271 Morningstar Jobs

The Group : Morningstar Indexes team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar`s intellectual property to create indexes that empower investors’ success at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity and asset allocation indexes. The Role : Morningstar Indexes seeks intelligent and creative professionals for its Client Services and Implementation team. We are looking for candidates who are interested in Pre-Sales and Client service function. Candidate should be open to shift rotation (Morning Shift – 5:30 am to 2:30 pm, Day Shift – 12:30 pm to 9:30 pm, UK Shift – 3.00 pm to 12.00 am). The primary function of the team is to support the Indexes internal/external clients and sales group by providing data, research and analytics for more than 700 unique Morningstar indexes across asset classes (Equity, Fixed Income, Alternatives, Multi-Asset). The secondary focus area would be to provide operational support and lead selected non-technical projects to support the growth of Morningstar business. It’s an individual contributor role and the selected candidate would be required to work independently outside of Mumbai operational hours to provide continuous coverage to Morningstar Indexes global sales clients and operational efforts. This role provides a balanced exposure to both back-end index operations and front-end, either directly or through sales organization. This position will be in Vashi, Navi Mumbai (India). Responsibilities: Be a product expert on Morningstar Indexes to satisfactorily respond to client and sales related queries with quick turnaround time Enable sales team with presentations, marketing collaterals, data, research & analytics Coordinate with Product Management, Operations and prospective client to launch and operationalize Morningstar Indexes Oversee daily publishing and deliveries of end of day index values, portfolios and other files to internal and external clients and third parties in a timely manner Escalation of bottleneck issues to vendors and liaise with them Work with vendors and monitor daily index calculation and ensure seamless dissemination of daily files. Work with Robotic Process Automation team within Morningstar to automate manual tasks and further streamline the process Create self-help modules/templates on Morningstar Direct to equip sales team to quickly respond to general data related queries on their own Manage non-technical projects to support the growth of index business Requirements A Bachelor’s or master’s degree in Engineering, Finance, Management, Economics, etc. and a strong interest in Finance. 1-3 years of work experience preferably in financial services company Some progress towards CFA is preferable Comfortable with basics of MS Office, SQL (preferred) Excellent written and verbal communication skills and work as a team player Ability to collaborate with the global team and deliver quality outcomes under tight deadlines The candidate should exhibit a passion for innovation, and harbor a genuine belief in, and acceptance of mission to empower investors’ success Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

This job is with Morningstar, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Responsibilities Independently maintain a high sense of ownership of the issues in the product ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution. Independently prioritize issues and workload by severity and impact, while ensuring quality and meeting deadlines. Independently analyse, recreate, document, communicate and monitor escalated issues using Salesforce, Jira, and other internal applications and reporting tools. Develop and maintain expertise in Wealth Management operation products, supported platform, Standard Operating Procedures for workflows, and client related documentation. Recognize patterns among repetitive problems and work to resolve the root causes by collaboration with other teams. Contribute to ongoing efforts to streamline and improve processes. Maintaining all security procedures mandated by management to ensure safekeeping of critical client data. Work with external and internal stakeholders to ensure the production is timely and meet required quality standards. Identify areas of improvement across the team and proactively take steps to improve those processes by offering ideas. Complete administration functions as required on the Investment platform: including (but not limited to): deposits, withdrawals, client account maintenance, management information and reports for clients, checking data is accurate and clean on the platform. Monitor discrepancies and liaise with the onshore team. Internal and external client money & custody asset reconciliations. Process corporate action events and income distributions. Assist other staff with additional workload time allows. Competencies Strong communication skills. Strong analytical and quantitative skills. Attention to Detail. Methodical Problem-Solving Skills. Excellent Organization Skills (Email, Task Management, Follow-up). Self-Motivated. Goal Oriented. Team Player. Requirements 3+ years of experience in the financial services industry. An understanding of the Financial Services marketplace that applies to Wealth Managers. Proactive with a strong initiative, excellent organizational skills, and the ability to manage multiple priorities. Excellent organisation and time management skills. Ability to multi-task and prioritise effectively. Knowledge of investment instruments across all asset classes would be advantageous. Focuses on meeting commitments and delivering results to a high standard. Robust analytical and problem-solving skills with detail orientation and accuracy. Excellent computer & Excel skills. Demonstrate self-motivation in an independent, fast-paced work environment. Excellent oral, written, and interpersonal communication skills. Morningstar is an equal opportunity employer. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days 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. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Role Description This is a full-time on-site role for a Invesment Portfolio Manager at Avestar Advisory located in Trivandrum & Mumbai, with an overall experience of 5+ years and experience of 3+ years in investment operations & fund due diligence. This role will regularly participate in cross-functional teams and interact with multiple departments including Product Management, Marketing, Digital Experience, Sales, Compliance, Legal, Investment Accounting, Investment Operations, and Investment Management. The role requires daily interaction with individual contributors, managers, and directors as well as regular contact with Vice Presidents and other senior leaders. In addition, the role requires frequent contact with external firms including third-party investment management firms, external vendors, and software providers. The role will influence senior managers and directors when making decisions regarding product management and product development opportunities. Qualifications Masters in Finance plus 5-10 years of industry experience Knowledge and experience using investment-related software tools such as Morningstar Direct, FactSet, Aladdin, ISS Market Intelligence Simfund Enterprise, Bloomberg, and/or Zephyr StyleADVISOR. Five-plus years in the field of marketing or investment management will be considered equivalent to a college degree plus experience. FINRA SIE, Series 7 and 63/65 or 66 required or obtained within 180 days of hire/transfer. Progress towards an advanced industry designation such as CFA, ChFC, CFP, CIMA, or CLU is preferred. Must have strong investment acumen including knowledge of modern portfolio theory statistics. Requires strong quantitative and analytical skills, technical knowledge of the asset management discipline, investment product subject matter expertise, strong oral and written communication skills, and the ability to influence others without direct control. Job Types: Full-time, Permanent Pay: From ₹800,000.00 per year Benefits: Health insurance Leave encashment Ability to commute/relocate: Thiruvananthapuram, Kerala: Reliably commute or planning to relocate before starting work (Required) Education: Master's (Preferred) Experience: total work: 5 years (Required) License/Certification: CA/CFA/CFP or Equivalent qualification? (Required) Work Location: In person Expected Start Date: 15/08/2025

This job is with Morningstar, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Title : Software Engineer, Mobile Solutions Location: Vashi, Navi Mumbai Shift: General Company Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. Responsibilities Design, analyse, develop, document, test and troubleshoot application logic and product, fully functional mobile applications. Develop mobile applications using React Native with high quality. Good to have the knowledge to be involved in creating reusable, common components for different products. Technically sound & enforce best practices on mobile. Work with different teams to resolve dependencies. Unit Testing, Functional/System Integration Testing Work closely with Mobile Application developers and deliver end-to-end solutions in a timely manner with a focus on quality. Support and maintain mobile applications that are in production. Participate in technical design and code reviews Work on architectural concerns and non-functional requirements. Follow agile principles and the Scrum framework. Requirements 2+ years of experience in analysis, design, coding and implementation Hands-on React Native experience in developing cross-platform mobile applications for both iOS and Android. Hands-on experience in Redux. In-depth knowledge of JavaScript. Hands-on knowledge in React and should be familiar with React lifecycle methods and hooks. Should have extensive experience in REST API Development and Testing. Hands-on experience in 3rd party tool integration / Integration with native libraries. Should have knowledge of development tools such as XCode, Android Studio, Gradle, Interface Builder and iPhone/Android SDKs. Experience working with and applying Design patterns to solve problems Good knowledge of Mobile app debugging. Excellent interpersonal, communication and problem-solving skills. Goal-oriented individual with excellent time management skills. Working experience in Agile environment Experience in following secure code practices, writing unit testing and implementing DevOps. Flexible in working under changing and different work settings. Morningstar is an equal opportunity employer Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days 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. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

This job is with Morningstar, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Title: Associate Business Intelligence Analyst , PitchBook Data, a Morningstar company The Team: PitchBook Data Operations team performs web-based research and utilizes technology tools to capture hard-to-find data on private capital markets including venture capital, private equity, and mergers and acquisitions (M&A). This information allows PitchBook's customers to discover emerging companies, conduct research on potential investment opportunities, and gain a competitive edge in investment decision-making and negotiations. The Role: The Associate Business Intelligence Analyst perform critical analysis and data support of all data operations at PitchBook. The role uses data to figure out trends, perform critical analysis and build data visualizations for Data Operations function at PitchBook. The Analyst will conduct thorough data analysis, help design and implement analytics programs, generate reports, and collaborate with various teams to ensure we are optimizing our resources and maximizing our output. The Analyst works closely with business and IT team to turn data into critical information and knowledge that can be used to make sound business decisions. Responsibilities Work with a range of data and reporting technologies like SQL, Tableau and Power BI to help build, maintain, and manage dashboards to power analytics for data-driven decision making. Design and maintain SQL views, Power BI datasets, workspaces and reporting structures used to compile insights. Build executive level reporting that displays complex quantitative data in a simple, intuitive format and to present findings in a clear and concise manner. Interpret and analyse data from multiple sources, spot trends/anomalies/outliers, synthesize raw data and create models to test hypotheses. Provide design support for development of business intelligence solutions, build an in-depth understanding of the business, and serve as the primary owner of new report requests. Interpret business requirements and determines optimum BI solutions to meet business needs. Trains users and executives to use reports, metrics, and action-oriented information correctly. Qualifications Ability to work with a range of data and reporting technologies to build upon a strong foundation of rigor, quantitative techniques, and efficient processing. Bachelor's degree from STEM fields such as Computer Science, Engineering, IT, Analytics, etc. Specialized training/certification and master's degree preferred. Basic SQL skills a necessity and intermediate SQL skills preferred, with experience querying large datasets from multiple sources and developing automated reporting. R and/or Python skills for scripting, data manipulation, custom ETLs, statistical analysis Experience with BI/data visualization software programs such as Tableau or Microsoft Power BI Excellent analytical thinking and interpersonal skills, with the ability to communicate complex data issues correctly and clearly to both internal and external customers. Attention to detail. Ability to define and organize tasks, responsibilities & priorities. Willing and flexible to work on UK shift, US shift and Indian holidays. Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days 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. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Role Description This is a full-time on-site role for a Invesment Portfolio Manager at Avestar Advisory located in Trivandrum & Mumbai, with an overall experience of 5+ years and experience of 3+ years in investment operations & fund due diligence. This role will regularly participate in cross-functional teams and interact with multiple departments including Product Management, Marketing, Digital Experience, Sales, Compliance, Legal, Investment Accounting, Investment Operations, and Investment Management. The role requires daily interaction with individual contributors, managers, and directors as well as regular contact with Vice Presidents and other senior leaders. In addition, the role requires frequent contact with external firms including third-party investment management firms, external vendors, and software providers. The role will influence senior managers and directors when making decisions regarding product management and product development opportunities. Qualifications Masters in Finance plus 5-10 years of industry experience Knowledge and experience using investment-related software tools such as Morningstar Direct, FactSet, Aladdin, ISS Market Intelligence Simfund Enterprise, Bloomberg, and/or Zephyr StyleADVISOR. Five-plus years in the field of marketing or investment management will be considered equivalent to a college degree plus experience. FINRA SIE, Series 7 and 63/65 or 66 required or obtained within 180 days of hire/transfer. Progress towards an advanced industry designation such as CFA, ChFC, CFP, CIMA, or CLU is preferred. Must have strong investment acumen including knowledge of modern portfolio theory statistics. Requires strong quantitative and analytical skills, technical knowledge of the asset management discipline, investment product subject matter expertise, strong oral and written communication skills, and the ability to influence others without direct control. Job Types: Full-time, Permanent Pay: From ₹800,000.00 per year Benefits: Health insurance Leave encashment Ability to commute/relocate: Thiruvananthapuram, Kerala: Reliably commute or planning to relocate before starting work (Required) Education: Master's (Preferred) Experience: total work: 5 years (Required) License/Certification: CA/CFA/CFP or Equivalent qualification? (Required) Work Location: In person Expected Start Date: 15/08/2025

Title: Software Engineer Location: Vashi, Navi Mumbai Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. Role: We are seeking a highly skilled and experienced Senior Software Engineer to join our Wealth - Individual Investor team. The ideal candidate will have a strong background in .NET development, proficiency with AWS, and exposure to AI technologies. Experience with Node.js is also desired. This role will involve designing, developing, and maintaining software solutions that enhance our individual investor products. Shift - General Responsibilities: Design, develop, and maintain scalable and high-performance software solutions using .NET and AWS. Collaborate with cross-functional teams to define, design, and ship new features. Ensure the performance, quality, and responsiveness of applications. Identify and correct bottlenecks and fix bugs. Help maintain code quality, organization, and automation. Stay up to date with the latest industry trends and technologies to ensure our solutions remain cutting-edge. Qualifications: Minimum of 5 years of experience in software development with a strong focus on .NET technologies. Proficiency with AWS services and infrastructure. Experience with front-end and back-end development using Vue.js and Node.js. Strong understanding of software development principles, design patterns, and best practices. Excellent problem-solving skills and attention to detail. Strong communication and collaboration skills. Proficient with Agile development methodologies. Familiarity with Agile development methodologies. Exposure to AI and machine learning technologies. Experience with Node.js. Experience in the financial services industry is a plus. Why Join Us: Be part of a mission-driven organization that empowers investor success. Work with a talented and passionate team. Opportunities for professional growth and development. Competitive compensation and benefits package. Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Job Posting Title Software Engineer Job Description The Role : In this role, you will be part of the development of enterprise and web applications within Search Services team. The candidate would need to be a solid individual contributor who has experience in doing agile development, who has worked on complex architecture like cloud, load balanced systems, Restful API, Search Engines, NoSQL databases, high-performing systems etc. An ideal candidate can create scalable, flexible technical solutions, understand and support existing systems, study their enterprise complexities and develop state of art systems with modern software development practices. The candidate needs to have good grasping abilities to pick up new technologies and frameworks. Responsibilities : Design & develop web and enterprise solutions to be flexible, scalable & extensible using Java/J2EE in AWS cloud environment. Good working experience in OO analysis & design using common design patterns Enforce good agile practices like test driven development, Continuous Integration and improvement. Implement enhancements to improve the reliability, performance, and usability of our applications. Motivation to learn innovative trade of programming, debugging and deploying Self-starter, with excellent self-study skills and growth aspirations A good team player with ability to meet tight deadlines in a fast-paced environment Excellent written and verbal communication skills. Flexible attitude, perform under pressure. Requirements: These are the most important skills, qualities, etc. that we’d like for this role. Hands-on in Java/ Web-services / Spring /SpringBoot Very Strong knowledge of databases and hands on MS SQL/MySQL/PostgreSQL and NoSQL DB Understanding of Open Search a big plus. Good understanding of Object oriented design, Design Patterns, Enterprise Integration Patterns Experience with troubleshooting and debugging techniques. Hands-on experience on AWS services. Has done development or debugging on Linux/ Unix platforms. Ability to work independently and as part of a team. Experience with DevOps practices and tools. Minimum 2 years of experience in software development or a related field. Good to Have: Machine Learning knowledge. Exposure to Capital Market domain preferred (Indexes, Equity etc.) Knowledge of RabbitMQ and Kafka Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Title : Software Engineer, Mobile Solutions Location: Vashi, Navi Mumbai Shift: General Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. Responsibilities: Design, analyse, develop, document, test and troubleshoot application logic and product, fully functional mobile applications. Develop mobile applications using React Native with high quality. Good to have the knowledge to be involved in creating reusable, common components for different products. Technically sound & enforce best practices on mobile. Work with different teams to resolve dependencies. Unit Testing, Functional/System Integration Testing Work closely with Mobile Application developers and deliver end-to-end solutions in a timely manner with a focus on quality. Support and maintain mobile applications that are in production. Participate in technical design and code reviews Work on architectural concerns and non-functional requirements. Follow agile principles and the Scrum framework. Requirements: 2+ years of experience in analysis, design, coding and implementation Hands-on React Native experience in developing cross-platform mobile applications for both iOS and Android. Hands-on experience in Redux. In-depth knowledge of JavaScript. Hands-on knowledge in React and should be familiar with React lifecycle methods and hooks. Should have extensive experience in REST API Development and Testing. Hands-on experience in 3rd party tool integration / Integration with native libraries. Should have knowledge of development tools such as XCode, Android Studio, Gradle, Interface Builder and iPhone/Android SDKs. Experience working with and applying Design patterns to solve problems Good knowledge of Mobile app debugging. Excellent interpersonal, communication and problem-solving skills. Goal-oriented individual with excellent time management skills. Working experience in Agile environment Experience in following secure code practices, writing unit testing and implementing DevOps. Flexible in working under changing and different work settings. Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Title: Associate Business Intelligence Analyst , PitchBook Data, a Morningstar company The Team: PitchBook Data Operations team performs web-based research and utilizes technology tools to capture hard-to-find data on private capital markets including venture capital, private equity, and mergers and acquisitions (M&A). This information allows PitchBook’s customers to discover emerging companies, conduct research on potential investment opportunities, and gain a competitive edge in investment decision-making and negotiations. The Role: The Associate Business Intelligence Analyst perform critical analysis and data support of all data operations at PitchBook. The role uses data to figure out trends, perform critical analysis and build data visualizations for Data Operations function at PitchBook. The Analyst will conduct thorough data analysis, help design and implement analytics programs, generate reports, and collaborate with various teams to ensure we are optimizing our resources and maximizing our output. The Analyst works closely with business and IT team to turn data into critical information and knowledge that can be used to make sound business decisions. Responsibilities: Work with a range of data and reporting technologies like SQL, Tableau and Power BI to help build, maintain, and manage dashboards to power analytics for data-driven decision making. Design and maintain SQL views, Power BI datasets, workspaces and reporting structures used to compile insights. Build executive level reporting that displays complex quantitative data in a simple, intuitive format and to present findings in a clear and concise manner. Interpret and analyse data from multiple sources, spot trends/anomalies/outliers, synthesize raw data and create models to test hypotheses. Provide design support for development of business intelligence solutions, build an in-depth understanding of the business, and serve as the primary owner of new report requests. Interpret business requirements and determines optimum BI solutions to meet business needs. Trains users and executives to use reports, metrics, and action-oriented information correctly. Qualifications: Ability to work with a range of data and reporting technologies to build upon a strong foundation of rigor, quantitative techniques, and efficient processing. Bachelor’s degree from STEM fields such as Computer Science, Engineering, IT, Analytics, etc. Specialized training/certification and master’s degree preferred. Basic SQL skills a necessity and intermediate SQL skills preferred, with experience querying large datasets from multiple sources and developing automated reporting. R and/or Python skills for scripting, data manipulation, custom ETLs, statistical analysis Experience with BI/data visualization software programs such as Tableau or Microsoft Power BI Excellent analytical thinking and interpersonal skills, with the ability to communicate complex data issues correctly and clearly to both internal and external customers. Attention to detail. Ability to define and organize tasks, responsibilities & priorities. Willing and flexible to work on UK shift, US shift and Indian holidays. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what is all about. We’re seeking a future team member for the role of Associate, Data Management & Quantitative Analysis I to join our INVESTMENTS team. This role is located in PUNE, MH– HYBRID. In this role, you’ll make an impact in the following ways: Provide market and industry intelligence through proactive trends analysis, including flows, pricing, product development, regulatory changes, M&A activity, etc. Create and assist in building out landscapes on various products. Work on ad hoc research and analysis requests for product, distribution, and marketing related questions as they come in. Peer/Competitor Analysis To be successful in this role, we’re seeking the following: 2-5 years of experience in Asset management Industry. Strong knowledge about Financial Products such as Mutual Funds, ETFs, Indexing, ESG. Strong Analytical Skills. He/she should also be attentive to details and have good MS Excel & PowerPoint skills. The person should be able to work under strict timelines / deadlines and complete his/ her work with complete accuracy. Know how about third-party application like Morningstar Direct, eVestment, Lipper etc. Some understanding of the asset management industry and basic knowledge of investment markets, strategies, products, fund structures would be desirable. Some experience of using databases such as eVestment, Mercer, Morningstar, Lipper, MandateWire, Bloomberg etc. would be advantageous. Market research / technical knowledge and ability to integrate critical information from diverse sources. Analytical and data presentation skills – ability to interpret and present data in a meaningful manner. Project management skills- Be able to take ownership of initiatives, can work collaboratively. At BNY, our culture speaks for itself. Here’s a few of our awards: America’s Most Innovative Companies, Fortune, 2024 World’s Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024 “Most Just Companies”, Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg’s Gender Equality Index (GEI), 2023 Our Benefits And Rewards BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

