Role: Lead Quantitative Analyst, Quantitative Research The Group: Morningstar s Quantitative Research Group is an integral part of the Data & Analytics Team with the aim of creating independent investment research and data-driven analytics designed to help investors and Morningstar achieve better outcomes by making better decisions. We utilize statistical rigor and large data sets to inform the methodologies we develop. Our research encompasses hundreds of thousands of securities across a broad range of asset classes, including equities, fixed income, structured credit, and funds. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors interests is the foundation of our company. The Role: As a Lead Quantitative Analyst, you will work in the Calc Services and Portfolio Analytics Group, which is part of the Data & Analytics team dedicated to researching data-intensive products for the investment management industry. Most of the research is integrated into Morningstar s core products (Direct, Advisor Workstation, etc.) and teams such as Morningstar Investment Management, Morningstar Indexes, Morningstar Credit Ratings, Pitchbook, Sustainalytics, etc. The ideal candidate will blend financial knowledge, investment and portfolio construction expertise, quantitative modeling skills, and operational know-how. This position reports to the Manager of Quantitative Research. Responsibilities: Support methodology development, quantitative model builds, and enhancements for core quantitative products and calculations such as Risk Model, Asset Flows Forecast, Quant Ratings, Equity Style Box, Portfolio Construction, etc. The ability to independently lead projects with limited hand-holding by taking ownership of key projects. Drive independent research and publish research papers in asset allocation analysis, portfolio optimization, risk models, ESG, fund flows, etc., using principles of modern portfolio theory and statistics. Leverage new structured and unstructured datasets to build new quantitative frameworks that will help investors make informed decisions. Highly organized and efficient, with the ability to multi-task and meet tight deadlines. Ensure compliance with regulatory and company policies and procedures. Participate in client conversations to understand ongoing investor issues while increasing the reach of Morningstars quantitative offerings. Requirements: 5+ years of relevant investment/quantitative research experience with an emphasis on quantitative finance, mutual fund analysis, asset allocation, and/or portfolio construction. CFA, FRM, CQF, or postgraduate degrees in finance, economics, mathematics, or statistics are preferable. Good experience in developing finance/statistics-based applications using proven technologies such as R, Python, PySpark, and comfort in using Jupyter Notebooks. Understanding of both business and technical requirements, and the ability to serve as a conduit between product, research, technology, and external clients. Knowledge of statistical models (e.g., regression, forecasting, optimization, Monte Carlo simulations, etc.). Experience developing financial engineering/statistical applications on the cloud (AWS). Morningstar is an equal opportunity employer

