The Team Morningstar’s Analytics group develops and delivers proprietary methodologies, calculations, and analytical capabilities that help investors evaluate investments and make informed decisions. The Managed Investment Calculations team translates Morningstar’s research and intellectual property into accurate, scalable, and consistent analytics used across Morningstar products. The Role We are seeking a Product Manager with strong business analysis and data analysis skills to lead the development and ongoing enhancement of managed investment calculation capabilities. This role combines product ownership with hands-on analytical work. You will partner with methodology experts, quantitative researchers, engineering, and quality assurance teams to translate investment methodologies and business needs into detailed calculation specifications and reliable production capabilities. You will analyze complex investment datasets, prototype and validate calculations, investigate discrepancies, and ensure that implementations faithfully reflect Morningstar’s proprietary methodologies. The ideal candidate brings analytical rigor, relevant investment knowledge, and the ability to learn complex financial concepts quickly. You should be comfortable both prioritizing a product backlog and using SQL to investigate underlying data. Prior knowledge of Morningstar’s products or methodologies is not required. Responsibilities Own product priorities and delivery: Manage the tactical roadmap and backlog for managed investment calculations, balancing new capabilities, methodology enhancements, data quality, and platform improvements. Define business requirements: Partner with product teams, research, operations, and client support to clarify user needs, assess business impact, and establish scope and success criteria. Translate methodologies into calculation specifications: Work with methodology owners to document formulas, input requirements, eligibility rules, calculation frequency, exceptions, and expected outputs. Perform detailed data and business analysis: Use SQL and analytical tools to investigate datasets, assess coverage and quality, map data sources, and understand dependencies and downstream impacts. Prototype and validate calculations: Develop calculation examples and independently verify results, including edge cases, missing data, historical changes, and differences across fund structures and share classes. Drive execution with engineering and QA: Develop actionable user stories and acceptance criteria, resolve implementation questions, and partner on test scenarios, regression coverage, and release readiness. Safeguard calculation quality: Investigate discrepancies and production issues, identify root causes, and prioritize fixes based on investor, client, and business impact. Manage methodology and implementation changes: Evaluate effects on historical results and consuming products, coordinate stakeholder review, and maintain traceability between approved methodologies and production logic. Build shared understanding: Maintain clear calculation documentation and support materials that help global teams explain analytics and resolve client questions. Measure outcomes and communicate progress: Track calculation accuracy, timeliness, coverage, and adoption, while communicating priorities, dependencies, and delivery risks. Required Qualifications 3+ years of experience in product management, business analysis, or data analysis, preferably within investment analytics, financial data, or financial services. Strong hands-on SQL skills and experience analyzing complex datasets to validate results and investigate issues. Demonstrated ability to translate ambiguous business needs and financial methodologies into precise requirements, calculation logic, and acceptance criteria. Understanding of managed investments, including mutual funds, ETFs, share classes, and concepts such as investment performance, risk, fees, and peer group comparisons. Ability to learn complex financial concepts and methodologies quickly, question assumptions, and apply that understanding to data analysis and calculation requirements. Experience specifying, prototyping, or validating analytical calculations, with close attention to data dependencies, exceptions, and reproducibility. Experience prioritizing requirements or managing a backlog and collaborating with engineering and QA teams throughout the development lifecycle. Excellent critical thinking and problem-solving skills, including the ability to distinguish data issues from methodology or implementation issues. Strong written and verbal communication skills, with the ability to explain complex analytical concepts to technical and business audiences. Ability to work independently and collaborate effectively across global teams. Bachelor’s degree in finance, economics, mathematics, statistics, computer science, engineering, or a related discipline. Preferred Qualifications Experience working with investment datasets, financial calculations, or proprietary analytical methodologies. Python or similar programming skills for data analysis, calculation prototyping, and validation. Familiarity with centralized calculation services, APIs, data pipelines, and cloud analytical platforms. Experience with data lineage, reconciliation, and automated calculation quality controls. Base Salary Compensation Range $77,867.00-$114,193.00 Incentive Target Percentage 12.5% Annual Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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. 100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entity How to Apply for a Job at Morningstar Step 1 When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your interview—either with a job offer or to let you know our plans for the position. Applicants With Disabilities Who Need Accommodation Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 and let us know the nature of your request and your contact information. Please note: We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests. Please be sure to include the title and location of the open position you’re interested in when you leave a message. US Applicants: Morningstar is an E-Verify program participant. Learn more: This Organization Participates in E-Verify (English) - https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster.pdf This Organization Participates in E-Verify (Spanish) - https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf Right to Work (English) - https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf Right to Work (Spanish) - https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-

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