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Calculation Methodology Leader, Equity Data

| Chicago

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 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 Equity Data Methodology and Strategy Team. The team’s mandate is to be the experts in the field of equity data, whom our external and internal clients can trust to provide intelligent, valuable, and timely solutions. To this end as the leader of the calculation methodology team you will work with content specialists, 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 equity data methodologies. You will work in a global environment, managing stakeholders in multiple regions. As the local resident content expert, you will be a resource to local data analysts. 

Responsibilities 
• Work with senior leaders to help guide the evolution of the equity database 
• Responsible for all calculation methodologies including final sign off 
• Lead Morningstar’s Equity Methodology Council 
• Own the production calculation technology queue 
• Manage the operations and members of the calculation team 
• Develop, mentor, and coach team members to be successful in their roles at Morningstar 
• Responsible for working with the team to create detailed specification documents 
• Responsible for creating client facing documentation and research 
• Take the initiative to propose new methodology or processes that will benefit our clients 
• Collaborate with the collection team to determine best practices 
• Work with product team to ensure that our data is used in the best way possible 
• Communicate clear and concise project status information to stakeholders including the sales team and external clients 

Requirements 
• Bachelor’s degree in Accounting/ Finance/ Business 
• CFA is considered an asset 
• Expert level understanding of accounting principles and equity ratios/calculations 
• More than 5+ years of experience and proven track record in the equity industry 
• Able to serve as a subject matter expert and guide other team members through training and mentoring 
• 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 
• Able to influence colleagues that you do not manage but whose resource & skills you need to achieve project goals 
• Strong communication, interpersonal and analytical skills 
• A pro-active and positive attitude and a team player 
• Interest and personal participation in equity markets is considered an asset 

 

 

100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entity

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Technology we use

  • Engineering
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Location

22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Perks & Discounts
Casual Dress
Commuter Benefits
Happy Hours
Parking
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement

Additional Perks + Benefits

Compensation at Morningstar is more than a salary. It’s about making positive contributions to both life and work. We give our diverse workforce the choice and flexibility they need to maintain their health, retirement plans, time, and professional growth.

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