The Role: As a Project Manager you will ensure comfortable functioning in a dynamic and global environment adherent to Morningstars development framework and operational best practices. You will work closely with the product owners and the different technology and business leads across Morningstar to pursue/implement cross team technical projects. You will be very well versed with Scrum Agile methodologies and various Scrum ceremonies like Sprint planning, daily stand ups and Sprint reviews. You will be a top performer who is prepared to think critically throughout the project management cycle, teach others the fundamentals of project management, and continuously seek improvements and efficiencies wherever possible during the data collection process. Responsibilities: Conceptualize, define, and manage technology projects from end-to-end, working closely with the development and business teams.Participate in estimations with tech and business teams and draft it using standard templatesCommunicate and track the project progress to cross-functional teams, ensuring its overall success.Ensure progress of multiple projects against schedule, within budget and to high quality standards.Define, manage, and improve the development process.Mentor/educate team members and peers in project management methods and best practices.Manage and drive change where needed to core operational processes, dynamically reacting to evolving client needs and competing priorities.Manage each major and minor platform release worldwide, then collect and share valuable lessons learned.Help global teams to juggle schedules and resources.Effectively communicate objectives and updates to all key stakeholders. Required skills/Experience: Overall Project Management experience of around 10+ years out of which 3-5 years in leading projects in Java or .net, JavaScript and MS SQL/Oracle/MySQL with minimum of five years in large scale system project managementMinimum 2 years of hands on experience of working in Scrum methodology as a Scrum MasterWorking knowledge of Kanban methodologyExperience in cloud computing and Open source will be a plusShould have experience of planning, executing and monitoring a Sprint of minimum two weeksShould be aware of agile planning techniques like poker planningHands on in reporting the fortnightly, monthly project status to the stakeholdersSelf-starter, comfortable with implementing and executing Agile development processes and accepting responsibility for seeing projects through to completion.Previous responsibility as a technical lead or development manager as a consultant is highly desirable.Very comfortable dealing with code, batch scripts, databases, and servers.Very strong communication, interpersonal, analytical, and management skills.Experience using issue tracking software is desirable.

Job DescriptionRole: Senior Employee Support AnalystShift - AU/USAs a Senior Employee Support Analyst, you will support a diverse set of Products and Services within an agile cross-functional product development team. A willingness to take ownership of products running in production and providing frictionless experience to end-users is a key part of this role along with providing feedback and input to help shape the modernizing and building better products. The team is passionate about keeping our systems modern, reusable, and maintainable. You will be shaping the future of Morningstar DBRSs Products and helping to make Morningstar DBRS a technology-first environment. The role will be to work with team members in North America and Mumbai and support DBRS Morningstars global offices. Responsibilities:Support a diverse set of Products and Services; applying technical knowledge to assist end-users and stakeholders.Research to identify issues; provide timely resolution, and communication of outcomes to all appropriate team members.Communicate effectively to convey complex technical information, via email, chat, ticketing system and attendance in bridge calls. Understand and educate end-users on complex user experiences.Build a knowledge base for end-users and support analystsMake software improvement recommendations to enhance user experience and increase support analyst autonomy.Track, evaluate, and determine resolution approach for credit products and underlying data issues.Demonstrate a high sense of ownership of the issues in the product ticket queue. Be responsive and provide timely updates, follow-up, expedition, and resolution.Articulate and evangelize the strength, quality, and value of the product, acting as a subject matter expert where necessary.Think strategically when it comes to understanding client requirements, problem-solving, and project management skillsRequirements: 3+ years of experience in Application Production L1 (Level 1) & L2 (Level 2) support.2+ years of experience of managing applications involving technologies such as.net/ python/ AWS / JavaScript/Any JavaScript framework2+ years of experience debugging SQL Queries and Stored Procedures in a relational database management system (RDBMS).Ability of troubleshooting applications independently with multiple concurrent priorities.Ability to collaborate successfully with team members & teams (end users, functional teams, release manager, development team)Knowledge of Service Level Agreement management, Incident management, Service request handling, Application Monitoring (alerts, logs), etc.Experience with any service desk tool, such as BMC Remedy, ServiceNow, JIRA, Redmine, CA Service Desk etc.Excellent communication skills verbal, listening, reading, writingAvailability to work on rotation shifts between NA American & Australian shiftsQualifications: A bachelor’s degree in computer science or related fieldGood to have: Demonstrated domain knowledge in financial/investment data, and/or analytics Working knowledge of monitoring tools e.g., Splunk, New Relic etc.Morningstar is an equal opportunity employer

Job OverviewPitchBooks Senior Machine Learning Engineer is responsible for using machine learning, statistical modeling, and natural language processing (NLP) to collect a high-volume of data for the PitchBook Platform and surface insights for the capital markets. This role will also serve as a resource and mentor for junior members of the team. A strong motivation to succeed is critical and everyone has the opportunity to shape the long-term direction of our team.Team OverviewPitchBooks Data Science and Machine Learning team has a clear mission: leverage cutting-edge machine learning and cloud technologies to automatically research millions of private companies and process hundreds of millions of news articles. Our team is also responsible for building services to improve the PitchBook Platforms search and discovery capabilities.Outline of Duties and ResponsibilitiesApply NLP and Machine Learning: Analyze and extract features from large amounts of unstructured data, determine most relevant features, and use appropriate algorithms to drive insight into the data.Extract Insights from Textual Data: Analyze unstructured data such as articles and conversations to identify unique signals of company performance, aiding market trend prediction.Collaborate Efficiently: Partner with Data Scientists, Product and Engineering teams to automate processes for large-scale data, improving data management, and analysis.Stay Informed and Lead: Stay updated on industry trends in Data Science and ML, actively contributing to the development of best practices and thought leadership.Support Company Vision: Share our company's values and foster a positive work culture. Participate in Initiatives: Engage in company projects to contribute to overall success.Experience, Skills and QualificationsBachelor’s degree in Computer Science, Machine Learning, Statistics or related field.5+ years of experience leveraging the above mentioned skills in a production environment.Demonstrated experience with natural language processing.Extensive experience with Python and OOP Framework.Demonstrated experience in using SQL for data extraction.Strong communication and data presentation skills.Strong problem solving ability.Ability to work autonomously and come up with solutions to own problems and problems of others.Ability to communicate complex analysis in a clear, precise, and actionable manner.Experience working closely a with software development team(s) a plus.Financial services, investment, banking, VC and/or PE knowledge is preferred, but not mandatory.Morningstar is an equal opportunity employer

