Lead Data Analyst

Toronto

Morningstar

Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.

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About the Role:

In this role, you will participate in the analysis of new feature/content requests and help multifunctional development teams to understand WHAT needs to be done to meet internal and external user’s needs through Morningstar’s next-generation enterprise data platform. This platform will ultimately support ALL of the products offered by Morningstar. You will collect requirements and analyze, and document use cases, provide test strategy and test cases for QA teams. You will also be in charge of building a detailed methodology for calculation and data logic for ETL/ELT. Finally, you will write documentation to build a deep knowledge base for global client support teams to investigate issues and answer clients’ questions. The ideal candidate will have a passion for data and technology, excellent communication capability, and the ability to develop a strong understanding of Morningstar data and methodologies. 

This position is based in our Toronto office. We follow a hybrid policy of 3 days onsite and 2 days remote work.

Responsibilities:

  • Develop, implement, and maintain cutting-edge analytics and processes
  • Utilize Machine Learning solutions to make systems and processes more efficient
  • Communicate with internal and external clients, client success teams to understand and clarify business requirements
  • Convert business requirements into actionable solutions through detailed analysis such as calculation prototyping, usage analysis, and data mapping/mining/locating in various data sources
  • Write specifications according to requirements and explain details to the project team
  • Collaborate with PM, tech leader, developer, and QA to deliver the project according to requirements, such as test account creation, calculation verification
  • Comprehends functional requests from direction of product team and help determine solution validity and/or alternate options Leads team discussions to determine MVP for new projects
  • Helps to model the data and develop strategy for execution
  • Acts as a bridge to help bring analysis to light while working to take direction from both Product and Tech teams
  • Leads Data Visualization and automation efforts for the team
  • Suggest any efficiencies based on the data collected
  • Leads Data exploration and anaysis including identifying patterns

Qualifications:

  • 5+ years of business analysis or data analysis
  • 1-2+ years of experience with Morningstar software and or Data
  • Self-motivated, excellent work ethic, strong interpersonal and communication skills, ability to work in a team environment
  • Excellent problem-solving skills
  • Ability to learn quickly and work independently
  • Advanced knowledge in data business and methodology of Equity, Fund, and Fixed Income
  • Intermediate knowledge of SQL, Python – a must have
  • Basic knowledge of Jupyter notebook, Amazon web service

 

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

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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* Salary range is an estimate based on our AI, ML, Data Science Salary Index 💰

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Tags: Data analysis Data visualization ELT ETL Jupyter Machine Learning MVP Prototyping Python Research SQL

Perks/benefits: Career development

Region: North America
Country: Canada

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