Investment Data Analyst - Morningstar Direct Specialist

Roles & Responsibilities

• Build and maintain customized screeners using Morningstar Direct (Global) and ACE Equity to support fund managers in identifying investment opportunities across equity and multi-asset strategies.
• Translate investment themes into structured screener logic based on valuation metrics, sector classification, factor signals, and technical or fundamental filters.
• Extract and validate financial data from multiple sources to enable quantitative analysis, performance attribution, and comparative benchmarking.
• Conduct back-testing of screeners and models to evaluate historical consistency, asset behavior across cycles, and strategy alignment.
• Automate the generation of screener outputs using tools such as Excel, SQL, or Python, ensuring repeatability and efficiency.
• Collaborate with senior analysts to convert investment discussions into data-driven outputs and research frameworks.
• Support the preparation of internal investment memos, dashboards, and presentations based on insights derived from screening tools.
• Maintain rigorous documentation for all screener logic, methodologies, and changes to ensure transparency and version control.
• Ensure high accuracy and reliability of screener outputs and research data used in portfolio construction and fund positioning.
• Contribute actively to product ideation and research innovation through timely, structured analytical support.

- This role offers direct exposure to live portfolio construction, fund strategy development, and real-world investment research at a SEBI-registered Portfolio Management firm.

- Candidates who have previously worked with fund managers, equity analysts, or in a PMS/AMC environment will be preferred.

Preferred Candidate Profile

• Practical, demonstrable experience with

  Morningstar Direct (Global)

  and

  ACE Equity

  for building customized investment screeners.
• Strong understanding of Indian equity markets, mutual funds (Domestic & Global), ETFs (Domestic & Global), and multi-asset strategies, with an analytical mindset.
• Advanced-level

  Excel

  skills are mandatory including dynamic formulas, pivot tables, lookups, and data automation techniques.
• Foundational knowledge of SQL and Python is essential to support screener automation, data cleaning, and process efficiency.
• Ability to translate investment themes and qualitative discussions into structured screening logic and quantifiable filters.
• High attention to detail with a strong focus on accuracy, consistency, and data integrity in outputs used for investment decisions.
• Skilled in organizing, visualizing, and presenting data-driven insights for internal use by fund managers and senior analysts.
• Clear communicator able to simplify complex ideas and collaborate effectively with cross-functional research teams.
• Proactive, self-motivated, and eager to learn across new tools, asset classes, and analytical frameworks.
• Prior internship or experience in a PMS, asset management company, investment research desk, or wealth platform will be an added advantage.