271 Morningstar Jobs - Page 11

Delhi , India Designation: Partner Position: Wealth Management Instructor Mentor (Part-Time) Job Type: Consultant Benefits: Revenue distribution or a fixed hourly rate, with potential for performance-based bonuses tied to training outcomes. Reports to: Founder/CEO Job Overview The Wealth Management Instructor Mentor will provide expert training and mentorship to Eduroids' students on a part-time basis, focusing on wealth management principles, strategies, and tools. This role involves delivering interactive training sessions, developing industry-relevant course materials, and offering personalized guidance to students, preparing them for careers in wealth management, financial planning, and investment advisory. Key Responsibilities Training Delivery: Conduct engaging weekend training sessions covering core wealth management topics such as portfolio management, financial planning, investment strategies, and client relationship management. Provide insights into the use of financial analysis tools and platforms. Curriculum Development: Develop and update course materials that reflect current trends and regulations in wealth management and financial planning. Design case studies and simulations that mimic real-world wealth management scenarios. Hands-On Learning: Guide students through practical exercises, including portfolio creation, risk assessment, and retirement planning using tools like Bloomberg, Morningstar, or Excel. Introduce participants to wealth management software such as eMoney Advisor, Wealthbox, or Orion Advisor Tech. Mentorship: Offer personalized guidance to students, addressing individual learning needs and career aspirations in the wealth management field. Provide practical advice on certifications like CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst). Industry Alignment: Ensure training content aligns with the latest market trends, regulatory requirements, and client servicing strategies in wealth management. Assessment and Feedback: Assess student progress through quizzes, financial modeling exercises, and portfolio presentations. Provide constructive feedback to improve their analytical and client management skills. Knowledge Transfer: Share over 15 years of industry experience, including client advisory, portfolio management, and financial planning, to bridge theoretical knowledge and practical application. Key Measures Student Skill Development: High competency levels in financial planning, portfolio management, and wealth advisory strategies. Curriculum Relevance: Ensure training materials reflect the latest advancements in wealth management tools and techniques. Hands-On Expertise: Students demonstrate practical skills in creating and managing investment portfolios. Feedback Scores: Achieve excellent participant ratings for training quality and mentorship. Qualifications Education: Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field. Experience: Minimum of 15 years of professional experience in wealth management, financial planning, or investment advisory roles. Proven track record of managing high-net-worth clients and portfolios. Real-time experience with Fortune 500 financial institutions is highly preferred. Technical Skills: Proficiency in financial modeling, asset allocation, and investment analysis. Expertise in financial planning software and portfolio management tools. Strong understanding of market trends, risk management, and regulatory compliance. Soft Skills: Exceptional communication and interpersonal skills for mentoring and client engagement. Strong analytical and problem-solving abilities. Ability to simplify complex financial concepts for diverse audiences. Personal Attributes Passionate about financial education and wealth management. Resilient, adaptable, and committed to continuous improvement. Collaborative and inspiring mentor who creates an engaging learning environment. Benefits Competitive compensation based on hourly or project-based engagement. Flexible remote working options. Opportunity to mentor and shape the next generation of wealth management professionals. Collaborative and dynamic work environment.

Job Description Vice President, Market Intelligence/Research/Strategy I At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what is all about. We’re seeking a future team member for the role of Vice President, Market Intelligence/Research/Strategy I to join our IM APAC team. This role is located in Pune, MH – HYBRID. In this role, you’ll make an impact in the following ways: Conduct peer analysis for focus funds of the APAC region Prepare Product Maps for the APAC region to identify the gaps that IM APAC should fill Prepare Market Research for the APAC sale teams to say on top of market trends Be responsible for fees calculation and fees reconciliation for IMJ Japan-domiciled funds SQL Server Reporting Service/ SQL Server Master Data Services Will be working on various applications - D3/Snowflake, Tableau/Sigma, Salesforce, Eagle DM, Morningstar Direct, eVestment, Mercer Insight To be successful in this role, we’re seeking the following: Graduate/post-graduate with relevant experience of 8-10 years of product strategy Should have experience in Research and preferably from investment management background Min 3 years of experience working on SQL Must have worked on Morningstar, eVestment, Mercer Insight At BNY, our culture speaks for itself. Here’s a few of our awards: America’s Most Innovative Companies, Fortune, 2024 World’s Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024 “Most Just Companies”, Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg’s Gender Equality Index (GEI), 2023 Our Benefits And Rewards BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Show more Show less

Position Title: Software Engineer The Role: In this role, you will collaborate with tech manager, scrum Master, data analysts, and developers to build technology solutions for Morningstar`s Equity applications. You should have strong understanding of Core Java, JSP, Spring, SQL, Javascript. You would support existing systems, study their enterprise complexities and develop/implement better systems with modern software development practices. Developing good understanding of existing systems on other platforms and its database is a beginning step. Responsibilities: Hands-on development will be an integral part of the responsibilities. Develop areas of continuous and automated deployment. Should be able to learn new technologies and practice innovative frameworks Follow best practices like estimation, planning, reporting and improvement brought to processes in every day work. Requirements: These are the most important skills, qualities, etc. that we’d like for this role. 2-4 Years of experience Full Stack Developer Hands-on in Java, Adv Java, Spring Framework, JavaScript Strong knowledge of databases and hands on MS SQL/MySQL/PostgreSQL. NoSQL is a addon. Knowledge of any JavaScript framework VUEJS or ReactJs Participation in full life-cycle system development with teams of developers, analysts, and testers. Completed Bachelor’s degree in Engineering Excellent listening, written and verbal communication skills. Good to Have: Knowledge in AWS Knowledge of ReactJs 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

