271 Morningstar Jobs - Page 10

Fund Accounting Specialist Jobs Experience Requirements. Our companies are growing rapidly and are searching for experienced candidates for the position of fund accounting specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent. Qualifications For Fund Accounting Specialist. Ability / willingness to work weekends where required to facilitate incident / crisis processing Masters Degree (finance or accounting preferable) Frame of mind focused on productivity Support initiatives for continuous improvement and efficiency in the end to end operations model Be responsible for the delivery of the report and accounts to clients/auditors Minimum five years documented professional experience in investment fund company or Big4 with exposure to Investors taxation Job Responsibilities for fund accounting specialist. Ensure BAU SLA standards and procedures are adhered to Proactive identification of data issues and exceptions, timely resolution to preserve delivery to clients and key stakeholders Communicate with external data vendor (such as Morningstar) for data enrichment, cleansing and testing Work closely with technology teams and external vendors on data clean up and issues resolution Plan and execute user acceptance test Support project manager on other data cleansing exercises Support onboarding activities Prepare journal entry directives, including support, to instruct the fund administration team on investment and fund related journal entries Month-end/quarter-end general ledger close activities such as review of equity pickup entries, AR/AP schedules, and investment balances Assist in the preparation of monthly foreign currency and hedge analysis. This job is provided by Shine.com Show more Show less

Job Requirements Job Requirements Role/Job Title: Senior Service Relationship Manager Business: Retail Banking Function/ Department: Retail Liabilities Place of work: Hyderabad Roles & Responsibilities 'Application processing for various Products like Mutual Funds, bonds, PMS, AIF, Insurance etc , MIS Preparation for the Sales Numbers of the Wealth Managers. Business reportings in the Sytem. Ensuring Zero rejections in the application Processing.Preparation of Portfolio reports and also Morningstar reports for customer portfolio reviews. Ensuring Mandatory NISM and IRDA Certifications to all Wealth Managers. Compliance to rules and regulations of bank. Secondary Responsibilities 'Ensuring and monitoring the work assigned to Associate SRM, Service RM's performed with due Diligence. Monitoring the validity of the wealth managers NISM, IRDA certifications on monthly basis. Checking the transaction registers, transaction Filings, Risk Profiling of clients on Weekly basis. Efficient MIS maintainance and also providing necessary Data to Wealth managers and Team Leaders. Co-ordination with the Central team on various quiries and resolving them. Managerial & Leadership Responsibilities 'Should Ensure the service/operations Team will deliver Efficient seervices to clients and the necessary sales support to Wealth managers Key Success Metrics Efficient MIS Preparation. Zero Rejections / NIL FTNR in the Investment Application Processings, Efficient Client Service Following all Processes of bank and ensuring that work is done as per Process Show more Show less

Team Lead/Asst. Team Lead, Client Service - Mumbai - ESG The Group: The Client Service group is the face of Morningstar post sales. The individuals in this group work towards enabling our clients to efficiently use our products that provide high-quality data, independent research, and technological expertise through well-designed products. The group collaborates with Product Development, Product Management, Customer Succes, Implementation and Sales teams to build an excellent client service model, ensuring clients best-in-class experience using our products to achieve their goals. The Role : Morningstar seeks a Product Consultant to join our Global Client Support team 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. Key Responsibilities Manage the day to day running of the regional support team to ensure all incoming cases are answered within the prescribed SLA’s. Lead the individuals in the region, this includes, but not limited to identifying personal development, training and assisting with recruitment. Assist with the management of the individual’s case queues within the region ensuring prompt and accurate responses to clients. Handle all customer escalations from your team and ensure that these are promptly escalated to the appropriate department, with all relevant information for an efficient investigation / resolution. Promote knowledge sharing within both the local team and the wider global support team. Ensure all cases for your region are correctly documented in CRM. Provide regular reporting and quality reviews on your local team. Holding regular review meetings with Tier one clients to ensure they are not experiencing ongoing issues or concerns, suggesting solutions where necessary to ensure they continue to get the best from our products. Oversee the creation of documentation and knowledge sharing with local time. Assign and align tasks of the team to meet the strategy of the department. Collaborate with Implementation Manager to handover all newly onboarded clients. Qualifications Excellent organisation and time management skills. Ability to lead and effectively manage a team. Excellent written and oral communication, with excellent interpersonal skills. Excellent client service skills with a proactive approach and take ownership of issues as they arise. Proven ability to work in a demanding environment with strong multi-tasking skills. Excellent understanding of ESG or experience in a similar field, working with larger quantities of data. Undergraduate degree in a related discipline (business, finance, environment, and/or social sciences). With some experience in the ESG domain is a must. 1-3 years of relevant work experience, especially related to ESG 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

