Product Manager

3 weeks ago


Toronto, Canada Morningstar Full time

The Group : Morningstar Data, Research, and Enterprise Solutions is building and enhancing Morningstar Direct Platform which empowers flagship products including Morningstar Direct, Morningstar Data and Morningstar Advisor Workstation. We work to serve the needs of professional investors in the Wealth and Asset Management firms. 

The Role: The Portfolio Services team, a part of the Platform Service organization, is looking for a Product Manager to define and lead the delivery of client portfolio data and analytical services for the Morningstar Direct platform. You will act as both product expert and strategist to translate product requirements, powerful data analysis techniques, and Morningstar methodologies into innovative deliverables that solve customer problems in the areas of uploading portfolio data, constructing and monitoring portfolios, performing portfolio analytics, and consuming portfolio data and analytics on screen, via data extractions or via reports. You will partner with our product/application teams to incorporate the voice of the user and will work closely with products, development, and support to decide on priorities for our roadmap.

The ideal candidate will have deep familiarity with Morningstar’s data and software offerings for various personas in the global asset and wealth management industry and the tools they use to manage their workflows. The candidate should also have a strong grasp of the portfolio data and analytics, the ability to meaningfully contribute to strategic product development efforts, and a desire to drive deliveries with strong partnerships and alignment with internal teams within the Morningstar Data, Research and Enterprise Solutions business group and across the organization.

This is a hybrid role based in North America (with Toronto, Canada as preferred location).

Responsibilities:

Proactively drive new business initiatives through research, documentation, and implementation. Responsible for providing functionality specifications and business logics to solution design and development squad. Responsible for guiding products from initial development all the way through launch, including the operational aspects of the product launch. Serve as the subject matter expert of client portfolio data workflows both internally with our development teams and externally with application/product teams, client service and sales teams, and occasionally clients. Engage with the asset management and advisor industry and our clients to proactively research and recommend enhancements and improvements of our offerings. Foster a team dynamic that is motivated to improve the customer experience and drive better investor outcomes. Drive adoption of our newest product enhancements to portfolio services on the Morningstar Direct platform. Track and deliver against key performance indicators (KPIs) and measurements of service success (adoption/usage, reliability, product satisfaction, quality, cost implications, etc.). Liaise with partnering central functions and applications/products to ensure alignment and achieve maximal synergy.

Qualifications:

Driven to generate exceptional business outcomes and/or create beautiful user experience. Creative thinker with an analytical approach to problem solving, ability to think deep, and strong attention to detail. Ability to look at situations from several points of view: internally, externally, and cross-functionally. Excellent communication and interpersonal skills. Strong customer-service focus for building a product with purpose and supporting clients. A minimum of 5 years of relevant experience, with demonstrated experience in product management desired. Previous industry experience in data/analytics and software. Data science/engineering or quant expertise desired. A bachelor’s degree is required. 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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