We are seeking a highly analytical and motivated Asset Management – Investment – Research Analyst to join our team on a hybrid, part-time basis. This role is ideal for professionals passionate about financial markets, investment strategies, and data-driven research who want to balance career growth with flexible working arrangements. As an Investment – Research Analyst, you will play a key role in analyzing markets, building financial models, and supporting portfolio management decisions. You will monitor macroeconomic trends, evaluate companies and asset classes, and provide actionable recommendations that guide investment strategies. The hybrid work arrangement allows you to conduct independent research remotely while attending on-site meetings for strategy sessions and portfolio reviews. Key Responsibilities: Conduct fundamental, technical, and quantitative research on industries, companies, and asset classes. Build and maintain detailed financial models for valuations and forecasting. Analyze economic and market data to identify investment opportunities and risks. Prepare written research reports and presentations for senior management and clients. Support the due diligence process for new investments and ongoing portfolio monitoring. Maintain up-to-date research databases and internal market intelligence. Collaborate with portfolio managers and other analysts on investment strategies. Qualifications: Bachelor’s degree in Finance, Economics, Accounting, or a related field. 1–3 years of experience in investment research, asset management, or related roles. Strong financial modeling and analytical skills with advanced Excel proficiency. Familiarity with research tools such as Bloomberg, FactSet, or Morningstar is a plus. Excellent communication and presentation skills. Ability to work independently and meet deadlines in a hybrid work environment. This hybrid, part-time role is ideal for professionals looking to gain deeper experience in asset management and investment research while maintaining schedule flexibility.

Job Description: Implementation Consultant Morningstar is committed to empowering investor success. One way we accomplish this is by offering independent research and great software products to financial advisers and individual investors. We believe that when the investor wins, we all win. At Morningstar, your contributions have meaning and can drive change. We offer a place where talented, driven people can grow. Our differences are our strength; the fact that we don’t all think the same way and encourage unique perspectives helps create great products and services for our clients. The Opportunity We’re a seeking an Onboarding and Implementation Consultant. As an Onboarding and Implementation Consultant for Morningstar AdviserLogic and Licensee Solutions you will play a critical role in driving the success of our clients by ensuring a smooth and effective onboarding experience. Your primary role will be to ensure the successful onboarding of new clients to Morningstar technology, driving an engaging user experience and adoption in line with business objectives. Day to day, you will develop a deep understanding of our clients, ensuring user confidence in Morningstar solutions. You will act as key contact point during the onboarding process, guiding clients through system configuration, best practices, and tailored implementation. Ideally, you will have familiarity with the wealth and financial advice industry with an emphasis on CRM implementation, client engagement and data dissemination. Responsibilities: Own the client relationship through Onboarding to ensure all requirements are met and aligned to business objectives. Establish a professional working relationship with clients and demonstrate ability to grow relationships and build credibility with key client’s contacts at all levels. Proactively manage and increase client satisfaction. Understand business, operations and technology requirements, serving as a conduit between stakeholders, operations, and technology teams. Work closely with the Data & Consulting team to meet each client's unique business requirements. Work directly and effectively in a highly collaborative, Agile software implementation setting and provide input in the development of tools and processes to help increase team productivity. Provide quality formal and informal documentation consistent with documentation standards Facilitate decision making with both internal and external stakeholders and assess trade-offs to define the optimal solution that fulfil client's need and ensure a sustainable offering. Proactively identify risks and potential issues and develop mitigation plans. You will be responsible for smooth and timely hand-over to client Support and Customer Success teams. Qualifications & experience required: A minimum of a bachelor’s degree. 2-5 years’ experience in Professional Services, Support or Consulting preferably in CRM space. Knowledge of Financial Planning is preferred. Experience in managing software as a service (SAAS) implementation. Proven track record of developing and maintaining profitable and reference-able customer relationships. Demonstrated ability to manage project scope and client expectations Demonstrated follow-through on assignments and issue resolution Experience with the full lifecycle of both implementations and upgrades. An ability to be creative and think strategically when it comes to understanding client requirements, problem solving and project management. Strong communication skills, both written and oral, and professional presentation capabilities with an aptitude to collaboratively build effective internal and external business relationships. Strong problem-solving, analytical, and planning skills, and the ability to excel in a fast-paced environment while delivering high-quality work. Ability to lead team decision-making processes and foster an environment of teamwork. Proficiency in MS Office, MS Excel. Excellent oral and written communication skills. High level of attention to detail together with good analytical skills and a responsive nature. Morningstar is an equal opportunity employer. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days 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 Morningstar is an equal opportunity employer. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days 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. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Job Title: Database Engineer Location: Gurugram Company Overview: Welcome to Morningstar. We’re a people-centric company led by a mission to empower investor success. At Morningstar, your contributions have meaning and can drive change. Across our 12,000 colleagues and 32 offices worldwide, we’ve invested in fostering a community where talented, driven people can grow. Our entrepreneurial spirit and uncompromising ethics guide everything we do. We’re always thinking about the next big thing. It’s how we grew from a startup to a global investment research company in just 40 years. Currently, we are seeking a talented SQL Developer to join our dynamic team and contribute to our ongoing success. Job Responsibilities: Design, develop, and maintain database systems to support business applications and data-driven processes. Optimize database performance through tuning, indexing, partitioning, and other performance optimization techniques. Implement and manage database security measures to safeguard sensitive data and ensure compliance with regulatory requirements. Troubleshoot and resolve database issues, including performance bottlenecks, data corruption, and connectivity problems. Collaborate with software developers to integrate database functionality into applications and ensure compatibility with existing systems. Define and enforce database standards, best practices, and procedures to maintain data integrity and consistency. Perform database backups, disaster recovery planning, and testing to ensure business continuity and minimize downtime. Provide technical guidance and support to team members, including database administrators, developers, and business analysts. Stay current with industry trends, emerging technologies, and best practices in database management and administration. Qualifications: Bachelor’s degree in computer science, Information Technology, or related field 2-3 years of experience as a Database Engineer, Database Administrator, or similar role Proficiency in SQL programming and database management systems (e.g., MySQL, PostgreSQL, SQL Server). Strong analytical and problem-solving skills with a keen attention to detail. Excellent communication and collaboration abilities. Attention to detail and accuracy. Familiarity with Agile development methodologies is preferred. Nice to have: It’s not essential but we would love it if you have. Experience in any one programming language- .Net, nodejs or Python Experience with JIRA tool. Office 365 and Agile methodologies is desired. Morningstar is an equal opportunity employer. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days 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. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