At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements. Come join us in delivering better outcomes for our clients around the world! The Investment Risk Team's primary function is to provide the second line of defense for Investment Risk. We are looking for an Investment Risk Manager to join the Investment Risk Team in India. The primary function of this position is to assess daily derivative usage and liquidity across FT funds, leverage the technical skills to enhance the team's data analytics capabilities. The candidate is expected to achieve Business Intelligence and Engineering by understanding existing internal tools and data warehouses and to identify data quality and reliability improvements and to establish best practices. What are the ongoing responsibilities of this position? Identify, monitor, and communicate issues related to regulatory risks. Leverage the technical skills to enhance the team's data analytics capabilities. Assess daily derivative usage and liquidity across FT funds Identify, reconcile and resolve data issues related to derivative and liquidity calculation. Assess and analyse the accuracy and quality of the underlying data and provide commentary for the risk trends. Design, develop, test, automate, and launch new dashboards and reporting solutions across the Regulatory risk team Ensure reports are delivered to the appropriate client(s) and/or provided via automated processes to downstream systems by the agreed upon date Create and run standard reports and queries Review automated validation controls and complete issue resolution process Respond to ad-hoc requests for portfolio risk statistic information, and perform ad hoc analyses, such as stress tests, sensitivity or hedging analysis given various market conditions Ensure client requirements understood during product launch and account on-boarding and internal systems/processes are updated support requirements Remain current on portfolio and market risk related trends, topics, issues, systems and analytical techniques What qualifications, skills and experience would help someone to be successful? Bachelor’s degree (Master’s preferred) in finance, Computer Science, Mathematics or other quantitative discipline CFA or FRM designation preferred. 5 - 10 years relevant work experience in the Mutual Fund/Financial Services Industry Experience with global regulatory rules including 18f4, SEC 22e-4 and UCITS liquidity requirements. Experience with VaR and other risk metrics Experience in programming languages, preferably VBA or R/Python, Power BI, Tableau or other data visualization tools Experience in SQL experience for data extraction, manipulation and analyses; including complex joins. Experience using financial/risk application/software, Bloomberg, MSCI Barra Risk Model, FactSet, and Morningstar Knowledge of statistical calculations, financial instruments and markets, GIPS Composite Strong verbal and written communications skills Strong attention to details and excellent analytical skills Ability to work independently, perform mathematical calculations (or analysis and to exercise independent judgment consistent with department guidelines Ability to organize and prioritize workflow and to coordinate the work of others Ability to maintain updated knowledge of procedures, products and activities of assigned area Ability to accurately proofread documents and work under pressure, and the ability to perform multiple tasks in a fast-paced, team environment. Job Level - Individual Contributor Work Shift Timings - 2:00 PM – 11:00 PM IST Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. Hear more from our employees By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered. Highlights Of Our Benefits Include Professional development growth opportunities through in-house classes and over 150 Web-based training courses An educational assistance program to financially help employees seeking continuing education Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents) Life insurance for protection of employees’ families Personal accident insurance for protection of employees and their families Personal loan assistance Employee Stock Investment Plan (ESIP) 12 weeks Paternity leave Onsite fitness center, recreation center, and cafeteria Transport facility Child day care facility for women employees Cricket grounds and gymnasium Library Health Center with doctor availability HDFC ATM on the campus Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response. Show more Show less

RMBS Structured Finance (SF) Analyst (Mumbai) 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 : DBRS Morningstar RMBS team is looking for candidate with good problem-solving skills and analytical thinking in the securitization space with experience in the credit rating process and basic understanding of SQL/VBA. Knowledge on Python is a plus. This role will provide unique opportunities for mastering the key aspects of our credit ratings business including in-depth collateral and deal analysis. This candidate will also be responsible for conducting quantitative and qualitative analysis on the underlying loans and properties that collateralize Residential Mortgage-Backed Securities transactions. In addition, will assist other analysts with collateral pool analysis; running cashflows & sensitivity analysis; assist with special projects/initiatives, research as needed. Responsibilities: 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. Morningstar DBRS is an equal opportunity employer. About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entity Show more Show less

The Role: The Associate 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 Managers 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 will be, together with MID Data Managers, accountable for ensuring and improving the performance, productivity and efficiency of the teams and the delivery of the operational performance KPIs and, team engagement, morale, and supporting the build for growth ladders of members. Responsibilities: Assist in managing and developing a team of 7 or more 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 Manager 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 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. 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 Overview As a Sr QA Automation Engineer within the Product organization, you will play a critical role in ensuring the quality, reliability, and performance of the backend services that power the PitchBook collection platform. You will be instrumental in building robust test frameworks, automated test suites, and quality assurance strategies that support the delivery of exceptional solutions used by thousands of PitchBook customers every day. You will leverage your deep understanding of software testing principles and backend systems to design and implement scalable, maintainable, and efficient test automation. Your strong analytical skills will help you break down complex systems into testable components, identify edge cases, and proactively detect potential issues before they reach production. You will collaborate closely with developers, product managers, and other stakeholders across the organization to define quality standards, influence design for testability, and ensure that testing is integrated seamlessly into the development lifecycle. Your ability to communicate clearly and adapt your approach based on your audience will be key to driving quality initiatives and fostering a culture of excellence. As an experienced member of the team, you will also mentor junior engineers, share best practices, and contribute to the continuous improvement of our testing infrastructure and processes. You bring a growth mindset, are open to feedback, and are passionate about building a culture of collaboration, innovation, and purpose. If you are driven by quality, love solving complex problems, and thrive in a fast-paced, customer-focused environment, we’d love to have you on our team! Team Overview The PitchBook Collection teams are a set of stream-aligned teams that own the services and tools which enable all data collections activities for thousands of data researchers across PitchBook and our parent company Morningstar. We strive to get data and insights from source to end consumer, with as little manual interaction and friction as possible Skills And Qualifications Overall experience of 6+ years in Quality Assurance and Testing with relevant 4-5 years hands on experience in Automation Strong experience in Automated Testing of Enterprise Class and Financial application and web portals Expert in UI Automation using tools like Selenium web driver, Automation framework development with HANDS-ON Proficient in Java and Javascipt as programming language Expert in API testing (manual and automation) using Rest Assured frameworks and Ready API Exposure and know-how of performance testing and security testing tools Knowledge of AWS / Cloud needed. Knowledge on POSTMAN with hands-on experience. 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 using AI Tools Should be self starter, lead and self contributing to the QA team to build robust and flexible Automated Testing Framework Helps QA community to learn Automation, impart necessary technical knowledge Hands-on current experience authoring, building and adopting large scale, cross-functional automation frameworks with well-balanced coverage across back-end integration, database levels, UI. Integrate test automation into CI/CD process and instrument full SDLC automation, specifically cloud testing execution, reporting tools such as ALM, Jira Improve process and quality via test and process automation: defining right strategy and technology based on process and architecture assessment by engaging different roles and stakeholders Deep practical experience with cutting edge tools for Web, Mobile, Desktop, DB and Web-service testing (Selenium, SoapUI, etc.) Experience using SQL with regard to writing and understanding queries and procedures Responsibilities Define and establish automation strategy and process Understand complex nature of the application and come up with the automation testing framework Should understand the requirement, design and develop the automation test cases Take ownership of QA requirements and provide testing guidance to the technology team Should also work as Individual Contributor Lead and coordinate the application enhancement and tech ops testing activities with technology and business teams Participate in team communication and collaborate in planning activities, including stand-ups, iteration planning meetings (IPM), and retrospectives. Manage and communicate regular updates on project status (e.g., work completed, work in progress, next steps, risks, quality, KPIs, and costs) to stakeholders, peers, Product managers, and others. Mandatory Skills: Very good hands-on and good knowledge of API testing, RestAssured. Framework Development, Automation using Selenium Web driver, Exposure to test management and bug tracking tool (like ALM, Testrail, JIRA or others), Agile methodologies. 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

