About the role

The Lead Analyst, Indicators and Metrics Team, is responsible for the design, development, implementation, and maintenance of all ESG indicators and ESG metrics within Morningstar Sustainalytics. The Indicators and Metrics team, part of the Methodology Team, leverages technical applications and content expertise to ensure a cohesive approach to our portfolio of product-agnostic indicators and metrics. A key responsibility of the team is to support ongoing projects to automate data collection for indicators and metrics.
Collaboration is key, and close interaction with the ESG data team, research teams, IT teams, and product excellence team is required for the successful development and maintenance of indicators and metrics.

Job responsibilities

Research and Analysis:

Lead and support the development of new indicators and metrics as well as improvements to existing indicators and metrics within our products, such as the provision of additional datapoints and meta data (tickbox criteria, citations, analyst comments, collection date, estimated vs reported information etc.);

Review the work and provide feedback and coaching to junior colleagues in the team

Create and maintain internal and external research guidance documents for indicators and metrics;

Propose and enact revisions to indicators and metrics to support automation;

Project Management:

Lead indicators and metrics enhancement projects from inception to completion, ensuring they are delivered on time and within scope;

Coordinate the work of other team members working on the project;

Coordinate with stakeholders to ensure seamless execution of projects;

Monitor project progress, identify risks, and implement corrective actions as needed.

Qualifications

At least 5 years' work experience, preferably related to ESG, sustainability research and/or finance;

Degree(s) in a related discipline (Environmental Sciences, Sustainable Development, Finance, Econometrics, Statistics, or related sciences);

Good knowledge of ESG investment approaches, products, and research methodologies;

Capacity to derive insights from both qualitative and quantitative data;

Problem-solving skills to address complex issues and challenges;

Capacity to tailor communication to different audiences, such as executives, stakeholders, or technical teams;

Strong project management skills, with experience using project management tools (e.g. Asana)

Strong MS Excel knowledge;

Skilled in coordinating with team members and stakeholders to achieve project objectives.

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.