107 Morningstar Jobs

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. 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 Internal Auditor who thrives on new experiences and challenges. As a Senior Internal Auditor, you will play an integral role in evaluating the company's business and information technology processes and effectiveness of internal controls. You will have the opportunity to work on a variety of operational, compliance, financial, and information technology reviews as well as evaluate the effectiveness of internal controls over external financial reporting as part of the company's Sarbanes-Oxley Section 404 compliance activities. Based in Mumbai, the Senior Internal Auditor may be required to travel to a number of domestic and international locations in support of our annual 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 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 financial, operational, compliance; and information technology related reviews. Perform walkthroughs of complex business and information technology processes and test the design and effectiveness of internal controls. Execute audit procedures in accordance with audit objectives and document work in accordance with professional standards. Preparation of observations and recommendations for corrective action and documentation of work Effectively apply the COSO internal control framework, COBIT IT governance framework, IIA Global Internal Audit Standards and US GAAP accounting principles. Assist audit management with the execution of continuous risk assessment and audit plan development. Serve as an independent advisor 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. Undergraduate degree in accounting, business, information technology, management information systems, or a related field. Minimum of 5 years of internal or external audit experience. Experience in working for a Big 4 or Tier-Two public accounting firm highly preferred. Experience in performing data analytics and using data extraction and analysis software Professional accreditation (e.g., CIA, CPA, CISA) highly preferred. Understanding of the technical aspects of accounting and financial reporting. Experience 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. 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 Show more Show less

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. The Role : In this role, you will collaborate with Team Leader, Scrum Master, data analysts, and developers to build technology solutions for Morningstar platforms. You should have hands on experience on Core Java and Python. Also, you should have experience in component-based architectures and create scalable, flexible technical solutions. You would create new components, support existing systems, study their enterprise complexities and develop/implement better systems with modern software development practices. Developing good understanding of existing systems on other platforms and its database is a beginning step. Responsibilities Design, develop, and maintain scalable ETL pipelines for data extraction, transformation, and loading. Write efficient SQL queries and stored procedures to manage and manipulate large datasets in SQL Server. Implement data validation and integrity checks to ensure accuracy across all pipelines. Collaborate with business stakeholders and business analysts to deliver data solutions that support business goals. Work with Python to automate data workflows and integrate with third-party systems. Optimize data pipelines for performance, scalability, and cost-efficiency. Troubleshoot, debug, and resolve issues related to data processing. Leverage AWS services for cloud-based ETL processes (e.g., S3, Lambda, Glue) and storage solutions. Collaborate in an agile environment with product managers, data analysts, and engineering teams. Must Have Skills: These are the most important skills, qualities, etc. that we'd like for this role. 3-5 years of experience in Data Engineering or related field. Proficiency in Python for building data pipelines and automation scripts. Strong experience with SQL Server including complex queries, stored procedures, and optimization techniques. Expertise in ETL processes and data modeling. Knowledge of version control and CI/CD pipelines for data projects. Good to have - Java, Spring and MongoDB Qualifications Bachelor's degree in computer science, Information Technology, or a related field. Strong analytical and problem-solving skills. Good communication and teamwork abilities. 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 Show more Show less

Department Profile Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $1.66 Trillion in assets under management or supervision as of December 2024. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. Team Profile The Product Analyst serves as an extension of the Institutional Portfolio Managers and Product Managers for the Emerging Markets Debt investment tea. The Product Analyst works closely with the Product Managers focused on data needs for the team’s strategies spanning currency, interest-rate and credit markets around the world. The Product Analyst is responsible for marketing and client-service-related functions on a subset of the investment team’s strategies. The Product Analyst assists with product-related data matters for the sales, marketing, RFP, legal and compliance teams. Responsibilities include coordinating and updating presentations, data needs for RFPs, separate account client books, client reporting, sales ideas, and marketing data for websites. Responsibilities also include ad hoc client and prospective client requests. Primary Responsibilities Maintain a comprehensive and ongoing understanding of all Emerging Markets Debt investment strategies and markets, serving as a partner to the IPMs and Product Managers. Interface with internal audiences and responds to product-related questions and data requests. Oversee the quality and integrity of client- and market-facing investment communications and marketing material. Provide sales and marketing support for assigned investment products. Update and maintain regular monthly/quarterly client data requirements. Assist with the creation of presentation materials for sales meetings and client requests. Respond to ad hoc requests for portfolio attribution, characteristics, holdings, etc. Qualifications Bachelor’s degree with strong academic record. Strong knowledge of global fixed-income markets. Highly effective communication capabilities Ability to prioritize and handle competing requests. A strong attention to detail and ability to adapt in a dynamic environment. Strong technical skills: Excel, Aladdin, Zephyr, eVestment, Morningstar Direct; Tableau programming skills preferred. 1-2 years related experience preferred. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents What You Can Expect From Morgan Stanley We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Show more Show less

The Role : In this role, you will collaborate with Team Leader, Scrum Master, data analysts, and developers to build technology solutions for Morningstar platforms. You should have hands on experience on Core Java and Python. Also, you should have experience in component-based architectures and create scalable, flexible technical solutions. You would create new components, support existing systems, study their enterprise complexities and develop/implement better systems with modern software development practices. Developing good understanding of existing systems on other platforms and its database is a beginning step. Responsibilities : Design, develop, and maintain scalable ETL pipelines for data extraction, transformation, and loading. Write efficient SQL queries and stored procedures to manage and manipulate large datasets in SQL Server. Implement data validation and integrity checks to ensure accuracy across all pipelines. Collaborate with business stakeholders and business analysts to deliver data solutions that support business goals. Work with Python to automate data workflows and integrate with third-party systems. Optimize data pipelines for performance, scalability, and cost-efficiency. Troubleshoot, debug, and resolve issues related to data processing. Leverage AWS services for cloud-based ETL processes (e.g., S3, Lambda, Glue) and storage solutions. Collaborate in an agile environment with product managers, data analysts, and engineering teams. Must Have Skills: These are the most important skills, qualities, etc. that we’d like for this role. 3-5 years of experience in Data Engineering or related field. Proficiency in Python for building data pipelines and automation scripts. Strong experience with SQL Server including complex queries, stored procedures, and optimization techniques. Expertise in ETL processes and data modeling. Knowledge of version control and CI/CD pipelines for data projects. Good to have – Java, Spring and MongoDB Qualifications : Bachelor’s degree in computer science, Information Technology, or a related field. Strong analytical and problem-solving skills. Good communication and teamwork abilities. 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 Internal Auditor who thrives on new experiences and challenges. As a Senior Internal Auditor, you will play an integral role in evaluating the company’s business and information technology processes and effectiveness of internal controls. You will have the opportunity to work on a variety of operational, compliance, financial, and information technology reviews as well as evaluate the effectiveness of internal controls over external financial reporting as part of the company’s Sarbanes-Oxley Section 404 compliance activities. Based in Mumbai, the Senior Internal Auditor may be required to travel to a number of domestic and international locations in support of our annual 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 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 financial, operational, compliance; and information technology related reviews. Perform walkthroughs of complex business and information technology processes and test the design and effectiveness of internal controls. Execute audit procedures in accordance with audit objectives and document work in accordance with professional standards. Preparation of observations and recommendations for corrective action and documentation of work Effectively apply the COSO internal control framework, COBIT IT governance framework, IIA Global Internal Audit Standards and US GAAP accounting principles. Assist audit management with the execution of continuous risk assessment and audit plan development. Serve as an independent advisor 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. Undergraduate degree in accounting, business, information technology, management information systems, or a related field. Minimum of 5 years of internal or external audit experience. Experience in working for a Big 4 or Tier-Two public accounting firm highly preferred. Experience in performing data analytics and using data extraction and analysis software Professional accreditation (e.g., CIA, CPA, CISA) highly preferred. Understanding of the technical aspects of accounting and financial reporting. Experience 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. 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 Role : Financial Analysts and Advisors For Workflow Annotation Specialist Project Type: Contract-based / Freelance / Part-time – 1 Month Job Overview: We are seeking domain experts to participate in a Workflow Annotation Project . The role involves documenting and annotating the step-by-step workflows of key tasks within the candidate’s area of expertise. The goal is to capture real-world processes in a structured format for AI training and process optimization purposes. Domain Expertise Required : Collect market and company data, build/maintain financial models, craft decks, track portfolios, run risk and scenario analyses, develop client recommendations, and manage CRM workflows. Tools & Technologies You May have Worked: Commercial Software ‑ Bloomberg Terminal, Refinitiv Eikon, FactSet, Excel, PowerPoint, Salesforce FSC, Redtail, Wealthbox, Orion Advisor Tech, Morningstar Office, BlackRock Aladdin, Riskalyze, Tolerisk, eMoney Advisor, MoneyGuidePro, Tableau, Power BI. Open / Free Software ‑ LibreOffice Calc, Google Sheets, Python (Pandas, yfinance, NumPy, SciPy, Matplotlib), R (QuantLib, tidyverse), SuiteCRM, EspoCRM, Plotly Dash, Streamlit, Portfolio Performance, Ghostfolio, Yahoo Finance API, Alpha Vantage, IEX Cloud (free tier). Show more Show less