Business Unit: OLPG Reporting To: Manager, Financial Reporting Shift: EMEA (1:30 pm - 10:30 pm IST) (India) About Russell Investments, Mumbai: Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 88-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm has over $1 trillion in assets under advisement (as of December 31, 2023) and $302.7 billion in assets under management (as of March 31, 2024). Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai, and Mumbai. Joining the Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm’s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world. For more information, please visit https://www.russellinvestments.com. Job Description: About The Adviser Support Hub (TASH) And Associated Companies The Adviser Support Hub Ltd (TASH) is a subsidiary of the On-Line Partnership Group Limited (OPGL), who are owned by Russell Investments Services Limited. Job Description The Adviser Support Hub Ltd is a UK based financial services business providing a range of outsourced administration support services to the UK Independent Financial Adviser market. TASH’s primary service is Paraplanning support (collation of financial product data to enable the research of financial products, investment fund strategies, and preparation of financial suitability reports) to clients of Independent Financial Advisers across the UK. As a Mumbai based Paraplanning Assistant you will be focused on supporting the UK based Paraplanning team in the following areas of their work: UK Pensions (PPPs, SIPPs, GPPs, EPPs, Occupational). UK Investments (ISAs, Bonds, Collectives, VCT, EIS). UK Protection products (LTA, PHI, GLA, PMI). UK Taxation (IHT, Corporate, Personal). Candidate Requirements Preferably have 1-2 years’ experience of the UK financial services market to include UK pensions, investments and protection products I.T. literate and ideally have some working knowledge of one or more of the following research software systems: Selectapension, Synaptics, Defaqto, FE Analytics and Morningstar Workstation (although training will be provided) Preferably have paraplanning experience within the UK market Are motivated for a career within the financial services industry Are a strong organiser with the ability to prioritise and have a positive self-motivated attitude Have a keen eye for detail and a solid grasp of UK grammar Can speak clear and fluent English Enjoy working within a team or at times as an individual whilst managing your own workflow and tasks independently and efficiently Are willing to keep up to date with UK based technical, taxation, legislation, product and provider changes Responsibilities The UK based Paraplanning team will assign work to the Mumbai based Paraplanning Assistant, who’s specific daily duties will include: Collation (via email/telephone) of UK pension and investment product data for analysis Preparation of product research to support financial recommendations Compile client facing research summary document to include the accurate presentation of data New business document preparation Financial report preparation Business submission via online portals Updating workflow management systems Other duties as assigned Full training on all relevant product and research software systems will be provided to you by the UK based Paraplanning team, who will also be available to assist with any queries that you may have. Career Opportunity It is the company’s intention to support successful candidates through a series (6 x RO exams) of UK based financial planning exams accredited to the Chartered Insurance Institute (CII), which will achieve a Level 4 Diploma in Regulated Financial Planning: RO1 Financial services, regulation, and ethics RO2 Investment principles and risk RO3 Personal Taxation RO4 Pensions and retirement planning RO5 Financial protection RO6 Financial planning practice Show more Show less

Business Unit: OLPG Reporting To: Manager, Financial Reporting Shift: EMEA (1:30 pm - 10:30 pm IST) (India) About Russell Investments, Mumbai: Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 88-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm has over $1 trillion in assets under advisement (as of December 31, 2023) and $302.7 billion in assets under management (as of March 31, 2024). Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai, and Mumbai. Joining the Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm’s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world. For more information, please visit https://www.russellinvestments.com. Job Description: About The Adviser Support Hub (TASH) And Associated Companies The Adviser Support Hub Ltd (TASH) is a subsidiary of the On-Line Partnership Group Limited (OPGL), who are owned by Russell Investments Services Limited. Job Description The Adviser Support Hub Ltd is a UK based financial services business providing a range of outsourced administration support services to the UK Independent Financial Adviser market. TASH’s primary service is Paraplanning support (collation of financial product data to enable the research of financial products, investment fund strategies, and preparation of financial suitability reports) to clients of Independent Financial Advisers across the UK. As a Mumbai based Paraplanning Assistant you will be focused on supporting the UK based Paraplanning team in the following areas of their work: UK Pensions (PPPs, SIPPs, GPPs, EPPs, Occupational). UK Investments (ISAs, Bonds, Collectives, VCT, EIS). UK Protection products (LTA, PHI, GLA, PMI). UK Taxation (IHT, Corporate, Personal). Candidate Requirements Preferably have 3-4 years’ experience of the UK financial services market to include UK pensions, investments and protection products Lead a small team of Paraplanners I.T. literate and ideally have some working knowledge of one or more of the following research software systems: Selectapension, Synaptics, Defaqto, FE Analytics and Morningstar Workstation (although training will be provided) Preferably have paraplanning experience within the UK market Are motivated for a career within the financial services industry Are a strong organiser with the ability to prioritise and have a positive self-motivated attitude Have a keen eye for detail and a solid grasp of UK grammar Can speak clear and fluent English Enjoy working within a team or at times as an individual whilst managing your own workflow and tasks independently and efficiently Are willing to keep up to date with UK based technical, taxation, legislation, product and provider changes Responsibilities The UK based Paraplanning team will assign work to the Mumbai based Paraplanning Assistant, who’s specific daily duties will include: Collation (via email/telephone) of UK pension and investment product data for analysis Preparation of product research to support financial recommendations Compile client facing research summary document to include the accurate presentation of data New business document preparation Financial report preparation Business submission via online portals Updating workflow management systems Other duties as assigned Full training on all relevant product and research software systems will be provided to you by the UK based Paraplanning team, who will also be available to assist with any queries that you may have. Career Opportunity It is the company’s intention to support successful candidates through a series (6 x RO exams) of UK based financial planning exams accredited to the Chartered Insurance Institute (CII), which will achieve a Level 4 Diploma in Regulated Financial Planning: RO1 Financial services, regulation, and ethics RO2 Investment principles and risk RO3 Personal Taxation RO4 Pensions and retirement planning RO5 Financial protection RO6 Financial planning practice Show more Show less