Job Description: The Team: India finance team is an exciting and challenging place that manages and / or executes the stewardship, control, reporting, tax compliance and decision support functions for the India region. The team touches almost every operational area of the organization with almost every activity translating into financial actions, implications or decision support. A gist of various activities performed by the team: Accounting and validations: Employee compensation – payroll review, cost accruals and costs accounting, Expense accounting, Employee reimbursements, Intercompany cross charge, Monthly and periodic reporting Compliances: Income Tax, including corporate tax, transfer pricing, withholding taxes, and Compliance support to other functions such as secretarial and T&C (other payroll taxes) End to end Payroll processing including employee related statutory compliances (PF/ PT/ ESIC/LWF/S&E etc) Decision support on various organizational options, providing commercial-legal support. Ensuring financial controls and a risk management framework. Dissemination of financial and management information, Budgeting/forecasting,g Banking operations Responsibilities: We are looking to hire an energetic and driven individual with prior experience of handling end-to-end payroll for an organization of around 3000 employees. The goal is to provide a seamless experience to employees from a payroll perspective to ensure timely credit of salaries every month The role will be responsible for a combination of the following activities as assigned from time to time Payroll Assist in payroll processing for Morningstar India Operations by Assisting in preparation and validations of payroll inputs from the HRIS system and the ServiceNow ticketing system. Working with our payroll vendor to make sure that salary processing is done as per set timelines. Resolving employee queries on ServiceNow – our online HR ticketing system – by working closely with other teams. Responsible for conducting the first level of validation of payroll output files to ensure accurate processing of payroll transactions, including salaries, benefits, taxes, and other deductions, including timely full & final settlement of exits. Conduct Monthly Payroll Office Hours to address additional payroll queries, if any. Helping with payroll-related weekly employee induction and ensuring all the employee-related documents pertaining to payroll have been duly updated/ uploaded to the Payroll Vendor systems as needed. Assisting in coordination for year-end payroll processing, along with helping in communications with employees on Investment Proofs. Assist in timely full & final settlement of ex-employees, as per set TAT. Assist in payroll accounting and responsible for uploading all necessary payroll entries in Oracle , maintaining the necessary supporting document trail, preparing GL reconciliation, commenting on variance file, and Blackline reporting. Provide Annual Actuarial Valuation data to the Actuary and Gratuity, Leave, and Sabbatical provisioning. Well-versed with the filing of Quarterly and Annual TDS returns and issuance of Form 16 Working with our Food coupon vendor partner for timely food voucher uploads on the Vendor portal and handling employee queries. Working with our NPS vendor partner for the timely upload of NPS contribution on a monthly basis and handling employee queries. Develop, implement payroll processes to ensure adherence to internal controls, efficiency, and a great employee experience. Drive cross-functional coordination and communications to help achieve seamless payroll processing. Vendor management and timely vendor invoice payment. Compliances: Assist in sending data to labour law consultants for timely payments towards statutory taxes like PF/PT/ESIC/LWF/ Income Tax, and any other statutory payments Ensuring that Monthly registers as required for PF, PT, ESIC & LWF are duly maintained under applicable Labour laws. Coordinating with labour law consultants to ensure the necessary filing of various Labour law forms Assisting in any inspection related to PF, PT, ESIC & LWF Assisting is providing the necessary information as requested by internal and external auditors Responsible for liaising with Government authorities - PF, PT,ESIC, Labour office, etc Requisites: A Bachelor's degree in Human Resources/ Finance with relevant experience in payroll of 4-5 years. Logical, analytical, and process-oriented. Good communication skills. Should be well-versed in advanced Excel, Power BI, and PowerPoint. Organised, result-oriented. Should be a good team player with the ability to collaborate across teams. Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

The Role: At Morningstar, helping investors is what brings us together and drives our work. We are looking for software engineers who specialize in .Net, Javascript and AWS to join our team, grow with us, introduce us to new ideas and develop products that empower our users. This role is with India Managed Portfolios team and You will have product ownership and responsibility for ensuring process and quality adherence through peer reviews, code reviews, test coverage and best practices. You will act as the software guardian, owning non-functional requirements, architectural direction, and the quality of the code while addressing technical debt. Every day, you’ll manage a team and work with team members across disciplines developing products for investors. You’ll interact daily with our product owners/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 Mumbai office. Responsibilities Design & develop web and enterprise solutions to be flexible, scalable & extensible. Enforce good agile practices like test driven development, CI. Hands-on development will be an integral part of the responsibilities. Introduce and follow good development practices, innovative frameworks and technology solutions that help business move faster. Follow best practices like estimation, planning, reporting and improvement brought to processes in everyday work. Participation in full life-cycle system development with teams of developers, analysts, and testers. Be a Role Model to the team to collaborate on well designed applications. Take ownership of the success of the team with a "gets things done" attitude; the ability to understand and leverage new technologies, potentially wearing many hats including business analyst, DBA, QA, and project manager. Help to shape product vision. Requirements 2-3 yrs of hands-on experience in .Net technologies .net core , Asp.Net, C#, MS MVC or Python Strong knowledge on OO design including design patterns & their applicability. Experience on front end technologies. Vue.Js is preferred Very Strong knowledge of databases- complex queries, stored procedure a must. Working knowledge of cloud technologies. AWS is preferred. Understanding of the concepts of CI/CD. Good to have hands on experience with DevOps tools like Jenkins, Docker etc Good to have experience with NO SQL databases like DynamoDb, MongoDB etc Excellent listening, written and verbal communication skills. Leadership qualities. Experience with .Net, Linux, and Tomcat, AWS/cloud technologies as well as experience with full-stack web development. 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