Track markets, execute trades, research opportunities, generate client reports, and uphold FINRA/SEC compliance while servicing sophisticated portfolios. Commercial Software – Bloomberg Terminal, MetaTrader 5, Thinkorswim, E*TRADE Pro, Morningstar Advisor Workstation, Salesforce, HubSpot, FINRA Gateway, Power BI. Show more Show less

The Role: This Support engineer role covers level 2 technical Support for all Morningstar Australasia applications, products and services and therefore requires both a structured service mindset together with strong technical focus. This role requires you to investigate, troubleshoot and drive issues to successful resolution in accordance with outlined service level agreements while actively communicating with various stakeholders and internal teams. Proactive monitoring, management and troubleshooting of business critical and operational processes is also an important aspect of this role. The ideal candidate is a self-starter who understands technology operations and prides in delivering exceptional customer service to Morningstar’s clients by quickly and accurately diagnosing problems and coming up with quick solutions. This is a fantastic growth opportunity for service minded individuals with a knack for software development to gain a wealth of experience on a broad range of technologies with a potential to transition into a high performing development team at Morningstar and be part of a global company. This position is based in our Mumbai Office. Responsibilities Perform monitoring, intake, troubleshooting of reported application & product issues. Facilitate and demonstrate accountability for technical problems until resolution. Coordinate & undertake releases for bug fixes with the technology team members. Mobilize fast response & resolution of production/client issues in co-ordination with Client Services, Operations, Product and Technology Teams. +Suggest & coordinate system enhancements and improvements through active feedback and co-ordination with product & development teams on repeat issues affecting production systems. Ensure outlined Service level agreements are understood and met. Become an expert on Morningstar methodology, functionality, and product features via various channels and programs. Collaborate with Morningstar’s operations, development and product teams to resolve client issues in a timely manner and actively support the institutional & retail client base. Contribute to service improvement initiatives, and other related projects as needed. Communicate customer/product feedback to the Operations & Development teams. Requirements Bachelor’s degree. 3-5 years of full-time work experience in a technical support role Hands-on experience/working knowledge of following technologies: Amazon Webservices toolset Java on Linux platform (Highly desirable) C#.NET on Windows platform (desirable) Javascript, XML, XSL, JSON, jQuery, LinQ, Spring (Desirable) T-SQL/SQL Server Linux operating system from an application investigation/troubleshooting perspective Experience troubleshooting & supporting applications in a production environment. Financial industry background or interest preferred. Ability to understand and convey client business requirements to Operations, Product & Development teams. Ability to integrate into a team and work well with others Good written and oral communication skills in English. Ability to perform under tight deadlines. Ability to adapt to different situations and thrive in a challenging, fast-paced environment Experience with Agile methodologies such as Extreme Programming (XP) and Scrum Can-do attitude with good multi-tasking skills. Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

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 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. Show more Show less

Job Description : Principle Software Engineer Years of Experience : 9 to 15 Years Must Have Skills Hands-on in Java 8 plus versions, Adv Java, Spring Boot, MVC etc. Strong knowledge and hands-on on micro-services based architecture. Very Strong knowledge of databases and hands on MS SQL/MySQL/PostgreSQL Experience with building REST based APIs. Well verse with DevOps practices Good To Have Skills Machine Learning knowledge. No SQL knowledge Currently Used Keywords : Java-8, Spring Boot, MVC, Microservices, RESTful APIs, AWS, ECS, EC2, S3 and Lambda, : Design & develop web and enterprise solutions to be flexible, scalable & extensible. Improve complex data flow, data structures and db design to move to next platform. Enforce good agile practices like test driven development, Continuous Integration. Hands-on development will be an integral part of the responsibilities. Develop areas of continuous and automated deployment. 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 every day work. Analyses and reviews system requirements. Uses requirement and other design documents to gain overall understanding of the functionality of the new or enhanced application. Participate actively in the design, architecture and build phases, to aim at producing high quality deliverables. Provide recommendations on product and development environment : These are the most important skills, qualities, etc. that wed like for this role. Minimum 10 Years of experience Bachelor Engineering, or equivalent. Hands-on in Java 8 plus versions, Adv Java, Spring Boot, MVC etc. Strong knowledge and hands-on on micro-services based architecture. Very Strong knowledge of databases and hands on MS SQL/MySQL/PostgreSQL Experience with building REST based APIs. Well verse with DevOps practices Working knowledge of docker, containerization Experience in analysis, design, coding and implementation of large-scale, n-tier Java based platforms. Knowledge of any JavaScript framework like Vue, Angular JS (version >2)/ NodeJS etc. Be aware of activity in the open source world. Contributing back to open source is a big plus. Distributed computing, with experience in cloud computing (Amazon Web Services platform and associated technologies) Experience with modern development practices in areas of Product design, Requirement Analysis, Test Driven Development, Automation & Unit Testing, in a product development environment. Excellent listening, written and verbal communication skills. Good To Have Machine Learning knowledge. No SQL knowledge Exposure to Capital Market domain preferred (Indexes, Equity etc.) EOE Statement : Morningstar is an equal opportunity employer. (ref:hirist.tech) Show more Show less

Description The incumbent should be able to: Undertake rigorous research, assimilate data from multiple sources, and write quality research reports. Conduct virtual/on-site interviews with portfolio managers and senior investment team members of third-party asset managers. Work and communicate effectively in a multi-cultural team, engage in idea-sharing / constructive debates to express investment conviction. Keep track of the developments in various asset classes/markets/economy and hold discussions with various stakeholders within the firm. Performing attribution and style analysis, conducting competitive research, and analyzing portfolios. Work with multiple stakeholders, both on business and technology side and ability to work in ad-hoc projects (technology or/and business driven). Be a key team player by actively participating in investment committee debates and discussions and communicating views on economy/asset classes/ portfolios under one’s coverage. Educational Qualification MBA finance or equivalent Post Graduation specialized in Finance. Added Advantage CFA/CAIA charter holders or program candidates with any or all the levels cleared. Academic projects done in the field of mutual funds/equity research/ portfolio management etc. Ability to undertake data analytics using MS Excel, previous experience in working on databases like Morningstar Direct. Experience Senior Investment Analyst: 3-5 years of Investment Research experience in Equity markets at fund research or asset class level. Should have excellent communication skills, both verbal and written, to actively engage with US fund managers and internal stakeholders during research meetings. Should have a flair for writing. Previous academic experience in writing research and investment reports would be desirable. Show more Show less

Job Reference # 317050BR Job Type Full Time Your role Do you have interest in developing and managing wealth management products? Do you enjoying researching on fund managers & investment strategies? Are you accustomed to juggling multiple stakeholders and topics at once, with a keen interest in financial markets? We are looking people for multiple roles to: Support our Product & Portfolio Managers and Funds specialist to develop and manage Investment Products Work with on-shore specialists to drive sales effort via enhanced pre- and after-sales services Observe trends, formulate and assess product ideas, and submit corresponding proposals for new products or product modifications Manage the Business Risk, Product risk and control requirements to ensure compliance in all areas Lead projects and contribute specialist knowledge as a subject matter expert to initiatives where required Ensure proper governance, control and regulatory adherence of our product offering Access and manage data to deliver information that drives improvements to our business Your team You’ll be working in the CIO Global Investment Management Fund Investment Solutions APAC team within Global Wealth management division based in Mumbai, India. We manage the delivery to our client facing units of an extensive range of long only funds for our clients in Hong Kong and Singapore, working closely with our counterparts in Switzerland and other APAC locations (Taiwan, Japan, China, India, Australia) to ensure common standards and cooperation. Our role leads us to interact frequently with a wide range of internal stakeholders such as Legal, Compliance, IT, Sales, Fund Execution, Operations, and Risk Units, as well as external stakeholders, including the asset management companies that manage the funds we offer our clients. Your expertise You hold a University degree in Engineering or Business Administration or Finance or Economics. Professional accreditations like CFA, FRM will be an advantage A self-starter with strong communication skills and ability to work in fast paced dynamic environment 3 – 10 years of relevant experience in Investment Product Management in Private Banking or Wealth Management or Asset management setup Knowledge across asset classes and product groups (like Equities, Fixed Income, Funds etc) and underlying data processes is a must. Proficient in Investment products related reference & market data; experience with external Market Data providers (Bloomberg, Morningstar, MSCI etc.) Affinity to work with IT tools like SQL, MS Office, VBA etc, working knowledge on AI tools like Co-pilot and BI tools like Power BI will be an added advantage About Us UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.. We have a presence in all major financial centers in more than 50 countries. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Disclaimer / Policy Statements UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. Show more Show less

Job Reference # 317933BR Job Type Full Time Your role Do you have interest in developing and managing wealth management products? Do you enjoying researching on fund managers & investment strategies? Are you accustomed to juggling multiple stakeholders and topics at once, with a keen interest in financial markets? We are looking people for multiple roles to: Support our Product & Portfolio Managers and Funds specialist to develop and manage Investment Products Work with on-shore specialists to drive sales effort via enhanced pre- and after-sales services Observe trends, formulate and assess product ideas, and submit corresponding proposals for new products or product modifications Manage the Business Risk, Product risk and control requirements to ensure compliance in all areas Lead projects and contribute specialist knowledge as a subject matter expert to initiatives where required Ensure proper governance, control and regulatory adherence of our product offering Access and manage data to deliver information that drives improvements to our business Your team You’ll be working in the CIO Global Investment Management APAC team within Global Wealth management division based in Mumbai, India. We manage the delivery to our client facing units of an extensive range of Wealth management products for our clients in Hong Kong and Singapore, working closely with our counterparts in Switzerland and other APAC locations (Taiwan, Japan, China, India, Australia) to ensure common standards and cooperation. Our role leads us to interact frequently with a wide range of internal stakeholders such as Legal, Compliance, IT, Sales, Fund Execution, Operations, and Risk Units, as well as external stakeholders, including the asset management companies that manage the funds we offer our clients Your expertise You hold a University degree in Engineering or Business Administration or Finance or Economics. Professional accreditations like CFA, FRM will be an advantage A self-starter with strong communication skills and ability to work in fast paced dynamic environment 3 – 10 years of relevant experience in Investment Product Management in Private Banking or Wealth Management or Asset management setup Knowledge across asset classes and product groups (like Equities, Fixed Income, Funds etc) and underlying data processes is a must. Proficient in Investment products related reference & market data; experience with external Market Data providers (Bloomberg, Morningstar, MSCI etc.) Affinity to work with IT tools like SQL, MS Office, VBA etc, working knowledge on AI tools like Co-pilot and BI tools like Power BI will be an added advantage About Us UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.. We have a presence in all major financial centers in more than 50 countries. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Disclaimer / Policy Statements UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. Show more Show less

Department: PMC Research Location: Thiruvananthapuram, Kerala/Hybrid Role: Senior Investment Analyst About PMC Research PMC Research performs the research and due diligence of mutual funds and separately managed accounts (SMA) in Envestnet’s platform. The team is highly experienced and well credentialed and provides in-depth research on mutual funds and SMAs spanning across asset classes like Equity, Fixed Income, Multi-Asset, and Alternatives. Job Summary Investment analysts perform comprehensive research and due diligence on Equity Mutual Funds, ETFs, SMAs which are domiciled in US. Conducting in-depth qualitative research and due diligence on Mutual Funds and Separately Managed Accounts. Assimilating the inputs gathered during the course of research and using it to formulate independent investment thesis. Providing insights to decision makers on individual portfolios and underlying trends that affect various sections of the Equity markets. The incumbent should be able to; Undertake rigorous research, assimilate data from multiple sources, and write quality research reports. Conduct virtual/on-site interviews with portfolio managers and senior investment team members of third-party asset managers. Work and communicate effectively in a multi-cultural team, engage in idea-sharing / constructive debates to express investment conviction. Keep track of the developments in various asset classes/markets/economy and hold discussions with various stakeholders within the firm. Performing attribution and style analysis, conducting competitive research, and analyzing portfolios. Work with multiple stakeholders, both on business and technology side and ability to work in ad-hoc projects (technology or/and business driven). Be a key team player by actively participating in investment committee debates and discussions and communicating views on economy/asset classes/ portfolios under one’s coverage. Educational qualification: Required MBA finance or equivalent Post Graduation specialized in Finance. Added Advantage CFA/CAIA program candidates with any of the levels cleared. Academic projects done in the field of mutual funds/equity research/ credit research (pertaining to bond markets) / portfolio management etc. Ability to undertake data analytics using MS Excel, previous experience in working on databases like Morningstar Direct. Experience: Investment Analyst: 3-5 years of Investment Research experience in Equity markets at fund research or asset class level Should have excellent communication skills, both verbal and written, to actively engage with US fund managers and internal stakeholders during research meetings. Should have a flair for writing. Previous academic experience in writing research and investment reports would be desirable. Show more Show less

Senior Manager – People & Culture (T&C) Business Partner The Team: The People & Culture team, supports the development and growth of People by effectively chalking out initiatives in conjunction with business leaders and global teams. We aim to implement human resource strategies in India to improve organizational effectiveness. The Role: Like many organizations, we believe people are our most important asset. Our people—through their creativity, People, and willingness to learn—are essential to the success of our company. As such, we have an insatiable thirst for ever greater insight and understanding into the opinions, preferences, makeup, and changing dynamics of our workforce. Morningstar is seeking a People & Culture Business Partner to help advance our India People & Culture function. In this role, located at Vashi, Navi Mumbai, you will understand employee needs, design programs and practices that assist in building a high performing organization and work closely with leadership team to enhance employee engagement. Responsibilities: Understand business needs, dynamics and market insights to drive initiatives that resonate well to business growth Collaborate with People & Culture functional teams to facilitate key People & Culture processes and communication to respective business team - eg compensation process, performance process, Talent review, etc. Provide insight and suggestions to People & Culture functional teams for continuous improvement Work with managers / Leaders to build high performing team and foster positive organization culture by contributing to areas of People development, leadership development, internal communication, organizational design and employee engagement Partner with global business partners to share and adopt best practices Serve as a coach and consultant to managers and employees Ensure legal compliance of People & Culture practices and managing employee relation issues Ability to analyse data into insights that provide and aid decision making. Create own dashboard as required Agile to pick up People & Culture projects as required Requirements: Bachelor degree in behavioural science (OD, HR Management, and Psychology) or MBA with appropriate experience preferred About 8+ years of experience in a generalist HR role out of which at least five years into Business Partner role and managing employee issues Strong communication and stakeholder management skills Ability to plan, design and implement employee initiatives for employee engagement Strong collaboration skills to work with leaders and get their buy-in on various employee initiatives Strong facilitation, presentation, and planning skill Ability to influence and work together with cross-cultural and diverse individuals and teams Mature, passion for dealing with people and a great team player Experience of working through ambiguity and complexity to provide simple, expedient and practical 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 Show more Show less

Reporting to Team Lead / Process Manager. Associate Team lead oversees day-to-day Accounts receivable – Collection of Morningstar Global business in a process oriented and disciplined manner. Typically, the Associate Team Lead works closely with his or her team, as well as with the on-shore-based 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. The Associate Team Lead will be responsible for establishing his or her teams’ goals and aligning them with the organization’s overall goals and objectives. He or she will be accountable for ensuring and improving the performance, productivity and efficiency of the teams and the delivery of the operational performance KPIs. This position is based in our Mumbai office. Responsibilities: Assist in managing and developing a team of 9+ by providing clear direction, establishing SMART goals, and optimizing resource allocation. Support the Collections Team in managing a group of collections specialists. Act as the first point of escalation for team members. To prepare monthly collection targets and evaluate each collector’s performance based on there collection. To take ownership in reducing DSO and control over 30- or 60-days outstanding customers. Should also manage top customers and maintain good relationship. Help develop standard operating procedures (SOPs) and update documentation as needed. Work with cross-functional teams (e.g., Billing, Sales, Customer Success) to address systemic issues. Analyse customer payment behaviour trends and flag potential risks. 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 Stakeholders. Should be able to research complex projects leading to actionable recommendations and solutions. Fair knowledge on 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 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 supervisor. 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 researcher 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. all stakeholders. Operational matters Accept/reject leave requests. 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 researchers 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) 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 Honesty & Integrity Requirements: Bachelor/master’s degree in finance/business with an exceptional academic record 5+ years of professional work experience at various levels of seniority in collections. 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. 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