About Morningstar Morningstar is a leading innovator in the financial industry, dedicated to developing and maintaining high-quality, innovative financial products. Our International Wealth Product’s leverage extensive data, independent research, and advanced technology to create exceptional products that meet the diverse needs of our global clients. Working closely with our Client Solutions team, we ensure that our offerings are relevant and integrated solutions for our clients. Job Summary As a Product Specialist, you will play a crucial role in bridging the gap between data analysis and business strategy. This position is ideal for a detail-oriented professional with a passion for product management and data analysis. Your responsibilities will include: Key Responsibilities Data Analysis: Collect, analyze, and interpret product performance data from various sources. Create and maintain dashboards and reports to track key performance indicators (KPIs) and product metrics. Conduct market research and competitive analysis to identify trends and opportunities. Use data insights to support product development and marketing strategies. Present data findings to stakeholders in a clear and actionable manner. Business Analysis: Assist in gathering and documenting business requirements from stakeholders. Work with the Product Manager to define product features and specifications. Collaborate with cross-functional teams (engineering, marketing, sales, customer support) to ensure product alignment with business goals. Participate in user testing and feedback collection to refine product features. Product Management and Support: Respond to internal and external product inquiries and provide product-related support. Track, evaluate, and resolve complex product and data issues escalated from Product Support and Client Success Manager teams, primarily using the Salesforce Service Cloud tracking tool. Demonstrate ownership of issues, providing timely updates, follow-ups, and resolutions. Prioritize issues based on severity and impact. Ensure adherence to issue management processes. Understand the roles and expertise of internal stakeholders (developers, QA analysts, data analysts, product managers, project managers) to expedite issue resolution. Generate business solution suggestions for remediation of problems. Identify and address root causes of repetitive issues through collaboration with development and product management teams. Collaborate with the Development team to create tools/documentation for automating and speeding up issue investigation. Contribute to efforts to streamline and improve processes. Qualifications A Bachelor’s degree in business, finance, computer science, MIS, or a related field is preferred. An MBA in finance is also a plus. Ideal candidates possess a blend of financial knowledge (70%) and basic IT skills (30%). Strong customer service focus and experience in customer support are considered advantageous. Excellent communication, problem-solving, organizational, and analytical skills are essential. Ability to work collaboratively in a cross-functional environment. Quick learner with the ability to develop broad and deep expertise in products. Prior experience in product management, business analysis, or related roles Familiarity with financial products and industry trends is a plus. Experience with JIRA and Salesforce Service Cloud is valued. Morningstar is an equal opportunity employer. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days 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. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

As a MCA Analyst, you will conduct thorough quantitative and qualitative analysis on the underlying loans and properties that collateralize Commercial Mortgage Backed Securities transactions. In addition, you will assist other analysts with the creation of loan valuations and write-ups; assist with special projects/initiatives, as needed. Responsibilities Write monthly research reports & transaction snapshot including commentary and opinion on the Commercial Mortgage Backed Securities (CMBS) for the institutional clients. Accurate and timely assistance with the basic data and preliminary tasks to support the research and analysis of CMBS properties. Accurate and timely retrieval, analysis, research and reporting of CMBS pool level and property level performance, including: Identifying and analyzing risky assets based upon qualitative and quantitative factions Identifying macro and micro risk factors, including market, property type, tenant, and borrower, to determine and measure exposure within the CMBS pools and loan portfolios. Monitoring, analysis, and executive summary reporting on CMBS transactions, including an investigation of potential default or loss scenarios for underlying real estate loan collateral. Productive and timely communication and support other Morningstar Analysts or any third-party contacts to collect data and information to produce quality and timely reporting within prescribed time frames. Research and respond to internal and external inquiries regarding specific aspects of assigned CMBS pools, providing users with information on major credits or portfolio concentrations; and evaluating such detail relative to bond class holdings to ascertain strengths and/or weaknesses of a position. Maintain regular and open communication with the operations team and technology team about assigned tasks, priorities and ensure applications under development meet the defined requirements and pass the user acceptance testing prior to its release. Take ownership of the tasks with focus on quality and accuracy of the deliverables Demonstrate strong learning curve and eagerness to move up the rating value chain Requirements 2 to 4 years of experience in a credit research domain, with knowledge of CMBS and credit ratings experience preferred. A bachelor’s degree required, Masters, CFA or FRM preferred. Excellent writing communication and quantitative/analytical skills. Intermediate level of Microsoft Excel, Visual Basic for Applications (VBA) and MSSQL skills. Creative thinker who is adept at taking an analytical approach to problem solving. Morningstar is an equal opportunity employer About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days 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. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