Title – Product Manager Experience: 4 to 8 years Skills required: Business Analysis, Managed products developed using AWS services like S3, API Gateway, Lambda, DynamoDB, Redshift, Stakeholder Management, Backlog Prioritization Job Description The Area: Data Lake is a smart object store on AWS that allows storage and access. The files in Data Lake are stored in raw or unstructured format, as compared to a structured DB, and are accessible to run a variety of analytics as needed on the available data. As a roadmap, Data Lake would be used across Morningstar to store and access all their structured and unstructured data across the teams to make it a single source of information. The Role: We are looking for an experienced, enthusiastic, results-driven individual to help advance our offerings to Morningstar's internal users. The ideal candidate will deeply understand the financial markets and financial data. The candidate should have worked extensively on developing new products and digital propositions from concept through to launch. This business visionary will work with internal partners in Product, Research, and Investment Management to drive innovation in our product offerings. This position is based in our Mumbai office. Responsibilities: Work within an Agile software development framework, develop business requirements and user stories refined and validated with customers and stakeholders, prioritize the backlog queue across multiple projects and workstreams and ensure high-quality execution working with development and business analyst squad members. Work with external and internal project stakeholders to define and document project scope, plan product phases/ versions, Minimum Viable Product, and overall product deliveries Work with other product and capability owners from across the organization to develop a product integration vision that supports and advances their business goals Work with cross-functional leaders to determine technology, design, and project management resource requirements to execute and deliver on commitments. Proactively communicate project delivery risks to key stakeholders to ensure timely deliverables Own the tactical roadmap, requirements, and product development lifecycle for a squad to deliver high-performing Enterprise Components to our end clients Understand business, operations, and technology requirements, serving as a conduit between stakeholders, operations, and technology teams Defines and tracks key performance indicators (KPIs) and measurements of product success. Requirements: Candidates must have a minimum of a bachelor`s degree with excellent academic credentials. MBA highly desired. At least five years of business experience in the financial services industry. Candidates must have domain expertise, particularly in developing products using the AWS platform. Superior business judgment; analytical, planning, and decision-making skills; in addition, to exemplary communication and presentation abilities. An action-oriented individual possessing an entrepreneurial mindset. Demonstrated ability to lead and build the capabilities of a driven and diverse team. Able to thrive in a fast-paced work environment, exhibit a passion for innovation, and harbor a genuine belief in, and acceptance of Morningstar`s core values. Ability to develop strong internal and external partnerships; and work effectively across different business and functional areas. AWS Certification is a big plus 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

Job Description Position Title: Automation QA 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 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

Position Title: Automation QA 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 Java and 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. Job Details Job Posting Title: QA Automation Engineer Job Profile: QA Automation Engineer (TB) Job Description Summary 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. 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 2 to 3 years in Quality Assurance and Testing with relevant hands on experience in Automation Strong experience in Manual & Automated Testing of web-based application Expert in UI Automation using tools like Selenium Web driver, Automation framework development with HANDS-ON. Experience in Manual & Automation Testing of API’s using RESTAssured. Experience using SQL with regards to writing and understanding queries and procedures Used Java or 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. Mandatory Skill: Very good hands-on and good knowledge of Automation using Selenium Web driver. Experience in Manual & Automation Testing of API’s using RESTAssured. Exposure to test management and bug tracking tool (like ALM, Testrail, JIRA or others), Agile methodologies. EOE Statement: 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

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

Job Description Position Title: Automation QA 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 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

Job Description Summary 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. 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 2 to 3 years in Quality Assurance and Testing with relevant hands on experience in Automation Strong experience in Manual & Automated Testing of web-based application. Expert in UI Automation using tools like Selenium Web driver, Automation framework development with HANDS-ON. Experience in Manual & Automation Testing of API’s using RESTAssured. Experience using SQL with regards to writing and understanding queries and procedures. Used Java as programming language. 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. Mandatory Skills: Very good hands-on and good knowledge of Automation using Selenium Web driver. Hands-on experience in Java as programming language. Experience in Manual & Automation Testing of API’s using RESTAssured. Exposure to test management and bug tracking tool (like Testrail, JIRA or others), Agile methodologies. EOE Statement: Morningstar is an equal opportunity employer 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

