Logo of Huzzle

Fund Data Specialist

  • Job
    Full-time
    Mid & Senior Level
  • Data
    Banking & Finance
  • Frankfurt

AI generated summary

  • You must be fluent in English and German, have 3-5 years in financial data, understand the DACH investment industry, and possess strong communication, analytical, and project management skills.
  • You will explain data workflows, onboard new data sets, resolve client inquiries, collaborate with teams, analyze market changes, and monitor competitors to enhance data offerings.

Requirements

  • Fluent English and German; other European language preferable
  • 3- 5 years of relevant experience
  • Solid understanding of the local German, Swiss and Austrian investment management industry
  • Excellent written and verbal communication, problem solving, organizational, and analytical skills
  • Significant experience within a financial data role
  • Data expert on investment data points, processes, methodologies, calculations and different fund structures
  • Previous experience in project management and relationship management role
  • Extra European language

Responsibilities

  • Representing and explaining the Data workflows, processes, and methodologies (ESG, SFDR, MIFID and other regulatory requirements, Morningstar sustainability rating…) towards asset managers and clients.
  • Take ownership of acquiring and onboarding new data sets as we keep expanding the quality of analytics delivered to clients.
  • Partner with product, sales & support teams to help resolve client data questions.
  • Collaborate with members of the Data & Development Centres and global teams to align priorities based upon local business requirements.
  • Business analysis on market and regulatory changes to design data collection plans & meet client and industry needs.
  • Monitor competitor behaviour, trends, and services to ensure Morningstar is well placed to act on any opportunities that may arise.

FAQs

Do we support remote work?

Yes, we do remote work but in a hybrid format, requiring collaboration in-person at least three days each week.

What languages are required for this position?

Fluent English and German are required; proficiency in other European languages is preferable.

How many years of experience are needed for this role?

3 to 5 years of relevant experience are required for this position.

What is the main responsibility of the Fund Data Specialist?

The main responsibility includes driving Morningstar data in the German, Swiss, and Austrian market and managing relationships with asset managers and other industry actors.

Where is the position based?

The position is based in our Frankfurt office.

Is knowledge of the investment management industry important for this job?

Yes, a solid understanding of the local German, Swiss, and Austrian investment management industry is essential.

What kind of skills are required for this position?

Excellent written and verbal communication, problem-solving, organizational, and analytical skills are required.

What type of experience is considered significant for this role?

Significant experience within a financial data role is required.

Are there any preferred qualifications for the candidate?

Yes, having expertise in investment data points, processes, methodologies, calculations, and previous experience in project and relationship management are considered nice to have.

What benefits are offered with this position?

A range of benefits are available to enhance flexibility as needs change, alongside tools and resources to engage with global colleagues.

Will the candidate be required to monitor competitor behavior?

Yes, monitoring competitor behavior, trends, and services is part of the job responsibilities to ensure Morningstar can act on any opportunities.

Our mission is to empower investor success.

Finance
Industry
5001-10,000
Employees
1984
Founded Year

Mission & Purpose

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and realtime global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $246 billion in assets under advisement and management as of Dec. 31, 2022. The Company operates through wholly- or majority-owned subsidiaries in 32 countries.