Yujia Jiang

Experience

• 

  Morningstar

  Nov 2019 - Jun 2023

  - Established strong connection with local data consultant in CAN, USA, AUS, NZL, MAL, SIN, KOR, SPA and other regions to handle escalated client complains, participated clients’ meetings as data consultant to introduced Morningstar Global Data Updating Process, collaborate with internal Technology and product teams to resolve problems including but not limited to provide root cause analysis and action plans - Maintained over 60 million global fund daily prices’ timeliness and completeness ratio approximately 99.9% in 24*5 automation working model, timely updated data filter logic and business rules to block suspicious data in different platforms due to data diversity and source changes- Built and run Process KPI and visualization, reported process & individual performance to high level lead and global stakeholders- Collected clients’ needs and proactively improved process efficiency leveraging lean skills and KPI monitoring, enhanced process stability and reallocated workload, reduced the number of complaints by 1/3 in 2022- Monitored the process dynamics in real time to ensure timely detection, work closely with global technical team to quickly resolve issues and sent production notification when the DAP/GPP system is clogged- Hold huddles with 12 global process members regularly and focus on people development, organized and hosted multiple Global Monthly Zoom Meetings, update team highlights to global colleagues Show less - Utilized Morningstar Fund Return Methodology to internally audit the accuracy of fund performance data within the team and generate monthly reports- Defined, built and launched a global 3D QA work model to drive the improvement of performance data quality, and increase the accuracy of continuously updated global performance data from 99.32% to 99.76%- Delivered and reported QA methodology, real-time return rate and Morningstar Fund Rating Methodology on a monthly basis, obtain support from global stakeholders, and successfully expand the influence of the QA process Show less

  • Senior Data Research Analyst, Global Process Owner

    Oct 2021 - Jun 2023

  • Data Research Analyst

    Dec 2020 - Oct 2021

  • Associate Data Research Analyst

    Nov 2019 - Dec 2020