Job Title - TL/ATL Shift: US : Responsibilities : Assist in managing and developing a team of 10+ Data Research Analysts by providing clear direction, establishing SMART goals, and optimizing resource allocation for processes/projects. Working closely with multiple global teams and across various functions. Participate regularly in global calls and meetings. Assist the team to identify and eliminate roadblocks by partnering with technology teams and other database teams. Should be able to research complex projects leading to actionable recommendations and solutions. Fair product knowledge, both upstream and downstream. Assist in promoting LEAN Six Sigma tools and methodologies as an analyst framework for assessing the root cause of issues and improving processes. Ensure appropriate methods and techniques to improve and maintain the highest quality standards in the data collected by the team. Acts as main point of contact/manager for his or her entire team for all questions, comments and concerns. Tracks, measures and reports on agreed daily, monthly and quarterly metrics to all stakeholders. Provides coaching and training to team members as appropriate and according to the specific needs of the individual and the group. Identifies areas for improvement across the team and proactively takes steps to improve upon these weaknesses by offering ideas for individual and group training and conducting or arranging individual and group training sessions as appropriate. Sets goals and priorities for the individuals in the team in consultation with the Global Process Owner, MID Data Leaders and Global Data Director. Effectively motivates and rewards the team insuring good overall morale. Conducts performance reviews of each team member and explains/sets career development paths and opportunities for team members. Monitors Data Research Analysts availability to guarantee minimum staffing requirements are met/exceeded. Daily Job Responsibilities/Deliverables: Hold sessions with the team to communicate any changes, issues, procedures or reminders. Communicate any questions, issues or recommendations with regards to process, workflow, technology, methodology, team morale etc. to stakeholders. Operational matters. Accept/reject leave requests. Arrange for job shifts based on daily staffing requirements. Provide floor support by answering questions, solving issues that come up throughout the day and observing the dynamics of the team. Monitor production and quality for all Data Research Analysts onsite. Ensure adequate engagement levels of the staff to drive business results. Competencies Attention to Detail Methodical Problem-Solving Skills. Analytical (Must be able to interpret data and analytics in an operations environment). Excellent Organization Skills (Email, Task Management, Follow-up). Self-Motivated. Ability to Motivate and Build Relationships with Others. Ability to Both Take and Give Direction & Criticism. Willing and excited about working with and developing Team Members. Goal Oriented. Honesty & Integrity. Requirements : Bachelor/Master’s degree in finance/business with an exceptional academic record. Professional degree (CA, CA-Inter, ICWA, ICWA-Inter) preferred. 5+ years of professional work experience at various levels of seniority. Strong people and project management skills. Ability to effectively communicate with local and international teams. Proven experience optimizing processes. Eager and ready to work in a high-performance culture. Ability to take calls early or late nights once or twice a week based on the requirements. Prior experience leading teams of 10+ people will be an additional advantage. Demonstrated ability to develop talent. Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

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 Show more Show less

Job Description: Data Solutions Specialist The Role: Morningstar offers market data for more than 14 million global instruments including equities, futures, options, commodities, and precious metals on every major exchange worldwide. Brokerage firms, banks, and other institutions power their systems with our tailored data feeds or monitor relevant trading movements using our market data application. The Customer Support Representative will work as part of our dynamic global support team supporting the market data business. Covering one of three shifts that cover from 7am to 6pm, the Customer Support Representative will provide assistance and support to our clients globally. Responsibilities: Provide customer support to all incoming client queries during your shift. Understanding of financial data and global stock exchanges Deliver outstanding customer service by responding to and efficiently resolving client issues and requests. Investigate thoroughly all incoming queries and escalate to your team leader where necessary. Work with Senior staff to provide dedicated and specialist support to key clients. Document all actions in CRM (Salesforce) and create escalations for other teams in Jira. Provide regular follow-up to clients on all outstanding queries. Assist with creating documentation and knowledge sharing. Actively contribute to process improvement project work. Requirements Excellent written and oral communication, with excellent interpersonal skills. Excellent client service skills with a proactive approach, in order to take ownership of issues as they arise. Fast learner, self-starter, flexible and proven ability to work in a demanding environment with strong multi-tasking skills. Strong problem solving and analytical skills with high attention to detail, and excellent time management. Good understanding of market data or 1-2 years’ experience in a similar field, working with larger quantities of data. Bachelor’s degree or similar qualification in a technical or financial discipline. 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

Job Description Title: Senior Software Engineer Location: Vashi, Navi Mumbai Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. 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 documentation Own and be responsible for defects e2e through to being implemented into production Participate 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.

