Senior Data Research Analyst Quality Control Quality Transformation

About Morningstar:

Morningstar is a global leader in independent investment research delivering products and solutions that empower investors worldwide. With a presence across North America Europe Australia and Asia we serve individual and institutional investors financial advisors asset managers retirement plan providers and issuers.

About Sustainalytics:

A division of Morningstar Sustainalytics provides highquality ESG research ratings and data to help institutional investors and companies understand and manage ESGrelated risks and opportunities. We are committed to supporting a more just and sustainable global economy by enabling more informed and impactful investment decisions.

Team Overview Quality Control (QC) Quality & Transformation:

The Quality Control team plays a vital role within the Quality & Transformation function by ensuring the reliability accuracy and consistency of ESG data collected by the Data Operations team. This data directly feeds into Sustainalytics flagship ESG products including ESG Risk Ratings Climate Solutions and Impact Metrics.

Role Summary:

As a Senior Research Associate (Quality Control Analyst) you will be responsible for conducting quality audits on ESG data collected from public company disclosures. You will validate ESG indicators and metrics by reviewing annual reports sustainability disclosures and financial documents. In addition to core quality checks you will lead process improvement initiatives support tool automation and act as a key contributor in driving data integrity and operational excellence within the team.

Key Responsibilities:

• Data Quality & Auditing

• Conduct detailed audits of ESG disclosures from company filings CSR reports and investor presentations to verify data accuracy and completeness.

• Evaluate data points related to sustainability initiatives green financing and ESGrelated financial impacts.

• Identify errors or inconsistencies and provide constructive feedback to analysts to minimize recurring issues and enhance data reliability.

• Process Improvement & Governance

• Participate calibration sessions to ensure teamwide alignment in data interpretation and audit standards.

• Perform Root Cause Analysis (RCA) for frequent data issues maintaining logs for continuous improvement.

• Brainstorm to produce ideas to showcase improvements in quality

Qualifications:

Educational & Professional:

• Masters degree in disciplines such as Finance Commerce Economics Management or Engineering with 1 year of relevant experience.

• ESGrelated certifications are advantageous and will be considered a plus such as the Fundamentals of Sustainability Accounting (FSA) by SASB Sustainability and Climate Risk (SCR) by GARP or the Certificate in ESG Investing by the CFA Institute.

Skills & Competencies:

• Strong command of English (reading interpretation and professional writing)

• Advanced Excel skills (pivot tables formulas macros)

• Familiarity with data visualization tools (e.g. Power BI) is a plus

• Excellent analytical thinking problemsolving ability and attention to detail

• Proactive mindset with strong ownership and collaboration skills

What We Offer:

• A purposedriven role at the intersection of sustainability and data quality.

• Opportunities to grow within ESG research audit and process transformation.

• A collaborative and inclusive culture focused on innovation and continuous learning.

Morningstar is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate inperson each week. Weve found that were at our best when were 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 youll have tools and resources to engage meaningfully with your global colleagues.