| Job Description
The Group: Morningstar’s Research group provides independent...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: Morningstar seeks a self-motivated Portfolio Content Researcher to provide a vital junction within the global portfolio team. In this role, you will work with our global Portfolio and Research Methodology teams to develop and implement enhancements to portfolio data and analysis of portfolio data. You will be a key contributor to developing new portfolio risk analytics, a global strategic initiative for the company. Your exposure to Data and the global Research team will allow you to have a solid foundation for your career. As a Content Researcher, you will work with project managers, developers, research engineers, and process owners to define, document, & implement high-quality & timely project deliveries. This position is based in our Shenzhen office.
Responsibilities
+ Help develop and implement the portfolio methodology for derivatives collection and next generation Morningstar portfolio risk analytics.
+ Translate research methodologies into usable technology language through detailed written specifications. + Coordinate with relevant team to ensure full documentation (SOPs, quality metrics, definitions) is in place.
+ Communicate clear and precise project status information to stakeholders.
+ Integrate advanced portfolio accounting and risk measurement into Morningstar’s global portfolio processes.
+ Gather and maintain knowledge of relevant regulatory action (e.g. Dodd-Frank, Solvency II) as they relate to portfolio data.
Requirements
+ A bachelor’s degree in economics or business with an exceptional academic record.
+ At least 3 years of experience in the financial data industry.
+ CFA candidate preferred.
+ 1-3 years of derivatives experience with knowledge of futures, options and swaps.
+ Self-motivated, detail-oriented, and organized.
+ Strong quantitative and business analysis skills.
+ Working knowledge of basic programming in SQL is a plus.
