About the Role
The Managed Investment Data Team is seeking a Relationship Manager – Investment Funds to drive Morningstar’s data strategy across Germany, Switzerland, and Austria.
In this role, you will own and manage a portfolio of Fund Companies (asset managers), acting as their primary point of contact for all data-related topics. You will be responsible for building strong, long-term partnerships and positioning Morningstar as a trusted data partner, ensuring the continuous enrichment, quality, and strategic expansion of fund data coverage.
A key aspect of the role is to actively engage Fund Companies to contribute high-quality, comprehensive data, by clearly demonstrating how increased transparency enhances their visibility across Morningstar platforms and supports their distribution with clients, platforms, and advisors.
This position requires a relationship-driven and commercially minded approach, where success is achieved by influencing stakeholders, driving adoption of data standards, and creating mutual value between Morningstar and asset managers.
The position is based in our Frankfurt office.
Key Responsibilities
1. Own a portfolio of Fund Companies as key accounts and primary data contact
2. Drive data engagement by increasing data coverage and adoption
3. Promote Morningstar Data Standards
4. Lead data onboarding and expansion initiatives
5. Act as the bridge between asset managers and internal teams
6. Support complex data topics and escalations with internal stakeholders from different functions
7. Monitor regulatory trends and market developments
Qualifications
8. Fluent in German and English; additional European languages are a plus
9. 3–5 years of experience in asset management, financial data, or a related field
10. Good understanding of the investment fund industry within the DACH region
11. Proven experience in relationship management, account management, or client-facing roles
12. Excellent communication, negotiation, and organizational skills
13. Strong analytical mindset with the ability to navigate complex data topics
Nice to Have
14. Deep knowledge of investment fund data
15. Experience working with asset managers on data, reporting, or distribution topics
16. Experience in cross-functional project coordination
17. Experience of working in a global, cross-cultural environment
Base Salary Compensation Range
EUR 52.000,00-72.666,66
Bonus Target:
7,5% Annual
We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate’s qualifications, experience, and other job-related factors.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
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