Morningstar India is looking for a “Lead Infrastructure Engineer” based in our Vashi, Navi Mumbai office. The ideal candidate should be someone who thrives on delivering high quality operational output, new experiences, and technical challenges. As a “Lead Infrastructure Engineer” working in Morningstar’s IT infrastructure team, you will be involved in the support of our Wired and Wireless LAN, WAN and Datacenter Networks for Morningstar’s growing IT infrastructure that currently covers over 33 offices and 6 Datacenter’s worldwide. You will also be involved in the transition process and will work in collaboration with third line engineering teams based in Chicago, London, and Shenzhen. Interested candidates should have a proven track record of supporting significant Network Infrastructures. The successful candidate for this role should have at least 6-8 years’ experience in Network Lead support role and should have experience and knowledge of Cisco Switches, Routers, Firewalls, Cisco IOS, NX-OS, ASA, Cisco ACI, Cisco Wireless and Cisco Identity Service Engine. A CCNP or higher certification is required, and experience of Cisco Umbrella, Cisco DNAC, Cisco ACI and Zscaler ZIA & ZPA technology would be advantageous. Candidates should have an appreciation of security standards, best practices, and principals. Candidate should have excellent verbal and written communication skill in English, also bachelor’s degree or Diploma in Computer Science or Information Technology with strong academic credentials. Preference will be given to applicants with relevant IT industry technology certifications. (E.g., CCNP/CCIE Wireless, CCNP/CCIE R&S, ITIL v3/4) Candidate should be willing to work in UK shift (01:00PM – 10:30PM IST). Must have Experience People Management Expert, 5-6 years Network Lead Expert, 5-6 years Cisco Routing, Switching & Firewall Expert, 6-8 years English verbal and written communication Expert, 6-8 years Cisco Wireless Intermediate, 4-6 years Cisco ISE Intermediate, 4-6 years Palo Alto Intermediate, 3-4 years. Good to have Experience Cisco ACI Intermediate, 1-2 years Cisco DNAC Intermediate, 1-2 years Cisco Umbrella Intermediate, 1-2 years Zscaler ZIA and ZPA Intermediate, 1-2 years Cloud Networking in AWS & Azure Intermediate, 1-2 years. Day to Day responsibilities: People manager who has a passion and understanding for providing outstanding support Lead a team of Network Engineers who are responsible for handling 24X7 network support. Clarify performance expectations and help team members achieve success through coaching, mentoring, and providing effective and timely feedback, recognizing accomplishments, and providing discipline when appropriate. Monitor & Manage resolution SLAs for tickets. Create / update / maintain Standard Operating Procedure & wiki pages. Interface with other teams of Morningstar as a network lead to resolve incidents Participation in the delivery of IT projects as required. Create RCAs for Severity 1 & 2 incidents. Collaborate and contribute with team members, vendors, and other technical staff to develop, design, implement, and continuously improve systems. Manage shift schedules & resource availability for maintenance, projects & other tasks. Provide technical inputs for weekly/monthly reviews & reports. Create & execute plans for Maintenance activities, upgrades & new deployment. Experience in managing and troubleshooting of Cisco ISE, Cisco Wireless Controllers Access Points Experience in Riverbed and Symantec Bluecoat and ability to provide the reports of top users are who are consuming the most bandwidth. Actively participate in monthly maintenance activities which includes IOS, Cisco Nexus Upgrades, Wireless controller & ASA Upgrades Managing and maintaining the operational integrity of our systems Assist with the transition of Knowledge and support processes to the infrastructure support team. Use critical thinking and project management discipline, tools and techniques in the day-to-day execution of responsibilities and in resource and workload planning. Well-developed communication skills, with the ability to understand, make recommendations on, and convey technical issues and solutions to a range of stakeholders, both internal and external Skills and Requirements: Experience in managing a 24X7 support team. Bachelor’s Degree or Diploma in Computer Science or Information Technology At least 6-8 years of Experience in a networking focused Enterprise Networks Hands-on experience in a Large and complex network environment Good English communication and presentation skills (written & verbal) Team Lead who has a passion and understanding for providing outstanding support An ability to demonstrate a focus on attention to detail and high-quality results. Excellent English communication and presentation skills (written & verbal) Good understanding of wireless site surveys and network assessments tools and processes Expertise in Network Management and Troubleshooting via Cisco DNAC and Assurance will be advantageous. Hands-on experience in a complex network environment Strong technical subject matter expertise on Cisco Routers, Switches, Firewalls & other Networking equipment’s Strong technical expertise with Switching (VLAN, Trunking, Dot1x, various flavours of STP) protocols and Routing protocols (RIP, EIGRP, OSPF, BGP) Strong knowledge & good experience on Site-2-Site VPN, Remote VPN, Data