Product Specialist
Product Specialist
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Job Description
About Morningstar
Morningstar is a leading innovator in the financial industry dedicated to developing and maintaining highquality innovative financial products. Our International Wealth Products leverage extensive data independent research and advanced technology to create exceptional products that meet the diverse needs of our global clients. Working closely with our Client Solutions team we ensure that our offerings are relevant and integrated solutions for our clients.
Job Summary
As a Product Specialist you will play a crucial role in bridging the gap between data analysis and business strategy. This position is ideal for a detailoriented professional with a passion for product management and data analysis. Your responsibilities will include:
Key Responsibilities
Data Analysis:
Collect analyze and interpret product performance data from various sources.
Create and maintain dashboards and reports to track key performance indicators (KPIs) and product metrics.
Conduct market research and competitive analysis to identify trends and opportunities.
Use data insights to support product development and marketing strategies.
Present data findings to stakeholders in a clear and actionable manner.
Business Analysis:
Assist in gathering and documenting business requirements from stakeholders.
Work with the Product Manager to define product features and specifications.
Collaborate with crossfunctional teams (engineering marketing sales customer support) to ensure product alignment with business goals.
Participate in user testing and feedback collection to refine product features.
Product Management and Support:
Respond to internal and external product inquiries and provide productrelated support.
Track evaluate and resolve complex product and data issues escalated from Product Support and Client Success Manager teams primarily using the Salesforce Service Cloud tracking tool.
Demonstrate ownership of issues providing timely updates followups and resolutions.
Prioritize issues based on severity and impact.
Ensure adherence to issue management processes.
Understand the roles and expertise of internal stakeholders (developers QA analysts data analysts product managers project managers) to expedite issue resolution.
Generate business solution suggestions for remediation of problems.
Identify and address root causes of repetitive issues through collaboration with development and product management teams.
Collaborate with the Development team to create tools/documentation for automating and speeding up issue investigation.
Contribute to efforts to streamline and improve processes.
Qualifications
A Bachelors degree in business finance computer science MIS or a related field is preferred. An MBA in finance is also a plus.
Ideal candidates possess a blend of financial knowledge (70%) and basic IT skills (30%).
Strong customer service focus and experience in customer support are considered advantageous.
Excellent communication problemsolving organizational and analytical skills are essential.
Ability to work collaboratively in a crossfunctional environment.
Quick learner with the ability to develop broad and deep expertise in products.
Prior experience in product management business analysis or related roles
Familiarity with financial products and industry trends is a plus.
Experience with JIRA and Salesforce Service Cloud is valued.
Morningstar is an equal opportunity employer.
If you receive and accept an offer from us we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified then you will be required to liquidate those holdings immediately. In addition dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all U.S. employee accounts). If this applies and your account(s) are not with an approved broker you will be required to move your holdings to an approved broker.
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.
I10MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal EntityRequired Experience:
Unclear Seniority
Employment Type
Full-Time