Job Description The Role: This Support engineer role covers level 2 technical Support for all Morningstar applications, products and services and therefore requires both a structured service mindset together with strong technical focus. This role requires you to investigate, troubleshoot and drive issues to successful resolution in accordance with outlined service level agreements while actively communicating with various stakeholders and internal teams. Proactive monitoring, management and troubleshooting of business critical and operational processes is also an important aspect of this role. The ideal candidate is a self-starter who understands technology operations and prides in delivering exceptional customer service to Morningstar s clients by quickly and accurately diagnosing problems and coming up with quick solutions. This is a fantastic growth opportunity for service minded individuals with a knack for software development to gain a wealth of experience on a broad range of technologies with a potential to transition into a high performing development team at Morningstar and be part of a global company. This position is based in our Mumbai Office. Responsibilities + Perform monitoring, intake, troubleshooting of reported application & product issues. + Facilitate and demonstrate accountability for technical problems until resolution. + Coordinate & undertake releases for bug fixes with the technology team members. + Mobilize fast response & resolution of production/client issues in co-ordination with Client Services, Operations, Product and Technology Teams. + Suggest & coordinate system enhancements and improvements through active feedback and co-ordination with product & development teams on repeat issues affecting production systems. + Ensure outlined Service level agreements are understood and met. + Become an expert on Morningstar methodology, functionality, and product features via various channels and programs. + Collaborate with Morningstar s operations, development and product teams to resolve client issues in a timely manner and actively support the institutional & retail client base. + Contribute to service improvement initiatives, and other related projects as needed. + Communicate customer/product feedback to the Operations & Development teams. Requirements + Bachelor s degree. + 3-5 years of full-time work experience in a technical support role + Hands-on experience/working knowledge of following technologies: - Amazon Webservices toolset - Java on Linux platform (Highly desirable) - C#.NET on Windows platform (desirable) - Javascript, XML, XSL, JSON, jQuery, LinQ, Spring (Desirable) - T-SQL/SQL Server - Linux operating system from an application investigation/troubleshooting perspective + Experience troubleshooting & supporting applications in a production environment. + Financial industry background or interest preferred. + Ability to understand and convey client business requirements to Operations, Product & Development teams. + Ability to integrate into a team and work well with others + Good written and oral communication skills in English. + Ability to perform under tight deadlines. + Ability to adapt to different situations and thrive in a challenging, fast-paced environment + Experience with Agile methodologies such as Extreme Programming (XP) and Scrum + Can-do attitude with good multi-tasking skills. Morningstar is an equal opportunity employer

