271 Morningstar Jobs - Page 2

Title: Data Content Researcher 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. The Group: Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company. The Role : The Equity Data team is looking for a knowledgeable, enthusiastic, creative, and results-driven candidate with 3+ years of experience in content writing in Equity & Financial data to join its Equity Data Methodology Team. The team’s mandate is to be the experts in the field of equity data, whom our external and internal clients can trust to provide intelligent, valuable, and timely solutions. To this end as a Data Content Researcher, you will work with business leaders, product managers, subject matter experts, operation team leaders, quality assurance analysts and client/third-party stakeholders to enhance our equity data literature across Morningstar’s various product lines. You will work in a global environment, communicating with stakeholders in multiple regions. You will be a resource to local data analysts. Shift: General Responsibilities Responsible for creating client facing documentation. Work with subject matter experts, content researcher, content specialist to interpret and simplify specification documents. Work with the product teams to define and understand client personas, needs, and workflows. Translate client needs and workflows into concise data and product requirements. Work with the various product and data teams to implement new datasets and capabilities. Responsible for conducting market, industry, and competitor research. Communicate clear and concise project status information to stakeholders including the sales team and external clients. Qualifications Bachelor’s degree in Accounting/ Finance/ Business CA/CFA (preferred) Master’s in communication e.g. MBA – Communication or any equivalent Degree or professional qualification Knowledge of accounting principles and equity ratios/calculations Within overall 5+ years of work experience - at least 3 years of relevant work experience in - writing Articles on Investment, Stock Market Trends and/or preparation of client facing documents in the Investment Domain Significant experience working with customers’ requests and questions. Able to take the initiative and work without detailed guidance or supervision. Able to influence colleagues that you do not manage but whose resource & skills you need to achieve project goals. Strong writing, communication, and interpersonal skills Curious and enjoys problem solving. A pro-active and positive attitude and a team player. Interest and personal participation in equity markets is considered an asset. 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

Design & develop AI/ML solutions to be flexible, scalable & extensible. Build solutions that incorporates cognitive techniques such as statistics, machine leaning, NLP, deep learning, transfer learning Hands-on in python libraries like pandas, numpy, scikit-learn, scipy, nltk, tensorflow, keras, pytorch etc. Excellent at feature engineering, Exploratory data analysis and data visualization Keen to work on cloud-based ML solutions using AWS,GCP,Azure,IBM Watson etc. Innovative, studies research papers and implement them. Curious to learn latest algorithms and concept and use them professionally Develop areas of continuous and automated deployment Introduce and follow good development practices, innovative frameworks and technology solutions that help business move faster Be a Role Model to the team to collaborate on good object-oriented designs & domain modeling. 3-5 years of experience in data science, machine learning field An advanced degree in engineering, computer science, statistics or related field is preferred Expertise with data science and python, machine learning, NLP and deep learning is essential Experience with back-end XML, relational databases (e.g. MS SQL, Postgres) Experience developing and deploying solutions using services in the Amazon AWS ecosystem (Serverless Lambda, EC2, RDS) Experience of publishing the research paper in renowned forums Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Title: Senior Data Research Analyst Location: Vashi, Navi Mumbai The Group: Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. The Role: As a Senior Data Research Analyst , will work on collecting operational, document, performance, and portfolio data from various vendor sources. You will adhere to the company goals, policies and procedures and work in a focused manner to achieve the overall objectives. You will be responsible for, with the help of leaders, ensuring and improving the performance, productivity and efficiency and the delivery of the operational performance KPIs. You will effectively manage your performance and development to support our continuous operational success. Shift: UK/AU/US Roles & Responsibilities: Actively collect managed investment data using Morningstar collection systems, and ensure data timelines, completeness and accuracy to meet business goals. Manage relationships between Morningstar and Asset Management companies, insurance companies and other data vendors. Partner with quality assurance, products, and technical departments to resolve clients’ data issues timely and effectively. Participate in the initiatives focused on consolidating global data collection platforms and supporting database integration projects. Establish and achieve the set Objectives & Key Results (OKRs) with the direction of team lead. Monitor, analyze and execute summary reports including an investigation of potential data error to continuously improve data collection and quality assurance process using Lean Six Sigma tools. Actively discover and raise issues in work (including system, process, and collection methodology) and propose enhancement suggestions to further improve system functionality, process efficiency and data quality. Participate in data and process related projects such as industry/market research, market expansion, process certification, new product development support, etc. Facilitate cross-team projects to implement approved solutions based on priority and impact. Demonstrate a high sense of ownership of the process, understand roles & responsibilities by acting as a process trainer and mentor Requirements: > 3 years’ experience in finance domain, with emphasis on collection systems and methodologies, senior data research analyst role or above. Fund Portfolio experience would be preferred Good command in MS Office (Excel, PowerPoint etc.); advanced users preferred. SQL, Macro or Python and machine learning will be a plus. Should be critical thinker and should possess good communication skill. Should be equipped with understanding of data competencies like data content expertise, data analysis etc. Strong analytical, problem-solving capabilities, and excellent communication written as well as verbal & reporting skills. Should be a good team player with good learning ability and equipped with self-motivation in an independent, fast-paced work environment. Ability to exercise control over the planned activities like training / mentoring new hires, doing quality checks etc. Able to work under tight deadlines and handle pressure during peak seasons. Good project management skills with proven track record of working on and delivering projects independently. Remote team working experience is a plus. Flexibility to work in shifts. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