Protection, URL filtering, NAT, QOS, IPSEC Experience in Monitoring tools. Expertise in Cisco Identify Service Engine (ISE) Knowledge of Jira and ServiceNow ticketing system Knowledge on Cisco Umbrella and Zscaler will be advantageous. Knowledge on Palo Alto Firewall will be advantageous. Knowledge on AWS and Azure networking concepts will be advantageous. Experience in QoS for wireless and voice over wireless will be advantageous. Advantageous: In depth knowledge of Cisco Wireless Suite and 802.11 family of protocols ITIL foundation (v4) certification CCNP/CCIE in R&S/Wireless certifications 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 - Senior Infrastructure Engineer Shift - Rotational Job Description - The ideal candidate should be someone who thrives on delivering high quality operational output, new experiences, and technical challenges. As a “Senior Infrastructure Engineer” working in Morningstar’s IT infrastructure team, you will be involved in the support of LAN, WAN and Datacenter Networks for Morningstar’s growing IT infrastructure that currently covers over 33 offices and 6 Datacenter’s worldwide. You will also be involved in the transition of second line support processes and functions to the new team in Mumbai. Interested candidates should have a proven track record of supporting significant Network Infrastructures. The successful candidate for this role should have at least 6-8 years’ experience in an IT support role and should have experience and knowledge of Cisco Switches, Routers, Firewalls, Cisco ACI, Palo Alto Firewall and AWS/Azure Cloud Networking. A CCNP or higher-level certification is required, and experience of Cisco Wireless & ISE, Zscaler ZIA & ZPA, Cisco Umbrella and Palo Alto Firewall and DNAC technology would be advantageous. Candidates should have excellent English, strong communication skills and a degree in Electronics and Telecommunication or computer science with strong academic record. Preference will be given to applicants with relevant IT industry technology certifications. (CCNP Data Center, CCIE R&S/Data Center & ITIL v4) Candidate should be willing to work in 24X7 rotational shifts. Day to Day responsibilities: Monitor, Support and Administration of Morningstar’s Global WAN, Wired and Wireless LAN of Corporate Offices and Datacenter networks Routine review and implementation of Firewall ACL changes Routine review and implementation of URL filtering requests using Cisco Umbrella and Zscaler ZIA Cloud based solutions. Routine review and implementation of Cisco ACI requests Routine review and implementation of NACL, SG and AWS firewall requests Networking task related to Azure and AWS cloud networking Work with SD-WAN provider for AWS direct-connect and Azure Express-Route connectivity issues Managing and maintaining the operational integrity of our systems Prepare, review, and maintain standard operating procedure document Troubleshoot issues related to WAN optimization and its policy implementation Routine maintenance of network devices – Router, Switches and Firewalls by following device lifecycle management Planning of major task related to network changes like routing, firmware upgrades etc. Peer review change and SOP’s prepared by infrastructure engineers Responding to escalations related to incidents and alerts escalated by Morningstar’s NOC or automated alerting Follow change, problem, and incident management process Analyze and act on WAN and Internet link bandwidth utilization reports Planning of routine WAN and internet link failover testing Troubleshoot Cisco ISE and Wireless related issues and escalate to third line engineers if required Ensure SLA for requests & Incident are met Co-ordination and followup with Cisco TAC on issues related to Cisco products Asist with the transition of Knowledge and support processes to the infrastructure engineers Technical Skills and Requirements: Bachelor’s Degree or Diploma in Electronics and Telecommunications, Computer Science or Information Technology or any equivalent field with strong academic credentials is required. At least 6-8 years of experience in a networking focused second line support role Good English communication and presentation skills (written & verbal). An ability to demonstrate a focus on attention to detail and high-quality results. Knowledge of Jira ticketing system Solid understanding of networking fundamentals and concepts. Hands-on experience on Cisco ACI Hands-on experience on AWS Firewall, NACL, SG and Direct-connect. Good Understanding on Azure Express Route, vWAN, firewall, routing Hands on Palo Alto firewall Knowledge on monitoring and troubleshooting of Cisco Wireless technologies. Knowledge on Cisco Identify Service Engine (ISE) Knowledge on Network Management tools like Entuity Knowledge on WAN optimizers like Riverbed Knowledge on URL filtering and monitoring of Cisco Umbrella environment Hands on experience on Cisco Data center switches, routers and firewalls and knowledge on routing protocols like EIGRP, OSPF and BGP Strong knowledge & good experience on Site-2-Site VPN, Remote VPN, Data Protection, URL filtering, NAT, QOS, IPSEC Basic knowledge on SD-WAN & Cisco DNAC Cisco CCNP Data Center or higher-level certification Advantageous: ITIL Foundation certification Cisco DNAC and ACI Zscaler ZIA and ZPA CCNP Data Center or CCIE R&S/Data Center Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

