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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.
About the team
The EMEA Managed Investment Data Operations team sits at the core of Morningstar's data quality engine. Within it, the Portfolio & Performance (P&P;) team owns the accuracy, completeness and timeliness of the fund data that underpins Morningstar ratings, regulatory reporting and client deliverables across EMEA, LATAM and Korea. We run month-end return quality assurance,



deliver regulatory portfolio reporting for Solvency II and Basel III clients, and act as Morningstar's operational partner to the Investment Association (IA) for fund categorisation monitoring. We are a team of analysts who build effective, trust-based relationships across the business and are committed to delivering best-quality data.
The role
This is an ideal position for someone looking to drive operational excellence in a data-intensive, regulatory-facing environment. We are seeking a Senior Data Research Analyst to manage a variety of initiatives spanning month-end data quality, regulatory portfolio reporting (Solvency II, Basel III), and investment fund categorisation. You will act as a subject-matter expert on fund data and categorisation methodology, and you will strengthen and standardise our processes across global markets.
You will collaborate closely with general content and operations teams, including Pricing, Distributi

📌 Senior Data Research Analyst (Madrid)
🏢 Morningstar
📍 Madrid