Lead Data Analyst

Overview

Lead the business definition, quality, sourcing and lifecycle of private-markets data used by Morningstar Indexes, as a mid-level individual contributor equivalent to an Assistant Team Lead/Team Lead.

What you'll do

• Own the business definition, scope, quality, sourcing strategy, operating model and lifecycle of private-markets data used by Morningstar Indexes.
• Define and maintain the private-markets data taxonomy, business definitions, critical data elements, entity relationships, source hierarchy, curation rules and coverage standards.
• Own the end-to-end business process for sourcing, collecting, validating, curating, approving, correcting and maintaining private-markets data.
• Establish data-quality standards and KPIs covering accuracy, completeness, consistency, timeliness, coverage, uniqueness and source traceability.
• Monitor data-quality performance, prioritize material issues, lead business root-cause analysis and ensure effective corrective and preventive actions.
• Own the business roadmap for private-markets data, balancing new coverage, quality improvements, sourcing changes, process scalability, operational risk and index-product priorities.
• Gather and prioritize requirements from Index Research, Index Operations, Product and other data users, translating them into business requirements, rules and acceptance criteria.
• Partner with Technology teams to deliver data-platform and workflow enhancements, retaining accountability for business prioritization and business acceptance.
• Own business UAT and sign-off for changes affecting private-markets data, including validation of business rules, workflows, controls and downstream usability.
• Define and manage the data-sourcing strategy, source precedence, confidence standards and procedures for resolving conflicting information.
• Own business relationships with external data vendors and content providers, including requirements, coverage and quality assessment, performance reviews, escalations and sourcing recommendations.
• Assess market, regulatory and industry developments and translate relevant changes into data requirements, source changes, process updates and roadmap priorities.
• Maintain data dictionaries, SOPs, source documentation, decision logs, curation guidance and knowledge repositories.
• Coach analysts and data stewards on private markets concepts, quality standards, source evaluation and operational processes.

What you'll need

• At least 5 years of relevant experience in private-markets data, financial data operations, investment research, data products, index operations, asset management or a financial data provider.
• Demonstrated ownership of a dataset, data-content capability, data operations process or business data product.
• Strong knowledge of private markets entities, funds, ownership structures and valuations.
• Experience defining data-quality standards, validation rules, exception processes and operational controls.
• Experience designing or improving data-sourcing, collection, curation and maintenance processes.
• Experience evaluating and managing external data sources or data vendors.
• Ability to develop and prioritize a business data roadmap and translate stakeholder needs into requirements and acceptance criteria.
• Working knowledge of SQL sufficient for data investigation, reconciliation, validation and UAT.
• Working knowledge of Python sufficient to implement simple ETL pipelines.
• Strong analytical, problem-solving, prioritization and decision-making capabilities.
• Strong stakeholder-management and influencing skills, including working effectively with research, operations, product, technology, procurement and vendors.
• Strong written communication and documentation skills.

Nice to have

• Experience with index data, benchmark construction, index reviews or portfolio-related data.
• Familiarity with private markets data vendors, regulatory filings, company registries and other relevant data sources.
• Understanding of data governance, source lineage, metadata, point-in-time data, corrections and auditability.
• Experience with Agile delivery and tools such as Jira, Azure DevOps or Confluence.
• CFA, CAIA, CA, FRM or another relevant professional qualification.

Details

• Location: Vashi, Navi Mumbai, India.
• Shift: General.
• Hybrid work model: four days in-office each week in most locations.
• Role requires flexibility to support other Public Equity data coverage areas, including Float and TSO datasets, and to meet delivery commitments during critical business cycles and peak demand periods.
• Number of positions: 1.