As a Site Reliability (SRE)/DevOps Engineer on our data and analytics team, you will work on the availability, automation, performance, efficiency, scaling, monitoring and emergency response of the core systems that store data at Morningstar. You build deep understanding of platforms, architecture, people, systems, and processes to both establish and continuously improve SLIs and SLOs for uptime, performance, deployment, monitoring, and troubleshooting. Your Day to Day: Maintain and support the product and data systems: proactively monitor events, investigate issues, analyze solutions, and drive problems through to resolution. Develop tools and reporting as needed by projects and operations. Work with products to define application hardening and define opportunities for chaos engineering. Use operational tools and monitoring platforms to gain in-depth knowledge, understanding, and ongoing monitoring of system availability, performance, and capacity. Implement alerting strategy that makes alerts actionable and unique. Provide follow-through to ensure issues are resolved to satisfaction Contribute to continuous improvement and innovation within the team. A sense of ownership, initiative and drive. Basic Qualifications: Bachelors degree or higher with some experience in a technical support role. You have been working in technology for 0 - 2 years Responsibilities: 1st level of support for data triage/issues Support for other teamz - all data consumers Review data logs, manifests, track lineage of data changes. Identify causes of data changes, report out to owners of that change. Understand event framework and triage events in audit DB Access Management Include entitlement access (EAMS) Release management - deployment check lists Support for data lake releases, dashboard changes, etc Coordinate with Data Lake DevOps in Mumbai around releases Event and Incident management - Alerts and Incidents RCA like contributions, why did this data move? Do we need to make changes to the pipes, qc checks, etc Incident commander for P1/P2 incidents Drive continuous improvement by assessing trend of metrics such as MTTA, MTTR Monitoring, data thresholds/coverage checks Building and monitoring dashboards, alerts. Contribute to the mechanical testing of changes (row count, nulls, break schema, etc) Help with deep integration with QC framework Ops readiness check lists Ensure to follow standards, architecture diagrams, dataset catalog, data contract, logging standards etc Dashboards for data status, workflow status for all data movements in all zones Etleap will be building some dashboards out; we'll need to understand and outline any overlap here Tools for data view for troubleshooting purposes like XOI viewer Same as above Ad-hoc operations project coordination Server maintenance, upgrade Application and server log management Disaster recovery plan and event Security event and patching Preferred Qualifications: Experience in Python, other scripting languages Experience with AWS: S3, SNS, SQS, DynamoDB, Glue, Lake Formation, Spark, SQL Experience with Linux, Parquet, Avro and ORC formats Knowledge of monitoring tools and strategy: VictorOps, New Relic, CloudWatch, Splunk ideally Experience running incident post-mortems Understanding of automated deployment processes leveraging Terraform, Jenkins You have been working in technology for 0-2 years Please include a cover letter describing your passion for engineering operations and participating in building efficient, reliable systems

As a Senior Data Research Analyst , you will be responsible for acquiring and validating portfolio holdings data from various vendor sources. Your core responsibilities will involve standardizing this data into agreed formats using internal collection tools and resolving exceptions through thorough validation processes. Working within the Portfolio Data Team, your role will focus on ensuring the accuracy and completeness of portfolio information, which is critical for downstream analytics and reporting. You will collaborate closely with leadership and cross-functional teams to support strategic goals, enhance operational performance, and contribute to the achievement of key KPIs. 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.

The Role : In this role, you will collaborate with Team Leader, Scrum Master, data analysts, and developers to build technology solutions for Morningstar platforms. You should have hands on experience on Core Java and Python. Also, you should have experience in component-based architectures and create scalable, flexible technical solutions. You would create new components, support existing systems, study their enterprise complexities and develop/implement better systems with modern software development practices. Developing good understanding of existing systems on other platforms and its database is a beginning step. Responsibilities : Design, develop, and maintain scalable ETL pipelines for data extraction, transformation, and loading. Write efficient SQL queries and stored procedures to manage and manipulate large datasets in SQL Server. Implement data validation and integrity checks to ensure accuracy across all pipelines. Collaborate with business stakeholders and business analysts to deliver data solutions that support business goals. Work with Python to automate data workflows and integrate with third-party systems. Optimize data pipelines for performance, scalability, and cost-efficiency. Troubleshoot, debug, and resolve issues related to data processing. Leverage AWS services for cloud-based ETL processes (e.g., S3, Lambda, Glue) and storage solutions. Collaborate in an agile environment with product managers, data analysts, and engineering teams. Must Have Skills: These are the most important skills, qualities, etc. that we’d like for this role. 3-5 years of experience in Data Engineering or related field. Proficiency in Python for building data pipelines and automation scripts. Strong experience with SQL Server including complex queries, stored procedures, and optimization techniques. Expertise in ETL processes and data modeling. Knowledge of version control and CI/CD pipelines for data projects. Good to have – Java, Spring and MongoDB Qualifications : Bachelor’s degree in computer science, Information Technology, or a related field. Strong analytical and problem-solving skills. Good communication and teamwork abilities. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

