Associate Product Manager

Required qualifications

• At least two years of experience in product management, business analysis, or data analysis, preferably in investment analytics, financial data, or financial services.
• Strong hands-on SQL skills and experience analyzing complex datasets.
• 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, performance, risk, fees, and peer group comparisons.
• Ability to learn complex financial concepts quickly and apply them to data analysis and calculation requirements.
• Experience specifying, prototyping, or validating analytical calculations with attention to dependencies, exceptions, and reproducibility.
• Experience prioritizing requirements or managing a backlog and collaborating with engineering and QA.
• Strong critical thinking, problem-solving, written communication, and verbal communication skills.
• 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

• 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.

Workplace

• Morningstar uses a hybrid work environment with in-person collaboration each week.
• In most locations, the hybrid model includes four days in the office each week.

Schedule

• The listed shift is UK.

Team context