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 Team

Morningstar’s Research group provides independent analysis on individual securities, managed investments, portfolios, and markets. The group also collects and maintains high-quality data on the equities, managed investments, and fixed-income investments we cover in our database, one of the largest investment databases in the world. Morningstar is one of the largest independent sources of manager, equity, and credit research in the world. We transform data into insights that investors can use to reach their financial goals.

The Role





The Managed investment Data Team requires a Data Research Analyst to process our portfolio data across global markets. The analyst will need to work closely with the global Portfolio Team and Local Business Representatives, taking responsibility for data coverage, quality, and timeliness to the highest standards. The Portfolio Data Analyst will form closer links with providers related to data acquisition processes and gain expert knowledge of our database. The position will be based in our Data and Development Centre EMEA.

Responsibilities

• Collect and maintain Morningstar data, ensuring high levels of data accuracy, completeness and coverage.
• Meet the predetermined production deadlines for internal and external clients
• Collaborate strongly with the general data teams
• Continuously evaluate procedures, create and enhance analytical tools, and implement process improvement projects.
• Act as an expert regarding investment data points and calculatio

📌 Portfolio Data Analyst (Madrid)
🏢 Morningstar
📍 Madrid