Job Title: Communication and Content Management Analyst Type - FTE- Contractual The Role : Internal Communications Content and Design Analyst is part of the Internal Communication team at Morningstar India. Role entails developing and designing engaging content for various mediums such as digital signage screens within our India Offices and supporting employee communications and campaigns. Responsibilities: Communication Development and Coordination Update and maintain Asana and the India commuxnications calendar to streamline incoming briefs and requirements. Draft and distribute communications for employee initiatives, ensuring clarity and alignment with organizational messaging. Develop, design, and manage dynamic content for digital screens, ensuring all assets align with brand guidelines. Schedule and update content across screens in the Morningstar India offices to maintain fresh, relevant, and engaging visuals. Collaborate with internal teams to translate marketing campaigns and messaging into compelling digital screen content. Stay on top of trends in digital design, screen management, to keep our campaigns fresh. Requirements: Exceptional written and verbal communication skills to effectively convey ideas and information. Highly organized with the ability to manage multiple projects, prioritize tasks, and meet deadlines. Knowledge of typography, layout, and design principles for creating visually appealing assets (preferred) Attention to detail to ensure all tasks and communications meet professional and compliance standards. Experience: 1-2 years as communication analyst Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

The Role: At Morningstar, helping investors is what brings us together and drives our work. We are looking for a Senior Data Engineer to join the Corporate Systems Data Enablement team to support Morningstar’s Business Intelligence Reporting, grow with us, introduce us to new ideas and develop products that empower our users. Every day, you’ll partner with team members across disciplines developing products for investors. You’ll interact daily with product managers, and business stakeholders to understand our domain and create technical solutions that push us forward. You will be a member of a vibrant technical community and share your technical knowledge while also learning from your fellow technologist. This position is based in our Mumbai office. Responsibilities Design, develop, and optimize data pipelines to support data integration, transformation, and storage in a modern data warehouse. Manage and maintain cloud-based data infrastructure on AWS. Maintain SQL Server-based data models and Informatica ETL processes. Support the migration of data pipelines from SQL Server to a modern data warehouse like Snowflake. Optimize SQL queries, stored procedures, indexing strategies, and data models for efficiency and scalability Work closely with data analysts, data scientists, product manager and other stakeholders to understand business requirements and provide efficient data solutions. Write efficient, reusable, and scalable Python code to automate data workflows. Monitor data quality and ensure data integrity, governance and security in the data pipelines. Troubleshoot and optimize performance issues across data systems. Mentor and collaborate with junior data engineers to improve overall team capabilities. Work closely with analytics and BI teams to support reporting and dashboarding needs. Requirements A bachelor's degree in Computer Science or a related field. Over eight years of experience in data engineering, building end-to-end data integration and data warehousing solutions for analytics teams. Experience in designing and implementing ETL/ELT frameworks for complex data warehouses/marts. Proficiency in handling large data sets, with experience in performance tuning and troubleshooting. Experience with AWS compute technologies (Lambda, ECS/ECR, EC2, API Gateway, IAM, S3). Experience with data visualization tools like Tableau or Power BI. Experience with Snowflake, DBT and DataHub is a plus. Proficiency in Python programming for data engineering tasks (e.g., data wrangling, automation, and ETL). Expert-level SQL skills. Experience with version control (e.g., Git) and collaborative development practices. Strong understanding of data governance practices. Proven experience working within a global agile team. Strong problem-solving skills and the ability to work in a fast-paced environment. A flexible team player who remains organized and productive while managing multiple deliverables. 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 Morningstar Morningstar is a leading innovator in the financial industry, dedicated to developing and maintaining high-quality, innovative financial products. Our International Wealth Product’s leverage extensive data, independent research, and advanced technology to create exceptional products that meet the diverse needs of our global clients. Working closely with our Client Solutions team, we ensure that our offerings are relevant and integrated solutions for our clients. Job Summary As a Product Specialist, you will play a crucial role in bridging the gap between data analysis and business strategy. This position is ideal for a detail-oriented professional with a passion for product management and data analysis. Your responsibilities will include: Key Responsibilities Data Analysis: Collect, analyze, and interpret product performance data from various sources. Create and maintain dashboards and reports to track key performance indicators (KPIs) and product metrics. Conduct market research and competitive analysis to identify trends and opportunities. Use data insights to support product development and marketing strategies. Present data findings to stakeholders in a clear and actionable manner. Business Analysis: Assist in gathering and documenting business requirements from stakeholders. Work with the Product Manager to define product features and specifications. Collaborate with cross-functional teams (engineering, marketing, sales, customer support) to ensure product alignment with business goals. Participate in user testing and feedback collection to refine product features. Product Management and Support: Respond to internal and external product inquiries and provide product-related support. Track, evaluate, and resolve complex product and data issues escalated from Product Support and Client Success Manager teams, primarily using the Salesforce Service Cloud tracking tool. Demonstrate ownership of issues, providing timely updates, follow-ups, and resolutions. Prioritize issues based on severity and impact. Ensure adherence to issue management processes. Understand the roles and expertise of internal stakeholders (developers, QA analysts, data analysts, product managers, project managers) to expedite issue resolution. Generate business solution suggestions for remediation of problems. Identify and address root causes of repetitive issues through collaboration with development and product management teams. Collaborate with the Development team to create tools/documentation for automating and speeding up issue investigation. Contribute to efforts to streamline and improve processes. Qualifications A Bachelor’s degree in business, finance, computer science, MIS, or a related field is preferred. An MBA in finance is also a plus. Ideal candidates possess a blend of financial knowledge (70%) and basic IT skills (30%). Strong customer service focus and experience in customer support are considered advantageous. Excellent communication, problem-solving, organizational, and analytical skills are essential. Ability to work collaboratively in a cross-functional environment. Quick learner with the ability to develop broad and deep expertise in products. Prior experience in product management, business analysis, or related roles Familiarity with financial products and industry trends is a plus. Experience with JIRA and Salesforce Service Cloud is valued. Morningstar is an equal opportunity employer. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