The Position: Senior Data Research Analyst Shift Requirement: US Shift The Department: Managed Investment Data (MID) The Group: Morningstar is one of the largest independent sources of fund, equity, credit data and research in the world, and our advocacy for investors interests is the foundation of our company. We provide independent analysis on individual securities, funds, markets, and portfolios. We also provide data on hundreds of thousands of investment offerings, including stocks, mutual funds, and alternative vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. The Role: As a Senior Data Research Analyst, will work on collecting operational, document, performance, and portfolio data from various vendor sources. You will adhere to the company goals, policies and procedures and work in a focused manner to achieve the overall objectives. You will be responsible for, with the help of leaders, ensuring and improving the performance, productivity and efficiency and the delivery of the operational performance KPIs. You will effectively manage your performance and development to support our continuous operational success. Roles Responsibilities: Actively collect managed investment data using Morningstar collection systems, and ensure data timelines, completeness and accuracy to meet business goals. Manage relationships between Morningstar and Asset Management companies, insurance companies and other data vendors. Partner with quality assurance, products, and technical departments to resolve clients data issues timely and effectively. Participate in the initiatives focused on consolidating global data collection platforms and supporting database integration projects. Establish and achieve the set Objectives Key Results (OKRs) with the direction of team lead. Monitor, analyze and execute summary reports including an investigation of potential data error to continuously improve data collection and quality assurance process using Lean Six Sigma tools. Actively discover and raise issues in work (including system, process, and collection methodology) and propose enhancement suggestions to further improve system functionality, process efficiency and data quality. Participate in data and process related projects such as industry/market research, market expansion, process certification, new product development support, etc. Facilitate cross-team projects to implement approved solutions based on priority and impact. Demonstrate a high sense of ownership of the process, understand roles responsibilities by acting as a process trainer and mentor Requirements: > 3 years experience in finance domain, with emphasis on collection systems and methodologies, senior data research analyst role or above. Fund Data experience would be preferred Good command in MS Office (Excel, PowerPoint etc.); advanced users preferred. SQL, Macro or Python and machine learning will be a plus. Should be critical thinker and should possess good communication skill. Should be equipped with understanding of data competencies like data content expertise, data analysis etc. Strong analytical, problem-solving capabilities, and excellent communication written as well as verbal reporting skills. Should be a good team player with good learning ability and equipped with self-motivation in an independent, fast-paced work environment. Ability to exercise control over the planned activities like training / mentoring new hires, doing quality checks etc. Able to work under tight deadlines and handle pressure during peak seasons. Good project management skills with proven track record of working on and delivering projects independently. Remote team working experience is a plus. Flexibility to work in shifts. 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: QA Automation Engineer Location: Mumbai, India The Role: At Morningstar, our mission to help investors drives us every day. We are seeking a QA Automation Engineer to join our International Wealth Platform team. In this role, you will leverage your technical expertise to develop and enhance automation frameworks, ensure the quality of financial applications, and contribute to delivering exceptional products. As a key team member, you will work closely with cross-functional teams to implement automation strategies, improve test coverage, and ensure seamless integration of automation into CI/CD pipelines. This role offers the opportunity to contribute meaningfully in an Agile environment while building a strong foundation in automation testing practices. Key Responsibilities Develop and maintain robust UI automation frameworks with tools like Nightwatch, CypressIO, WebdriverIO, and Playwright. Contribute to building and enhancing automation frameworks, ensuring they are reusable and maintainable. Perform API testing (manual and automation) using Java Rest-Assured library. Leverage JavaScript/TypeScript libraries like JQuery / Angular to enhance testing capabilities. Proficient in Java and JavaScript/TypeScript as programming languages. Collaborate with product managers, developers, and other QA team members to design test strategies and automation plans. Integrate test automation into CI/CD pipelines, ensuring seamless quality checks across the software lifecycle. Conduct manual and automated testing for both UI and APIs to ensure comprehensive coverage. Participate in Agile ceremonies, including stand-ups, sprint planning, and retrospectives, contributing to team alignment and delivery. Document and report test results, defects, and progress to stakeholders effectively. Requirements: Bachelor s degree in computer science or a related field. Overall experience of 3-4 years in Quality Assurance and Testing with relevant 2+ years hands on experience in Automation. Proficient in automation tools like Nightwatch, CypressIO, WebdriverIO, or Playwright. Strong knowledge of JavaScript, TypeScript, or Java programming languages. Experience in developing or enhancing test automation frameworks. Familiarity with API testing (manual and automated). Exposure to Agile methodologies and tools like Jira and TestRail. Strong problem-solving skills and a self-driven mindset. Join us in our mission to empower investors by ensuring the highest quality in our products. Be part of a dynamic team driving excellence in QA automation. 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: Site Reliability Engineer The Group: The EDP group is the home of data production and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed data feeds and products that delight our clients. The group s product management, data development, and service teams collaborate with diverse functional groups to help provide clients with comprehensive data platforms and bundled solutions. The Role: In this role, you will play a vital part in the operations team for our next generation data services artifacts. Under the leadership of the Operations Manager, you will be responsible for scalability, reliability, automation to ensure timely data delivery to Morningstar products. In order to delivery business value in a rapid way, you will also adopt the cutting-edge concepts such as data lake, data analytics, distributed data calculation, continuous integration and continuous deployment to fuel our data development process. Moreover, you will need to leverage engineering skills and operational insights, to establish and advocate the high standards of operational excellence, collaborate with diverse teams to contribute to initiatives that brings data products and services operations to the next level. Responsibilities Lead the corporate operations management initiatives based on best practices such as CI/CD, monitoring everything, infrastructure automation, operations readiness review. Build work class data operations by establishing ITIL deployment, problem, incident management and continuous improvement processes. Provide technical triage and troubleshooting by understanding and analyzing financial data systems. Support data systems request fulfillment such as access management, ETL configurations. Lead miscellaneous operation projects across teams such as DR, security patching, AWS resources management. Drive automation and innovation for proactive and continuous operations improvement by new technology research and tools development. Be a focal communication contact to collaborate with our oversee offices for projects, knowledge transfer and on-call rotation. Requirements 3+ years of experience in Site Reliability Engineering, DevOps, or related fields. Proven experience supporting and managing AWS infrastructure. Hands-on experience with containers (Docker, Kubernetes) and orchestration tools. Familiarity with CI/CD tools (e.g., Jenkins, GitLab CI, Harness). Strong scripting skills (Python, Bash, or other languages) for automation tasks. Experience with monitoring and logging tools (e.g., Prometheus, Grafana, ELK Stack). AWS Certified Solutions Architect - Associate or Professional. AWS Certified DevOps Engineer - Professional (preferred). Other relevant certifications (e.g., Docker, Kubernetes, Terraform) are a plus. Strong understanding of networking concepts and protocols (DNS, TCP/IP, HTTP/S). Excellent problem-solving skills and the ability to troubleshoot complex systems. Strong communication skills to interact with technical and non-technical stakeholders. Ability to work in a fast-paced environment and manage multiple priorities. 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