POSITION DESCRIPTION: The candidate will support the Policies & Procedures and Training (PP&T) team in general functions and administration of the policy, procedure and training management processes through systems (Cornerstone, ServiceNow, Asana, and Excel), and other PP&T priorities and initiatives as appropriate. The candidate will be expected to: Support the Global Head of Policies & Procedures and Training and the Learning & Development Training group to help in assigning and managing the administration of Legal and Compliance-owned training. Generate regular and ad-hoc training status reports using the Learning Management System (LMS) (Cornerstone). Work with the PP&T team to manage policy, procedure and training initiatives using project management tools and relevant systems (i.e., posting documents to ServiceNow and Confluence, Asana project management, etc.). Collect data and provide metrics regarding policy, procedure and training initiatives. Liaise with internal colleagues and/or translation companies to facilitate the translation of policies into various languages in accordance with relevant regulations and/or internal needs. Provide updates to and prepare reports for the Global Head of Policies & Procedures and Training as needed. Adapt and reprioritize when deadlines change or regulatory issues arise and be comfortable with some early morning/late night meetings on occasion due to the range of time zones in which Morningstar operates. REQUIREMENTS: Bachelor’s degree required. Minimum of 3 years of experience, ideally in a compliance, training and/or regulatory role (. Experience working with systems/software/technology platforms/Learning Management Systems (e.g., Cornerstone, Asana, Confluence, Teammate, MyComplianceOffice, Power Bi, in-house systems, etc.). Strong project management skills and fluency with Excel (macros, pivot tables, etc.) to manage data and produce reports. Strong communication skills (verbal and written) in English, with the ability to adapt for different audiences. Strong analytical and investigative skills, critical thinking skills, and sound judgment. Ability to manage multiple projects concurrently, in conjunction with Compliance and other groups as needed. Ability to interact with employees at various levels of an organization and across geographies. Experience with corporate policies, procedures, and/or a training program a plus. A team player with a positive, proactive and collaborative attitude. Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Job Description: Senior Software Engineer .net Our Team: Technology drives our business. Our team is made up of talented software engineers, infrastructure engineers, leaders and UX professionals. We care about technology as a craft and a differentiator. We bring our global products to market with a mix of software, cloud, data centers, infrastructure, design and grit. The Role: At Morningstar, empowering investors is what brings us together and drives our work. We are looking for software engineers who are pro’s with .NET to join our team, grow with us, introduce us to new ideas and develop products that empower our users. Morningstar is a technology agnostic company, and as an engineer focused on .NET you may be working across .NET, .NET Core, AWS, SQL Server, LINQ, WebAPI and integrating with various systems and standing up new products. Every day, you’ll work with team members across disciplines developing products for investors. You’ll interact daily with our product managers to understand our domain and create technical solutions that push us forward. We want to work with other engineers who bring knowledge and excitement about our opportunities. These positions are based in our Mumbai office. Responsibilities Build well designed, well-engineered, stable, scalable products across a variety of markets Good working experience in OO analysis & design using common design patterns Follow software design best practices such as continuous integration, test-driven development, and regular deployments. Solve investors’ problems with technology, understanding market chaos at work and crafting technically appropriate interactive experiences to communicate effectively with individual investors. Be passionate about quality, process, programming, and investing in general, seeing opportunities for improvement, seizing them, and then sharing your findings with others. Familiarity or desire to become an AWS certified developer Take ownership of the success of the team with a "gets things done" attitude; the ability to understand and leverage new technologies, potentially wearing many hats including business analyst, DBA, QA, and project manager. Help to shape product vision. Ability to build within and on top of our specific technologies and build new ones that encompass our business needs Requirements A bachelor's degree in computer science or a related field in software development with 6-8 years of experience. Five plus years of experience developing commercial quality web applications. Five plus years of solid programming experience with C#/.NET, WebAPI. Experience with NET Core applications hosted on cross platform systems is a plus. Working knowledge of the Microsoft stack and integrating with other technologies. Experience with full stack development. Experience on AWS Be organized and able to remain productive even when you have multiple deliverables. Adept with MS SQL Server and/or other databases. An understanding of how to protect web applications from common security vulnerabilities. Knowledge of object-oriented design, domain modeling, and building highly scalable and available systems. Hands-on experience in implementing CI-CD for projects, and cloud applications. Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

T he Area: Morningstar is a leading global provider of independent investment insights. Our core competencies are data, research, and design, and we employ each of these to create products that clearly convey complex investment information. Our mission is to empower investor success and everything we do at Morningstar is in the service of the investor. Reporting to the Audit Committee of the Board of Directors, the purpose of the Global Audit and Assurance (GAA) function is to strengthen Morningstar’s ability to create, protect, and sustain value by providing the Company with organizationally independent, risk-based, and objective assurance and consulting services to evaluate and improve Morningstar’s governance, risk management, and control processes. The Role: Morningstar’s GAA function seeks a highly motivated Senior IT Internal Auditor who thrives on new experiences and challenges. As a Senior IT Internal Auditor, you will play an integral role in evaluating the company’s information technology and information security processes and effectiveness of internal controls. You will have the opportunity to work on a variety of information technology integrated reviews as well as evaluate the effectiveness of IT general controls over external financial reporting as part of the company’s Sarbanes-Oxley Section 404 compliance activities. Based in Mumbai, the Senior IT Internal Auditor may be required to travel to a number of domestic and international locations in support of our IT internal audit plan. You will work closely with all levels of management across the organization, recommending changes to strengthen controls for increased efficiencies and reduced risks. The Senior IT Internal Auditor will have the opportunity to utilize and reference world-class audit tools and audit methodologies in the performance of his or her duties. Key responsibilities: Planning and execution of information technology and integrated audit reviews. Perform walkthroughs of complex information technology and information security processes and test the design and effectiveness of internal controls. Document work and prepare observations and recommendations for corrective action. Supervise audit staff and/or external consultants, review workpapers, and provide appropriate coaching and feedback. Effectively apply the COSO internal control framework, COBIT IT governance framework, NIST Cybersecurity framework and IIA International Professional Practices Framework. Assist audit management with the execution of continuous risk assessment and audit plan development. Serve as a consultant and business partner with management. Requirements: Action-oriented, self-starter with strong verbal and written communication skills. Comfortable working both independently or in teams and working within a complex environment. Ability to diagnose problems, determine root causes, and recommend solutions to complex challenges. Strong understanding of information technology general computer controls, system development life cycle, and IT auditing techniques; including a broad knowledge of IT technologies, operating systems, databases, and application platforms. Knowledge of recognized IT audit and governance frameworks such as COBIT, ITIL, NIST, ISO, etc. Knowledge of General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA). Undergraduate degree in information technology, management information systems, or a related field. Minimum of 7 years of internal or external audit experience assessing information technology/security controls and/or internal controls over financial reporting. Proven ability in performing multiple projects and working with varying team members. Flexibility/ adaptability to work a non-standard schedule as needed to accommodate various time zones where some process owners are located. Willingness to travel to domestic and international offices. Experience in working for a Big 4 or Tier-Two public accounting firm is highly preferred. Experience performing data analytics and using data analysis or automated audit software is highly preferred. Professional accreditation (e.g., CIA, CISA, CPA) is highly preferred . Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Title: Technical Specialist, Level II Location: Vashi, Navi Mumbai Company : Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. Team : Morningstar Tech Level 2 team is responsible for the operation and maintenance Morningstar applications. We investigate, troubleshoot and drive issues to successful resolution with outlined service level agreements while actively communicating with various stakeholders and internal teams. Proactive monitoring, management and troubleshooting of business critical and operational processes is also an important aspect of team. The Role: This Support engineer role covers level 2 technical Support for all Morningstar applications, products and services and therefore requires both a structured service mindset together with strong technical focus. This role requires you to investigate, troubleshoot and drive issues to successful resolution in accordance with outlined service level agreements while actively communicating with various stakeholders and internal teams. Proactive monitoring, management and troubleshooting of business critical and operational processes is also an important aspect of this role. The ideal candidate is a self-starter who understands technology operations and prides in delivering exceptional customer service to Morningstar’s clients by quickly and accurately diagnosing problems and coming up with quick solutions. This is a fantastic growth opportunity for service minded individuals with a knack for software development to gain a wealth of experience on a broad range of technologies with a potential to transition into a high performing development team at Morningstar and be part of a global company. Shift: - Flexible, Weekend shifts included Responsibilities: Perform monitoring, intake, troubleshooting of reported application & product issues. Facilitate and demonstrate accountability for technical problems until resolution. Coordinate & undertake releases for bug fixes with the technology team members. Mobilize fast response & resolution of production/client issues in co-ordination with Client Services, Operations, Product and Technology Teams. Suggest & coordinate system enhancements and improvements through active feedback and co-ordination with product & development teams on repeat issues affecting production systems. Ensure outlined Service level agreements are understood and met. Become an expert on Morningstar methodology, functionality, and product features via various channels and programs. Collaborate with Morningstar’s operations, development and product teams to resolve client issues in a timely manner and actively support the institutional & retail client base. Contribute to service improvement initiatives, and other related projects as needed. Communicate customer/product feedback to the Operations & Development teams. Qualifications: - Bachelor’s degree. 3-5 years of full-time work experience in a technical support role. Hands-on experience/working knowledge of following technologies: Amazon Webservices toolset Java on Linux platform (Highly desirable) C#.NET on Windows platform (desirable) Javascript, XML, XSL, JSON, jQuery, LinQ, Spring (Desirable) T-SQL/SQL Server Linux operating system from an application investigation/troubleshooting perspective Experience troubleshooting & supporting applications in a production environment. Financial industry background or interest preferred. Ability to understand and convey client business requirements to Operations, Product & Development teams. Ability to integrate into a team and work well with others Good written and oral communication skills in English. Ability to perform under tight deadlines. Ability to adapt to different situations and thrive in a challenging, fast-paced environment Experience with Agile methodologies such as Extreme Programming (XP) and Scrum Can-do attitude with good multi-tasking skills. Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

The Group: Morningstar’s Quantitative Research Group creates independent investment research and data-driven analytics designed to help investors and Morningstar achieve better outcomes by making better decisions. We utilize statistical rigor and large data sets to inform the methodologies we develop. Our research encompasses hundreds of thousands of securities within a large breadth of asset classes including equities, fixed income, structured credit, and funds. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company. The Role: In this dynamic, external-facing role, you will present Morningstar’s research, data, and products to external journalists and reporters, with a primary focus on leading financial media outlets. You will collaborate closely with the European Corporate Communications team to respond to media inquiries with timely, data-driven insights. Additionally, you will be responsible for producing original investment research that informs and empowers investors. This role is instrumental in enhancing Morningstar’s public profile and building lasting relationships with top-tier financial media. Location: Mumbai (Platinum Techno Park) Working Hours: UK Shift Responsibilities: Collaborate closely with Morningstar’s Corporate Communications, Fund Research and Equity Research teams to respond to media requests with timely, data-driven analysis. Accurately represent the work of the quantitative research team to both internal stakeholders and external clients. Develop deep expertise in key investment topics including equities, fixed income, mutual funds, and ETFs as well as Morningstar’s proprietary methodologies and data sets. Build and maintain Jupyter notebooks and Excel-based calculation templates to streamline and automate repetitive analytical tasks. Maintain comprehensive documentation of the procedures used to resolve media requests. Requirements: Bachelor’s degree in financial discipline Progress towards CFA Level I preferred 3–5 years of experience in data journalism, investment research, or quantitative roles ideally with a focus on media or client-facing communication Excellent written and verbal communication skills Advanced proficiency in Microsoft Excel, including macros and VBA Experience coding in SQL and Python Strong organizational skills with the ability to manage multiple projects simultaneously under tight deadlines High attention to detail and accuracy in data analysis and reporting in Excel Ability to work both independently and collaboratively with minimal supervision Good to have: Familiarity with Morningstar products, experience with European or Asian markets and understanding of ESG investing Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Job Title - TL/ATL Shift: US : Responsibilities : Assist in managing and developing a team of 10+ Data Research Analysts by providing clear direction, establishing SMART goals, and optimizing resource allocation for processes/projects. Working closely with multiple global teams and across various functions. Participate regularly in global calls and meetings. Assist the team to identify and eliminate roadblocks by partnering with technology teams and other database teams. Should be able to research complex projects leading to actionable recommendations and solutions. Fair product knowledge, both upstream and downstream. Assist in promoting LEAN Six Sigma tools and methodologies as an analyst framework for assessing the root cause of issues and improving processes. Ensure appropriate methods and techniques to improve and maintain the highest quality standards in the data collected by the team. Acts as main point of contact/manager for his or her entire team for all questions, comments and concerns. Tracks, measures and reports on agreed daily, monthly and quarterly metrics to all stakeholders. Provides coaching and training to team members as appropriate and according to the specific needs of the individual and the group. Identifies areas for improvement across the team and proactively takes steps to improve upon these weaknesses by offering ideas for individual and group training and conducting or arranging individual and group training sessions as appropriate. Sets goals and priorities for the individuals in the team in consultation with the Global Process Owner, MID Data Leaders and Global Data Director. Effectively motivates and rewards the team insuring good overall morale. Conducts performance reviews of each team member and explains/sets career development paths and opportunities for team members. Monitors Data Research Analysts availability to guarantee minimum staffing requirements are met/exceeded. Daily Job Responsibilities/Deliverables: Hold sessions with the team to communicate any changes, issues, procedures or reminders. Communicate any questions, issues or recommendations with regards to process, workflow, technology, methodology, team morale etc. to stakeholders. Operational matters. Accept/reject leave requests. Arrange for job shifts based on daily staffing requirements. Provide floor support by answering questions, solving issues that come up throughout the day and observing the dynamics of the team. Monitor production and quality for all Data Research Analysts onsite. Ensure adequate engagement levels of the staff to drive business results. Competencies Attention to Detail Methodical Problem-Solving Skills. Analytical (Must be able to interpret data and analytics in an operations environment). Excellent Organization Skills (Email, Task Management, Follow-up). Self-Motivated. Ability to Motivate and Build Relationships with Others. Ability to Both Take and Give Direction & Criticism. Willing and excited about working with and developing Team Members. Goal Oriented. Honesty & Integrity. Requirements : Bachelor/Master’s degree in finance/business with an exceptional academic record. Professional degree (CA, CA-Inter, ICWA, ICWA-Inter) preferred. 5+ years of professional work experience at various levels of seniority. Strong people and project management skills. Ability to effectively communicate with local and international teams. Proven experience optimizing processes. Eager and ready to work in a high-performance culture. Ability to take calls early or late nights once or twice a week based on the requirements. Prior experience leading teams of 10+ people will be an additional advantage. Demonstrated ability to develop talent. Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

As an expectation a fitting candidate must have/be: Ability to analyze business problem and cut through the data challenges. Ability to churn the raw corpus and develop a data/ML model to provide business analytics (not just EDA), machine learning based document processing and information retrieval Quick to develop the POCs and transform it to high scale production ready code. Experience in extracting data through complex unstructured documents using NLP based technologies. Good to have : Document analysis using Image processing/computer vision and geometric deep learning Technology Stack: Python as a primary programming language. Conceptual understanding of classic ML/DL Algorithms like Regression, Support Vectors, Decision tree, Clustering, Random Forest, CART, Ensemble, Neural Networks, CNN, RNN, LSTM etc. Programming: Must Have: Must be hands-on with data structures using List, tuple, dictionary, collections, iterators, Pandas, NumPy and Object-oriented programming Good to have: Design patterns/System design, cython ML libraries: Must Have: Scikit-learn, XGBoost, imblearn, SciPy, Gensim Good to have: matplotlib/plotly, Lime/sharp Data extraction and handling: Must Have: DASK/Modin, beautifulsoup/scrappy, Multiprocessing Good to have: Data Augmentation, Pyspark, Accelerate NLP/Text analytics: Must Have: Bag of words, text ranking algorithm, Word2vec, language model, entity recognition, CRF/HMM, topic modelling, Sequence to Sequence Good to have: Machine comprehension, translation, elastic search Deep learning: Must Have: TensorFlow/PyTorch, Neural nets, Sequential models, CNN, LSTM/GRU/RNN, Attention, Transformers, Residual Networks Good to have: Knowledge of optimization, Distributed training/computing, Language models Software peripherals: Must Have: REST services, SQL/NoSQL, UNIX, Code versioning Good to have: Docker containers, data versioning Research: Must Have: Well verse with latest trends in ML and DL area. Zeal to research and implement cutting areas in AI segment to solve complex problems Good to have: Contributed to research papers/patents and it is published on internet in ML and DL Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

The Group: The Investment Management group consists if our investment advice, multi asset investment portfolios and sub-advisory investment products businesses. Through our registered investment advisor subsidiaries, we use our expertise in asset allocation, risk management and portfolio construction to create innovative investment solutions for institutions, advisors, and their clients. The Investment Management Group’s Business Intelligence team embraces this data driven ethos by delivering key analytics and insights internally to every facet of our business. Our work is manifested as tools and data to help the enterprise grow and run more efficiently, at both strategic and tactical levels. Simply put, we believe that the data we build, across many sources, is our competitive advantage for making the most of our resources while we bring the most compelling product possible to market. To that end, we’re looking for a person with the ability to work with a range of data and reporting technologies (eg Tableau, Power BI, Morningstar BI Platform, Salesforce and others) in order to enhance and sustain a strong foundation of rigor and efficient business insights discovery process for our internal stakeholders across Sales, Marketing, Research, Product, and Operations and Management. The position is based in our Mumbai office. Duties: You’ll be the expert at building and maintaining unified data tech to support advanced and automated business analytics. Design, develop, document and maintain database and reporting structures used to compile insights. Define, develop, maintain and review ETL processes and data modeling solutions. Consistently evolve data processes and techniques in accordance with industry best practices. Contribute to ongoing improvement of quality assurance standards and procedures. Minimum Qualifications Bachelor's degree in Engineering, Statistics, Computer Science or related fields 5+ years of relevant working experience as a software engineer, business intelligence engineer, or equivalent Understanding of advanced data warehousing concepts and track record of applying these concepts on the job Advanced SQL and data blending skills, with experience querying large datasets from multiple sources and developing automated reporting, DBA experience preferred. .Net, C# and/or Python skills for scripting, data manipulation, custom ETLs, and UX development. Experience with Tableau BI software program. Capable of investigating, familiarizing and mastering new data sets quickly Excellent interpersonal skills, with the ability to communicate complex data issues correctly and clearly to both internal and external customers Preferred Qualifications Experience with Amazon Web Service(AWS) and/or other Cloud platforms Experience with Salesforce, JIRA API, and ChatBot Webhook API development Experience with building data warehouse, data cleansing techniques and portfolio risk analysis visualization Experience with Managed Portfolios business operations Education: Bachelor's degree in Engineering, Statistics, Computer Science or related fields Experience: 4+ years of relevant working experience as a software engineer, business intelligence engineer, or equivalent If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days 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. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Title: Associate Content Researcher, MID, Mumbai Location: Vashi, Navi Mumbai Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. Team : As an essential part of Morningstar Global MID Organization, MID Content Researcher Team is responsible for data process solution analysis and impact analysis for new data or data changes, business rule management, and platform change request review and sign off. The team is also in charge of productivity metrics report and provide the analysis and insight on productivity changes. The objective of the Content Research team is to build deep subject matter experts and commit to deliver deep data insight and high-quality data solutions to drive operational excellence in our Global MID team Role : Morningstar is seeking a self-motivated Associate Content Researcher for Managed Investment Data (MID) team. In this role, you will mainly work with content design team, tech team and data processing team to develop and implement enhancements to various data and analysis of data. You will be a key contributor to design new data content process flow and user interface, build creative tool and provide constructive consultant for data process. This position is based in our Navi Mumbai (Vashi) office, 2 mins walk from the Vashi railway station. Shift: UK Responsibilities: Collaborate with content design team and data processing team to design new content process flow and user interface, build business logic to ensure new content workflow is built properly Translate system improvement requirement or data requirement through detailed written specifications to support the tech development work Conduct feasibility analysis and impact analysis to evaluate data solution / data collection methodology feasibility and impact Coordinates with relevant teams to ensure proper implementation Understand the data collection, system and back-end logic and be the escalation point for the related data issues Maintain database backend knowledge and ensure all the related CR analysis work is well documented. Qualifications: At least 3-years professional experience working in investment data industry with wide and deep database knowledge A bachelor’s/master’s degree Be familiar with at least one of SQL, Python Strong quantitative, business analysis and problem-solving skills Excellent English verbal/presentation/written communication skills Self-motivated, detail-oriented, and organized CFA certifications are preferred Basic understanding of AI/ML is an advantage Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity