Data Relationship Manager Canada

3 weeks ago


Toronto, Canada Morningstar Full time

**About the Role**

The Managed Investment Data Team requires a Data Relationship Manager to drive Morningstar data in the local market. The employee will collaborate with all global and local Morningstar teams. The Data Relationship Manager will build relationship with providers, demonstrate our capabilities and quality, and return the voice of the local market to the global and central teams. The position will be based in our Toronto office.

**Responsibilities**:

- Manage relationships with Canadian fund companies and third-party administrators. Visiting fund companies for service reviews and providers to set up acquisition channels as well as acting as a point of escalation when such channels are failing.
- Manage projects focused on enhancing our database in order to meet changes in our industry and client’s needs. This includes business analysis on market trends and regulatory changes, as well as liaising with associations or working groups in order to design data collection plans and bring back the voice of the client.
- Promote Morningstar data at a local level to internal and external clients. Produce research materials to assist in retaining and obtaining business.
- Collaborate with members of the Data & Development Centres and Global Data Teams to align priorities based upon local business requirements.
- Monitor competitor behaviour, trends and services in order to ensure Morningstar is well placed to act on any opportunities that may arise.

**Qualifications**
- Solid understanding of the Canadian investment management industry and passionate about investment data.
- Excellent written and verbal communication, problem solving, organizational, and analytical skills.
- Data expert on investment data points, processes, methodologies, calculations and different fund structures is a plus.
- Previous experience in project management and relationship management role is highly preferred.
- Fluent English, French is a plus.
- Significant experience within a financial data role.
- A bachelor’s degree or equivalent is required.
- Experience within data methodology/quality and processes.

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



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