Morningstar

PitchBook Public Equity: Associate Content Researcher or Content Researcher

Shift - General

Job Description -

The Group: Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar 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. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company.

The Role: The PitchBook Equity Data team is looking for a knowledgeable, enthusiastic, creative, and results-driven candidate with 5+ years of experience in equity data to join its Enhanced Data Sets Collection Methodology Team (Industry Specific Metrics/Operating Metrics/Normalization of Profits etc.). The team’s mandate is to be the experts in the field of Enhanced Data Sets, whom our external and internal clients can trust to provide intelligent, valuable, and timely solutions. To this end as a Content Researcher you will work with content specialist, product consultants, business managers, product managers, project managers, developers, operation team leaders, quality assurance analysts and client/third-party stakeholders to define, manage and implement high quality and timely projects focused on Enhanced data sets methodologies. You will work in a global environment, managing stakeholders in multiple regions.

Responsibilities

• Work with the content specialists to create, maintain and enhance data collection methodology
• Perform subject matter research and propose intelligent solutions/methodologies
• Responsible for timely resolution of Data Collection and Client queries
• Responsible for creating, maintaining, and improving client facing Data Collection Methodology
• Take the initiative to propose new methodology or processes that will benefit our clients and internal teams
• Collaborate with the data collection team to determine best practices
• Conduct and organize data collection methodology training sessions
• Actively participating and contributing in Automation/Process simplification efforts in Data Collection
• Develop and maintain JIRA dashboards to track and analyse Operation and Client Queries

Requirements

• Bachelor’s degree in Accounting/ Finance/ Business
• CFA/CA is considered an asset
• Strong understanding of accounting principles, reporting formats, data collection practices
• 5+ years of experience and proven track record in the Enhanced data sets.
• Able to take the initiative and work without detailed guidance or supervision.
• Able to lead global projects coordinating with the global operations teams, working across different time zones
• Strong interpersonal and analytical skills
• A pro-active and positive attitude and a team player
• Curious and enjoys performing research and solving problems
• Interest and personal participation in equity markets is considered an asset
• Knowledge on SQL and Excel will be an added advantage

Morningstar is an equal opportunity employer.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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.