Client Implementation Analyst Sustainalytics

The Group:

The Sustainalytics Client Implementation Team works directly with investor clients to ensure the efficient integration and sound technical understanding of Sustainalytics data solutions promoting a positive client experience. We further work with leading financial services platforms to support the accessibility of Sustainalytics products within 3rd party platform environments. Our objective is to eliminate friction for clients during technical onboarding and through change management ensuring Sustainalytics has a consistent systematic approach.

The Role:

The Client Implementation team seeks an enthusiastic resultsdriven Implementation Analyst to be a key point of contact for the client during their technical onboarding. This role will interact extensively with clients and internal stakeholders to support the implementation of Sustainalytics datasets within the clients system or through third party platforms. You will partner closely with members of the Commercial and Data Services organizations to ensure smooth ingestion and maintenance of Sustainalytics datasets.
This position allows you to obtain a thorough understanding of how ESG factors can be implemented into client workflows through the investment value chain. There is opportunity to work in a crossfunctional environment quickly assume new responsibilities and be a dedicated resource for how clients interact and consume ESG data to internal and external stakeholders alike.
The position will report to the Director Client Implementation and will be based in our Chicago office.

Responsibilities

Work crossfunctionally with various Sustainalytics and Morningstar teams to manage all aspects of client implementation

Be the subject matter expert for Sustainalytics Morningstar and thirdparty delivery channels globally. Linking the best fit solution for the client

Be an escalation point for client issues during implementation and work with stakeholders to resolve any issues

Support business development and product management teams for client meeting preparation

Support onboarding for Sustainalytics clients

Create and maintain third party integration specifications as required

Qualifications

Relevant work experience in the financial services industry with client facing experience (ideally a minimum of 4years).

Degree in related discipline (business finance environment and/or social sciences) or Bachelors degree with relevant experience.

Strong understanding of information flow across the investment landscape.

Strong project leadership skills and able to produce results in a crossfunctional environment.

Ability to work successfully in a global dispersed team and company.

Excellent oral and written communication skills.

Selfmotivated and able to work independently with ambiguity.

Experience supporting the of an implementation plan for relationships leading to growth.

Ability to accommodate occasional travel across North America.

Alignment with Sustainalytics mission vision and values.

Compensation and Benefits

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

• Financial Health
  • 75 401k match up to 7
  • Stock Ownership Potential
  • Company provided life insurance 1x salary commission

• Physical Health
  • Comprehensive health benefits (medical/dental/vision) including potential premium discounts and companyprovided HSA contributions (up to $500$2000 annually) for specific plansand coverages
  • Additional medical Wellness Incentives up to $300$600 annual
  • Companyprovided long and shortterm disabilityinsurance

• Emotional Health
  • TrustBased Time Off
  • 6week Paid Sabbatical Program
  • 6Week Paid Family Caregiving Leave
  • Competitive 824 Week Paid Parental Bonding Leave
  • Adoption Assistance
  • Leadership Coaching & Formal MentorshipOpportunities
  • Annual Education Stipend
  • Tuition Reimbursement

• Social Health
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15 Employee Resource & Affinity Groups

Base Salary Compensation Range

Total Cash Compensation Range

Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate inperson each week. While some positions are available as fully remote weve found that were at our best when were purposely together on a regular basis typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are youll have tools and resources to engage meaningfully with your global colleagues.