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 Internal Auditor who thrives on new experiences and challenges. As a Senior Internal Auditor, you will play an integral role in evaluating the company’s business and information technology processes and effectiveness of internal controls. You will have the opportunity to work on a variety of operational, compliance, financial, and information technology reviews as well as evaluate the effectiveness of internal controls over external financial reporting as part of the company’s Sarbanes-Oxley Section 404 compliance activities. Based in Mumbai, the Senior Internal Auditor may be required to travel to a number of domestic and international locations in support of our annual 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 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 financial, operational, compliance; and information technology related reviews. Perform walkthroughs of complex business and information technology processes and test the design and effectiveness of internal controls. Execute audit procedures in accordance with audit objectives and document work in accordance with professional standards. Preparation of observations and recommendations for corrective action and documentation of work Effectively apply the COSO internal control framework, COBIT IT governance framework, IIA Global Internal Audit Standards and US GAAP accounting principles. Assist audit management with the execution of continuous risk assessment and audit plan development. Serve as an independent advisor 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. Undergraduate degree in accounting, business, information technology, management information systems, or a related field. Minimum of 5 years of internal or external audit experience. Experience in working for a Big 4 or Tier-Two public accounting firm highly preferred. Experience in performing data analytics and using data extraction and analysis software Professional accreditation (e.g., CIA, CPA, CISA) highly preferred. Understanding of the technical aspects of accounting and financial reporting. Experience 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. 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 Show more Show less

About Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: Enhance AI capabilities in finance by contributing expertise in financial modeling, investment planning, and strategic analysis. Key Responsibilities: Build and update financial models Analyze financial statements and market data Prepare investment recommendations and reports Perform portfolio tracking and performance reporting Conduct macroeconomic and risk analysis Use planning tools for retirement and goal-based scenarios Manage client data and onboarding through CRM systems Requirements: At least 2 years of experience in financial analysis or advisory services Strong Excel modeling and data visualization skills Familiarity with CRM and financial planning platforms Ability to analyze financial statements and market trends Preferred Experience: Investment analyst, financial advisor, or client portfolio manager Experienced with Bloomberg, Morningstar, eMoney Advisor, or similar tools Certified (e.g., CFA, CFP) or working toward certification Perks of Freelancing With Turing: Work in a fully remote environment. Opportunity to work on cutting-edge AI projects with leading LLM companies. Potential for contract extension based on performance and project needs. Offer Details: Commitments Required : at least 4 hours per day and minimum 20 hours per week with 4 hours of overlap with PST. (We have 3 options of time commitment: 20 hrs/week, 30 hrs/week or 40 hrs/week) Engagement type : Contractor assignment/freelancer (no medical/paid leave) Duration of contract : 4 weeks Evaluation Process : Shortlisting based on qualifications and relevant professional experience. Shortlisted candidates will be sent an automated analytical challenge (approximately 30 mins) Once you clear these online assessments, you are ready to go! Show more Show less

About Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: Enhance AI capabilities in finance by contributing expertise in financial modeling, investment planning, and strategic analysis. Key Responsibilities: Build and update financial models Analyze financial statements and market data Prepare investment recommendations and reports Perform portfolio tracking and performance reporting Conduct macroeconomic and risk analysis Use planning tools for retirement and goal-based scenarios Manage client data and onboarding through CRM systems Requirements: At least 2 years of experience in financial analysis or advisory services Strong Excel modeling and data visualization skills Familiarity with CRM and financial planning platforms Ability to analyze financial statements and market trends Preferred Experience: Investment analyst, financial advisor, or client portfolio manager Experienced with Bloomberg, Morningstar, eMoney Advisor, or similar tools Certified (e.g., CFA, CFP) or working toward certification Perks of Freelancing With Turing: Work in a fully remote environment. Opportunity to work on cutting-edge AI projects with leading LLM companies. Potential for contract extension based on performance and project needs. Offer Details: Commitments Required : at least 4 hours per day and minimum 20 hours per week with 4 hours of overlap with PST. (We have 3 options of time commitment: 20 hrs/week, 30 hrs/week or 40 hrs/week) Engagement type : Contractor assignment/freelancer (no medical/paid leave) Duration of contract : 4 weeks Evaluation Process : Shortlisting based on qualifications and relevant professional experience. Shortlisted candidates will be sent an automated analytical challenge (approximately 30 mins) Once you clear these online assessments, you are ready to go! Show more Show less

About Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: Enhance AI capabilities in finance by contributing expertise in financial modeling, investment planning, and strategic analysis. Key Responsibilities: Build and update financial models Analyze financial statements and market data Prepare investment recommendations and reports Perform portfolio tracking and performance reporting Conduct macroeconomic and risk analysis Use planning tools for retirement and goal-based scenarios Manage client data and onboarding through CRM systems Requirements: At least 2 years of experience in financial analysis or advisory services Strong Excel modeling and data visualization skills Familiarity with CRM and financial planning platforms Ability to analyze financial statements and market trends Preferred Experience: Investment analyst, financial advisor, or client portfolio manager Experienced with Bloomberg, Morningstar, eMoney Advisor, or similar tools Certified (e.g., CFA, CFP) or working toward certification Perks of Freelancing With Turing: Work in a fully remote environment. Opportunity to work on cutting-edge AI projects with leading LLM companies. Potential for contract extension based on performance and project needs. Offer Details: Commitments Required : at least 4 hours per day and minimum 20 hours per week with 4 hours of overlap with PST. (We have 3 options of time commitment: 20 hrs/week, 30 hrs/week or 40 hrs/week) Engagement type : Contractor assignment/freelancer (no medical/paid leave) Duration of contract : 4 weeks Evaluation Process : Shortlisting based on qualifications and relevant professional experience. Shortlisted candidates will be sent an automated analytical challenge (approximately 30 mins) Once you clear these online assessments, you are ready to go! Show more Show less

About Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: Enhance AI capabilities in finance by contributing expertise in financial modeling, investment planning, and strategic analysis. Key Responsibilities: Build and update financial models Analyze financial statements and market data Prepare investment recommendations and reports Perform portfolio tracking and performance reporting Conduct macroeconomic and risk analysis Use planning tools for retirement and goal-based scenarios Manage client data and onboarding through CRM systems Requirements: At least 2 years of experience in financial analysis or advisory services Strong Excel modeling and data visualization skills Familiarity with CRM and financial planning platforms Ability to analyze financial statements and market trends Preferred Experience: Investment analyst, financial advisor, or client portfolio manager Experienced with Bloomberg, Morningstar, eMoney Advisor, or similar tools Certified (e.g., CFA, CFP) or working toward certification Perks of Freelancing With Turing: Work in a fully remote environment. Opportunity to work on cutting-edge AI projects with leading LLM companies. Potential for contract extension based on performance and project needs. Offer Details: Commitments Required : at least 4 hours per day and minimum 20 hours per week with 4 hours of overlap with PST. (We have 3 options of time commitment: 20 hrs/week, 30 hrs/week or 40 hrs/week) Engagement type : Contractor assignment/freelancer (no medical/paid leave) Duration of contract : 4 weeks Evaluation Process : Shortlisting based on qualifications and relevant professional experience. Shortlisted candidates will be sent an automated analytical challenge (approximately 30 mins) Once you clear these online assessments, you are ready to go! Show more Show less

About Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: Enhance AI capabilities in finance by contributing expertise in financial modeling, investment planning, and strategic analysis. Key Responsibilities: Build and update financial models Analyze financial statements and market data Prepare investment recommendations and reports Perform portfolio tracking and performance reporting Conduct macroeconomic and risk analysis Use planning tools for retirement and goal-based scenarios Manage client data and onboarding through CRM systems Requirements: At least 2 years of experience in financial analysis or advisory services Strong Excel modeling and data visualization skills Familiarity with CRM and financial planning platforms Ability to analyze financial statements and market trends Preferred Experience: Investment analyst, financial advisor, or client portfolio manager Experienced with Bloomberg, Morningstar, eMoney Advisor, or similar tools Certified (e.g., CFA, CFP) or working toward certification Perks of Freelancing With Turing: Work in a fully remote environment. Opportunity to work on cutting-edge AI projects with leading LLM companies. Potential for contract extension based on performance and project needs. Offer Details: Commitments Required : at least 4 hours per day and minimum 20 hours per week with 4 hours of overlap with PST. (We have 3 options of time commitment: 20 hrs/week, 30 hrs/week or 40 hrs/week) Engagement type : Contractor assignment/freelancer (no medical/paid leave) Duration of contract : 4 weeks Evaluation Process : Shortlisting based on qualifications and relevant professional experience. Shortlisted candidates will be sent an automated analytical challenge (approximately 30 mins) Once you clear these online assessments, you are ready to go! Show more Show less

About Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: Enhance AI capabilities in finance by contributing expertise in financial modeling, investment planning, and strategic analysis. Key Responsibilities: Build and update financial models Analyze financial statements and market data Prepare investment recommendations and reports Perform portfolio tracking and performance reporting Conduct macroeconomic and risk analysis Use planning tools for retirement and goal-based scenarios Manage client data and onboarding through CRM systems Requirements: At least 2 years of experience in financial analysis or advisory services Strong Excel modeling and data visualization skills Familiarity with CRM and financial planning platforms Ability to analyze financial statements and market trends Preferred Experience: Investment analyst, financial advisor, or client portfolio manager Experienced with Bloomberg, Morningstar, eMoney Advisor, or similar tools Certified (e.g., CFA, CFP) or working toward certification Perks of Freelancing With Turing: Work in a fully remote environment. Opportunity to work on cutting-edge AI projects with leading LLM companies. Potential for contract extension based on performance and project needs. Offer Details: Commitments Required : at least 4 hours per day and minimum 20 hours per week with 4 hours of overlap with PST. (We have 3 options of time commitment: 20 hrs/week, 30 hrs/week or 40 hrs/week) Engagement type : Contractor assignment/freelancer (no medical/paid leave) Duration of contract : 4 weeks Evaluation Process : Shortlisting based on qualifications and relevant professional experience. Shortlisted candidates will be sent an automated analytical challenge (approximately 30 mins) Once you clear these online assessments, you are ready to go! Show more Show less

About Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: Enhance AI capabilities in finance by contributing expertise in financial modeling, investment planning, and strategic analysis. Key Responsibilities: Build and update financial models Analyze financial statements and market data Prepare investment recommendations and reports Perform portfolio tracking and performance reporting Conduct macroeconomic and risk analysis Use planning tools for retirement and goal-based scenarios Manage client data and onboarding through CRM systems Requirements: At least 2 years of experience in financial analysis or advisory services Strong Excel modeling and data visualization skills Familiarity with CRM and financial planning platforms Ability to analyze financial statements and market trends Preferred Experience: Investment analyst, financial advisor, or client portfolio manager Experienced with Bloomberg, Morningstar, eMoney Advisor, or similar tools Certified (e.g., CFA, CFP) or working toward certification Perks of Freelancing With Turing: Work in a fully remote environment. Opportunity to work on cutting-edge AI projects with leading LLM companies. Potential for contract extension based on performance and project needs. Offer Details: Commitments Required : at least 4 hours per day and minimum 20 hours per week with 4 hours of overlap with PST. (We have 3 options of time commitment: 20 hrs/week, 30 hrs/week or 40 hrs/week) Engagement type : Contractor assignment/freelancer (no medical/paid leave) Duration of contract : 4 weeks Evaluation Process : Shortlisting based on qualifications and relevant professional experience. Shortlisted candidates will be sent an automated analytical challenge (approximately 30 mins) Once you clear these online assessments, you are ready to go! Show more Show less

About Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: Enhance AI capabilities in finance by contributing expertise in financial modeling, investment planning, and strategic analysis. Key Responsibilities: Build and update financial models Analyze financial statements and market data Prepare investment recommendations and reports Perform portfolio tracking and performance reporting Conduct macroeconomic and risk analysis Use planning tools for retirement and goal-based scenarios Manage client data and onboarding through CRM systems Requirements: At least 2 years of experience in financial analysis or advisory services Strong Excel modeling and data visualization skills Familiarity with CRM and financial planning platforms Ability to analyze financial statements and market trends Preferred Experience: Investment analyst, financial advisor, or client portfolio manager Experienced with Bloomberg, Morningstar, eMoney Advisor, or similar tools Certified (e.g., CFA, CFP) or working toward certification Perks of Freelancing With Turing: Work in a fully remote environment. Opportunity to work on cutting-edge AI projects with leading LLM companies. Potential for contract extension based on performance and project needs. Offer Details: Commitments Required : at least 4 hours per day and minimum 20 hours per week with 4 hours of overlap with PST. (We have 3 options of time commitment: 20 hrs/week, 30 hrs/week or 40 hrs/week) Engagement type : Contractor assignment/freelancer (no medical/paid leave) Duration of contract : 4 weeks Evaluation Process : Shortlisting based on qualifications and relevant professional experience. Shortlisted candidates will be sent an automated analytical challenge (approximately 30 mins) Once you clear these online assessments, you are ready to go! Show more Show less

About Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: Enhance AI capabilities in finance by contributing expertise in financial modeling, investment planning, and strategic analysis. Key Responsibilities: Build and update financial models Analyze financial statements and market data Prepare investment recommendations and reports Perform portfolio tracking and performance reporting Conduct macroeconomic and risk analysis Use planning tools for retirement and goal-based scenarios Manage client data and onboarding through CRM systems Requirements: At least 2 years of experience in financial analysis or advisory services Strong Excel modeling and data visualization skills Familiarity with CRM and financial planning platforms Ability to analyze financial statements and market trends Preferred Experience: Investment analyst, financial advisor, or client portfolio manager Experienced with Bloomberg, Morningstar, eMoney Advisor, or similar tools Certified (e.g., CFA, CFP) or working toward certification Perks of Freelancing With Turing: Work in a fully remote environment. Opportunity to work on cutting-edge AI projects with leading LLM companies. Potential for contract extension based on performance and project needs. Offer Details: Commitments Required : at least 4 hours per day and minimum 20 hours per week with 4 hours of overlap with PST. (We have 3 options of time commitment: 20 hrs/week, 30 hrs/week or 40 hrs/week) Engagement type : Contractor assignment/freelancer (no medical/paid leave) Duration of contract : 4 weeks Evaluation Process : Shortlisting based on qualifications and relevant professional experience. Shortlisted candidates will be sent an automated analytical challenge (approximately 30 mins) Once you clear these online assessments, you are ready to go! Show more Show less

About Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: Enhance AI capabilities in finance by contributing expertise in financial modeling, investment planning, and strategic analysis. Key Responsibilities: Build and update financial models Analyze financial statements and market data Prepare investment recommendations and reports Perform portfolio tracking and performance reporting Conduct macroeconomic and risk analysis Use planning tools for retirement and goal-based scenarios Manage client data and onboarding through CRM systems Requirements: At least 2 years of experience in financial analysis or advisory services Strong Excel modeling and data visualization skills Familiarity with CRM and financial planning platforms Ability to analyze financial statements and market trends Preferred Experience: Investment analyst, financial advisor, or client portfolio manager Experienced with Bloomberg, Morningstar, eMoney Advisor, or similar tools Certified (e.g., CFA, CFP) or working toward certification Perks of Freelancing With Turing: Work in a fully remote environment. Opportunity to work on cutting-edge AI projects with leading LLM companies. Potential for contract extension based on performance and project needs. Offer Details: Commitments Required : at least 4 hours per day and minimum 20 hours per week with 4 hours of overlap with PST. (We have 3 options of time commitment: 20 hrs/week, 30 hrs/week or 40 hrs/week) Engagement type : Contractor assignment/freelancer (no medical/paid leave) Duration of contract : 4 weeks Evaluation Process : Shortlisting based on qualifications and relevant professional experience. Shortlisted candidates will be sent an automated analytical challenge (approximately 30 mins) Once you clear these online assessments, you are ready to go! Show more Show less

About the Opportunity Job TypeApplication 20 June 2025 Title Lead - Multi-Asset Investment Research (SMA) Department Global Investment Research - Research Specialist Team Location Gurgaon, India Reports To Team Lead - Multi-Asset Investment Research Level Research Analysis - 5 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our Global Investment Research - Research Specialist Team and feel like youre part of something bigger. About the Global team Fidelity Solutions & Multi-Asset (SMA) is a global team with assets under management on behalf of retail and institutional clients. The team manages investment strategies across various franchises, including Income, Volatility Managed, Absolute & Total Return, and Risk Rated & Open Architecture, designed to deliver specific outcomes for clients across market cycles. Portfolio Managers at FIL SMA draw on an extensive toolkit for delivering investment objectives, including a large and well-resourced investment research team (comprising Manager Research , Tactical Allocation Research and Quantitative Research), as well as a dedicated Risk & Analytics team and implementation specialists. These resources support investment decision-making across various portfolio construction disciplines, including tactical asset allocation, strategy selection and risk management. About your team Multi-Asset Investment Research Specialist team works with the Manager Research Analyst team (mentioned above) in their role of identifying the right strategies that go into the multi asset portfolios to implement the investment views of the SMA team. This team is a part of the broader Investment Research Specialist team, which provides fundamental research support to all FIL Equity and Credit analysts and select Portfolio Managers. About your role The job involves providing comprehensive research support to FILs Manager Research Analyst team, including screening funds based on quantitative and qualitive analysis; preparing agendas for fund manager meeting and taking meeting notes; contributing to draft research notes to be published by the Analysts; and streamlining databases which make the research process more efficient and robust. The role requires a good understanding of passive and active fund management space in at least one asset class, with specific knowledge on Fixed Income being a plus. It also entails expertise in using advanced excel tools in analysing large amounts of data and drawing inferences from the same, in addition to ability and willingness to learn quickly on the job, incorporating any new systems or AI tools that become available. Knowledge of visualization tools and coding skills would be advantageous. Key Responsibilities Provide all-round research support to FIL Manager Research Analysts covering a broad universe of funds and fund managers across asset classes - Equities, Fixed Income, Alternative. Prepare fund screening tools based on performance, risk, style/factor bias, ESG and other fund parameters. Prepare for and take meeting notes of the Analysts meetings with fund managers. Provide quality data and analysis on Funds ESG characteristics. Provide research inputs and authoring support for the publication of Multi-Asset research notes. Provide quality data and analysis to make the research process more efficient and robust. Keep track of emerging risks, and investment opportunities in one or more asset classes assigned. Keep abreast of significant trends and developments in the global fund management space and current market events. Build and maintain strong relationships with FIL analysts and within the local team. Make regular presentations to the team on relevant topics/areas of expertise. Experience and Qualifications Required 2 to 5 years work experience in Fund Research or Manager Research analyst or other similar industry-roles. Good understanding of passive and active fund management space in at least one asset class, with specific knowledge on Fixed Income being a plus. Strong systems experience, for e.g. Morningstar, Style Research, FactSet, Bloomberg combined with strong numerical and computer (Excel) skills Working knowledge of visualization tools such as PowerBI, Tableau, etc. and coding skills such as Python, will be advantageous. Analytical / problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. High level of attention to detail and accuracy. Strong time management skills and ability to multi task. Excellent relationship management and strong communication and presentation skills. Education MBA or Masters in Finance from a prominent institute or CA CFA charter or progress towards any level of CFA will be preferred Feel rewarded For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

