Morningstar is looking to improve data collection, analyst productivity, quality, and speed-to-market for new datasets in their Investment Services group.
Requirements
- Expert knowledge of statistical methods
- Strong familiarity and curiosity with NLP, LLMs, and agentic solutions
- Significant experience with Python, AWS and various data storage, big data technology and streaming data processing
- Experience with agile principles including test-driven development, continuous integration and test automation
Responsibilities
- Lead efforts to develop collection solutions across a range of investment types in equities, fixed income, and managed products
- Formulate and evaluate data science approaches for collection and operational needs
- Partner with Data Collections Technology and Product Management to organize and implement data science
- Work with Software teams, Research, and business units to develop analytics and align research roadmaps to product delivery
- Drive operational improvements across the team
- Utilize and advocate for Agile project management practices
Other
- 10+ years of hands-on investment experience with 5+ years of management experience
- Graduate degree education preferred, particularly an MBA or CFA designation
- Excellent attention to detail and impeccable accuracy in running and proofing analyses and algorithms
- Ability to interface and project confidence and clarity directly with senior leaders both internally at Morningstar and externally with institutional clients
- Ability to convert strategic plans into actionable programs and projects
- Ability to create and promote a culture of technology excellence and innovation
- Ability to work both collaboratively and independently
- Demonstrated effectiveness in leading an investment team as a manager
- Ability to educate, train, and communicate with early career employees
- Ability to improve and scale existing programs
