Senior Data Consultant at Morningstar

The Managed Investment Data Team requires a Senior Data Consultant to drive Morningstar data in the local market. The employee will collaborate with all global and local Morningstar teams. The Senior Data Consultant will build relationship with providers, demonstrate our capabilities and quality, and return the voice of the local market to the global and central teams. The position will be based in South Africa, in our Cape Town office.

Responsibilities

• Serve as the subject matter expert to help resolve client data questions.
• Promote Morningstar data at a local level to internal and external clients. Produce research materials to assist in retaining and obtaining business.
• Manage relationships with South African fund companies. Visiting providers and setting up acquisition channels as well as acting as a point of escalation when such channels are failing.
• Collaborate with members of the Data & Development Centers and Global Data Teams to align priorities based upon local business requirements.
• Manage projects focused on enhancing our database in order to meet changes in our industry and client’s needs. This includes business analysis on market trends and regulatory changes, as well as liaising with associations or working groups in order to design data collection plans and bring back the voice of the client.
• Monitor competitor behaviour, trends and services in order to ensure Morningstar is well placed to act on any opportunities that may arise.

Requirements

• Data expert on investment data points, processes, methodologies, calculations and different fund structures.
• Solid understanding of the local South African investment management industry and passionate about investment data.
• Excellent written and verbal communication, problem solving, organizational, and analytical skills.
• Previous experience in project management and relationship management role is highly preferred.
• Fluent English and at least other European language preferable.
• Significant experience within a financial data role.
• A bachelor’s degree or equivalent is required.
• Experience within data methodology/quality and processes.