Associate Machine Learning Analyst

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 Role

Morningstar’s Managed Investment Operations Data Team is looking for an enthusiastic individual to take on machine learning data responsibilities. In this role, you will contribute to the automation of fund data collection processes using AI. You will work closely with Data Research Analysts, Content Researchers, Project Specialists, Data Scientists, and Tech Developers to support the development and application of machine learning models that enhance data quality and process efficiency. This position is based in Madrid.

What You’ll Do

• Represent fund day-to-day data collection processes and collaborate with Data Scientists to identify areas where machine learning models can improve efficiency and data quality.

• Facilitate the integration of machine learning models into data collection processes to support business growth.

• Contribute as a domain expert to AI-enhanced data collection activities and discussions on future data workflows.

• Partner with Data Scientists to build, fine-tune, and monitor machine learning models while analyzing their results.

• Work closely with global data collection teams across various functions to ensure effective implementation of AI-driven solutions.

• Build and maintain documentation on machine learning models and their application.

• Diagnose data issues in daily processes, identify root causes, and escalate them to Data Scientists when necessary.

• Develop and refine data annotation schemes and annotate training data to enhance machine learning performance.

Who You Are

• Proven ability to articulate problem statements and business requirements for building machine learning models.

• Strong understanding of Morningstar’s data collection processes and methodologies.

• Advanced Excel and SQL skills; basic knowledge of Python and regex preferred.

• Experience automating data collection tasks and reports using Excel macros, SQL queries, or other data automation tools is a plus.

• Bachelor’s or Master’s degree in Finance, Business, Mathematics, or a related field. Professional certifications such as PMP or CFA are valued.

• Strong organizational skills with attention to detail.

• Fluency in English; proficiency in other European languages is a plus.

Ready to Shape the Future?

At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.

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.

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