Morningstar's Analytics group develops and delivers proprietary methodologies, calculations, and analytical capabilities that help investors evaluate investments and make informed decisions.

The Managed Investment

Calculations team translates Morningstar's research and intellectual property into accurate, scalable, and consistent analytics used across Morningstar products. Morningstar's Analytics group develops and delivers proprietary methodologies, calculations, and analytical capabilities that help investors evaluate investments and make informed decisions.

The Managed Investment

Calculations team translates Morningstar's research and intellectual property into accurate, scalable, and consistent analytics used across Morningstar products. We are seeking a Product Manager with strong business analysis and data analysis skills to lead the development and ongoing enhancement of managed investment calculation capabilities. This role combines product ownership with hands‑on analytical work.

You will partner with methodology experts, quantitative researchers, engineering, and quality assurance teams to translate investment methodologies and business needs into detailed calculation specifications and reliable production capabilities. You will analyze complex investment datasets, prototype and validate calculations, investigate discrepancies, and ensure that implementations faithfully reflect Morningstar's proprietary methodologies. You should be comfortable both prioritizing a product backlog and using SQL to investigate underlying data.

Manage the tactical roadmap and backlog for managed investment calculations,



balancing recent capabilities, methodology enhancements, data quality, and platform improvements.

Perform detailed data and business analysis: Use SQL and analytical tools to investigate datasets, assess coverage and quality, map data sources, and understand dependencies and downstream impacts. Develop calculation examples and independently verify results, including edge cases, missing data, historical changes, and differences across fund structures and share classes.

Drive execution with engineering and QA: Develop actionable user stories and acceptance criteria, resolve implementation questions, and partner on test scenarios, regression coverage, and release readiness.

Safeguard calculation quality: Manage methodology and implementation changes: Maintain clear calculation documentation and support materials that help global teams explain analytics and resolve client questions. Track calculation accuracy, timeliness, coverage, and adoption, while communicating priorities, dependencies, and delivery risks. 3+ years of experience in product management, business analysis, or data analysis, preferably within investment analytics, financial data, or financial services.



~ Strong hands‑on SQL skills and experience analyzing complex datasets to validate results and investigate issues. ~ Understanding of managed investments, including mutual funds, ETFs, share classes, and concepts such as investment performance, risk, fees, and peer group comparisons. ~ Ability to learn complex financial concepts and methodologies quickly, question assumptions, and apply that understanding to data analysis and calculation requirements. ~ Experience specifying, prototyping, or validating analytical calculations, with close attention to data dependencies, exceptions, and reproducibility. ~ Experience prioritizing requirements or managing a backlog and collaborating with engineering and QA teams throughout the development lifecycle. ~ Excellent critical thinking and problem‑solving skills, including the ability to distinguish data issues from methodology or implementation issues. ~ Strong written and verbal communication skills, with the ability to explain complex analytical concepts to technical and business audiences. ~ Bachelor’s degree in finance, economics, mathematics, statistics, computer science, engineering, or a related discipline. Python or similar programming skills for data analysis, calculation prototyping, and validation.

Familiarity with centralized calculation services, APIs, data pipelines, and cloud analytical platforms.

Experience with data lineage, reconciliation, and automated calculation quality controls. In most of our locations, our hybrid work model is four days in‑office each week. Canada) Legal Entity #

📌 Product Marketing Manager - Commercial (Remote) (Toronto)
🏢 Morningstar
📍 Toronto