Portfolio Data Content Researcher
晨星资讯(深圳)有限公司
- 公司规模:1000-5000人
- 公司性质:外资(欧美)
- 公司行业:金融/投资/证券
职位信息
- 发布日期:2017-12-03
- 工作地点:深圳-福田区
- 工作经验:2年经验
- 学历要求:本科
- 语言要求:英语熟练
- 职位月薪:0.6-1万/月
- 职位类别:金融/经济研究员 投资/基金项目经理
职位描述
职位描述:
The Group
Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company.
The Role
Data Content Research Team is looking for a highly motivated individual to work as Portfolio Content Researcher. In this role, you will work with our portfolio data, research methodology and technology teams to define, develop and implement enhancements to portfolio data and analysis of portfolio data. The work will support Morningstar’s continued efforts to innovate and provide reliable information and portfolio based analytics to investors. This position is based in our Shenzhen office.
Responsibilities
- Deal with data tickets related to portfolio data calculation methodology
- Gather, review and analyze business requirements
- Translate research methodologies into usable technology language through detailed written specifications and user stories, define acceptance criteria, and develop test cases & scenarios
- Assists in the develop, proto-type and implement the portfolio methodology for next generation Morningstar portfolio risk analytics
- Conduct change impact analysis to assess the potential implications of changes
- Gather and maintain knowledge of relevant regulatory action as they relate to portfolio data
- Coordinate with relevant team to ensure full documentation (SOPs, quality metrics, definitions) is in place
Requirements
- Strong analytical and business analysis skills
- Willingness to collaborate with global teams during off-hours
- Strong communication, collaboration and problem-solving skills
- Experience with SQL, basic programming, and database skills is preferred
- Derivatives experience with knowledge of futures, options and swaps is preferred
- Bachelor’s degree in finance, economics, engineering, computer science, or related field; advanced degree or CFA a plus
The Group
Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company.
The Role
Data Content Research Team is looking for a highly motivated individual to work as Portfolio Content Researcher. In this role, you will work with our portfolio data, research methodology and technology teams to define, develop and implement enhancements to portfolio data and analysis of portfolio data. The work will support Morningstar’s continued efforts to innovate and provide reliable information and portfolio based analytics to investors. This position is based in our Shenzhen office.
Responsibilities
- Deal with data tickets related to portfolio data calculation methodology
- Gather, review and analyze business requirements
- Translate research methodologies into usable technology language through detailed written specifications and user stories, define acceptance criteria, and develop test cases & scenarios
- Assists in the develop, proto-type and implement the portfolio methodology for next generation Morningstar portfolio risk analytics
- Conduct change impact analysis to assess the potential implications of changes
- Gather and maintain knowledge of relevant regulatory action as they relate to portfolio data
- Coordinate with relevant team to ensure full documentation (SOPs, quality metrics, definitions) is in place
Requirements
- Strong analytical and business analysis skills
- Willingness to collaborate with global teams during off-hours
- Strong communication, collaboration and problem-solving skills
- Experience with SQL, basic programming, and database skills is preferred
- Derivatives experience with knowledge of futures, options and swaps is preferred
- Bachelor’s degree in finance, economics, engineering, computer science, or related field; advanced degree or CFA a plus
职能类别: 金融/经济研究员 投资/基金项目经理
公司介绍
Morningstar Inc(纳斯达克股票代码:MORN)于1984年在美国芝加哥创立,是北美、欧洲、澳大利亚和亚洲领先的独立投资研究机构,主要为投资者提供财经资讯、基金及股票数据的分析评级以及相关应用软件工具,公司还通过其旗下的注册投资子公司提供投资管理服务, 现有6500多名成员分布在全球27个国家/地区并设有分机构开展相关业务。
晨星资讯(深圳)有限公司于2003年2月在深圳成立,经过十几年的不断发展,目前在深已拥有员工近1000人。在国内市场上,晨星与国内大多数金融机构均建立了良好的合作关系,长期为各类内资和外资银行、基金公司、券商机构等,提供基础金融数据、金融分析软件、投资组合方案、资产管理及顾问咨询等服务,同时也是中国证监会批准的十大基金评级机构中的***外资机构;
在晨星,每一位员工的成长都备受关注,你可以学英文,学投资,学编程,学画画,考CFA,申请晨星奖学金去读MBA。全开放的办公环境营造开放包容的文化,我们拥抱和尊重差异,接纳来自多样背景、兼具不同经验的人才。如果你希望与有趣、有想法的人并肩工作应对不一样的挑战,加入我们,一起扑腾。
晨星资讯(深圳)有限公司于2003年2月在深圳成立,经过十几年的不断发展,目前在深已拥有员工近1000人。在国内市场上,晨星与国内大多数金融机构均建立了良好的合作关系,长期为各类内资和外资银行、基金公司、券商机构等,提供基础金融数据、金融分析软件、投资组合方案、资产管理及顾问咨询等服务,同时也是中国证监会批准的十大基金评级机构中的***外资机构;
在晨星,每一位员工的成长都备受关注,你可以学英文,学投资,学编程,学画画,考CFA,申请晨星奖学金去读MBA。全开放的办公环境营造开放包容的文化,我们拥抱和尊重差异,接纳来自多样背景、兼具不同经验的人才。如果你希望与有趣、有想法的人并肩工作应对不一样的挑战,加入我们,一起扑腾。
联系方式
- Email:Leon.Yang@morningstar.com
- 公司地址:东海国际