Associate Director of Data Science

10+ years of hands-on investment experience with 5+ years of management experience
Expert knowledge of statistical methods
Strong familiarity and curiosity with NLP, LLMs, and agentic solutions
Significant experience with Python, AWS and various data storage, big data technology and streaming data processing
Excellent attention to detail and impeccable accuracy in running and proofing analyses and algorithms
Ability to interface and project confidence and clarity directly with senior leaders both internally at Morningstar and externally with institutional clients
Ability to convert strategic plans into actionable programs and projects
Ability to create and promote a culture of technology excellence and innovation
Experience with agile principles including test-driven development, continuous integration and test automation
Ability to work both collaboratively and independently
Demonstrated effectiveness in leading an investment team as a manager
Ability to educate, train, and communicate with early career employees
Ability to improve and scale existing programs

Lead efforts to develop collection solutions across a range of investment types in equities, fixed income, and managed products including alternative products such as annuities or private funds
Formulate and evaluate data science approaches for collection and operational needs including use of LLMs, fine-tuning of models, and use of agents for tasks, automation, collaboration, and orchestration
Keep pace with trends in financial industry, as well as Data Science and Financial Research industries
Lead a research team – set clear goals, develop investment and analytics skills, encourage constructive feedback, and support senior management
Mentor the people below you – develop their skills and position them for success
Partner with Data Collections Technology and Product Management to organize and implement data science to improve Morningstar’s systems for our analysts, and improve our data for clients
Work with Software teams, Research, and business units to develop analytics and align research roadmaps to product delivery
Partner with the Data Analyst teams to design solutions that delight analysts and provide the highest quality for specific types of financial data
Drive operational improvements across the team
Utilize and advocate for Agile project management practices to track projects, coordinate with internal groups, and resolve conflicts