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

What we do: Morningstar is a financial services company committed to helping people achieve financial security through trusted investment research and data. Our Managed Investment Data (MID) team plays a crucial role in this mission by working directly with asset management companies, which send us comprehensive data on their funds. This data includes information on portfolios, ownership stakes, investment styles, NAVs (net asset values), holdings, and operations. Our team s responsibility is to collect, organize, and standardize this data, adding value with Morningstar s own analytics to help investors make better-informed decisions. The work of the MID team supports individual investors, financial advisors, and institutional clients by ensuring they have access to clear, accurate, and compliant investment data across Morningstar s software and data platforms. Since 2020, the team has grown significantly, expanding from just five people to over 380. This growth reflects the increasing importance of our work and the high demand for reliable managed investment data in the financial industry. By managing new fund activations and essential documentation, the MID team helps ensure data accuracy and regulatory compliance, which are essential for effective fund management and supporting the broader financial ecosystem. Job description: The Data Quality Assurance Engineer will ensure data accuracy, integrity, and consistency within our data systems. This role involves developing quality frameworks, executing data quality checks, and performing advanced statistical validations. The candidate will implement AI/ML-based data checks to identify patterns and anomalies in financial and investment datasets. The role also includes automating data quality processes to maintain high standards of data governance and compliance with industry regulations. Key Roles Responsibilities: Develop and implement data quality frameworks and automated validation processes. Design and execute statistical checks on data to ensure accuracy and consistency across datasets. Perform routine checks on large datasets to detect anomalies, discrepancies, or inconsistencies. Perform root cause analysis on data discrepancies and drive resolutions. Develop and deploy AI/ML-based data quality checks for anomaly detection and trend analysis. Collaborate with data engineers and stakeholders to ensure data cleansing and transformation processes meet quality standards. Monitor and report data quality metrics and performance through automated systems. Participate in data governance and compliance initiatives to ensure adherence to industry standards and regulations. Support the continuous improvement of data quality processes by integrating machine learning and automation tools. Provide regular reports and dashboards on data quality metrics, identifying trends, risks, and areas for improvement. Required Competencies: Technical Skills: Proficiency in SQL, Python, and data analysis tools. Experience with machine learning algorithms for data quality improvement. Cloud-based data platforms (AWS, Azure, Google Cloud) and modern data architectures. Statistical Analysis: Strong understanding of statistical checks, hypothesis testing, and anomaly detection. AI/ML Integration: Experience in developing AI/ML-based quality checks for large datasets. Automation: Knowledge of test automation frameworks and tools for continuous data validation. Attention to Detail: Ability to detect data issues and inconsistencies through thorough testing and analysis. Collaboration: Effective communication with cross-functional teams, including data engineers and business analysts. Financial Data Expertise: Familiarity with financial services, investment data structures, and related compliance requirements 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

SF Analyst (Mumbai) About Us: Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and structured finance instruments globally. Currently with 700 employees in eight offices globally. Formed through the July 2019 acquisition of DBRS by Morningstar, Inc., the ratings business is the fourth-largest provider of credit ratings in the world. Morningstar DBRS is committed to empowering investor success, serving the market through leading-edge technology and raising the bar for the industry. Morningstar DBRS is a market leader in Canada, the U.S. and Europe in multiple asset classes. Morningstar DBRS rates more than 4,000 issuers and 60,000 securities worldwide and is driven to bringing more clarity, diversity of opinion, and responsiveness to the ratings process. Morningstar DBRS approach and size provide the agility to respond to customers needs, while being large enough to provide the necessary expertise and resources. Visit: https://dbrs.morningstar.com/ to learn more. About the Role: As a member of the CMBS team, you will conduct thorough quantitative and qualitative research on the underlying loans and properties that collateralize Commercial Mortgage Backed Securities transactions. In addition, you will assist the onshore team with setting up Net Cash flow models; assist with special projects/initiatives, as needed. With some seasoning, you also will be expected to have thorough understanding underwriting and support on various other task across the ratings value chain. This position is based in our Navi Mumbai office. Responsibilities Analyze the credit risk in SF securities by performing tasks that includes reviewing deal documents, analyzing periodic data and setting up net cashflow templates. Collect, organize and analyze data from internal and external sources for use in criteria development, ratings and research reports. Accurate and timely retrieval, analysis, research and reporting of CMBS pool level and property level performance, including: o Identifying and analyzing risky assets based upon qualitative and quantitative factors o 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. o Monitoring, analysis, and executive summary reporting on CMBS transactions, including an investigation of potential default or loss scenarios for underlying real estate loan collateral. Compile and prepare periodic portfolio reports for use by senior staff and identify material changes for research causes. 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 Ensure compliance with regulatory and company policies and procedures Requirements 3 to 5 years of experience in a credit research domain, with knowledge of CMBS, experience at a rating agency is a plus. Bachelor s degree in Accounting, Economics, Finance or Management Studies Masters, CFA or CFA program enrollment are a plus Fluent in English, with good verbal and written communication skills Strong attention to detail and accuracy Highly motivated, self-starter who is keen to learn, has a positive attitude and a strong work ethic Ability to manage multiple tasks at the same time and deliver results in a timely manner Good inter-personal skills and ability to participate/ contribute as a team player Experience with Intex, REIS and CBRE is a plus Morningstar DBRS 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. R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entity

Role: Associate Project Manager 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. The team: The Morningstar Retirement business unit focuses on helping individuals achieve better outcomes by collaborating with institutional clients in the global defined contribution and workplace markets. This is a high growth area for Morningstar and houses a diverse product suite and unique client base. By constantly evolving our solutions and solving our clients problems, we believe we are positioned well for continued future growth. The Role: The Morningstar Retirement team is looking for a knowledgeable, enthusiastic, creative, and purposeful candidate to join it is Project Management team as an Associate Project Manager. This is a role in our Mumbai Retirement team. As an Associate Project Manager, you will partner with Program and Project Managers to manage critical projects working in a highly collaborative environment with product management, technology, and operations (including our corporate functions such as Finance, IT, Talent Culture) globally to ensure successful delivery. You will be well versed with Agile methodologies and various Scrum ceremonies like Sprint planning, daily stand ups and Sprint reviews. You must have some experience collaborating with globally distributed teams on projects of varying sizes and complexity and understands the fundamental concepts of project management in a traditional or agile environment. Responsibilities: Work as an assistant to Conceptualize, define, and manage technology projects from end-to-end, working closely with the development and business teams. This position involves collaborating closely with the Project Managers/Program Managers to ensure project goals are met, resources are optimized, and potential issues are addressed promptly. Understand key elements of project management and organize small- scale projects by preparing project management plans including project objectives/business case, deliverables, key steps/ milestones, success factors, project schedules and communication plans. Work as a Scrum Master for self-organizing and cross-functional scrum teams. Lead Agile ceremonies for projects, driving effective sprint planning, daily stand-ups, and sprint reviews to ensure timely delivery of initiatives. Empower the team by mentoring on best practices in Agile and project management, while also fostering a learning and collaborative culture within the team. Utilize project management tools such as JIRA and Asana to track project progress, manage tasks, and facilitate communication among project stakeholders. Communicate effectively across all levels of the organization to ensure transparency and alignment on project goals, progress, and outcomes. Coordinate project administrative structure such as meeting cadence, agenda preparation, meeting minutes, documentation and assignment of project risks, action items, issues and decisions (RAID log). Monitor project/program success metrics. Serve as an active member of the PMO team, helping to define processes, process improvements, standards, and metrics. Qualifications: Bachelor s degree in business administration, Information Technology, Computer Science, or a related field with 5+ years of professional experience. Minimum of 2 years of project management experience, ideally in BFSI domain. Strong understanding of Agile methodologies and experience in working with the Agile teams. Strong organizational, communication, time management, problem solving, and analytical skills. Knowledge of traditional and agile project-management frameworks. Proactive planning and organizing skills for uncertainties with positive attitude. Ability to influence decision-making processes and foster an environment of healthy team debate. Possess strong active listening skills. PMP, CSM or equivalent is a plus. Experience with Jira and Asana is a plus. This is a hybrid position currently requiring three days in our Mumbai office. EOE Statement: 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