Technical Skills and Requirements: At least 2-4 Years of Windows OS Administration and AD components experience Good knowledge and troubleshooting of Windows OS 2008, 2012 & 2016 Strong understanding of MS Windows OS, DNS, DHCP and AD Infra. Good understanding of VMWare Data Center virtualization and its related components. Good understanding of Networking Concepts and Storage infrastructure. Internal and External DNS support experience Experience of automation using PowerShell, chef or Python Basic understanding on Amazon web services Good knowledge of Cisco UCS & other Server Hardware components. Conceptual knowledge of UCS profiling & VMware upgrades & updates. Good knowledge & experience on SSL/TLS Certificates handling. Troubleshooting experience on OS performance issues Experience of security standards, best practices, and principles Good understanding of CIFS, NFS, FTP, SFTP, FTPS & HTTP/HTTPS protocols. Excellent teamwork and organizational skills, flexibility, and the ability to handle and lead multiple tasks Excellent communication and documentation skill. Ready to work in 24*7 rotational shift along with weekend on-call incident and DR drill support for products. Candidates should have a solid understanding of networking fundamentals Basic capacity management skills along with forecasting of future roadblocks. Candidate should have excellent troubleshooting skills. Good Team player, able to work and interact with others in a structured/team environment. Independent problem solver with troubleshooting, decision making and analytical skills. Requires limited supervision, self-starter, strong time management skills. Flexibility and adaptability to handle competing work demands. Demonstrated ability to communicate to nontechnical audience on technical issues. F5 BIGIP traffic managers understanding Experience in Splunk configuration & troubleshooting Microsoft windows Server and ITIL Certifications Knowledge of scripting languages Horizon VDI understanding VCP-DCV Certification Relevant Cloud certification like AWS Solution architect professional, VMWare Cloud on AWS. Bachelor's degree in Information Technology or other technical experience in a major, global organization. Morningstar is an equal opportunity Employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

About This Role BlackRock Company Description: Elevate your career by joining the world's largest asset manager! Thrive in an environment that fosters positive relationships and recognizes outstanding performance! We know you want to feel valued every single day and be recognized for your contribution. At BlackRock we strive to empower our employees and actively engage your involvement in our success. With over USD $11.5 trillion of assets we have an outstanding responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home and improve their financial well-being. BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified individuals without regard to race, color, national origin, religion, gender, sexual orientation, gender identity and disability. For additional information on BlackRock, please visit www.blackrock.com | Twitter: @blackrock | Blog: www.blackrockblog.com | LinkedIn: www.linkedin.com/company/blackrock. Business Unit Overview BlackRock’s WEA team sits within the US Wealth Advisory business and partners with Portfolio Design Services, Advisor Engagement, Sales Organization and Product Pillar teams to develop commercial priorities. WEA also supports Portfolio Consulting and Practice Management businesses, which deliver consulting engagements, education, analytics, technology tools, and thought leadership focused on helping wealth firms and advisors build better portfolios for end investors, scale their business models, and increase client acquisition. Job Purpose/Background This role is a part of dynamic and rapidly evolving team responsible for three major functions – Analysis, Scale, and Reporting. Seeking an energetic professional to work with US-based US Wealth Advisory – Wealth Enablement and Analytics (WEA), producing customized risk and other detailed reports for clients (US Financial Advisors). Will also be responsible for building partnership with US counterparts – manufacture comprehensive reports consisting of detailed risk and performance analytics on the client’s portfolio. Key Responsibilities Produce and analyze highly specialized and customized portfolio risk reports like Model Scaling, Suite Report, etc with detailed risk and performance analysis for financial advisors’ portfolios. Customization of BlackRock Model Portfolios based on guidelines agreed with the clients. Understand and update Product Performance, Industry flow details and post necessary commentaries for asset classes like Equity, Fixed Income, Alternatives, etc. Ensure that all the requirements are completed on a timely basis with the highest level of accuracy. Fulfill ad-hoc tasks related to portfolio, returns and market data reporting. Develop and maintain up-to-date process flow documents for all tasks related to assigned processes. Support and complete various efficiency and capacity-building initiatives, including automation/ standardization efforts. Evaluate systems, processes, and procedures for inefficiencies, and make recommendations for improvement. Manage workload to successfully meet set deadlines and assist other team members when required. Qualifications Post-Graduate - MBA (Finance) from reputed institute. Working knowledge of Power BI / Tableau, VBA and Python will be an added advantage. CFA / FRM certification will be an added advantage. Skills 2 to 4 years of relevant experience in investment management/asset management or financial industry. Knowledge of financial markets, with familiarity across all asset classes and geographies Knowledge of portfolio risk concepts like Standard Deviation, Sharpe ratio, Tracking Error, etc. Knowledge of mutual fund, ETF business and portfolio construction. Strong familiarity with MS Office suite (Word, Excel, PowerPoint). Strong familiarity with financial data platforms like Morningstar, etc a strong plus. Familiarity Carbon footprint and Sustainable investing. Working knowledge of Power BI / Tableau, VBA, Python, will be an added advantage. Flexible and able to respond quickly to urgent requests. Excellent attitude, attention to detail, and verbal/written communication skills. Tech-savvy and eager to harness new techniques to improve reporting workflows. Experience with sales CRM systems, risk reporting tools also desirable. Competencies Strong spoken and written communication skills, particularly with global counterparts Highly organized and detail oriented with a focus on time management. Values the importance of quality data and strives to maintain its integrity in the system. Proven ability to multitask, manage concurrent efforts, and work to deadlines with minimal supervision in a team environment. Flexible and comfortable with change, and prepared for a fast-paced, rapidly evolving workflow. Strong critical reasoning and problem-solving capabilities. Ability to thrive in a deadline-oriented atmosphere, and comfortable completing multiple projects simultaneously. Team player with attention to detail, problem solving abilities, and analytical skills. Flexibility of shift timings. BlackRock is proud to be an Equal Opportunity/Affirmative Action Employer—M/F/D/V. #EarlyCareers Our Benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law. Show more Show less

Job Description You will be part of the middle office operations team providing performance calculation and attribution analysis for our clients in the region. As part of team, you will be responsible for producing and validating performance returns, risk and attribution reports. You will also work closely with the onshore counterparts to establish global operating models and processes Responsibilities: Producing, reviewing and validating portfolio account performance calculations and performance reports associated with accounts, composites and managers Creating customized reporting based on clients’ requirements; maintain, produce and review client composites according to SLAs and GIPS standards Provide scheduled/Ad-Hoc reports or MIS to Management as and when required. Reviewing, updating and implementing new processes and procedures as required, to enhance operational controls Monitor work activities to ensure timeliness and accuracy of the performance reporting, doing attribution analysis at fund level and security level Assist in preparing performance report using applications like FactSet. Interfacing with performance and index vendors Experience in resolving data issues using accounting systems and ability to understand the flow between accounting and performance systems. Qualifications: 5+ years' experience in performance measurement operations or experience with account/security level performance in a related field Familiarity/Understanding of Segment, Security and Attribution Performance Reporting Familiarity/Understanding of Global Investment Performance Standards (GIPS) Performance System Experience – FactSet/StatPro/MorningStar (Preferred) Education: Master's degree in accounting, Finance or related field Pursuing/completed CIPM, CFA or FRM (Preference – not mandatory) Skills: Proficiency with EXCEL (macros, pivot tables etc.) Attention to detail Proven Problem-solving skills Effective time management skills Excellent interpersonal and communication skills A proven ability to multi-task Team player Works well under pressure Flexibility to work in all shifts Primary Location : APAC-IND-MH-Pune Job Category : Operations Schedule : Full-time Shift : Rotating Employee Status : Regular Travel : No Grade/Level: C09 Relocation: No Office Location / Address: Plot No 243, SP Info city, Udyog Vihar Phase 1, Gurgaon ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Fund Accounting ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. Show more Show less

You will be part of the middle office operations team providing performance calculation and attribution analysis for our clients in the region. As part of team, you will be responsible for ensuring that you and team is producing and validating performance returns, risk and attribution reports. You will be responsible for maintaining KPIs, reporting all the MIS for operation as well as for team management. You will also work closely with the onshore counterparts to establish global operating models and processes Responsibilities: Monitor work activities to ensure timeliness and accuracy of the performance reporting, doing attribution analysis at fund level and security level Assist in preparing performance report using applications like FactSet. Producing, reviewing and validating portfolio account performance calculations and performance reports associated with accounts, composites and managers Serve as the Senior Checker for complex tasks Creating customized reporting based on clients’ requirements; maintain, produce and review client composites according to SLAs and GIPS standards Participating in department projects and ensuring completion, as well as assist new clients on boarding and implementation processes Provide scheduled/Ad-Hoc reports or MIS to Management as and when required. Reviewing, updating and implementing new processes and procedures as required, to enhance operational controls Interfacing with performance and index vendors Experience in resolving data issues using accounting systems and ability to understand the flow between accounting and performance systems. Qualifications: 9+ years' experience in performance measurement operations or experience with account/security level performance in a related field Familiarity/Understanding of Segment, Security and Attribution Performance Reporting Familiarity/Understanding of Global Investment Performance Standards (GIPS) Performance System Experience – FactSet/StatPro/MorningStar (Preferred) Education: Master's degree in accounting, Finance or related field Pursuing/completed CIPM, CFA or FRM (Preference – not mandatory) Skills: Proficient in people management and conflict management Proficiency with EXCEL (macros, pivot tables etc.) Attention to detail Proven Problem solving skills Effective time management skills Excellent interpersonal and communication skills Outstanding organizational skills A proven ability to multi-task Initiative in Self Development Team player Works well under pressure Flexibility to work in all shifts Primary Location : APAC-IND-MH-Pune Job Category : Operations Schedule : Full-time Shift : Rotating Employee Status : Regular Travel : No Grade/Level: C10 Relocation: No Office Location / Address: Plot No 243, SP Info city, Udyog Vihar Phase 1, Gurgaon ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Fund Accounting ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. Show more Show less

Job Title: Lead Quant Analyst, Credit Quants About the Team: DBRS Morningstar Credit Ratings, LLC is registered with the U.S. Securities and Exchange Commission as a nationally recognized statistical rating organization (NRSRO). DBRS Morningstar Credit Ratings issues credit ratings on a variety of security types including corporate and structured finance securities. This Morningstar subsidiary aims to increase market transparency by providing the highest-quality ratings, securities research, monitoring services, operational risk assessments, data, and tools. DBRS Morningstar is a global credit ratings business, formed through the July 2019 acquisition of DBRS by Morningstar, Inc., the ratings business is the fourth-largest provider of credit ratings in the world. DBRS Morningstar is committed to empowering investor success, serving the market through leading-edge technology and raising the bar for the industry. DBRS Morningstar is a market leader in Canada, the U.S. and Europe in multiple asset classes. DBRS Morningstar is driven to bringing more clarity, diversity of opinion, and responsiveness to the ratings process. DBRS Morningstar’s approach and size provide the agility to respond to customers’ needs, while being large enough to provide the necessary expertise and resources. The Role: As a Quant Analyst you will execute proprietary research pertaining to building data building various types of credit rating models, such as default models, cashflow models, capital models, regression models covering asset classes of ABS, CMBS, Covered Bond, RMBS, Structured Credit, Corporates, Financial Institutions and Sovereigns. The Credit Ratings Modeling team will collaborate with members from the Credit Ratings, Credit Practices, Independent Review, Data and Technology teams to create class leading models that are as innovative as they are easy to understand in the marketplace. You will be expected to adopt an "iron sharpens iron" attitude where the focus is on making everyone better. The ideal candidate will demonstrate Quant research skills in Credit Modeling alongside Quant Modeling skills such as statistics, Machine Learning, numerical optimization & software engineering skillset within Fintech eco space. This position reports to the Senior Manager of Quantitative Research, Technology. Responsibilities: Support methodology development, Quant Model builds & enhancements for core Quant products as credit predictive models, etc. Participate in building next generation of credit modelling. Maintain and enhance proprietary Python libraries related to model building Leverage structured and unstructured datasets to build new Quant frameworks that would help analysts in informed decision making. Assisting development of Analytics-based solutions, taking ownership of the design and development of solutions to scale information ingestion, storage, computation (training/inference), validation. Participate in analyst conversations for understanding ongoing analyst issues. Requirements: 4 to 5 years of investment research / rating agencies experience with emphasis on fixed income research / analysis, credit modelling. CFA, CQF or postgraduate degree in finance, economics, mathematics, statistics is highly desired. Experience developing Financial Engineering/ Statistical applications on cloud. Experience of statistical models (Regression, Monte Carlo simulations, Numerical Optimization etc.) Experience of developing Quant Models using Python. Experience engineering models on big data. Understanding of both business and technical requirements, and the ability to serve as a conduit between rating team, research and technology Familiarity fixed income. Morningstar is an equal opportunity employer About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entity Show more Show less

