Head of Data Operations, Direct Platform

We need to output HTML fragment with sections: About the role (but we should not repeat job title; we have "About The Role" heading). Use

for each section heading. Use

• for any list of duties/requirements/benefits. Use

  for prose. Remove boilerplate. Include only sections with real content. We need to parse the posting. Sections present: About The Role (intro paragraph(s)), Responsibilities (with subheadings maybe but we can treat as list), Qualifications, Preferred Experience (maybe part of Qualifications? but we can include as separate section if content). Location (maybe not required as separate heading unless we have content; but we can include as a short

  maybe not a heading). Compensation And Benefits (includes benefits list and compensation range). Also maybe "Total Cash Compensation Range". Also "Location" line. We must not create Pay/Schedule/Benefits sections unless posting actually states them. Benefits are stated, compensation range is stated. So we can have a Benefits section (maybe combine compensation and benefits). The instruction: Use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have Benefits heading. Pay heading only if posting states pay; it does state compensation range, so we could include Pay section. However they said "Prefer a few substantive sections over many thin ones." Could combine Pay and Benefits into one Benefits section? But they gave example headings including Benefits and Pay separate. Since we have both compensation range and benefits details, we could have two sections: Pay and Benefits. But they said "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state compensation range and benefits, so both are okay. We need to avoid filler like "commensurate with experience". Not present. We need to preserve all substantive information; do not invent or summarize away detail. So we need to include all details from the posting. We need to remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The posting includes at end: "001_MstarInc Morningstar Inc. Legal Entity" maybe boilerplate; we should drop that. Also "Location: This role is based at our global headquarters in Chicago, Illinois. Regardless of office, there is an expectation of four days per week in the office. Morningstar operates a flexible in-office model in which employees select one preferred remote workday per week." That's location and schedule info. Schedule is mentioned (four days in-office, one remote). So we could include a Schedule section. However they said only create Schedule section if posting actually states them. It does state schedule expectation. So we can include Schedule. But they said "Prefer a few substantive sections over many thin ones." Could combine Location and Schedule into one section maybe "Location & Schedule". But headings list includes Location? Not in examples but we could still use

  for Location. However they gave examples but not limited to those. Safer to follow examples: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. They didn't list Location. But we could still include Location as a

  within About the role or as its own heading? The instruction: "Use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." The e.g. suggests those are examples, not exclusive. So we can add Location heading if we want. But to keep few sections, maybe we incorporate location info into About the role paragraph. Similarly schedule info could go into Benefits or Pay? Probably better to have a Schedule section. Let's decide sections: - About the role (intro paragraphs) - Responsibilities (list) - Qualifications (list) - Preferred Experience (maybe part of Qualifications but we can keep separate) - Benefits (list) - Pay (compensation range) - Schedule (location and schedule) We need to ensure we don't repeat content. Let's extract content. About The Role: multiple paragraphs. We'll combine into maybe two

  paragraphs. Paragraph 1: "Morningstar's mission is to empower investor success. At the heart of that mission is the Direct Platform, which delivers the data, research, analytics, and software solutions relied upon by investors worldwide. Our products depend on one of the industry's most comprehensive investment data ecosystems, spanning managed investments, fixed income, private markets, reference data, and emerging investment structures. As the volume, complexity, and strategic importance of investment data continue to grow, Morningstar is investing in the modernization of its global data acquisition and operations capabilities to power the next generation of products and client solutions. Direct Platform provides independent analysis on investments, portfolios, and markets. Our products rely on the acquisition, management, and delivery of one of the industry's most comprehensive investment data ecosystems, spanning managed investments, fixed income, private markets, reference data, and emerging investment structures. This data powers research, analytics, software platforms, and client solutions used by investors around the world." Paragraph 2: "For the Head of Data Operations, we are seeking a transformational leader to oversee Morningstar's global data acquisition, operations, and collection technology ecosystem. This executive will lead a large-scale global organization (~700 people) while driving modernization of the platforms, workflows, and operating models that support data collection, enrichment, quality management, and delivery. Reporting to the Chief Technology Officer of the Direct Platform, the Head of Data Operations will partner closely with Data Strategy, Product, Research, Engineering, and Architecture leaders to execute Morningstar's data acquisition roadmap, accelerate automation and AI-enabled capabilities, and establish a scalable operating model capable of supporting the next generation of investment data products. The role requires a unique blend of operational leadership, technology transformation expertise, and strategic vision to drive innovation while ensuring operational excellence across the global data ecosystem." That's about the role. Responsibilities: There are headings: Data Operations Leadership, Data Platforms & Technology Transformation, Governance, Risk & Cross-Functional Leadership. Under each there are bullet-like sentences (starting with verbs). We'll turn each bullet into

  . We'll group under a single

  maybe with subheadings? But we can just list all responsibilities as list items. However we might want to keep headings inside list? Not needed. We'll just output a
  with each responsibility sentence as
  • . Ensure we capture all. Let's extract: Data Operations Leadership: - Lead a global organization responsible for acquiring, managing, enriching, and delivering investment, reference, and market data at scale. - Partner with Data Strategy, Product, and Research leaders to execute the enterprise data acquisition strategy and roadmap. - Translate strategic data priorities into scalable operational capabilities, processes, and technology solutions. - Drive organizational agility by rapidly adapting data acquisition approaches to evolving market opportunities, regulatory requirements, and client needs. - Lead initiatives that improve accuracy, productivity, efficiency, and scalability while maintaining appropriate quality standards for each data product. - Foster a high-performance culture focused on accountability, innovation, continuous improvement, and client impact. Data Platforms & Technology Transformation: - Lead the evolution of Morningstar's data collection, acquisition, and production ecosystem, establishing a vision for modern, scalable, and highly automated operations. - Drive investment decisions and prioritization for collection platforms, workflow tools, AI-enabled solutions, and operational technologies. - Partner with Engineering and Architecture leaders to modernize legacy systems and accelerate automation across the data lifecycle. - Champion the adoption of AI, advanced analytics, and emerging technologies to improve operational effectiveness and scalability. - Establish operating metrics, performance frameworks, and management disciplines to continuously improve efficiency, quality, and throughput. - Monitor emerging technologies and industry best practices to ensure Morningstar remains at the forefront of data acquisition and operational innovation. Governance, Risk & Cross-Functional Leadership: - Execute data governance policies and operational frameworks established in partnership with Data Strategy, Product, Risk, Compliance, and other key stakeholders. - Ensure data collection, management, and operational processes comply with applicable regulatory, privacy, and risk requirements. - Build strong partnerships across Product, Research, Data Strategy, Technology, Commercial, and Client-facing organizations. - Serve as a trusted advisor to senior leadership on operational strategy, transformation priorities, investment decisions, and organizational effectiveness. - Champion a data-driven, customer-centric culture across the enterprise while promoting collaboration and accountability. That's responsibilities. Qualifications: list bullet points. - 10+ years of executive leadership experience leading large-scale data acquisition, operations, technology, or transformation organizations, with accountability for both operational performance and modernization initiatives. - Strong understanding of financial, investment, reference, and/or market data ecosystems, including the operational processes required to acquire, manage, enrich, and deliver high-quality datasets at scale. - Proven track record leading large-scale transformation efforts leveraging automation, AI-enabled capabilities, workflow modernization, and technology-driven process redesign to improve scalability, efficiency, quality, and productivity. - Experience leading large, globally distributed organizations through significant organizational change, operating model evolution, and continuous improvement initiatives. - Demonstrated ability to partner effectively across Product, Technology, Data Strategy, Research, and Commercial organizations to translate strategic priorities into operational and technology outcomes. - Exceptional leadership, communication, stakeholder management, and change leadership skills, with the ability to influence senior executives and drive enterprise-wide impact. - Experience implementing or sponsoring investments in AI, automation, workflow tooling, advanced analytics, and operational technologies within complex enterprise environments. - Willingness to travel as needed to engage with global teams and stakeholders, including operations centers in Madrid and Mumbai. - Bachelor’s degree in Finance, Business, Computer Science, Engineering, or a related field; advanced degree preferred. Preferred Experience: bullet points. - Experience leading technology-enabled transformation within financial services, market data, investment data, reference data, or adjacent information services organizations. - Experience managing or sponsoring large-scale investments in data acquisition technology, workflow platforms, automation capabilities, and AI-powered operational solutions. - Familiarity with modern data platforms, cloud-based technologies, and enterprise-scale data operations environments. We could keep Preferred Experience as a separate section or incorporate into Qualifications. Since they gave Qualifications heading, we can have Qualifications and Preferred Experience as separate sections. Benefits: list from "Compensation And Benefits" section. We need to extract benefits list: "Financial Health 100% 401k match up to 6% of salary Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups" We need to turn each line into
  • . Some lines are headings like "Financial Health", "Physical Health", etc. Those could be treated as headings inside list? But we can just treat them as list items as well; but maybe better to make them inside
  • ? However instruction: Use
    • for any list of duties/requirements/benefits. So we can put each benefit as
    • . The headings like "Financial Health" could be a list item itself; it's okay. We'll produce
      with each line. Pay: compensation range: "Total Cash Compensation Range $311,100.00-477,000.00 Inclusive of annual base salary and target incentive". We