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 the Company Morningstar DBRS offers independent credit opinions and thought leadership on corporate and sovereign entities, financial institutions, and project and structured finance transactions globally. Rating over 4,000 issuers and 60,000 securities, we are one of the four largest credit rating agencies in the world. Morningstar DBRS is one of the largest and fastest-growing businesses within Morningstar, and the Global Editorial, Publishing, and Media Relations team is critical to achieving this success. About the Position As a member of the Editorial, Publishing, and Media Relations team in Mumbai, the Copy Editor will be responsible for editing and producing financial services research reports and other documents on a timely basis. This position reports to the Manager of Credit Operations in Mumbai. Responsibilities Provide accurate, high-quality editing and proofreading of documents, including press releases, credit rating reports, industry research, and analytical methodologies, in a timely manner. Maintain relationships with analysts, designers, management, and other stakeholders to produce and enhance content. Ensure all deliverables comply with internal guidelines for style, conventions, and brand management. Fulfill document requests and manage deadlines for several analysts and projects at once. Participate in global team meetings as required. Requirements Minimum five years of experience as an editor, preferably in the financial services industry or in business journalism. Strong copy editing, organizational skills, and attention to detail. Capacity to work independently, as well as part of a team. Demonstrated ability to meet deadlines and work with minimal supervision. Advanced expertise in Microsoft Word, Excel, PowerPoint, and Outlook is required. Knowledge of Adobe InDesign and Illustrator is an asset. University degree in a related field. Preference is given to candidates with a basic understanding of the debt market, securitization, and the credit rating process. Morningstar DBRS 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. R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entity

Title: Associate Content Researcher/Content Researcher, MID, Mumbai 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/AU 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

Title: Senior Software EngineerLocation: Vashi, Navi MumbaiCompany: 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: The Morningstar Wealth Platform allows investors and advisers to collaborate through their financial journey with seamless and enjoyable digital experiences. By learning through data and engagement, we build products and offer services that connect people to the financial information and tools they need. Our mission is to enhance the education, engagement, and experience for the investor Role:Join Morningstars International Wealth Platform team to support a world-class financial services platform, ensuring operational excellence and delivering innovative solutions for investors and financial advisors. As a Senior Software Engineer in the L1 Support Team, you will take ownership of defect resolution, overnight process monitoring, and ad-hoc requests to maintain the health and performance of our core platform.This role provides flexibility in working hours, with overnight platform support handled remotely. You will collaborate closely with engineering, operational, and product teams to deliver a resilient and scalable platform ready for next-day trading. With a focus on troubleshooting recurring issues and improving platform reliability, you will play a critical role in optimizing customer experiences while contributing to the evolution of our technology stack.Responsibilities:Manage defects, performing root cause analysis, troubleshooting, and resolution to maintain platform health.Monitor and support overnight processes, ensuring system readiness for next-day trading.Collaborate with operational teams to address ad-hoc requests and ensure customer satisfaction.Build and maintain low-latency, high-performance systems leveraging SQL Server, VB.NET, and C# .NET.Perform platform health checks, diagnosing and addressing reliability issues, and proposing scalable solutions.Develop automation tools and processes to improve system efficiency and reduce recurring incidents.Ensure compliance with architectural guidelines for all development and change requests.Maintain and update service documentationOwn and be responsible for defects e2e through to being implemented into productionParticipate actively in Agile ceremonies, including sprint planning, retrospectives, and daily stand-ups.Contribute to a culture of learning by mentoring team members and sharing knowledge on best engineering practices and tools.Qualifications:Bachelor’s degree in computer science or a related field with 5+ years of experience supporting large-scale platforms with a strong focus on databases and performance optimization.Strong development experience in SQL Server, including query performance tuning.Proficiency in .NET development, with experience in VB.NET, C#, and system debugging.Hands-on experience with Azure or other cloud platforms.Knowledge of tools like Splunk for monitoring and logging platform health is highly desirable.Experience in automation and a proactive mindset for resolving systemic issues.Familiarity with Agile methodologies, including Scrum, and tools such as Jira.Ability to collaborate across teams to understand stakeholder requirements and implications.A fast learner with curiosity and passion for continuous improvement and innovation.Knowledge of relational and non-relational databases.Morningstar is an equal opportunity employer.

The 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 Morningstars 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 Morningstars governance, risk management, and control processes.The Role: Morningstars 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.

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.

The JIRA/Atlassian Administrator s primary role is to manage and maintain Morningstar s JIRA and Confluence environment.While this position will focus primarily on JIRA and Confluence, it may also include work with Active Directory and Office 365 hosted applications such as Exchange Online. The Administrator will be expected to be hands on with the systems and individual tasks in support of the applications and the servers/infrastructure on which they reside. Candidates must possess proficient technical skills around the Linux and Windows operating system. The full-time position is a day shift, with being on-call as an escalation contact. Responsibilities Management and support of Atlassian JIRA and Confluence as an administrator. Development and maintenance of JQL for custom JIRA processes. Proficient technical skills around the Linux and Windows operating system. Follow guides to implement best practices, develop efficiencies, and improve platform scalability and performance. The ability to work in a fast-paced environment with minimal supervision and major responsibility. Work closely with user groups to resolve problems, deploy and release new products and create solutions to provide world class service, solutions and support. Assist as needed with the management and support of Active Directory, Exchange, Skype for Business, Office 365 platform and several other employee tools. Participate in an on-call rotation. Requirements Bachelor of Science in Computer Science, Engineering, or equivalent. Experience managing Atlassian tools (JIRA and Confluence) as an administrator is required. Experience developing and maintaining JQL 3 years or more of System Administration experience. Experience with Office 365 Administration is a plus. Experience with Active Directory and Domain Administration is preferred. Knowledge of networking, DNS, Exchange, Active Directory is required. Knowledge and experience of working with Monitoring agents and systems. Exceptional customer service, organization, interpersonal, time-management and written and verbal communication skills. High degree of self-motivation. The ability to adapt quickly to new tasks. The ability to learn custom applications, support, and troubleshoot. Experience with virtual machines (Windows Server, Red Hat, Centos). 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 - Project Manager The Role: As a Project Manager you will ensure comfortable functioning in a dynamic and global environment adherent to Morningstar s development framework and operational best practices. You will work closely with the product owners and the different technology and business leads across Morningstar to pursue/implement cross team technical projects. You will be very well versed with Scrum Agile methodologies and various Scrum ceremonies like Sprint planning, daily stand ups and Sprint reviews. You will be a top performer who is prepared to think critically throughout the project management cycle, teach others the fundamentals of project management, and continuously seek improvements and efficiencies wherever possible during the data collection process. This position is based in our Mumbai office. Responsibilities: Conceptualize, define, and manage technology projects from end-to-end, working closely with the development and business teams. Participate in estimations with tech and business teams and draft it using standard templates Communicate and track the project progress to cross-functional teams, ensuring its overall success. Ensure progress of multiple projects against schedule, within budget and to high quality standards. Define, manage, and improve the development process. Mentor/educate team members and peers in project management methods and best practices. Manage and drive change where needed to core operational processes, dynamically reacting to evolving client needs and competing priorities. Manage each major and minor platform release worldwide, then collect and share valuable lessons learned. Help global teams to juggle schedules and resources. Effectively communicate objectives and updates to all key stakeholders. Required skills/Experience: Overall Project Management experience of around 10+ years out of which 3-5 years in leading projects in Java or .net, JavaScript and MS SQL/Oracle/MySQL with minimum of five years in large scale system project management Minimum 2 years of hands on experience of working in Scrum methodology as a Scrum Master Working knowledge of Kanban methodology Experience in cloud computing and Open source will be a plus Should have experience of planning, executing and monitoring a Sprint of minimum two weeks Should be aware of agile planning techniques like poker planning Hands on in reporting the fortnightly, monthly project status to the stakeholders Self-starter, comfortable with implementing and executing Agile development processes and accepting responsibility for seeing projects through to completion. Previous responsibility as a technical lead or development manager as a consultant is highly desirable. Very comfortable dealing with code, batch scripts, databases, and servers. Very strong communication, interpersonal, analytical, and management skills. Experience using issue tracking software is desirable About Us DBRS Morningstar is a global credit ratings business, currently with 700 employees in eight offices globally. Formed through the July 2019 acquisition of DBRS by Morningstar, Inc., the ratings business is the fourth-largest provider of credit ratings in the world. DBRS Morningstar is committed to empowering investor success, serving the market through leading-edge technology and raising the bar for the industry. DBRS Morningstar is a market leader in Canada, the U.S. and Europe in multiple asset classes. DBRS Morningstar rates more than 2,600 issuers and 54,000 securities worldwide and is driven to bringing more clarity, diversity of opinion, and responsiveness to the ratings process. DBRS Morningstar s approach and size provide the agility to respond to customers needs, while being large enough to provide the necessary expertise and resources. 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. R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entity

