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: Morningstar is looking for a Manager of GAA to play a critical role in the Mumbai Internal Global Audit & Assurance function. This dynamic position offers an exciting opportunity to administratively lead a focused team of experienced auditors and to also execute a variety of projects, including risk assessments, audit engagements, advisory reviews, and special projects aimed at enhancing risk management, control, and governance. The role reports to the Global Audit & Assurance Director and will be a key member of the functional leadership team. This is a full-time position and is based in Morningstars Mumbai office. The manager may be required to travel to a number of domestic and international locations in support of our annual internal audit plan. Responsibilities: Develop, schedule, and execute the risk-based audit plan that addresses the relevant and evolving business risks facing the company. Prepare and/or review the audit planning documents, audit programs, and supporting work papers. Prepare and/or review audit reports ensuring that all significant risk and internal control weaknesses are identified and that effective recommendations to address deficiencies are provided. Monitor the status of management corrective action plans and follow up as appropriate. Assist in managing the departments Quality Assurance and Improvement Program and external quality review. Provide guidance to management on internal control, governance, risk, and compliance activities. Promote high levels of ethical awareness and conduct and assist in the performance of investigations when appropriate. Implement data analytics and automation initiatives within internal audit activities to enhance efficiencies and increase audit effectiveness. Administratively manage a professional audit team with sufficient knowledge, skills, expertise, and professional certification to meet the audit requirements. Contribute to the continuous improvement of the overall IA methodology to ensure adherence to best practices. Ensure the professional development of the team through coaching and internal and external training. Assist in preparing reports to the audit committee. Coordinate with the Company’s external audit firm & co-source partners and cultivate external relationships. Partner with the SOX program to ensure key controls are tested in alignment with the audit plan. Perform other related duties as assigned. Requirements: A bachelor’s degree or equivalent in Accounting or Finance is required. A master’s degree is a plus. CIA and/or CPA required; CISA and CFE considered a plus. Minimum of 8 years of progressive industry or public accounting experience (preferably with the Big 4 or national CPA firm and/or similar experience in corporate Internal Audit). Exceptional knowledge of internal audit standards, procedures, and techniques. Experience in executing and managing operational, financial, compliance, and IT audits and advisory engagements related to Risk Management, Governance, and controls. Strong understanding of COSO and GAAP. Strong experience performing data analytics and driving automation to realize efficiencies (preferably using tools such as Alteryx, Tableau, Power BI, UI Path, Automation Anywhere). Experience with electronic work paper tools (TeamMate, Workiva etc.) desired. Ability to effectively execute and manage several projects in multiple locations and manage time and the team effectively. Effective oral and written communication skills and the ability to write clear and concise audit reports. Proven ability to build and foster high-performance teams; build relationships with team members, business leaders, and global business functions. Flexibility/ adaptability to work a non-standard schedule as needed to accommodate various time zones where some process owners are located. Willingness to travel to domestic and international offices. Morningstar is an equal opportunity employer.

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 Morningstar s ability to create, protect, and sustain value by providing the Company with organizationally independent, risk-based, and objective assurance and consulting services to evaluate and improve Morningstar s governance, risk management, and control processes. The Role: Morningstar is looking for a Manager of GAA to play a critical role in the Mumbai Internal Global Audit Assurance function. This dynamic position offers an exciting opportunity to administratively lead a focused team of experienced auditors and to also execute a variety of projects, including risk assessments, audit engagements, advisory reviews, and special projects aimed at enhancing risk management, control, and governance. The role reports to the Global Audit Assurance Director and will be a key member of the functional leadership team. This is a full-time position and is based in Morningstar s Mumbai office. The manager may be required to travel to a number of domestic and international locations in support of our annual internal audit plan. Responsibilities Develop, schedule, and execute the risk-based audit plan that addresses the relevant and evolving business risks facing the company. Prepare and/or review the audit planning documents, audit programs, and supporting work papers. Prepare and/or review audit reports ensuring that all significant risk and internal control weaknesses are identified and that effective recommendations to address deficiencies are provided. Monitor the status of management corrective action plans and follow up as appropriate. Assist in managing the department s Quality Assurance and Improvement Program and external quality review. Provide guidance to management on internal control, governance, risk, and compliance activities. Promote high levels of ethical awareness and conduct and assist in the performance of investigations when appropriate. Implement data analytics and automation initiatives within internal audit activities to enhance efficiencies and increase audit effectiveness. Administratively manage a professional audit team with sufficient knowledge, skills, expertise, and professional certification to meet the audit requirements. Contribute to the continuous improvement of the overall IA methodology to ensure adherence to best practices. Ensure the professional development of the team through coaching and internal and external training. Assist in preparing reports to the audit committee. Coordinate with the Company s external audit firm co-source partners and cultivate external relationships. Partner with the SOX program to ensure key controls are tested in alignment with the audit plan. Perform other related duties as assigned. Requirements A bachelor s degree or equivalent in Accounting or Finance is required. A master s degree is a plus. CIA and/or CPA required; CISA and CFE considered a plus. Minimum of 8 years of progressive industry or public accounting experience (preferably with the Big 4 or national CPA firm and/or similar experience in corporate Internal Audit). Exceptional knowledge of internal audit standards, procedures, and techniques. Experience in executing and managing operational, financial, compliance, and IT audits and advisory engagements related to Risk Management, Governance, and controls. Strong understanding of COSO and GAAP. Strong experience performing data analytics and driving automation to realize efficiencies (preferably using tools such as Alteryx, Tableau, Power BI, UI Path, Automation Anywhere). Experience with electronic work paper tools (TeamMate, Workiva etc.) desired. Ability to effectively execute and manage several projects in multiple locations and manage time and the team effectively. Effective oral and written communication skills and the ability to write clear and concise audit reports. Proven ability to build and foster high-performance teams; build relationships with team members, business leaders, and global business functions. Flexibility/ adaptability to work a non-standard schedule as needed to accommodate various time zones where some process owners are located. Willingness to travel to domestic and international offices. Morningstar is an equal opportunity employer. Morningstar s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We ve found that we re at our best when we re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you ll have tools and resources to engage meaningfully with your global colleagues. R08_DBRSLtdCanada DBRS Limited - Canada Legal Entity

The Role: As the Lead Site Reliability Engineer, you will take charge of developing and implementing strategies that ensure the reliability, scalability, and performance of our systems. Your leadership will guide the team in adopting cloud technologies, optimizing costs, and enhancing operational workflows across the organization. Responsibilities Oversee and enhance the reliability and performance of production applications and infrastructure. Lead and mentor a team of Site Reliability Engineers, fostering a culture of accountability and continuous improvement. Design and manage AWS infrastructure, utilizing services such as EC2, S3, Lambda, and RDS, ensuring best practices in cloud architecture and security. Drive automation of deployment, monitoring, and incident response processes using CI/CD tools and methodologies. Establish and implement monitoring and alerting frameworks to proactively manage system health and uptime. Analyze operational metrics and AWS usage to identify opportunities for cost optimization and performance enhancement. Collaborate closely with development, security, and operations teams to improve workflows and support a DevOps culture. Develop and maintain documentation for systems architecture and operational procedures. Participate in strategic planning to align technology initiatives with business goals. Requirements Bachelor s degree in Computer Science, Information Technology, or a related field. Minimum of 7 years of experience in Site Reliability Engineering, DevOps, or a related field, with at least 3 years in a leadership or mentoring role. Extensive experience with AWS services and cloud infrastructure management. Strong proficiency in scripting and automation tools (e.g., Python, Bash, Terraform). Hands-on experience with container orchestration tools (e.g., Kubernetes, Docker). Expertise in setting up and managing monitoring and logging tools (e.g., CloudWatch, ELK stack, Prometheus). Deep understanding of networking, security principles, and best practices. Proven track record in technical project management and implementing operational improvements. AWS certifications (e.g., AWS Certified Solutions Architect, AWS Certified DevOps Engineer). Familiarity with configuration management tools (e.g., Ansible, Chef, Puppet). Experience in agile software development methodologies and practices. Strong analytical and problem-solving skills, with a focus on proactive solutions. Morningstar is an equal opportunity employer. Morningstar s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We ve found that we re at our best when we re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

The Role At Morningstar, empowering investors is what brings us together and drives our work. We are looking for software engineers who are experienced in .Net, Vue.JS, SQL and AWS to join our team, grow with us, introduce us to new ideas and develop products that empower our users. Morningstar is a technology agnostic company, and as an engineer focused on .Net, Vue.JS, SQL and AWS F, and Full-Stack web development you may be working on set of curated, interactive views that are geared towards user productivity across the individual investor, advisor, and institutional segments globally and extract the full value of Morningstars data and editorial perspective. Every day, youll work with team members across disciplines developing products for investors and advisers. You’ll interact daily with our product managers to understand our domain and create technical solutions that push us forward. We want to work with other engineers who bring knowledge and excitement about our opportunities. These positions are based in our Mumbai office. Responsibilities Build well designed, well-engineered, stable, scalable products across a variety of markets Enforce good Agile practices (using JIRA) including test-driven development and continuous integration. Solve investors’ problems with technology, understanding market chaos at work and crafting technically appropriate interactive experiences to communicate effectively with individual investors. Take ownership of the success of the team with a "gets things done" attitude; the ability to understand and leverage new technologies. Analyze and remediate production issues and build instrumentation and operational readiness into the systems architecture. work with existing backends to consume APIs (full Stack preferred) Stay up to date on emerging technologies. Promote usability and coding best practices. Requirements A bachelor's degree in computer science or a related field 4-7 years of software development experience. Be passionate about quality, process, programming, and investing in general, seeing opportunities for improvement, seizing them, and then sharing your findings with others. 3 years of hands on experience on developing commercial quality web applications using JavaScript framework/libraries – Vue.js, Node.js, .Net Core, OOJS, HTML, CSS, JQuery, AJAX, Cross Browser Compatibility, Responsive Designs Good Experience in HTML5/CSS Experience with DevOps engineering concepts. An understanding of how to protect web applications from common security vulnerabilities. Knowledge of object-oriented design, domain modeling, design patterns, and building highly scalable and available systems. Be organized and able to remain productive even when you have multiple deliverables. Experience working in Scrum-based methodologies will be a plus. Experience in .Net framework and/or .Net Core will be a plus Experience on Cloud with AWS Lambdas, S3, DynamoDB, Jenkins will be plus Highly motivated individual with the potential and desire to learn new technologies and take on an increasing level of responsibility within the technology team.. Morningstar is an equal opportunity employer.

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

The Team : DBRS Morningstar is a global credit ratings business with about 800 employees in eight offices globally. Formed through the acquisition of DBRS by Morningstar, Inc., the credit 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 4,000 issuers and 56,000 securities worldwide, and is driven to bring more clarity, diversity, and responsiveness to the ratings process. Visit https://www.dbrsmorningstar.com/learn/dbrsmorningstar 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: Identifying and analyzing risky assets based upon qualitative and quantitative factors Identifying macro and micro risk factors, including market, property type, tenant, and borrower, to determine and measure exposure within the CMBS pools and loan portfolios. Monitoring, analysis, and executive summary reporting on CMBS transactions, including an investigation of potential default or loss scenarios for underlying real estate loan collateral. 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. Bachelors 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.

Analyze the credit risk in Residential Mortgage backed securities by performing tasks that includes reviewing deal documents, legal documentation, analyzing periodic data and preparing / running cash flow models both in-house and external like Intex Calc. Assist the primary analyst in preparing rating committee note, rationale and building and maintaining various databases relating to mortgages Collect, organize, and study data from internal and external sources for use in criteria development, ratings, and research reports. 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 all applicable policies and procedures. Highly organized and efficient, with ability to multi-task and meet tight deadlines Requirements: Postgraduate in Finance or CA or CFA charter holder or such equivalent qualification. Minimum of 1-2 years of relevant experience in capital markets, structured finance credit analysis, experience at a rating agency is a plus. Expertise on Microsoft Excel, Visual Basic for Applications (VBA), MSSQL. Knowledge on Python is a plus. Excellent writing, communication, and quantitative/analytical skills. Ability to communicate analytical thoughts in a crisp, concise, and precise manner. Creative thinker who is adept at taking an analytical approach to problem solving. Robust quantitative and analytical skills supported by strong attention to detail and accuracy. Good inter-personal skills and ability to participate/ contribute as a team player. Highly motivated, self-starter with a positive attitude and a strong work ethic.

Position : Compliance Manager The Role: The position provides compliance support for Mumbai-based staff who perform credit rating analysis, data, criteria or model - related work in support of Morningstar DBRS Credit Ratings. Morningstar DBRS India is a branch of DBRS Ratings GmbH and this position reports to the Regional Compliance Officer for EU. Responsibilities: Responsible for assisting the Regional Compliance Officer for EU in his administration of the firm s compliance program. Responsible for providing compliance advisory support for Mumbai-based staff and maintaining strong relationships with key business stakeholders Perform monitoring/surveillance activities as assigned by the Regional Compliance Officer for EU or other relevant Compliance Officers. Assist with compiling regulatory filings within a timeframe prescribed by the Regional Compliance Officer for EU Perform tasks or projects as assigned by the Regional Compliance Officer for EU or other relevant Compliance Officers. Assist in the development, implementation and maintenance of the compliance policies and procedures, in particular, for Mumbai-based staff working/supporting Morningstar DBRS credit ratings Assist in conducting trainings sessions relating to regulatory and compliance matters. Requirements: A minimum of 5 years in a compliance, audit or internal control role. A motivated, detail-oriented, and independent thinker able to interact with employees of all levels. Strong writing and communications skills. Strong organizational and time management skills. A high level of proficiency and comfort with all aspects of Microsoft Office applications along with Internet Search ability. A Bachelor Degree in Business, Finance, Accounting or related field. Prior training and/or project management experiences preferred Experience, Skills and Knowledge: The preferred qualifications of an ideal candidate include: Compliance or internal control experience. An understanding of governance matters pertaining to outsourced activities. A general understanding of financial services markets is required; knowledge of credit ratings is extremely helpful. R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entity

Represent fund day-to-day data collection processes and issues, and work with Data Scientists to identify potential areas for improvement where Machine Learning models can be applied for better process efficiency and data quality. Facilitate applying of Machine Learning models in data collection processes to support business growth. Contribute to AI-enhanced data collection activities and future data flow discussions as a domain expert. Partner with Data Scientists to build/tune the Machine Learning models, monitor the performance of ML models, and analyze ML results. Work closely with global data collection teams across various functions to achieve the desired outcome Build maintain the documentation on ML models. Diagnose data issues in daily processes, identify root causes, and relay the issue to Data Scientists if necessary. Formulate and refine data annotation scheme and annotate training data. Requirements: Current role of Senior Data Research Analyst (SDRA) Applicant should be AI/ML Practitioner program certified. Proven ability to articulate the problem statement and business requirements for building ML models. Understand Morningstar data collections processes and the methodologies for collecting those data points. Advanced Excel and SQL skills are required, basics of Python and regex is preferred. Proven ability to automate data collection, tasks/reports by using excel macros, SQL queries or data automation projects, is a plus. Good English verbal/written communication skills. Good people and project management skills. Self-motivated, detail-oriented, and organized. Bachelor/master s degree in finance/business/mathematics with an exceptional academic record or other professional certificates like PMP and/or CFA is valued.

The Role : Morningstar seeks a Product Consultant to join our Global Client Support team in the ESG domain supporting Morningstar s ESG research, data and analytical products. Being a Front office role, you will be working directly with our Enterprise clients, you will join our client service group with the aim of resolving their critical and time sensitive issues. The team empowers investors to make more sustainable investment decisions. The Client Support team works alongside a diverse range of asset owners, asset managers, and some of the leading financial institutions around the world. You will support clients from the onboarding to daily technical and operational inquiries and other account management-related tasks, including account permissions and deliverable set up, as well as support on content-related questions on our research data. You will: Gain exposure to an international team, working closely with both Client Success Managers and Sales across regions Come together with your team, the primary and reliable point of contact for technical support. Escalate to the account owner where appropriate; and Support the team to maintain and improve client retention and client satisfaction. This position will allow you to obtain a broad understanding of how responsible investment strategies can be implemented by investors, be part of a fast-growing and successful organization, work in an entrepreneurial environment, expand your business network in a short period of time, and could quickly assume new responsibilities. We are looking for a dynamic team player who is process-focused and has strong customer service skills. Responsibilities Support the management of client relations in APAC, EMEA and North America involving a portfolio of asset owners, asset managers, banks, insurance companies, and other financial institutions. Ensure that clients have access to their subscribed research through our online platform and/or receive recurring or one-off standard services, reports, or deliverables. Respond quickly to client queries to resolve problems and ensure an effortless customer experience. Administrate client information in our internal relationship management system; and Support clients in accessing and understanding Sustainalytics suite of research products and ESG data for the purpose of incorporation into their investment processes and escalating appropriately. Requirements: 1-3 years of relevant work experience, especially related to customer service Undergraduate degree in a related discipline (business, finance, environment, and/or social sciences). With some experience in the ESG domain is a must. Strong customer service skills and process focused. Ability to understand and process client inquiries efficiently. Excellent interpersonal, communication, and writing skills. Meticulousness and attentiveness to detail. The desire to work for a company where individual contributions have significant impact on the success of the Team as a whole. A positive attitude is required. Experience working effectively with others in a team setting while under the pressure of deadlines. Willingness to work long hours at critical times (i.e., quarterly reporting) based on need. The ability to work independently, efficiently, and responsibly. Extreme attention to detail and an ability to document processes.

Provide 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 process Demonstrate and promote strong client advocacy Provide and facilitate pertinent corporate, inter-departmental, and departmental communications as necessary Requirements: 3 - 4 years of proven experience in client support /service A proven track record of managing clients with contractual timelines and scope Good understanding of financial markets and investment products (especially stocks , mutual funds , commodities, currency ) with inclination to learning U nderstanding of networking, internet , communication concepts and complex software systems Excellent skills in Microsoft Excel Proven ability to develop effective working relationships with both local and international stakeholders including the capabilities to negotiate, develop rapport and establish trust Fast learner, self-starter, flexible and proven ability to work in a demanding environment with strong multi-tasking skills Educated to degree level, an advanced degree is a plus Excellent written and verbal communication in English

Provide 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 proactive approach to escalated issues and calls. Regularly follow up internally and externally for all outstanding client queries and requests. Work closely with our internal Data, Engineering and Implementation teams to ensure timely production, quality assurance, and the delivery of projects for new and existing clients. Ensure compliance with the required service levels for the process. Demonstrate and promote strong client advocacy Provide and facilitate pertinent corporate, inter-department al communications as necessary Requirements: 2-3 years of relevant experience. Experience in Financial Services/Capital markets is preferred A proven track record of managing clients with contractual timelines and scope . Effective analytical and decision-making skills. Good understanding of financial markets and investment products (especially stocks , mutual funds , commodities, currency , futures and options ) with an inclination to learning Tech savvy and being comfortable complex software systems Proven ability to develop effective working relationships with both local and international stakeholders including the capabilities to negotiate, develop rapport and establish trust Fast learner, self-starter / learner, flexible and proven ability to work in a demanding environment with strong multi-tasking skills. Professional attitude and strong service orientation Educated to degree level, an advanced degree is a plus Excellent written and verbal communication in English The ability to work independently, efficiently, and responsibly. Extreme attention to detail and an ability to document processes. The desire to work for a company where individual contributions have significant impact on the success of the t eam . A positive attitude is required . Experience working effectively with others in a team setting while under the pressure of deadlines. Willingness to work long hours at critical times (i.e., quarterly reporting) based on need.

About the Role : Morningstar DBRS Structured Finance Analytics team is looking for candidate with good problem solving, analytical & technical mindset. As a Lead Quant Analyst, you will be responsible for managing a team of offshore Quant Analysts providing support on automating data analysis processes, building and running data analytics to aid rating, research, and surveillance process, developing and enhancing data analysis, data visualization and workflow optimization tools. We are looking for an individual having strong understanding of Structured Finance products (RMBS, ABS, CMBS etc.,) coupled with technical skills and leverage them to build efficient technical infrastructure for evolving FinTech solutions. Expertise in Python, Tableau, AWS, Athena, SQL and VBA will be needed. This position is based in our Navi Mumbai office and work shift will be EMEA. Responsibilities: Manage and mentor a team of 6-8 Quant Analyst, providing guidance on technological enhancement and fostering a collaborative work environment. Managing work priorities of the team including quality & timeliness of delivery schedules, periodic reporting on work performance, project reporting and interact regularly with onshore team Lead and mentor the team on critical processes to achieve the business goals Maintain regular and open communication with the Global Structured Finance Analytics team and Credit Technology team about assigned tasks, priorities and ensure applications under development meet the defined requirements and pass the UAT prior to its release. Lead the team with transforming, improving and integrating data, depending on the business requirements Understand core concepts around data storage and access specifically in structured data systems such as databases (SQL, Athena, AWS S3) Understand the domain and implement quick fix solutions to align the development activities with dynamic business needs Participate actively in the design and build phases, to aim at producing high quality deliverables Have a mindset to bring about process efficiencies and ideate automations Collect, organize, and study data from internal and external sources for use in criteria development, ratings, and research reports Take ownership of the tasks with focus on quality and accuracy of the deliverables Highly organized and efficient, with ability to multi-task and meet tight deadlines Ensure compliance with regulatory and company policies and procedures. Requirements: Minimum of 9-11 years of relevant experience working in Credit Modeling / Model Validation roles. Qualifications: MBA (Finance)/BTech/PHD (Math) from a Tier I college. Knowledge of finance, statistics, behavioral sciences. Strong Analytical skills. Experience with large databases / datasets preferred. Expertise in Python / Anaconda, Data science stack (Jupyter, Pandas, NumPy), Tableau, Microsoft Excel and MSSQL Experience with SAS/R is a plus Familiarity with AWS infrastructure is considered an added advantage. Ability to manage multiple tasks at the same time and deliver results in a timely manner. Morningstar DBRS is an equal opportunity employer.

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

Title: Associate Content Researcher, MID, Mumbai Location: Vashi, Navi Mumbai Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. Team : As an essential part of Morningstar Global MID Organization, MID Content Researcher Team is responsible for data process solution analysis and impact analysis for new data or data changes, business rule management, and platform change request review and sign off. The team is also in charge of productivity metrics report and provide the analysis and insight on productivity changes. The objective of the Content Research team is to build deep subject matter experts and commit to deliver deep data insight and high-quality data solutions to drive operational excellence in our Global MID team Role : Morningstar is seeking a self-motivated Associate Content Researcher for Managed Investment Data (MID) team. In this role, you will mainly work with content design team, tech team and data processing team to develop and implement enhancements to various data and analysis of data. You will be a key contributor to design new data content process flow and user interface, build creative tool and provide constructive consultant for data process. This position is based in our Navi Mumbai (Vashi) office, 2 mins walk from the Vashi railway station. Shift: UK Responsibilities: Collaborate with content design team and data processing team to design new content process flow and user interface, build business logic to ensure new content workflow is built properly Translate system improvement requirement or data requirement through detailed written specifications to support the tech development work Conduct feasibility analysis and impact analysis to evaluate data solution / data collection methodology feasibility and impact Coordinates with relevant teams to ensure proper implementation Understand the data collection, system and back-end logic and be the escalation point for the related data issues Maintain database backend knowledge and ensure all the related CR analysis work is well documented. Qualifications: At least 3-years professional experience working in investment data industry with wide and deep database knowledge A bachelor’s/master’s degree Be familiar with at least one of SQL, Python Strong quantitative, business analysis and problem-solving skills Excellent English verbal/presentation/written communication skills Self-motivated, detail-oriented, and organized CFA certifications are preferred Basic understanding of AI/ML is an advantage Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

As an expectation a fitting candidate must have/be: Ability to analyze business problem and cut through the data challenges. Ability to churn the raw corpus and develop a data/ML model to provide business analytics (not just EDA), machine learning based document processing and information retrieval Quick to develop the POCs and transform it to high scale production ready code. Experience in extracting data through complex unstructured documents using NLP based technologies. Good to have : Document analysis using Image processing/computer vision and geometric deep learning Technology Stack: Python as a primary programming language. Conceptual understanding of classic ML/DL Algorithms like Regression, Support Vectors, Decision tree, Clustering, Random Forest, CART, Ensemble, Neural Networks, CNN, RNN, LSTM etc. Programming: Must Have: Must be hands-on with data structures using List, tuple, dictionary, collections, iterators, Pandas, NumPy and Object-oriented programming Good to have: Design patterns/System design, cython ML libraries : Must Have: Scikit-learn, XGBoost, imblearn, SciPy, Gensim Good to have: matplotlib/plotly, Lime/sharp Data extraction and handling: Must Have: DASK/Modin, beautifulsoup/scrappy, Multiprocessing Good to have: Data Augmentation, Pyspark, Accelerate NLP/Text analytics: Must Have: Bag of words, text ranking algorithm, Word2vec, language model, entity recognition, CRF/HMM, topic modelling, Sequence to Sequence Good to have: Machine comprehension, translation, elastic search Deep learning: Must Have: TensorFlow/PyTorch, Neural nets, Sequential models, CNN, LSTM/GRU/RNN, Attention, Transformers, Residual Networks Good to have: Knowledge of optimization, Distributed training/computing, Language models Software peripherals: Must Have: REST services, SQL/NoSQL, UNIX, Code versioning Good to have: Docker containers, data versioning Research: Must Have: Well verse with latest trends in ML and DL area. Zeal to research and implement cutting areas in AI segment to solve complex problems Good to have: Contributed to research papers/patents and it is published on internet in ML and DL Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Responsibilities Create and manage multiple databases and capacity planning. Monitor and tune database performance using tools like Query Store, DMVs, and SQL Profiler. Maintain data integrity and security (manage roles, permission of database users). Use tools like SQL profiler for database tuning, should be able to generate traces, execution plans, identify performance bottleneck, deadlocks/contention and resolve them Develop strategies and implement solutions for managing back-ups, restoration and replication. Create and manage constraints and indexes. Support software developers with database operations including the development of complex SQL, tuning of DML and the creation of stored procedures. Proactive housekeeping/archiving and shrinking of databases. Manage production, QA, Stage and development database environments. Create detailed documentation including diagrams of database infrastructure. Learn relevant business processes and understand the data flow, criticality and dependencies. Effectively coordinate and communicate with all the stakeholders (internal teams and clients). Requirements Bachelors or Master’s degree in computer science or equivalent and a total of 3-5+ years’ experience in MSSQL Database administration using SQL Server 2014/2016/2017/2019/2022 versions. Experience in SQL Server Clustering and HA technologies including mirroring, log shipping, failover cluster, AlwaysOn and various replication technologies would be an advantage. Experienced in SQL Server Integration Services (SSIS), SQL Server Reporting Services (SSRS). Expertise on cloud platform like AWS, Azure etc. Sound knowledge of RDBMS concepts, database architecture and SQL/T-SQL. Proficient with SQL server profiler for monitoring and troubleshooting database activity and performance. Ability to develop procedure documents and maintain detailed database related documents. Innovative approach to work, constantly looking for upgrading the system to more efficient and effective new technologies. Able to organize work efficiently and work well under stress, changing priorities, and time constraints Nice to Have Expertise on MySQL/PostgreSQL/MongoDB with Linux environment including Backup, replication Configuration for DR purpose. Familiarity with compliance guidelines like SOC II, FINRA and best practices like ITIL, Change/Incident Management 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

Role: Team Lead - Talent Acquisition (Freshers Hiring & Projects) We are looking for a dynamic Team Lead - Talent Acquisition to spearhead our early career/freshers hiring programs and manage strategic recruitment projects. This role requires a people management with a blend of operational excellence and project execution capability. Key Responsibilities: Lead end-to-end fresher hiring initiatives including campus engagement, assessments, and onboarding. Collaborate with internal stakeholders and academic institutions to build a strong early talent pipeline. Drive recruitment projects focused on process improvements, automation, and hiring analytics. Mentor and guide a team of recruiters to deliver on hiring SLAs and project outcomes. Partner with HR, Business Leaders, and Operations to align hiring plans with business needs. Requirements: 7-9 years of experience in Talent Acquisition, with at least 2-3 years in campus/freshers hiring. Prior experience in managing recruitment teams and delivering project-based outcomes. Strong stakeholder management and communication skills. Exposure to tools like Workday, ATS/HRIS, Excel/Power BI is a plus.

Morningstar is currently seeking a Compliance Associate to manage monitoring & testing program for our ESG (Sustainalytics) & Indexes business. The key responsibilities will be conducting Electronic Communications review. Additionally, the Compliance Associate will carry out other monitoring activities within the scope of the general monitoring program. The successful candidate will have the ability to shape the role and have a meaningful impact on the entire Morningstar organization. To assist in the responsibility, the Compliance Associate will interact with key stakeholders from Morningstar Sustainalytics and Indexes in various offices. This position is based in Mumbai, India and reports to the manager Monitoring and Testing Team for Morningstar Sustainalytics and Morningstar Indexes. Responsibilities As part of the Global Controls Team with eComm focus, this person will Conduct Electronic Communications review to detect inappropriate communications, potential conflicts of interest, potential complaints, etc. Additionally, this person will contribute to below functions Execute general monitoring and testing activities in-scope and ensure timely and effective execution of each of the activities. Ensure proper documentation of monitoring and testing results for all activities in-scope. Communicate results within Compliance and with key business stakeholders. Ensure completion of any follow-ups resulting from the general monitoring and testing activities. Identify opportunities for improvement and automation in order to execute the program more effectively and efficiently. Perform and ensure proper execution of activities including but not limited to Methodology Development & Disclosure Review, etc. Monitoring and Testing reports associated with reviews of various nature. Assist with other key activities identified by the Monitoring and Testing Team for Morningstar Sustainalytics and Indexes 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

Location : Madrid, Spain Working Pattern : Hybrid (3 days in office) About This Role We’re looking for driven German, French, Dutch, Danish, Swedish, Norwegian, Finnish, Italian, Spanish, Portuguese , Thai, Japanese and Korean speakers to join our team as an Associate Data Research Analyst. We are a team of data analysts taking pride in delivering top-quality financial data to Empower Investors’ Success. In this role, you will work closely with the Global Data Team and Local Business Representatives to ensure the accuracy and timeliness of financial data across global markets, collaborating with a dynamic team and gaining expertise in data acquisition and management. Help us shape the future of financial data and join us now! What You'll Do Collaborate closely with the global data teams Data expert on investment data points, processes, methodologies, calculations & different fund structures Manage business relationships with fund companies. Connecting with providers & setting up acquisition channels as well as acting as a point of escalation Meet the predetermined production deadlines for internal and external clients Continuously evaluate procedures, create and enhance analytical tools, and implement process improvement projects. Utilize project management methodologies such as LEAN Six Sigma to track, evaluate and determine resolution approach for complex data issues. Collect and maintain Morningstar data, ensuring high levels of data accuracy, completeness and coverage. Demonstrate a high sense of ownership of the issues in the data ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution. Understand roles, responsibilities, and expertise of internal partners to expedite issue resolution. Translate requests from internal clients into detailed written specifications and user stories. Improve and document client use cases to ensure any new functionality meets and exceeds client expectations Who You Are Multilingual Communicator: You are fluent in English and minimum two other languages (such as Spanish, German, French, Dutch, Danish, Swedish, Norwegian, Finnish, Italian, Spanish, Portuguese, The Group : The IWPT Data Platform team at Morningstar is looking for an experienced Software Engineer to lead the development and maintenance of our Investor applications built with Node.js backend and Vue.js frontend. These applications play a crucial role in delivering data for investor and market research articles within their financial systems. The Role : We are looking for a Software Engineer who specializes in full-stack development on modern cloud-based infrastructure to join our team, grow with us, introduce us to new ideas and develop products that empower our users. You will have technical product ownership and responsibility for ensuring process and quality adherence through code reviews, test coverage and overall governance. You will act as the software guardian, owning non-functional requirements, and the quality of the code while addressing technical debt. Every day, you’ll work with team members across disciplines developing products for our clients. You will partner with product owners and designers to understand our domain and create technical solutions that push us forward. You will be a co-owner of the product, responsible for its development and overall quality. Responsibilities : 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 Morningstar is an equal opportunity employer committed to diversity and inclusion. We welcome and encourage applications from all qualified individuals regardless of race, ethnicity, religion, gender, sexual orientation, age, disability, or veteran status. 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. Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less