Product Manager

The Team and Role

Responsibilities

• Own the roadmap and backlog for managed investment calculations, balancing new capabilities, methodology enhancements, data quality, and platform improvements.
• Define business requirements with product, research, operations, and client support teams.
• Translate methodologies into detailed calculation specifications covering formulas, inputs, eligibility rules, frequency, exceptions, and outputs.
• Analyze complex datasets with SQL and analytical tools to assess quality, coverage, dependencies, and downstream impacts.
• Prototype and validate calculations, including edge cases, missing data, historical changes, fund structures, and share classes.
• Partner with engineering and QA on user stories, acceptance criteria, test scenarios, regression coverage, and release readiness.
• Investigate discrepancies and production issues, identify root causes, and prioritize fixes based on business and client impact.
• Maintain calculation documentation, traceability, support materials, metrics, and delivery communications.

Required Qualifications

• At least 3 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 to validate results and investigate issues.
• 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.
• 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 teams.
• 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

• Experience with investment datasets, financial calculations, or proprietary analytical methodologies is preferred.
• Python or similar programming skills for data analysis, calculation prototyping, and validation are preferred.
• Familiarity with calculation services, APIs, data pipelines, cloud analytical platforms, data lineage, reconciliation, or automated quality controls is preferred.

Compensation

• The base salary compensation range is CAD 75,600.00 to CAD 110,874.00.
• The incentive target is 12.5% annually.

Workplace

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

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