Development and maintenance of Investor and DFD applications using Vue.js, Nuxt.js, Storybook, Javascript and Node.js, GraphQL, deployed on a aws cloud platform. Collaborate with clients and internal teams to diagnose and resolve complex issues across both FrontEnd and BackEnd applications. Design and implement improvements to enhance the reliability, performance, and user experience of our applications. Document development processes, troubleshooting techniques, and solutions to promote knowledge sharing and continuous improvement. Qualifications Friendly and enjoys working in a collaborative team with excellent spoken and written communication skills. Humble, honest, and to the point. Bachelor of Science in Computer Science, Engineering, or equivalent experience. Minimum 2 years of hands-on experience in building reactive Single-Page Web Applications. Experience with several of the following Javascript application frameworks like Nuxt and Vue Infrastructure as Code (IaC) tools like CloudFormation and Terraform CI/CD tools like Jenkins, and Harness Building and deploying containerized applications Proficiency in Vue.js, Nuxt.js, React.js, or any JavaScript platform, along with Node.js, GraphQL for developing and maintaining Morningstar applications. Deep understanding of application development. Familiarity with relational and non-relational databases and queries. Nice to have Experience scaling web-based software applications and services. An understanding of how to protect web applications and services from common security vulnerabilities. Experience with Amazon Web Services technologies like CloudFront, S3, API gateway, ECS, Elastic Search, and ElastiCache Experience building and maintaining automated continuous deployment pipelines Experience building and maintaining automated testing tools

The Role : As a Research Engineer, you will be a leading contributor in the implementation and maintenance of statistical software applications, research databases, and other data products. This role requires significant interaction with both upstream and downstream stakeholders across Technology, Data, Products, Sales/Service, and Research. The Research Engineer will assist in the transition of approved research products from a prototype phase to a fully-fledged, scalable, and client-facing service. Often, these services must be integrated into Morningstar s platform of financial products, such as Direct, so that our clients can use these software tools in the investment decision-making process. We are looking for an individual who possesses strong technical development skills, an ability to follow analyst requirements and technical specifications for robust code, and a passion for investment research. This position reports to the Tech Manager of the Quantitative Research team. Responsibilities: Create, upgrade, and maintain databases and production applications that support quantitative research. Develop and deploy production applications that incorporate numerical techniques such as linear algebra, machine learning, statistics, and optimization. Maintain a robust development environment via strong documentation and version control. Find creative solutions to complex development problems using all technologies at your disposal, especially big data and cloud technologies. Build interactive tools and visualizations for quantitative methodologies. Requirements: Minimum of 1-2 years of experience in software engineering An advanced degree in engineering, computer science, statistics or related field is preferred Experience with either Python or C#/.NET is essential, while experience with both is desirable some C/C++ skills are highly desirable. Experience with Python packages like pandas, scikit-learn, tensorflow, numpy is a plus. Familiarity with DevOps tools (e.g. Splunk, Git, uDeploy, Jenkins, Control-M) Familiarity with Agile software engineering practices Familiarity with back-end XML, relational, and file-based databases (e.g. SQL, Postgres, Redshift, Netezza, HDFS) Experience with UNIX/Linux including basic commands and shell scripting Experience developing and deploying solutions using services in the Amazon AWS ecosystem (Lambda, EC2, RDS, EMR) is a plus Experience with the Hadoop stack (MapReduce, Pig, Hive, Nifi, Spark) is a plus Experience with at least one statistical modeling language (e.g. R, MATLAB, Python) is a plus Experience designing, developing, and implementing ETL is a plus Experience developing APIs and microservices hosted in the cloud Intermediate knowledge of statistical methods is a plus Familiarity with common data cleaning and munging techniques is a plus Familiarity with automation tools such as Puppet or Chef is a plus. Familiarity with statistical software, linear algebra, optimization, and information visualization is a plus. Familiarity with mutual fund, fixed income, and equity data is a plus Progress towards a CFA is a plus Intellectual curiosity for the world of quantitative research Fluent in both oral and written English.

Platform Engineering is a critical function of Engineering Operations and consists of all facets of building a platform of shared & managed services that are used by our Product Teams to deliver software, fast, repeatably, autonomously, and without friction or hand-offs. Outline of Duties and Responsibilities Own engineering operations strategies, practices, and standards across the organization, working closely with engineering leadership. Evangelize operational excellence within Pitchbook engineering teams, integrating product and engineering with operations seamlessly through structure, collaboration, enablement, and automation. Devise solutions that optimize and accelerate the SDLC while maintaining exceptional quality and security, repeatedly applied through automation. Help development teams to manage infrastructure, including cloud managed services, base images, containerization strategy and execution, infrastructure automation (+ GitOps ), cloud procurement, and governance. Manage developer experience ( DevEx ), including developer productivity, SDLC and operational metrics, automated CI/CD pipelines, value stream management and tracking, tool selection and integration. Describe technical context in intuitive ways for different audiences, adapting communication from highly technical deep dives with engineers to non-technical dialogue with executive stakeholders. Learn constantly, including in available managed services (PaaS/SaaS/IaaS), libraries, frameworks, and platforms (commercial and open source), pros/cons and cost/benefit tradeoffs. Follows the company s application of Agile, Lean, and principles of fast flow to engineering department efficiency and productivity and owns operations role in process automation to achieve fluidity. Experience, Skills and Qualifications Extensive experience in Docker, Kubernetes, Linux, network, CDN, protocols. Solid experience in DevOps, Infrastructure-as-Code ( IaC ), and GitOps configuration & CI/CD pipelines, including Flux, Terraform, Gitlab CI/GitHub Actions, or similar tools. Solid understanding of programming best practices and principles, common software architectures and methods. Extensive experience designing and managing cloud-based solutions, infrastructure management , including web services, messaging solutions (Kafka, Pub/Sub), databases (e.g., PostgreSQL, MS SQL Server), and caching solutions. Excellent communication skills, both written and verbal. You can effectively read the situation and adjust your communication style to the audience. Experience with cloud providers: GCP, AWS.

Define and establish automation strategy and process Understand complex nature of the application and come up with the automation testing framework Should understand the requirement, design and develop the automation test cases Take ownership of QA requirements and provide testing guidance to the technology team Should also work as Individual Contributor Lead and coordinate the application enhancement and tech ops testing activities with technology and business teams Participate in team communication and collaborate in planning activities, including stand-ups, iteration planning meetings (IPM), and retrospectives. Manage and communicate regular updates on project status (e.g., work completed, work in progress, next steps, risks, quality, KPIs, and costs) to stakeholders, peers, Product managers, and others. Job Description Responsibilities - Define and establish automation strategy and process Understand complex nature of the application and come up with the automation testing framework Should understand the requirement, design and develop the automation test cases Take ownership of QA requirements and provide testing guidance to the technology team Should also work as Individual Contributor Lead and coordinate the application enhancement and tech ops testing activities with technology and business teams Participate in team communication and collaborate in planning activities, including stand-ups, iteration planning meetings (IPM), and retrospectives. Manage and communicate regular updates on project status (e.g., work completed, work in progress, next steps, risks, quality, KPIs, and costs) to stakeholders, peers, Product managers, and others. Requirements - These are the most important skills, qualities, etc. that we d like for this role. Overall experience of 3 to 4 years in Quality Assurance and Testing with relevant hands on experience in Automation Strong experience in Automated Testing of web-based application Expert in UI Automation using tools like Selenium web driver, Automation framework development with HANDS-ON Used Java and JavaScript as programming language Good experience in JavaScript libraries JQuery, Ember, Angular Exposure and know-how of performance testing and security testing tools Knowledge of Amazon Web Services / Cloud would be a plus Should be self-driven engineer with desire to use practical and professional concepts in QA along with application of QA standards and procedures to resolve routine issues Should be able to write use cases based on product requirements, execute them and report issues in bug tracking system Should be self-starter, lead and self-contributing to the QA team to build robust and flexible Automated Testing Framework Helps QA community to learn Automation, impart necessary technical knowledge Hands-on current experience authoring, building and adopting large scale, cross-functional automation frameworks with well-balanced coverage across back-end integration, database levels, UI. Integrate test automation into CI/CD process and instrument full SDLC automation Improve process and quality via test and process automation: defining right strategy and technology based on process and architecture assessment by engaging different roles and stakeholders Experience using SQL with regards to writing and understanding queries and procedures Mandatory Skill: Very good hands-on and good knowledge of Automation using Selenium Web driver, Exposure to test management and bug tracking tool (like ALM, Testrail, JIRA or others), Agile methodologies.

The Role : In this role, you will collaborate with project manager, data analysts, and developers to build technology solutions for Morningstar`s Equity Data collection platforms. You should have understanding of C#, .Net, Component based architectures and who can create scalable, flexible technical solutions. You would 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 - Define and establish automation strategy and process Understand the Data Collection applications and come up with the automation testing framework Should understand the requirement, design and develop the automation test cases Mentor and help to upgrade the automation skill set of other QAs Requirements - These are the most important skills, qualities, etc. that we d like for this role. 6-10 Years of working experience as an automation QA Proven experience developing automated test systems and scripts beyond record and playback. Specifically developing functions, adding control flow logic, loops etc. Hands on in any one of the testing tools like Selenium, QTP, JUnit, NUnit Proven understanding of white box, grey box and black box testing techniques Experience in at least two of the following languages; C#, VB.NET, ASP.NET, C++, Java Excellent understanding of object oriented design principles Experience of source control systems and configuration management Experience using SQL with regard to writing and understanding queries and procedures Proven ability to deliver quality results in a busy and dynamic business focused

Build and lead Research sub-team of 5+ data analysts by providing clear direction, establishing SMART goals, and optimizing resource allocation. Lead effective research planning and ensuring timely delivery/review/sign off of ESG research, meeting review requirements (e.g. quality levels). Assist the Team Manager to identify and eliminate roadblocks by partnering with technology teams and other database teams. Use LEAN Six Sigma tools and methodologies to optimize the research process and for assessing the root cause of issues Ensure appropriate methods and techniques to improve and maintain the highest quality standards in the data collected by the team Responsible for monthly performance analysis. Acts as main point of contact for his or her entire team for all questions, comments and concerns. Provides coaching and training to team members as appropriate and according to the specific needs of the individuals and the group. Identifies areas for improvement across the team and proactively takes steps to improve by arranging individual and group training sessions as appropriate. Stimulates team members to enhance their understanding of relevant regulation that affects ESG metrics and to improve analyst guidance on related indicators Sets goals and priorities for the individuals in the team in consultation with the Team Manager. 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. Leads hiring/onboarding of new ESG analysts to and ensure the development of the necessary technical skills and content expertise. Required Qualifications: Graduate degree in related discipline (business, finance, environment and/or social science); At least five years of relevant work experience preferably in research environment, with focus on industry / company research / data; At least 1-2 years of experience leading teams of 5+ people Strong analytical skills, entrepreneurial and problem-solving attitude; decisiveness. Meticulous and attentive to detail; Ability to effectively communicate with local and international teams; Strong project management and execution skills. Proven experience optimizing processes., affinity with text mining and / or artificial intelligence is a plus Ability to work and adapt in a changing and innovative international environment; Proficiency in Microsoft Excel, Power BI, and PowerPoint

The Role: In this role, you will collaborate with the team lead, Scrum Master, business analysts, QA, and other developers to test technology solutions for Morningstar s data services offering. You will need to develop a good understanding of the existing systems and the data model. The team is looking for forward-thinking problem solvers who thrive in a fast-paced environment and can learn new technologies quickly as needed. Responsibilities: Test the software code base. Automate testing of the various code components including APIs, Kafka code bases Create, and Verify Test data Reinforce good development practices like test driven development, continuous integration, innovative frameworks and technology solutions that help business move faster. Develop areas of continuous and automated testing. Requirements: Completed Bachelor s degree in Engineering 2 - 4 years of experience testing software solutions Proven experience developing Test suites based on test automation frameworks. Good understanding of test automation frameworks and creation of data sets for test suites. Proven experience in certifying Products for planned releases as well as hot fixes/patch releases. Proven experience of developing regression test suites 1-3 years working on data analysis projects Excellent listening, written and verbal communication skills Hands on experience with SQL, Postman Expertise with DevOps tools Good to Have: Experience with cloud computing (preferably AWS) Senior QA Automation Engineer Overall experience of 6+ years in Quality Assurance and Testing with relevant 4-5 years hands on experience in Automation Strong experience in Automated Testing of Enterprise Class and Financial application and web portals Good mobile testing skills and knowledge mobile apps testing Strong experience in Automated Testing of mobile apps using Appium and Xcode Strong experience in Automated Testing of web-based application Expert in UI Automation using tools like Selenium web driver, Nightwatch & Automation framework development with HANDS-ON Proficient in Java and Javascipt as programming language Good experience in JavaScript/Typescript libraries JQuery, Ember, Angular Expert in API testing (manual and automation) using Rest Assured frameworks Exposure and know-how of performance testing and security testing tools Knowledge of AWS / Cloud would be a plus Should be self-driven engineer with desire to use practical and professional concepts in QA along with application of QA standards and procedures to resolve routine issues Should be able to write use cases based on product requirements, execute them and report issues in bug tracking system Should be self starter, lead and self contributing to the QA team to build robust and flexible Automated Testing Framework Helps QA community to learn Automation, impart necessary technical knowledge Hands-on current experience authoring, building and adopting large scale, cross-functional automation frameworks with well-balanced coverage across back-end integration, database levels, UI. Integrate test automation into CI/CD process and instrument full SDLC automation, specifically cloud testing execution, reporting tools such as ALM, Jira Improve process and quality via test and process automation: defining right strategy and technology based on process and architecture assessment by engaging different roles and stakeholders Deep practical experience with cutting edge tools for Web, Mobile, Desktop, DB and Web-service testing (Selenium, SoapUI, etc.) Experience using SQL with regard to writing and understanding queries and procedures Responsibilities - Define and establish automation strategy and process Understand complex nature of the application and come up with the automation testing framework Should understand the requirement, design and develop the automation test cases Take ownership of QA requirements and provide testing guidance to the technology team Should also work as Individual Contributor Lead and coordinate the application enhancement and tech ops testing activities with technology and business teams Participate in team communication and collaborate in planning activities, including stand-ups, iteration planning meetings (IPM), and retrospectives. Manage and communicate regular updates on project status (e.g., work completed, work in progress, next steps, risks, quality, KPIs, and costs) to stakeholders, peers, Product managers, and others. Mandatory Skill: Very good hands-on and good knowledge of API testing, RestAssured. Automation using Selenium Web driver, Exposure to test management and bug tracking tool (like ALM, Testrail, JIRA or others), Agile methodologies and Exposure to some performance testing tools.

A s a Senior Data Research Analyst , will work on collecting operational, document, performance, and portfolio data from various vendor sources. You will adhere to the company goals, policies and procedures and work in a focused manner to achieve the overall objectives. You will be responsible for , with the help of leaders, ensuring and improving the performance, productivity and efficiency and the delivery of the operational performance KPIs. You will effectively manage your performance and development to support our continuous operational success. Shift: UK/AU /US Roles & Responsibilities: Actively collect managed investment data using Morningstar collection systems, and ensure data timelines, completeness and accuracy to meet business goals. Manage relationships between Morningstar and Asset Management companies, insurance companies and other data vendors. Partner with quality assurance, products, and technical departments to resolve clients data issues timely and effectively. P articipat e in the initiative s focused on consolidating global data collection platforms and supporting database integration projects. Establish and achieve the set O bjectives & K ey R esults (OKRs) with the direction of team lead. Monitor, analyze and execute summary reports including an investigation of potential data error to c ontinuously improve data collection and quality assurance process using L ean S ix S igma tools. Actively discover and raise issues in work (including system, process, and collection methodology ) and propose enhancement suggestions to further improve system functionality, process efficiency and data quality. Participate in data and process related projects such as industry/market research, market expansion, process certification, new product development support, etc. Facilitate cross-team projects to implement approved solutions based on priority and impact . Demonstrate a high sense of ownership of the process , u nderstand roles & responsibilities by act ing as a process trainer and mentor Requirements: > 3 years experience in finance domain , w ith emphasis on collection systems and methodologies, senior data research analyst role or above . Fund Portfolio experience would be preferred G ood command i n MS Office (Excel, PowerPoint etc.); advanced users preferred. SQL, Macro or Python and machine learning will be a plus. Should be critical thinker and should possess good communication skill . Should be equipped with understanding of data competencies like data content expertise , data analysis etc. Strong analytical, problem-solving capabilities, and excellent communication written as well as verbal & reporting skills. Should be a good team player with good learning ability and equipped with self-motivation in an independent, fast-paced work environment. Ability to exercise control over the planned activities like training / mentoring new hires, doing quality checks etc . Able to work under tight deadlines and handle pressure during peak seasons. Good project management skills with proven track record of working on and delivering projects independently. Remote team working experience is a plus . Flexibility to work in shifts.

We are looking for an experienced HR professional who possesses strong expertise in HR Operations, HR Systems, and Shared Services. The ideal candidate should have hands-on experience with Workday transactions, ServiceNow case management, and advanced Excel skills, making them adept at managing HR data, reporting, and process enhancements. This role is based in Navi Mumbai (Vashi) and reports to the Manager, Global HR Shared Services. What We Need From You: 1-3 years of relevant experience in HR Operations, Shared Services, or Client/Customer Service roles. Proficiency in Workday transactions (hire-to-retire processes, employee data management, job requisitions, and workforce updates). Experience with ServiceNow or similar case management systems for handling employee queries and HR requests. Strong Excel skills (basic advanced formulas, VLOOKUP, Pivot Tables, Data Validation, Macros preferred) for HR reporting and data analysis. Bachelor s or master s degree in HR, Business Administration, or a related field. Excellent communication skills to interact with diverse global stakeholders. Analytical and problem-solving mindset to identify and improve HR processes. Ability to maintain high discretion and confidentiality when handling sensitive employee data. Tech-savvy with experience using MS Office applications (Excel, Outlook, Teams, PowerPoint, Zoom). What You Will Do: HR Operations Employee Support Manage and resolve employee queries related to policies and HR processes. Process HR transactions in Workday (job requisitions, hiring, transfers, terminations, organizational changes, and data updates). Maintain data accuracy and compliance through quality audits and governance. Process Improvement Case Management Utilize ServiceNow to track and resolve employee queries efficiently. Identify and implement process automation and operational efficiencies. Provide cross-functional support to HR Business Partners, Talent Management, and Total Rewards teams. Data Reporting Create and manage HR reports using Excel (Pivot Tables, VLOOKUP, Advanced Formulas). Generate monthly and quarterly dashboards for internal teams and leadership. Collaborate with Legal, Compliance, and Finance teams for data-related requests. HR Service Delivery Project Support Contribute to centralizing and standardizing HR processes for better efficiency. Support process transitions and ensure scalability of HR operations. How You Will Benefit: Career Growth Learning: Opportunity to work with a global HR team and learn from experienced professionals. Competitive Pay Benefits: Rewards, recognition programs, and learning support. Skill Enhancement: Hands-on experience with Workday, ServiceNow, and advanced Excel reporting. Global Exposure : Collaborate with teams across multiple regions and gain international HR experience.

Role: Product ConsultantShift: NightThe Group: The Client Service group is the face of Morningstar post sales. The individuals in this group work towards enabling our clients efficiently use our products that provide high-quality data, independent research, and technological expertise through well-designed products. The group collaborates with Product Development, Product Management and Sales teams to build up an excellent client service model ensuring clients best-in-class experience using our products to achieve their goals.The Role: Morningstar seeks a Product Consultant to join our Global Client Support team for supporting Morningstars research and analytical products. This will be a key role in our mission to provide exceptional client experience by helping advisor/retail/institutional clients use our products to meet their goals. This position is based in our Mumbai office.ResponsibilitiesProvide best-in-class service to all incoming client queries related to Morningstar products and services.Maintain an expert knowledge of Morningstar products and services, features, benefits, serve as a resource to team members and act as a consultant to the client.Apply a professional, timely, and proactively approach to escalated issues and calls.Regularly follow up internally and externally for all outstanding client queries and requests.Meet required service levels for the processDemonstrate and promote strong client advocacyProvide and facilitate pertinent corporate, inter-departmental, and departmental communications as necessaryRequirements: 3-4 years of proven experience in client support/serviceA proven track record of managing clients with contractual timelines and scopeGood understanding of financial markets and investment products (especially stocks, mutual funds, commodities, currency) with inclination to learningUnderstanding of networking, internet, communication concepts and complex software systemsExcellent skills in Microsoft ExcelProven ability to develop effective working relationships with both local and international stakeholders including the capabilities to negotiate, develop rapport and establish trustFast learner, self-starter, flexible and proven ability to work in a demanding environment with strong multi-tasking skillsEducated to degree level, an advanced degree is a plusExcellent written and verbal communication in English

Leverage new technologies and apply problem-solving skills to complex and varied data sets to solve real-world investing problems. Apply advanced analytics and data science methods, experiment with new approaches, and use iterative change to transform proprietary datasets and research into new index designs. Write highly optimized code to advance innovation that improves outcomes for investors. Operate in a multi-disciplinary environment with specialists in investment research, sustainability, engineering, and design. Publish white papers and other thought leadership articles to influence the Innovation Center s recommendations and to support the adoption and commercialization of its ideas. Qualifications 6 to 10 years of experience in a quantitative or financial domain such as equity research, credit research, investment management, risk management, or analytics. Bachelor s degree required; preferably in the field of computer science, machine learning, applied statistics, or mathematics. MBA and/or CFA preferred. Experience in using scientific methods, processes, algorithms, and systems to extract knowledge and insights from many structured and unstructured data. Ability to thrive in an environment that includes ambiguity and uncertainty in the pursuit of breakthrough solutions. Knowledge of investing, modern portfolio theory, and portfolio construction processes. Proficiency in at least one programming language (Python, Matlab, R, or C#) in addition to SQL. Excellent documentation habits, presentation skills, and oral and written communication abilities, including the ability to distill complex ideas into simple explanations.

Job DescriptionJob DescriptionAbout the Role At Morningstar, helping investors is what brings us together and drives our work. We are looking for a software developer whos an expert with C# .NET and SQL to join our team and grow with us. Every day, youll 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. This position is based in our Toronto office. Job 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. Be part of on-call rotation for support as needed • Help to shape product vision. Qualifications A bachelor's degree in computer science or a related field. • Three plus years of experience developing commercial quality applications. Have a solid foundation in C# • Experience with Amazon Web Services technologies like Lambdas, SQS, API-GateWay, S3, ECS Implementing application business logic using stored procedures, views, and functions • Exposure and/or experience with supporting database technologies: (Databases: SQL Server, AWS Aurora, MySQL, Postgres) Experience with Agile methodology and tools like JIRA. • 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. • Be organized and able to remain productive even when you have multiple deliverables Familiar with code unit testing and automated testing of APIs Knowledge of source control tools (Git, Code Commit, SVN, TFS), build/release tools (Jenkins, CodeBuild, CodeDeploy, CodePipeline), and infrastructure as code tools (Terraform, CloudFormation) Strong organizational, analytical, and communication skills, both oral and written, are required. Nice to Haves Python and/or Java Experience • Web Development experience • Machine Learning Familiarity Morningstar is an equal opportunity employer.

Morningstar India (P) Ltd. is looking for Senior Software Engineer to join our dynamic team and embark on a rewarding career journey. Developing and directing software system validation and testing methods. Directing our software programming initiatives Overseeing the development of documentation. Working closely with clients and cross-functional departments to communicate project statuses and proposals. Analyzing data to effectively coordinate the installation of new systems or the modification of existing systems. Managing the software development lifecycle. Monitoring system performance. Communicating key project data to team members and building cohesion among teams. Developing and executing project plans. Applying mathematics and statistics to problem-solving initiatives. Applying best practices and standard operating procedures. Creating innovative solutions to meet our companys technical needs. Testing new software and fixing bugs. Shaping the future of our systems.

Morningstar India (P) Ltd. is looking for QA Automation Engineer to join our dynamic team and embark on a rewarding career journey. Analyzing processes and systems to identify areas for automation Designing and implementing automation solutions using programming languages such as Python, Java, or C++ Configuring and programming automated systems and robots Testing and debugging automation systems to ensure they meet specifications and requirements Collaborating with cross-functional teams, including software engineers and hardware engineers Documenting automated processes and systems Developing and executing training programs for users Maintaining and upgrading automation systems as needed Troubleshooting and resolving issues with automation systems Strong problem-solving and debugging skills Excellent written and verbal communication skills

The Area: Morningstar Data for equities provides comprehensive coverage of global stock markets from as early as 1975. We are continuously broadening our coverage and creating new products to help clients prepare for regulatory changes and other industry shifts. Our data features proprietary statistics and is developed using stringent quality screens to ensure accuracy. From APIs to data feeds, our solutions are delivered quickly to help institutions meet a broad range of functions. The Role: In this role, you will collaborate with project manager, data analysts, and developers to build technology solutions for Morningstar`s Equity Data collection platforms. You should have understanding of C#, .Net, Component based architectures and who can create scalable, flexible technical solutions. You would 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 - Define and establish automation strategy and process Understand the Data Collection applications and come up with the automation testing framework Should understand the requirement, design and develop the automation test cases Mentor and help to upgrade the automation skill set of other QAs Requirements - These are the most important skills, qualities, etc. that we d like for this role. 2-4 Years of working experience as an automation QA Proven experience developing automated test systems and scripts beyond record and playback. Specifically developing functions, adding control flow logic, loops etc. Hands on in any one of the testing tools like Selenium, QTP, JUnit, NUnit Proven understanding of white box, grey box and black box testing techniques Experience in at least two of the following languages; C#, VB.NET, ASP.NET, C++, Java Excellent understanding of object oriented design principles Experience of source control systems and configuration management Experience using SQL with regard to writing and understanding queries and procedures Proven ability to deliver quality results in a busy and dynamic business focused environment EOE Statement: Morningstar is an equal opportunity employer