Senior Specialist, Level II

The Role:

As a Level II Specialist, you will support complex data and data product cases that get escalated to be reviewed from the Level I support teams. You will work closely with Client Service Support, Data Product Management and Data Operations to ensure resolution of these issues. Our analysts are required to research identified issues, ensure timely resolution, and communicate outcomes to all appropriate team members. Timely resolution requires coordinating resources across various data teams. The position is based in our Chicago office.

The Responsibilities:

• Work with the Level II Manager to define the Level II workflow for the Data Division. Contribute to ongoing efforts to streamline and improve this and related workflows.
• Utilize meta data to identify trends within large volumes of data cases. Propose solutions to mitigate those trends. Champion cross-team projects to implement approved solutions.
• Track, evaluate, and determine the resolution approach for complex data issues that escalate from the Level I teams (Product Support, Client Service Consultant and Relationship Management).
• Demonstrate a high sense of ownership of the issues in the data ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution.
• Prioritize issues properly by severity and impact.
• Partner with Client Service, Product, and Sales to ensure issue management processes are followed.
• Understand roles, responsibilities, and expertise of internal stakeholders to successfully expedite issue resolution.
• This will also be a client facing role that needs to meet with client either call or in-person from time to time.

The Requirements:

• A minimum of 1-3 year of experience working with Morningstar’s internal database tools and data collection processes, including but not limited to RDB, Data Manager, XOI, and TSDB.
• A minimum of 1-3 year of experience working with Morningstar data methodology.
• Excellent writing, communication, problem solving, organizational, and analytical skills.
• Ability to work independently and manage competing priorities and deadlines.
• Excellent computer skills.
• Morningstar Data Product knowledge is a plus.
• A bachelor’s degree is required.

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

• Financial Health

  • 100% 401k match up to 6% of salary

  • Stock Ownership Potential

  • Company provided life insurance - 1x salary + commission

• Physical Health 

  • Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages

  • Additional medical Wellness Incentives - up to $300-$600 annual

  • Company-provided long- and short-term disability insurance

• Emotional Health 

  • Trust-Based Time Off

  • 6-week Paid Sabbatical Program

  • 6-Week Paid Family Caregiving Leave

  • Competitive 8-24 Week Paid Parental Leave

  • Adoption Assistance

  • Leadership Coaching & Formal Mentorship Opportunities

  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses

  • Tuition Reimbursement

• Social Health 

  • Charitable Matching Gifts program

  • Dollars for Doers volunteer program

  • Paid volunteering days

  • 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$74,325.00 - 126,350.00 USD Annual

Inclusive of annual base salary and target incentive

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.

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