3 Morningstar Direct Jobs

TEAM Product Management LEVEL Associate DEPARTMENT PROFILE Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $1.6 Trillion in assets under management or supervision as of March 2025. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. Position Overview We are looking for career-minded professionals with global perspective to join the Mumbai based Integrated Marketing Services team as a Product Management Associate. As a member of the Product Management team, the Associate will support various teams throughout the organization by using data to provide competitive intelligence and market research on various topics for both the US retail and institutional market segments. Topics include but are not limited to analyzing mutual fund industry flows, product positioning within MSIM and versus the competition. Analysis is calculated on a monthly, quarterly and ad hoc basis for strategies and funds across the MSIMs equity, fixed income and alternative platforms. Product Management Associates work with firm systems, databases and resources to source quantitative and qualitative data, complete drafts for review by investment strategy specialists. Members work in a fast paced, time sensitive and collaborative team environment. The candidate should have experience in or knowledge of the US investment management industry, experience with retail such as Morningstar Direct. Key Responsibilities Work closely with a dedicated team of professionals whose primary responsibilities are to effectively communicate product details, competitive advantages and industry trends to Senior Management, Portfolio Management and Distribution teams Continuously monitor the competitive landscape and industry trends (utilizing internal and external data/information resources) in order to help position products appropriately Ownership of the creation and production of various standardized reports to support monthly/quarterly materials Respond to ad hoc requests from New York and London on a timely basis Contribute to ongoing quality and efficiency improvements Review reporting requirements and set up customised reports for new and existing clients. Broad understanding of ESG performance and rating Key Skills In depth knowledge Excel and Powerpoint Good knowledge on Fixed Income Investment products and ETFs The ability to work effectively in a thoughtful, collaborative team environment Strong communication skills, being able to interface effectively with bright quantitative colleagues as well as non-technical audiences Thrive in a fast paced, highly collaborative environment Passion for aligning financial returns with societal impact Excellent verbal and writing skills in English Ability to work under pressure to meet tight deadlines Possess attention to detail within the larger context of a complex investment ecosystem Ability to focus on small details while maintaining larger picture from and industry and positioning perspective Ability to manage multiple tasks simultaneously and deliver outstanding work products under tight deadlines Positon Requirements Bachelors degree Minimum of 3-5 years of experience in an analytical role requiring advanced use of Excel Experience with Morningstar Direct preferred Thoroughness, attention to detail and a sense of urgency What You Can Expect From Morgan Stanley We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - arent just beliefs, they guide the decisions we make every day to do what&aposs best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, youll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Show more Show less

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.

Location:Vidyavihar Develop investment policies, build and manage portfolios, trade securities, assess client risk, maintain relationships, ensure regulatory compliance, monitor performance, prospect new clients, and track market and economic trends