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. Job Description 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. This position is based in our Mumbai Office. 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. Requirements 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 Show more Show less

The Role : In this role, you will collaborate with Team Leader, Scrum Master, data analysts, and developers to build technology solutions for Morningstar platforms. You should have hands on experience on Core Java and Python. Also, you should have experience in component-based architectures and create scalable, flexible technical solutions. You would create new components, support existing systems, study their enterprise complexities and develop/implement better systems with modern software development practices. Developing good understanding of existing systems on other platforms and its database is a beginning step. Responsibilities : Design, develop, and maintain scalable ETL pipelines for data extraction, transformation, and loading. Write efficient SQL queries and stored procedures to manage and manipulate large datasets in SQL Server. Implement data validation and integrity checks to ensure accuracy across all pipelines. Collaborate with business stakeholders and business analysts to deliver data solutions that support business goals. Work with Python to automate data workflows and integrate with third-party systems. Optimize data pipelines for performance, scalability, and cost-efficiency. Troubleshoot, debug, and resolve issues related to data processing. Leverage AWS services for cloud-based ETL processes (e.g., S3, Lambda, Glue) and storage solutions. Collaborate in an agile environment with product managers, data analysts, and engineering teams. Must Have Skills: These are the most important skills, qualities, etc. that we’d like for this role. 3-5 years of experience in Data Engineering or related field. Proficiency in Python for building data pipelines and automation scripts. Strong experience with SQL Server including complex queries, stored procedures, and optimization techniques. Expertise in ETL processes and data modeling. Knowledge of version control and CI/CD pipelines for data projects. Good to have – Java, Spring and MongoDB Qualifications : Bachelor’s degree in computer science, Information Technology, or a related field. Strong analytical and problem-solving skills. Good communication and teamwork abilities. 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 Show more Show less

About Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: Enhance AI capabilities in finance by contributing expertise in financial modeling, investment planning, and strategic analysis. Key Responsibilities: Build and update financial models Analyze financial statements and market data Prepare investment recommendations and reports Perform portfolio tracking and performance reporting Conduct macroeconomic and risk analysis Use planning tools for retirement and goal-based scenarios Manage client data and onboarding through CRM systems Requirements: At least 2 years of experience in financial analysis or advisory services Strong Excel modeling and data visualization skills Familiarity with CRM and financial planning platforms Ability to analyze financial statements and market trends Preferred Experience: Investment analyst, financial advisor, or client portfolio manager Experienced with Bloomberg, Morningstar, eMoney Advisor, or similar tools Certified (e.g., CFA, CFP) or working toward certification Perks of Freelancing With Turing: Work in a fully remote environment. Opportunity to work on cutting-edge AI projects with leading LLM companies. Potential for contract extension based on performance and project needs. Offer Details: Commitments Required : at least 4 hours per day and minimum 20 hours per week with 4 hours of overlap with PST. (We have 3 options of time commitment: 20 hrs/week, 30 hrs/week or 40 hrs/week) Engagement type : Contractor assignment/freelancer (no medical/paid leave) Duration of contract : 4 weeks Evaluation Process : Shortlisting based on qualifications and relevant professional experience. Shortlisted candidates will be sent an automated analytical challenge (approximately 30 mins) Once you clear these online assessments, you are ready to go! Show more Show less

About Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: Enhance AI capabilities in finance by contributing expertise in financial modeling, investment planning, and strategic analysis. Key Responsibilities: Build and update financial models Analyze financial statements and market data Prepare investment recommendations and reports Perform portfolio tracking and performance reporting Conduct macroeconomic and risk analysis Use planning tools for retirement and goal-based scenarios Manage client data and onboarding through CRM systems Requirements: At least 2 years of experience in financial analysis or advisory services Strong Excel modeling and data visualization skills Familiarity with CRM and financial planning platforms Ability to analyze financial statements and market trends Preferred Experience: Investment analyst, financial advisor, or client portfolio manager Experienced with Bloomberg, Morningstar, eMoney Advisor, or similar tools Certified (e.g., CFA, CFP) or working toward certification Perks of Freelancing With Turing: Work in a fully remote environment. Opportunity to work on cutting-edge AI projects with leading LLM companies. Potential for contract extension based on performance and project needs. Offer Details: Commitments Required : at least 4 hours per day and minimum 20 hours per week with 4 hours of overlap with PST. (We have 3 options of time commitment: 20 hrs/week, 30 hrs/week or 40 hrs/week) Engagement type : Contractor assignment/freelancer (no medical/paid leave) Duration of contract : 4 weeks Evaluation Process : Shortlisting based on qualifications and relevant professional experience. Shortlisted candidates will be sent an automated analytical challenge (approximately 30 mins) Once you clear these online assessments, you are ready to go! Show more Show less

About Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: Enhance AI capabilities in finance by contributing expertise in financial modeling, investment planning, and strategic analysis. Key Responsibilities: Build and update financial models Analyze financial statements and market data Prepare investment recommendations and reports Perform portfolio tracking and performance reporting Conduct macroeconomic and risk analysis Use planning tools for retirement and goal-based scenarios Manage client data and onboarding through CRM systems Requirements: At least 2 years of experience in financial analysis or advisory services Strong Excel modeling and data visualization skills Familiarity with CRM and financial planning platforms Ability to analyze financial statements and market trends Preferred Experience: Investment analyst, financial advisor, or client portfolio manager Experienced with Bloomberg, Morningstar, eMoney Advisor, or similar tools Certified (e.g., CFA, CFP) or working toward certification Perks of Freelancing With Turing: Work in a fully remote environment. Opportunity to work on cutting-edge AI projects with leading LLM companies. Potential for contract extension based on performance and project needs. Offer Details: Commitments Required : at least 4 hours per day and minimum 20 hours per week with 4 hours of overlap with PST. (We have 3 options of time commitment: 20 hrs/week, 30 hrs/week or 40 hrs/week) Engagement type : Contractor assignment/freelancer (no medical/paid leave) Duration of contract : 4 weeks Evaluation Process : Shortlisting based on qualifications and relevant professional experience. Shortlisted candidates will be sent an automated analytical challenge (approximately 30 mins) Once you clear these online assessments, you are ready to go! Show more Show less

About Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: Enhance AI capabilities in finance by contributing expertise in financial modeling, investment planning, and strategic analysis. Key Responsibilities: Build and update financial models Analyze financial statements and market data Prepare investment recommendations and reports Perform portfolio tracking and performance reporting Conduct macroeconomic and risk analysis Use planning tools for retirement and goal-based scenarios Manage client data and onboarding through CRM systems Requirements: At least 2 years of experience in financial analysis or advisory services Strong Excel modeling and data visualization skills Familiarity with CRM and financial planning platforms Ability to analyze financial statements and market trends Preferred Experience: Investment analyst, financial advisor, or client portfolio manager Experienced with Bloomberg, Morningstar, eMoney Advisor, or similar tools Certified (e.g., CFA, CFP) or working toward certification Perks of Freelancing With Turing: Work in a fully remote environment. Opportunity to work on cutting-edge AI projects with leading LLM companies. Potential for contract extension based on performance and project needs. Offer Details: Commitments Required : at least 4 hours per day and minimum 20 hours per week with 4 hours of overlap with PST. (We have 3 options of time commitment: 20 hrs/week, 30 hrs/week or 40 hrs/week) Engagement type : Contractor assignment/freelancer (no medical/paid leave) Duration of contract : 4 weeks Evaluation Process : Shortlisting based on qualifications and relevant professional experience. Shortlisted candidates will be sent an automated analytical challenge (approximately 30 mins) Once you clear these online assessments, you are ready to go! Show more Show less

About Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: Enhance AI capabilities in finance by contributing expertise in financial modeling, investment planning, and strategic analysis. Key Responsibilities: Build and update financial models Analyze financial statements and market data Prepare investment recommendations and reports Perform portfolio tracking and performance reporting Conduct macroeconomic and risk analysis Use planning tools for retirement and goal-based scenarios Manage client data and onboarding through CRM systems Requirements: At least 2 years of experience in financial analysis or advisory services Strong Excel modeling and data visualization skills Familiarity with CRM and financial planning platforms Ability to analyze financial statements and market trends Preferred Experience: Investment analyst, financial advisor, or client portfolio manager Experienced with Bloomberg, Morningstar, eMoney Advisor, or similar tools Certified (e.g., CFA, CFP) or working toward certification Perks of Freelancing With Turing: Work in a fully remote environment. Opportunity to work on cutting-edge AI projects with leading LLM companies. Potential for contract extension based on performance and project needs. Offer Details: Commitments Required : at least 4 hours per day and minimum 20 hours per week with 4 hours of overlap with PST. (We have 3 options of time commitment: 20 hrs/week, 30 hrs/week or 40 hrs/week) Engagement type : Contractor assignment/freelancer (no medical/paid leave) Duration of contract : 4 weeks Evaluation Process : Shortlisting based on qualifications and relevant professional experience. Shortlisted candidates will be sent an automated analytical challenge (approximately 30 mins) Once you clear these online assessments, you are ready to go! Show more Show less