Key Responsibilities : Collect managed investment data using Morningstar collection systems, ensuring timeliness, completeness, and accuracy to meet business goals. Manage relationships with asset management companies, insurance companies, and other data vendors. Collaborate with quality assurance, product, and technical teams to resolve data issues efficiently. Contribute to initiatives focused on consolidating global data collection platforms and supporting database integration projects. Set and achieve Objectives & Key Results (OKRs) with guidance from team leads. Monitor, analyze, and execute summary reports, investigating potential data errors to improve data collection and quality processes using Lean Six Sigma tools Identify and raise issues in systems, processes, and methodologies, proposing enhancements to improve functionality, efficiency, and data quality. Participate in data- and process-related projects, including market research, market expansion, process certification, and support for new product development. Facilitate cross-team projects by implementing approved solutions based on priority and impact Take ownership of processes, serving as a trainer and mentor to team members. Requirements: Minimum of 3 years’ experience in the finance domain, focusing on data collection, methodologies, or a senior data research analyst role. Experience with Fund Data is preferred. Proficiency in MS Office (Excel, PowerPoint, etc.); advanced users preferred. Knowledge of SQL or Python and exposure to AI/ML technologies is a plus. Strong critical thinking and communication skills, both written and verbal. Expertise in data-related competencies such as content analysis and data analytics. Demonstrated analytical and problem-solving capabilities, with a track record of effective reporting and written communication. Team-oriented with strong learning ability and self-motivation to excel in an independent, fast-paced environment. Ability to manage planned activities such as training, mentoring new hires, and conducting quality checks. Ability to meet deadlines and handle pressure during peak seasons Proven project management skills with the ability to deliver projects independently. Flexibility to work in shifts as required 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

Chartbook & Dashboard Data Analyst – Role Description The team seeks an analytical and process-oriented individual to join the Global Investment Office to support “ChartBook”, a virtual repository of financial data and content available to Morgan Stanley Financial Advisors, and to also develop and support a variety of performance dashboards to assist with data-driven decision-making across our business. ChartBook consists of ~1000 slides containing market commentary and investment views/themes that serve as a resource for Financial Advisors to share with clients. The role comes with significant responsibilities requiring a high degree of technical competence, fundamental market knowledge, collaboration and writing ability. The candidate will work side-by-side with key members of several teams, including the Portfolio Construction and Cross Asset Strategy (PC|XS), the Investing with Impact Team, and the COO team. The individual will get exposure to a variety of investment product areas (individual equities, ETFs, Managed Products, Fixed Income, Alternative Investments, etc.). Primary Responsibilities Downloading Morningstar and FactSet data for Chartbook and Manager Analytics & Scoring Drafting Charts for multiple Cross Asset Strategy (PC|XS) publications Maintaining "GIO Impact" Dashboard on behalf of PC|XS and COO Drafting slides and Running "Data Series Updates" for ChartBook Assisting with marketing analytics, flipping monthly folders and documents, preparing data and "Monthly Update" publications, Running the Dynamic Allocation Framework on Wednesdays, Preparing the "Availability" file and "Dates" e-mail draft. Providing dashboard support to the Investing with Impact team, including monthly dashboard updates and data pulls for firmwide ESG reporting. Qualifications 0-2 years of relevant work experience, bachelor’s degree Strong Knowledge of Microsoft Word, Advanced Excel, PowerPoint and data modelling, wrangling and visualization (Tableau or BI equivalent Power BI), familiar with technologies relevant to data lakes Strong writing and oral communication skills, ability to explain complex data in simple terms. Understanding of financial markets and their key drivers Experience with market data research systems (e.g., Bloomberg, FactSet, Haver, etc.) Comfort juggling multiple priorities; strong organizational and time management skills. Ability to work effectively as a member of a team or independently. Persistence, tenacity, and drive for results, Strong attention to detail What You Can Expect From Morgan Stanley We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Show more Show less

GIO Data and Analytics Generalist, Analyst Role Description The role is based out of Mumbai and requires collaborating with other members of GIO’s team to support a variety of analytics functions including updating and managing performance dashboards, and generating reports, aggregating data, and updating various data sets from multiple sources for the business. The job will involve keeping information up to date, producing management material and reports to analyze trends and activity as well as working on various regular and ad hoc tasks. Regular interaction with the COO Team, Investing with Impact Team and Portfolio Construction team will be required. This individual will also learn how to update ChartBook slides and will learn the Model Risk Management (MRM) process to serve as a support to Chartbook & Dashboard Data Analyst and MRM and Data Associate. Primary Responsibilities Reporting and Analytics: Prepare regular and ad hoc analysis for senior management and internal reporting highlighting readership, content portal usage, etc. Interactions reports: Producing client interactions reports to analyze trends and show over- or under-serviced regions and financial advisors. Conduct model validation for a variety of models by challenging model assumptions, mathematical formulation, and implementation. Providing dashboard support to a variety of teams, which may include designing dashboards and regular updates of data from the data lake. Conduct model validation for a variety of models by challenging model assumptions, mathematical formulation, and implementation. Downloading Morningstar and FactSet data for Chartbook and Manager Analytics & Scoring and creating charts to present this data. Qualifications 0-2 years of relevant work experience, bachelor’s degree Strong Knowledge of Microsoft Word, Advanced Excel, PowerPoint and data modelling, wrangling and visualization (Tableau or BI equivalent Power BI), familiar with technologies relevant to data lakes Strong writing and oral communication skills, ability to explain complex data in simple terms. Understanding of financial markets and their key drivers Experience with market data research systems (e.g., Bloomberg, FactSet, Haver, etc.) Comfort juggling multiple priorities; strong organizational and time management skills. Ability to work effectively as a member of a team or independently. Persistence, tenacity, and drive for results, Strong attention to detail What You Can Expect From Morgan Stanley We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Show more Show less