Associate Director - Quality & Transformation

Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities.

Business Unit: Sustainalytics provides high-quality, analytical environmental, social and governance (ESG) research, ratings and data to institutional investors and companies that help them identify, understand and manage ESG-driven risks and opportunities. Our mission is to provide the insights required to make more informed decisions that lead to a more just and sustainable global economy.

Team: Quality and Transformation is committed to offer best in class products to our customer through superior levels by adapting industry-leading practices and standards. The team is responsible for devising Quality framework that informs the division of quality techniques to adapt, develop and deploy controls, developing differentiated metrics and reporting systems to monitor health and track progress. Besides, the transformation team focuses on designing, evaluating and optimizing the processes across Sustainalytics. The team collaborates across the organization to drive superior levels of customer service. The scope of the team spans across the division with includes Operations, Research and Methodology, Products, Technology and Commercial.

Role: The role is responsible to drive Quality improvement projects across Sustainalytics through continual improvement of processes and products. The broad array of projects includes, but not limited to development of new processes, optimization or reengineering of existing process, process discovery and process/product performance assessments. Thus, driving superior levels of quality across board. Besides the role would deliver periodic training covering quality concepts across levels within the division. In summary, the role is responsible for measuring, analyzing, improving, and controlling key processes that influence customer satisfaction and/or productivity growth.

Responsibilities:

• The incumbent must be self-motivated and actively seek for improvement opportunities across board. Possesses natural disposition to seek and solve business problems influencing customer experience. Monitor and analyze data trends and metrics, identifying areas of improvement and recommending solutions to improve quality and efficiency of service delivery.
• The role is expected to serve as change agent. A well development project management skill paired with relentless execution is a must. Demonstrate player – coach spirit depending on the nature of the project
• Highly proficient in data-driven, and statistical performance improvement approach. Ensure integrity of statistical tools employed in project aptly serves the situation.
• Must be capable of leading and collaborating with multiple teams associated with the project and have a good grasp team formation principle. Good interpersonal relationships and inspire team towards desired outcomes are essential.
• Lead and manage a team of process improvement specialists which include subject matter experts, Green Belts and Black Belts with both direct and matrix reporting structure.
• The incumbent is expected to work with broad spectrum of internal teams and navigate through multiple stake holders to achieve consensus and drive change.  
• Ability to present to varying group of audience from subject matter experts to senior leaders. Recognize the needs of the audience and tailor presentations and communication to meet the demand.
• Helps business in adapting emerging technology for data collection, processing and quality monitoring

Qualifications:

• Bachelors degree, preferably in Sustainability / Environment
• 10 - 15 years of relevant experience in financial services, of which at least 10 years in Quality in the capacity of a Master black belt. Experience in ESG space is desired.
• Lean Six Sigma/Master Blackbelt certification from institute of high repute
• Ability to coach and guide process improvement projects
• Experience in running process improvement workshops across geographies
• Ability to develop and deploy training on quality topics such as DMAIC, SPC and SQC.
• Exposure to Quality framework such as TQM and ISO is an added advantage
• Hands on experience of running process improvement project
• Excellent interpersonal and conflict management skills
• Commercial and client-centric approach.

Morningstar is an equal opportunity employer.

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.