Location : Madrid, Spain Working Pattern : Hybrid (3 days in office) About This Role We’re looking for driven German, French, Dutch, Danish, Swedish, Norwegian, Finnish, Italian, Spanish, Portuguese , Thai, Japanese and Korean speakers to join our team as an Associate Data Research Analyst. We are a team of data analysts taking pride in delivering top-quality financial data to Empower Investors’ Success. In this role, you will work closely with the Global Data Team and Local Business Representatives to ensure the accuracy and timeliness of financial data across global markets, collaborating with a dynamic team and gaining expertise in data acquisition and management. Help us shape the future of financial data and join us now! What You'll Do Collaborate closely with the global data teams Data expert on investment data points, processes, methodologies, calculations & different fund structures Manage business relationships with fund companies. Connecting with providers & setting up acquisition channels as well as acting as a point of escalation Meet the predetermined production deadlines for internal and external clients Continuously evaluate procedures, create and enhance analytical tools, and implement process improvement projects. Utilize project management methodologies such as LEAN Six Sigma to track, evaluate and determine resolution approach for complex data issues. Collect and maintain Morningstar data, ensuring high levels of data accuracy, completeness and coverage. Demonstrate a high sense of ownership of the issues in the data ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution. Understand roles, responsibilities, and expertise of internal partners to expedite issue resolution. Translate requests from internal clients into detailed written specifications and user stories. Improve and document client use cases to ensure any new functionality meets and exceeds client expectations Who You Are Multilingual Communicator: You are fluent in English and minimum two other languages (such as Spanish, German, French, Dutch, Danish, Swedish, Norwegian, Finnish, Italian, Spanish, Portuguese, The Group : The IWPT Data Platform team at Morningstar is looking for an experienced Software Engineer to lead the development and maintenance of our Investor applications built with Node.js backend and Vue.js frontend. These applications play a crucial role in delivering data for investor and market research articles within their financial systems. The Role : We are looking for a Software Engineer who specializes in full-stack development on modern cloud-based infrastructure to join our team, grow with us, introduce us to new ideas and develop products that empower our users. You will have technical product ownership and responsibility for ensuring process and quality adherence through code reviews, test coverage and overall governance. You will act as the software guardian, owning non-functional requirements, and the quality of the code while addressing technical debt. Every day, you’ll work with team members across disciplines developing products for our clients. You will partner with product owners and designers to understand our domain and create technical solutions that push us forward. You will be a co-owner of the product, responsible for its development and overall quality. Responsibilities : Development and maintenance of Investor and DFD applications using Vue.js, Nuxt.js, Storybook, Javascript and Node.js, GraphQL, deployed on a aws cloud platform. Collaborate with clients and internal teams to diagnose and resolve complex issues across both FrontEnd and BackEnd applications. Design and implement improvements to enhance the reliability, performance, and user experience of our applications. Document development processes, troubleshooting techniques, and solutions to promote knowledge sharing and continuous improvement. Qualifications Friendly and enjoys working in a collaborative team with excellent spoken and written communication skills. Humble, honest, and to the point. Bachelor of Science in Computer Science, Engineering, or equivalent experience. Minimum 2 years of hands-on experience in building reactive Single-Page Web Applications. Experience with several of the following Javascript application frameworks like Nuxt and Vue Infrastructure as Code (IaC) tools like CloudFormation and Terraform CI/CD tools like Jenkins, and Harness Building and deploying containerized applications Proficiency in Vue.js, Nuxt.js, React.js, or any JavaScript platform, along with Node.js, GraphQL for developing and maintaining Morningstar applications. Deep understanding of application development. Familiarity with relational and non-relational databases and queries. Nice to have Experience scaling web-based software applications and services. An understanding of how to protect web applications and services from common security vulnerabilities. Experience with Amazon Web Services technologies like CloudFront, S3, API gateway, ECS, Elastic Search, and ElastiCache Experience building and maintaining automated continuous deployment pipelines Experience building and maintaining automated testing tools Morningstar is an equal opportunity employer committed to diversity and inclusion. We welcome and encourage applications from all qualified individuals regardless of race, ethnicity, religion, gender, sexual orientation, age, disability, or veteran status. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

Provide technical solutions that meet user needs and improve business performance by assisting with the technical analysis of business requirements, problem solving and troubleshooting as part of a product management team. Accountable for ensuring that clear, concise requirements have been captured. Participate in testing and reporting of UAT with internal partners and vendor, reporting defects to vendor ensuring issue resolution, support the implementation check-out process and facilitate the end user communication and training documentation. Collaborating across the organization with business, architects, UX designers, product managers and software developers to improve Advisor and client facing tools. Track and evaluate feedback from users for multiple tools. Key Responsibilities Participate in SCRUM meetings and support of the Agile process Perform regression and user acceptance testing Analyze and interpret data to identify areas of improvement Maintain a broad understanding of business, business needs, and how assigned technologies drive and support the business. Develop detailed business requirements and user stories Tracking end user feedback on the system Occasionally provide Level 3 support for Applications Track and evaluate usage reporting Perform required AdTrax and FINRA filing when necessary Documentation review and updates Troubleshooting with end-users, internal tech partners and vendors Required Qualifications 4-7 years' experience as Business Systems Analyst Ability to effectively summarize data, present insights and reporting Experience working on Agile delivery Knowledge of Requirement collection and User Story logic (experience working in JIRA is a plus) Experience in creating and maintaining backlog Experience Working With Stakeholders Across Many Functions. Strong analytic skills including ability to identify patterns, potential issues and then translate those into functional and test requirements. Exceptional written and verbal communication skills. Preferred Qualifications Experience working in the financial services industry or other similar, highly regulated environment. Experience working with the following tools: JIRA, Morningstar Advisor Workstation Experience with AdTrax submissions Experience with vendor management Experience with market data / exchange data About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP. Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Timings (2:00p-10:30p) India Business Unit AWMPO AWMP&S President's Office Job Family Group Technology Show more Show less

