📌 Core Information
🔹 Job Title: Content Researcher - Managed Investment Data
🔹 Company: Morningstar
🔹 Location: Madrid, Spain
🔹 Job Type: Full-time, Hybrid (3 days on-site)
🔹 Category: Financial Services
🔹 Date Posted: June 25, 2025
🔹 Experience Level: Mid-level (2-5 years)
🔹 Remote Status: On-site (Madrid, Spain)
🚀 Job Overview
Key aspects of this role include:
- Collaborating with cross-functional teams to design new content process flows and user interfaces
- Conducting feasibility and impact analyses for data solutions and changes
- Managing business rules and platform change request reviews
- Building deep subject matter expertise and delivering high-quality data solutions
ASSUMPTION: This role requires a strong background in investment data and a solid understanding of data collection, systems, and back-end logic. The ideal candidate will have experience working with databases and a programming language like SQL or Python.
📋 Key Responsibilities
✅ Collaborate with content design, tech, and data processing teams to design new content process flows and user interfaces, ensuring proper implementation of business logic
✅ Translate system improvement requirements or data requirements into detailed written specifications to support tech development work
✅ Conduct feasibility and impact analyses to evaluate data solution feasibility and impact
✅ Coordinate with relevant teams to ensure proper implementation of data solutions
✅ Serve as the escalation point for related data issues, understanding the data collection, system, and back-end logic
✅ Maintain database backend knowledge and ensure all related CR analysis work is well-documented
ASSUMPTION: This role requires strong analytical and problem-solving skills, as well as excellent communication skills to collaborate effectively with various teams.
🎯 Required Qualifications
Education: Bachelor’s or master’s degree
Experience: At least 3 years of professional experience working in the investment data industry with wide and deep database knowledge
Required Skills:
- Familiarity with SQL or Python
- Strong quantitative, business analysis, and problem-solving skills
- Excellent English verbal, presentation, and written communication skills
- Self-motivated, detail-oriented, and organized
Preferred Skills:
- CFA certifications
- Basic understanding of AI/ML
ASSUMPTION: While not explicitly stated, a background in finance or a related field may be beneficial for this role.
💰 Compensation & Benefits
Salary Range: €45,000 - €65,000 per year (Estimated, based on industry standards for a mid-level role in Madrid)
Benefits:
- Hybrid work environment (3 days on-site, 2 days remote)
- Competitive benefits package (not specified, but typical for a company of this size)
Working Hours: Full-time, 40 hours per week
ASSUMPTION: The salary range is estimated based on industry standards for a mid-level role in Madrid. The actual salary may vary depending on the candidate's experience and skills.
📌 Applicant Insights
🔍 Company Context
Industry: Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets.
Company Size: Morningstar has 10,001+ employees globally, with a presence in 32 countries. This size offers opportunities for growth and collaboration with diverse teams.
Founded: Morningstar was founded in 1984 and has since grown to become a prominent player in the financial services industry.
Company Description:
- Morningstar offers a wide range of data, research, and investment management services, with approximately $328 billion in assets under management.
- The company supports financial advisors, asset managers, retirement plan providers, and issuers of fixed-income securities with comprehensive investment solutions.
- Morningstar operates through wholly-owned subsidiaries in 32 countries, providing global investment insights.
Company Specialties:
- Investment research
- Data and analytics
- Investment management
Company Website: http://www.morningstar.com/company/
ASSUMPTION: Morningstar's extensive global presence and comprehensive service offerings provide a robust environment for professional growth and development.
📊 Role Analysis
Career Level: Mid-level (2-5 years of experience)
Reporting Structure: This role reports directly to the Global MID Organization and works closely with content design, tech, and data processing teams.
Work Arrangement: Hybrid (3 days on-site in Madrid, 2 days remote)
Growth Opportunities:
- Developing deep subject matter expertise in investment data
- Expanding skills in data analysis, business analysis, and problem-solving
- Potential career progression within Morningstar's global organization
ASSUMPTION: This role offers opportunities for professional growth and development within a large, global organization.
🌍 Location & Work Environment
Office Type: Morningstar's Madrid office is a collaborative, hybrid work environment with state-of-the-art facilities.
Office Location(s): Calle de Maria de Molina, 39, Madrid, Community of Madrid 28006, Spain
Geographic Context:
- Madrid is a vibrant, multicultural city with a thriving financial services industry.