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

T he Area: Morningstar is a leading global provider of independent investment insights. Our core competencies are data, research, and design, and we employ each of these to create products that clearly convey complex investment information. Our mission is to empower investor success and everything we do at Morningstar is in the service of the investor. Reporting to the Audit Committee of the Board of Directors, the purpose of the Global Audit and Assurance (GAA) function is to strengthen Morningstar’s ability to create, protect, and sustain value by providing the Company with organizationally independent, risk-based, and objective assurance and consulting services to evaluate and improve Morningstar’s governance, risk management and control processes. The Role: Morningstar’s GAA function seeks a highly motivated Senior Internal Auditor who thrives on new experiences and challenges. As a Senior Internal Auditor, you will play an integral role in evaluating the company’s business and information technology processes and effectiveness of internal controls. You will have the opportunity to work on a variety of operational, compliance, financial, and information technology reviews as well as evaluate the effectiveness of internal controls over external financial reporting as part of the company’s Sarbanes-Oxley Section 404 compliance activities. Based in Mumbai, the Senior Internal Auditor may be required to travel to a number of domestic and international locations in support of our annual internal audit plan. You will work closely with all levels of management across the organization, recommending changes to strengthen controls for increased efficiencies and reduced risks. The Senior Internal Auditor will have the opportunity to utilize and reference world-class audit tools and audit methodologies in the performance of his or her duties. Key Responsibilities Planning and execution of financial, operational, compliance; and information technology related reviews. Perform walkthroughs of complex business and information technology processes and test the design and effectiveness of internal controls. Execute audit procedures in accordance with audit objectives and document work in accordance with professional standards. Preparation of observations and recommendations for corrective action and documentation of work Effectively apply the COSO internal control framework, COBIT IT governance framework, IIA Global Internal Audit Standards and US GAAP accounting principles. Assist audit management with the execution of continuous risk assessment and audit plan development. Serve as an independent advisor and business partner with management. Requirements Action-oriented, self-starter with strong verbal and written communication skills. Comfortable working both independently or in teams and working within a complex environment. Ability to diagnose problems, determine root causes, and recommend solutions to complex challenges. Undergraduate degree in accounting, business, information technology, management information systems, or a related field. Minimum of 5 years of internal or external audit experience. Experience in working for a Big 4 or Tier-Two public accounting firm highly preferred. Experience in performing data analytics and using data extraction and analysis software Professional accreditation (e.g., CIA, CPA, CISA) highly preferred. Understanding of the technical aspects of accounting and financial reporting. Experience in performing multiple projects and working with varying team members. Flexibility/ adaptability to work a non-standard schedule as needed to accommodate various time zones where some process owners are located. Willingness to travel to domestic and international offices. Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

The Role : In this role, you will collaborate with Team Leader, Scrum Master, data analysts, and developers to build technology solutions for Morningstar platforms. You should have hands on experience on Core Java and Python. Also, you should have experience in component-based architectures and create scalable, flexible technical solutions. You would create new components, support existing systems, study their enterprise complexities and develop/implement better systems with modern software development practices. Developing good understanding of existing systems on other platforms and its database is a beginning step. Responsibilities : Design, develop, and maintain scalable ETL pipelines for data extraction, transformation, and loading. Write efficient SQL queries and stored procedures to manage and manipulate large datasets in SQL Server. Implement data validation and integrity checks to ensure accuracy across all pipelines. Collaborate with business stakeholders and business analysts to deliver data solutions that support business goals. Work with Python to automate data workflows and integrate with third-party systems. Optimize data pipelines for performance, scalability, and cost-efficiency. Troubleshoot, debug, and resolve issues related to data processing. Leverage AWS services for cloud-based ETL processes (e.g., S3, Lambda, Glue) and storage solutions. Collaborate in an agile environment with product managers, data analysts, and engineering teams. Must Have Skills: These are the most important skills, qualities, etc. that we’d like for this role. 3-5 years of experience in Data Engineering or related field. Proficiency in Python for building data pipelines and automation scripts. Strong experience with SQL Server including complex queries, stored procedures, and optimization techniques. Expertise in ETL processes and data modeling. Knowledge of version control and CI/CD pipelines for data projects. Good to have – Java, Spring and MongoDB Qualifications : Bachelor’s degree in computer science, Information Technology, or a related field. Strong analytical and problem-solving skills. Good communication and teamwork abilities. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity