Senior Client Account Executive - Hedge Funds

Morningstar has spent decades establishing itself as a trusted standard for independent investment data, ratings, research, and analytics across the global managed investment industry. Morningstar for Hedge Funds represents the next chapter: bringing that same independence, depth, transparency, and analytical rigor to one of the most sophisticated areas of institutional investing. Following several years of rapid growth, Morningstar is building a dedicated hedge fund commercial team around the needs of quantitative researchers, portfolio managers, analysts, data scientists, technology teams and investment operations.

The Senior Client Account Executive will be central to that effort. This individual will lead the day-to-day institutional relationship across a portfolio of U.S.-headquartered hedge funds, develop deep expertise across Morningstar’s capabilities, and connect clients with the resources required to achieve their investment and operational objectives. This is an opportunity to help build a specialized, high-growth business from an early stage while benefiting from the capabilities, reputation, and resources of a gold standard company. The individual will help shape the client experience, service standards, and long-term coverage model for Morningstar’s hedge fund business.

This role will work in close partnership with an assigned Sales Executive and colleagues across Morningstar’s product, research, data, technology and service organizations. Operating as a strategic workflow advisor, the Senior Client Account Executive will lead the ongoing client relationship, support product evaluations, coordinate onboarding and delivery, encourage adoption, resolve issues, and uncover new areas in which Morningstar may provide enterprise value.

This is an integrated relationship-management and subject-matter-expert role focused on business development and total account health. In this role, you will be responsible for generating revenue opportunities, collaborating closely with Sales, protecting Net Revenue Retention (NRR), and expanding existing institutional relationships. When the Senior Client Account Executive identifies a qualified use case, the Sales Executive will lead its commercial development and execution. The Senior Client Account Executive remains fully involved as the key relationship and technical partner throughout the lifecycle.

Responsiblies:

• Lead the day-to-day relationship across an assigned portfolio of U.S.-headquartered hedge funds, serving as the primary relationship owner across their investment teams, data groups, technology functions, operations and users

• Develop a detailed view of each client’s investment strategies, research processes, technical environment, data priorities, and long-term objectives. Build trusted relationships across quantitative research, portfolio management, fundamental research, data sourcing, technology, procurement, and senior leadership.

• Maintain a strong command of Morningstar's market-leading data, ratings, research, and analytics. Confidently connect Morningstar’s content and methodologies to systematic and discretionary buy-side investment workflows.

• Guide clients through product and data evaluations by establishing testing objectives, coordinating access, managing technical questions, monitoring progress, and ensuring they have the information required to evaluate Morningstar’s capabilities accurately.

• Work collaboratively with internal specialists to address questions involving coverage, lineage, history, mapping, methodology, or delivery.

• Guide the client-facing transition from evaluation to production. Seamlessly coordinate across Morningstar’s relevant teams to maintain continuity across technical requirements, testing, acceptance, education, and launch.

• Recognize areas for potential account expansion. Develop an understanding of the fund's operational use case and collaborate with the Sales Executive for commercial execution.

• Bring structured, strategic feedback to product and data squads to help guide future development and identify solutions with broader market potential.

Qualifications:

• At least five years of experience in institutional account management, customer success, data solutions, product consulting, technical client support, implementation, financial technology, investment research, or a comparable client-facing role.

• Direct experience working with hedge funds, asset managers, quantitative investment teams, investment consultants, or other sophisticated institutional investors.

• Strong knowledge of financial data, investment research, analytics, indexes, institutional software, or enterprise data-delivery solutions.

• The technical curiosity and aptitude to understand data schemas, data dictionaries, identifiers, mappings, methodologies, historical datasets, and enterprise delivery architectures. A strong interest in adapting to the evolving landscape of how hedge funds want data delivered, and an ability to learn new delivery mechanisms.

• Exceptional verbal, written, and presentation skills, with the ability to confidently convey complex data methodologies and institutional workflows to buy-side executives, data scientists, and quantitative practitioners.

• Based in the New York metropolitan area with availability for regular travel within the region for in-person client engagement.

• A Bachelor's degree or equivalent professional experience is required

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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