The Indexes Implementation Manager will manage client data delivery, troubleshoot issues, build cross-functional relationships, and improve client implementation processes.
About Morningstar:
Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.
The Group:
Morningstar Indexes provides indexing solutions to measure and benchmark markets and asset classes around the world and offers a broad suite of global equity, bond, and asset allocation indexes. Morningstar Indexes are designed to help investors at every stage of the investment process - market monitoring, benchmarking, asset allocation, and portfolio construction. Global asset managers use Morningstar`s strategic beta indexes, which are based on proprietary research, to create investment solutions to meet investor goals.
The Role:
The Indexes Client Service & Implementation team seeks an enthusiastic, results-driven Indexes Implementation Manager to help advance our index products in Europe. In this role, you will interact extensively with clients and sales and lead index data implementation. You will become an expert in Morningstar's index data offering and will work closely with sales, product management, technology and operations.
Please note: Strong experience within financial services or financial markets is essential for this position, in addition to experience working with clients.
Responsibilities
Qualifications
Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us
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.
U99_MstarUKLtd Morningstar UK Ltd. Legal Entity
Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.
The Group:
Morningstar Indexes provides indexing solutions to measure and benchmark markets and asset classes around the world and offers a broad suite of global equity, bond, and asset allocation indexes. Morningstar Indexes are designed to help investors at every stage of the investment process - market monitoring, benchmarking, asset allocation, and portfolio construction. Global asset managers use Morningstar`s strategic beta indexes, which are based on proprietary research, to create investment solutions to meet investor goals.
The Role:
The Indexes Client Service & Implementation team seeks an enthusiastic, results-driven Indexes Implementation Manager to help advance our index products in Europe. In this role, you will interact extensively with clients and sales and lead index data implementation. You will become an expert in Morningstar's index data offering and will work closely with sales, product management, technology and operations.
Please note: Strong experience within financial services or financial markets is essential for this position, in addition to experience working with clients.
Responsibilities
- Work cross-functionally with various Morningstar teams to manage all aspects of data delivery to clients
- Be the subject matter expert on all available data delivery channels, and be able to find the best fit solution for the client
- Be an escalation point for client issues during the implementation period, be able to troubleshoot and work with technology to resolve any issues
- Initiate ideas and projects to improve our client implementation experience and delivery solutions
- Manage relationships with, and data delivery to third party index data providers
- Create and maintain data product technical specifications as required
- Support business development and product management teams for client meeting preparation as required
- Participate in and contribute to global projects to advance the growth of the Indexes business
Qualifications
- Bachelor's degree
- At least 5 - 7 years of professional work experience, ideally in a client-facing role within the Index industry
- Proven experience in financial markets or financial services is a must
- Excellent communication skills, both verbally and in writing
- Enjoys problem solving and making improvements
- A pro-active and positive attitude
- Self-motivated and willing to take ownership of new responsibilities
- Strong interpersonal skills, and enjoys building relationships
- Team player who works well cross functionally and globally
- Technical skills and experience with SQL, Python, AWS, not required but nice to have
- Familiarity with data providers such as Morningstar Direct, Bloomberg, FactSet, not required but nice to have
- Interested in learning more about Indexes and investing
Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us
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.
U99_MstarUKLtd Morningstar UK Ltd. Legal Entity
Top Skills
AWS
Python
SQL
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