- The office is located in a central, easily accessible area with numerous amenities nearby.
- Madrid offers a high quality of life, with a rich cultural scene, excellent dining options, and a mild Mediterranean climate.
Work Schedule: Full-time, 40 hours per week, with flexible hours and the option to work from home 2 days a week.
ASSUMPTION: Working in Madrid offers a unique blend of professional opportunities and a high quality of life.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screen with the hiring manager
- On-site interview with the team
- Final interview with the Global MID Organization
Key Assessment Areas:
- Technical skills in investment data and database management
- Analytical and problem-solving abilities
- Communication and collaboration skills
- Cultural fit with Morningstar's values and work environment
Application Tips:
- Tailor your resume to highlight relevant experience and skills, such as database management, data analysis, and problem-solving.
- Prepare for behavioral and technical interview questions that focus on your experience with investment data and your ability to collaborate with cross-functional teams.
- Research Morningstar's company culture and values to demonstrate your fit with the organization.
ATS Keywords: Investment data, database management, data analysis, business analysis, problem-solving, collaboration, communication, SQL, Python
ASSUMPTION: The interview process for this role will focus on assessing the candidate's technical skills, analytical abilities, and cultural fit with Morningstar's values.
🛠️ Tools & Technologies
- SQL
- Python
- Data analysis tools (not specified)
- Project management tools (not specified)
ASSUMPTION: The specific tools and technologies used in this role may vary depending on the team's preferences and the projects at hand.
👔 Cultural Fit Considerations
Company Values:
- Integrity
- Independence
- Curiosity
- Collaboration
- Accountability
Work Style:
- Collaborative and team-oriented
- Data-driven and analytical
- Adaptable and open to feedback
Self-Assessment Questions:
- Do you thrive in a collaborative, team-oriented environment?
- Are you comfortable working with large datasets and conducting data analysis?
- Can you adapt to new tools and technologies as needed?
ASSUMPTION: Morningstar values candidates who are strong communicators, team players, and adaptable problem-solvers with a passion for data and analysis.
⚠️ Potential Challenges
- Working with large, complex datasets may require significant time and effort to analyze and interpret.
- Collaborating with cross-functional teams may present communication and coordination challenges.
- The hybrid work arrangement may require strong self-motivation and time management skills.
- Madrid's competitive job market may present challenges in finding suitable housing and navigating the local job market.
ASSUMPTION: These challenges can be mitigated by strong communication, time management, and adaptability skills, as well as a willingness to learn and grow in a dynamic work environment.
📈 Similar Roles Comparison
- This role is similar to other data analyst or research roles in the financial services industry, but with a specific focus on investment data and managed investment data.
- Compared to other mid-level roles, this position offers a competitive salary range and opportunities for professional growth and development within a large, global organization.
- Career progression may include moving into more senior roles within Morningstar's global organization or exploring other opportunities within the financial services industry.
ASSUMPTION: This role offers a unique blend of professional opportunities and a high quality of life, making it an attractive option for mid-level professionals in the investment data industry.
📝 Sample Projects
- Conducting a feasibility analysis for a new data collection methodology
- Designing a new content process flow and user interface for a managed investment data platform
- Evaluating the impact of a data change on a financial model or investment strategy
ASSUMPTION: These sample projects illustrate the range of responsibilities and the types of tasks the candidate may be expected to perform in this role.
❓ Key Questions to Ask During Interview
- Can you describe the team structure and how this role fits within the organization?
- What are the most pressing challenges facing the team currently, and how can this role help address them?
- How does Morningstar support the professional development and growth of its employees?
- What are the key priorities for this role in the first 90 days?
- How does Morningstar's Madrid office collaborate with other global offices, and what opportunities exist for international collaboration or travel?
ASSUMPTION: These questions demonstrate the candidate's interest in the role, the team, and the organization, as well as their ability to think critically about the position and its responsibilities.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume to highlight your relevant experience and skills, such as database management, data analysis, and problem-solving.
- Prepare a cover letter that demonstrates your fit with Morningstar's values and your enthusiasm for the role.
- If applicable, prepare examples or a portfolio showcasing your relevant work.
- Follow up with the hiring manager one week after submitting your application to express your continued interest in the position.
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
