, Maharashtra, India
Remote
Quick Apply

Headquartered in San Francisco, our investors include.Incident management / reliability / SRE Evaluator.Evaluate AI-generated artifacts against domain-specific quality rubrics.Identify factual, aes... Show more

AI Safety Specialist - Fully Remote | Upto $22/hr

MercorMumbai, Maharashtra, India
Remote
Quick Apply

Headquartered in San Francisco, our investors include.AI Safety Experts — English & Punjabi.Generate high-quality human data by annotating failures, classifying vulnerabilities, and flagging sy... Show more

Revenue Economics Specialist - Fully Remote | Upto $120/hr

MercorMumbai, Maharashtra, India
Remote
Quick Apply

Headquartered in San Francisco, our investors include.Pricing / ROI / revenue economics Evaluator.Identify factual, aesthetic, and presentation errors in.Provide clear, structured written feedback ... Show more

Quantitative Readouts Specialist - Remote | Upto $120/hr

MercorMumbai, Maharashtra, India
Remote
Quick Apply

Headquartered in San Francisco, our investors include.Data analysis / quantitative readouts Evaluator.Evaluate AI-generated artifacts against domain-specific quality rubrics.Identify factual, aesth... Show more

Healthcare Operations Specialist - Fully Remote | Upto $120/hr

MercorMumbai, Maharashtra, India
Remote
Quick Apply

Headquartered in San Francisco, our investors include.Healthcare operations Evaluator.Evaluate AI-generated artifacts against domain-specific quality rubrics to ensure accuracy and rigor.Identify f... Show more

Audit Support Specialist - Fully Remote | Upto $120/hr

MercorMumbai, Maharashtra, India
Remote
Quick Apply

Headquartered in San Francisco, our investors include.Finance operations / audit support Evaluator.Evaluate AI-generated artifacts against domain-specific quality rubrics.Identify factual, aestheti... Show more

Health Communications Expert - Fully Remote | Upto $120/hr

MercorMumbai, Maharashtra, India
Remote
Quick Apply

Headquartered in San Francisco, our investors include.Public health communications Evaluator.Identify factual, aesthetic, and presentation errors in.Provide clear, structured written feedback to im... Show more

Trademark Specialist - Fully Remote | Upto $120/hr

MercorMumbai, Maharashtra, India
Remote
Quick Apply

Headquartered in San Francisco, our investors include.IP / trademark / copyright law Evaluator.Evaluate AI-generated artifacts against domain-specific quality rubrics.Identify factual, aesthetic, a... Show more

School Evaluator - Fully Remote | Upto $120/hr

MercorMumbai, Maharashtra, India
Remote
Quick Apply

Headquartered in San Francisco, our investors include.Evaluate AI-generated artifacts against domain-specific quality rubrics.Identify factual, aesthetic, and presentation errors in.Provide clear, ... Show more

Onboarding Specialist - Fully Remote | Upto $120/hr

MercorMumbai, Maharashtra, India
Remote
Quick Apply

Headquartered in San Francisco, our investors include.Training / onboarding / L&D Evaluator.Identify factual, aesthetic, and presentation errors in.Provide clear, structured written feedback to... Show more

L&D Evaluator - Training Expert

MercorMumbai, Maharashtra, India
Remote
Quick Apply

Headquartered in San Francisco, our investors include.Training / onboarding / L&D Evaluator.Identify factual, aesthetic, and presentation errors in.Provide clear, structured written feedback to... Show more

Support Operations Expert - Fully Remote | Upto $120/hr

MercorMumbai, Maharashtra, India
Remote
Quick Apply

Headquartered in San Francisco, our investors include.Customer success / support operations Evaluator.Identify factual, aesthetic, and presentation errors in outputs.Provide clear, structured writt... Show more