Position Title: Automation QA The Area : Morningstar® Data for equities provides comprehensive coverage of global stock markets from as early as 1975. We are continuously broadening our coverage and creating new products to help clients prepare for regulatory changes and other industry shifts. Our data features proprietary statistics and is developed using stringent quality screens to ensure accuracy. From APIs to data feeds, our solutions are delivered quickly to help institutions meet a broad range of functions. The Role : In this role, you will collaborate with project manager, data analysts, and developers to build technology solutions for Morningstar`s Equity Data collection platforms. You should have understanding of C#, .Net, Component based architectures and who can create scalable, flexible technical solutions. You would support existing systems, study their enterprise complexities and develop/implement better systems with modern software development practices. Developing good understanding of existing systems on other platforms and its database is a beginning step. Responsibilities – Define and establish automation strategy and process Understand the Data Collection applications and come up with the automation testing framework Should understand the requirement, design and develop the automation test cases Mentor and help to upgrade the automation skill set of other QAs Requirements – These are the most important skills, qualities, etc. that we’d like for this role. 6-10 Years of working experience as an automation QA Proven experience developing automated test systems and scripts beyond record and playback. Specifically developing functions, adding control flow logic, loops etc. Hands on in any one of the testing tools like Selenium, QTP, JUnit, NUnit Proven understanding of white box, grey box and black box testing techniques Experience in at least two of the following languages; C#, VB.NET, ASP.NET, C++, Java Excellent understanding of object oriented design principles Experience of source control systems and configuration management Experience using SQL with regard to writing and understanding queries and procedures Proven ability to deliver quality results in a busy and dynamic business focused environment EOE Statement: Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

Job: Senior File Server Engineer Job Summary: We are seeking a skilled and detail-oriented Amazon FSx File Server Engineer to join our infrastructure team supporting a highly regulated financial services environment. This role is responsible for architecting, deploying, and managing enterprise file server solutions, including Amazon FSx for NetApp ONTAP, and handling traditional file server administration such as permissions management, GPO-based drive mapping, and compliance-aligned data governance. The ideal candidate brings a deep understanding of cloud file services and thrives in a high-security, audit-intensive environment. Key Responsibilities: Design, deploy, and manage enterprise-grade Amazon FSx for NetApp ONTAP file server environments Administer traditional file server functions including: Creating and managing file shares and NTFS permissions Implementing and maintaining Group Policy Objects (GPOs) to map network drives for users (e.g., drive letter assignments) Managing Active Directory (AD) integration, user access, and group-based permissions Monitor file server performance (IOPS, latency, usage) and perform capacity planning Implement and maintain backup and recovery strategies (e.g., FSx snapshots, 3rd-party backup tools) Troubleshoot issues such as file access errors, locked files, or performance bottlenecks Perform regular data hygiene tasks including quota enforcement, archiving stale data, and applying file screening policies Apply OS and platform patches to file servers in accordance with change management policies Support compliance, risk, and audit teams by producing logs, access reports, and detailed documentation Work closely with cybersecurity to ensure secure file sharing practices and data protection mechanisms Lead or assist in migrations from on-prem file servers to FSx and other cloud-based storage solutions Develop and maintain thorough operational documentation including SOPs, configuration baselines, and audit evidence Qualifications: 6+ years of experience in enterprise Windows file server administration, including NTFS, GPO, Active Directory, and permissions auditing 3+ years of hands-on experience with Amazon FSx for NetApp ONTAP, including setup, configuration, and performance tuning Deep understanding of GPO-based drive mapping and login script configuration in domain environments Strong familiarity with backup, disaster recovery, and data retention policies for file shares Knowledge of regulatory frameworks relevant to financial services (e.g., SOX, GLBA, PCI-DSS) and experience preparing for audits Proficiency in PowerShell scripting for automation of server tasks and policy deployments Solid troubleshooting skills related to file access, storage connectivity, and data integrity Preferred Qualifications: AWS certifications (e.g., AWS Certified SysOps Administrator or Solutions Architect) Experience with NetApp ONTAP CLI, System Manager, or Cloud Manager Familiarity with hybrid cloud storage integrations and tools (e.g., AWS Storage Gateway, Azure File Sync) Exposure to forensic investigations or SIEM tools in the context of file access 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

Job Description Role: Senior Employee Technology Support Analyst Shift - US As a Senior Employee Support Analyst, you will support a diverse set of Products and Services within an agile cross-functional product development team. A willingness to take ownership of products running in production and providing frictionless experience to end-users is a key part of this role along with providing feedback and input to help shape the modernizing and building better products. The team is passionate about keeping our systems modern, reusable, and maintainable. You will be shaping the future of Morningstar DBRS’s Products and helping to make Morningstar DBRS a technology-first environment. The role will be to work with team members in North America and Mumbai and support DBRS Morningstar’s global offices. Responsibilities Support a diverse set of Products and Services; applying technical knowledge to assist end-users and stakeholders. Research to identify issues; provide timely resolution, and communication of outcomes to all appropriate team members. Communicate effectively to convey complex technical information, via email, chat, ticketing system and attendance in bridge calls. Understand and educate end-users on complex user experiences. Build a knowledge base for end-users and support analysts Make software improvement recommendations to enhance user experience and increase support analyst autonomy. Track, evaluate, and determine resolution approach for credit products and underlying data issues. Demonstrate a high sense of ownership of the issues in the product ticket queue. Be responsive and provide timely updates, follow-up, expedition, and resolution. Articulate and evangelize the strength, quality, and value of the product, acting as a subject matter expert where necessary. Think strategically when it comes to understanding client requirements, problem-solving, and project management skills Requirements: 3+ years of experience in Application Production L1 (Level 1) & L2 (Level 2) support. 2+ years of experience of managing applications involving technologies such as.net/ python/ AWS / JavaScript/Any JavaScript framework 2+ years of experience debugging SQL Queries and Stored Procedures in a relational database management system (RDBMS). Ability of troubleshooting applications independently with multiple concurrent priorities. Ability to collaborate successfully with team members & teams (end users, functional teams, release manager, development team) Knowledge of Service Level Agreement management, Incident management, Service request handling, Application Monitoring (alerts, logs), etc. Experience with any service desk tool, such as BMC Remedy, ServiceNow, JIRA, Redmine, CA Service Desk etc. Excellent communication skills – verbal, listening, reading, writing Availability to work on rotation shifts between NA American & Australian shifts Qualifications: A bachelor’s degree in computer science or related field Good to have: Demonstrated domain knowledge in financial/investment data, and/or analytics Working knowledge of monitoring tools e.g., Splunk, New Relic etc. Morningstar is an equal opportunity employer 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. R06_DBRSInc DBRS, Inc. - US Legal Entity Show more Show less

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

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

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

Responsibilities Create and manage multiple databases and capacity planning. Monitor and tune database performance using tools like Query Store, DMVs, and SQL Profiler. Maintain data integrity and security (manage roles, permission of database users). Use tools like SQL profiler for database tuning, should be able to generate traces, execution plans, identify performance bottleneck, deadlocks/contention and resolve them Develop strategies and implement solutions for managing back-ups, restoration and replication. Create and manage constraints and indexes. Support software developers with database operations including the development of complex SQL, tuning of DML and the creation of stored procedures. Proactive housekeeping/archiving and shrinking of databases. Manage production, QA, Stage and development database environments. Create detailed documentation including diagrams of database infrastructure. Learn relevant business processes and understand the data flow, criticality and dependencies. Effectively coordinate and communicate with all the stakeholders (internal teams and clients). Requirements Bachelors or Master’s degree in computer science or equivalent and a total of 3-5+ years’ experience in MSSQL Database administration using SQL Server 2014/2016/2017/2019/2022 versions. Experience in SQL Server Clustering and HA technologies including mirroring, log shipping, failover cluster, AlwaysOn and various replication technologies would be an advantage. Experienced in SQL Server Integration Services (SSIS), SQL Server Reporting Services (SSRS). Expertise on cloud platform like AWS, Azure etc. Sound knowledge of RDBMS concepts, database architecture and SQL/T-SQL. Proficient with SQL server profiler for monitoring and troubleshooting database activity and performance. Ability to develop procedure documents and maintain detailed database related documents. Innovative approach to work, constantly looking for upgrading the system to more efficient and effective new technologies. Able to organize work efficiently and work well under stress, changing priorities, and time constraints Nice to Have Expertise on MySQL/PostgreSQL/MongoDB with Linux environment including Backup, replication Configuration for DR purpose. Familiarity with compliance guidelines like SOC II, FINRA and best practices like ITIL, Change/Incident Management Morningstar is an Equal Opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Morningstar is currently seeking a Compliance Associate to manage monitoring & testing program for our ESG (Sustainalytics) & Indexes business. The key responsibilities will be conducting Electronic Communications review. Additionally, the Compliance Associate will carry out other monitoring activities within the scope of the general monitoring program. The successful candidate will have the ability to shape the role and have a meaningful impact on the entire Morningstar organization. To assist in the responsibility, the Compliance Associate will interact with key stakeholders from Morningstar Sustainalytics and Indexes in various offices. This position is based in Mumbai, India and reports to the manager Monitoring and Testing Team for Morningstar Sustainalytics and Morningstar Indexes. Responsibilities As part of the Global Controls Team with eComm focus, this person will Conduct Electronic Communications review to detect inappropriate communications, potential conflicts of interest, potential complaints, etc. Additionally, this person will contribute to below functions Execute general monitoring and testing activities in-scope and ensure timely and effective execution of each of the activities. Ensure proper documentation of monitoring and testing results for all activities in-scope. Communicate results within Compliance and with key business stakeholders. Ensure completion of any follow-ups resulting from the general monitoring and testing activities. Identify opportunities for improvement and automation in order to execute the program more effectively and efficiently. Perform and ensure proper execution of activities including but not limited to Methodology Development & Disclosure Review, etc. Monitoring and Testing reports associated with reviews of various nature. Assist with other key activities identified by the Monitoring and Testing Team for Morningstar Sustainalytics and Indexes Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

As a MCA Analyst, you will conduct thorough quantitative and qualitative analysis on the underlying loans and properties that collateralize Commercial Mortgage Backed Securities transactions. In addition, you will assist other analysts with the creation of loan valuations and write-ups; assist with special projects/initiatives, as needed. Responsibilities Write monthly research reports & transaction snapshot including commentary and opinion on the Commercial Mortgage Backed Securities (CMBS) for the institutional clients.Accurate and timely assistance with the basic data and preliminary tasks to support the research and analysis of CMBS properties.Accurate and timely retrieval, analysis, research and reporting of CMBS pool level and property level performance, including:Identifying and analyzing risky assets based upon qualitative and quantitative factionsIdentifying macro and micro risk factors, including market, property type, tenant, and borrower, to determine and measure exposure within the CMBS pools and loan portfolios. Monitoring, analysis, and executive summary reporting on CMBS transactions, including an investigation of potential default or loss scenarios for underlying real estate loan collateral.Productive and timely communication and support other Morningstar Analysts or any third-party contacts to collect data and information to produce quality and timely reporting within prescribed time frames.Research and respond to internal and external inquiries regarding specific aspects of assigned CMBS pools, providing users with information on major credits or portfolio concentrations; and evaluating such detail relative to bond class holdings to ascertain strengths and/or weaknesses of a position.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 deliverablesDemonstrate strong learning curve and eagerness to move up the rating value chain Requirements 2 to 4 years of experience in a credit research domain, with knowledge of CMBS and credit ratings experience preferred.A bachelor’s degree required, Masters, CFA or FRM preferred.Excellent writing communication and quantitative/analytical skills.Intermediate level of Microsoft Excel, Visual Basic for Applications (VBA) and MSSQL skills.Creative thinker who is adept at taking an analytical approach to problem solving. 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. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity