Overview

Senior Implementation Consultant role at Morningstar. The Group: Morningstar Indexes provides indexing solutions to measure and benchmark markets and asset classes around the world and offers a broad suite of global equity, bond, and asset allocation indexes. Morningstar Indexes are designed to help investors at every stage of the investment process—market monitoring, benchmarking, asset allocation, and portfolio construction. Global asset managers use Morningstar’s strategic beta indexes, which are based on proprietary research, to create investment solutions to meet investor goals.

The Role

The Indexes Client Service & Implementation team seeks an enthusiastic, results-driven Indexes Senior Implementation Consultant to help advance our index products in Europe. This role will interact with clients and sales and lead index implementation. This role will become an expert in Morningstar’s Index offering and will work closely with sales, product management, technology, and operations.

Please note: experience within financial services or financial markets is essential for this position, in addition to proven implementation expertise.

Responsibilities

• Work cross-functionally with various Morningstar teams to manage all aspects of Indexes implementation
• Be the subject matter expert on all Indexes delivery channels and options globally, and be able to find the best fit solution for the client
• Be an escalation point for client issues during implementation, be able to troubleshoot and work with technology to resolve any issues
• Initiate ideas and projects to improve our client implementation experience and delivery solutions
• Lead qualifying, contracting, and onboarding for Morningstar Indexes data clients
• Manage licensing requests for current and potential Morningstar Index Clients
• Act as Index expert and project manager for internal implementations of Morningstar Indexes
• Create and maintain indexes data product technical specifications as required
• Support business development and product management teams for client meeting preparation as required
• Participate in and contribute to global projects to advance the growth of the Indexes business

Qualifications

• At least three (3) to five (5) years of professional work experience, ideally in a client-facing role
• Proven experience in financial markets or financial services is a must
• Strong interpersonal skills and enjoys building relationships
• Excellent communication skills, both verbally and in writing
• Work well cross-functionally and globally
• Self-motivated, willing to take ownership of new responsibilities, and able to multi-task
• Curious and enjoys problem-solving
• A pro-active and positive attitude and a team player
• Interested in learning more about Indexes and investing

Nice to have

• Knowledge of Morningstar Direct and Morningstar Data
• Fluency in either one or many of the following languages – Spanish, Italian, French, German, Swedish
• Technical skills and experience like SQL, Python, AWS
• Progress towards CFA designation

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.

Job Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Information Technology
• Location: London, England, United Kingdom