The JIRA/Atlassian Administrator’s primary role is to manage and maintain Morningstar’s JIRA and Confluence environment. While this position will focus primarily on JIRA and Confluence, it may also include work with Active Directory and Office 365 hosted applications such as Exchange Online. The Administrator will be expected to be ‘hands on’ with the systems and individual tasks in support of the applications and the servers/infrastructure on which they reside. Candidates must possess proficient technical skills around the Linux and Windows operating system. The full-time position is a day shift, with being on-call as an escalation contact. Responsibilities Management and support of Atlassian JIRA and Confluence as an administrator. Development and maintenance of JQL for custom JIRA processes. Proficient technical skills around the Linux and Windows operating system. Follow guides to implement best practices, develop efficiencies, and improve platform scalability and performance. The ability to work in a fast-paced environment with minimal supervision and major responsibility. Work closely with user groups to resolve problems, deploy and release new products and create solutions to provide world class service, solutions and support. Assist as needed with the management and support of Active Directory, Exchange, Skype for Business, Office 365 platform and several other employee tools. Participate in an on-call rotation. Requirements Bachelor of Science in Computer Science, Engineering, or equivalent. Experience managing Atlassian tools (JIRA and Confluence) as an administrator is required. Experience developing and maintaining JQL 3 years or more of System Administration experience. Experience with Office 365 Administration is a plus. Experience with Active Directory and Domain Administration is preferred. Knowledge of networking, DNS, Exchange, Active Directory is required. Knowledge and experience of working with Monitoring agents and systems. Exceptional customer service, organization, interpersonal, time-management and written and verbal communication skills. High degree of self-motivation. The ability to adapt quickly to new tasks. The ability to learn custom applications, support, and troubleshoot. Experience with virtual machines (Windows Server, Red Hat, Centos). Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

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

Title: Senior Data Research Analyst Location: Vashi, Navi Mumbai The Group: Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. The Role: As a Senior Data Research Analyst , will work on collecting operational, document, performance, and portfolio data from various vendor sources. You will adhere to the company goals, policies and procedures and work in a focused manner to achieve the overall objectives. You will be responsible for, with the help of leaders, ensuring and improving the performance, productivity and efficiency and the delivery of the operational performance KPIs. You will effectively manage your performance and development to support our continuous operational success. Shift: UK/AU/US Roles & Responsibilities: Actively collect managed investment data using Morningstar collection systems, and ensure data timelines, completeness and accuracy to meet business goals. Manage relationships between Morningstar and Asset Management companies, insurance companies and other data vendors. Partner with quality assurance, products, and technical departments to resolve clients’ data issues timely and effectively. Participate in the initiatives focused on consolidating global data collection platforms and supporting database integration projects. Establish and achieve the set Objectives & Key Results (OKRs) with the direction of team lead. Monitor, analyze and execute summary reports including an investigation of potential data error to continuously improve data collection and quality assurance process using Lean Six Sigma tools. Actively discover and raise issues in work (including system, process, and collection methodology) and propose enhancement suggestions to further improve system functionality, process efficiency and data quality. Participate in data and process related projects such as industry/market research, market expansion, process certification, new product development support, etc. Facilitate cross-team projects to implement approved solutions based on priority and impact. Demonstrate a high sense of ownership of the process, understand roles & responsibilities by acting as a process trainer and mentor Requirements: > 3 years experience in finance domain, with emphasis on collection systems and methodologies, senior data research analyst role or above. Must to have Fund Data experience Good command in MS Office (Excel, PowerPoint etc.); advanced users preferred. SQL, Macro or Python and machine learning will be a plus. Should be critical thinker and should possess good communication skill. Should be equipped with understanding of data competencies like data content expertise, data analysis etc. Strong analytical, problem-solving capabilities, and excellent communication written as well as verbal & reporting skills. Should be a good team player with good learning ability and equipped with self-motivation in an independent, fast-paced work environment. Ability to exercise control over the planned activities like training / mentoring new hires, doing quality checks etc. Able to work under tight deadlines and handle pressure during peak seasons. Good project management skills with proven track record of working on and delivering projects independently. Remote team working experience is a plus. Flexibility to work in shifts. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

The Role: 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

Role: Machine Learning Engineer - MLOps Job Overview As a Senior Software Development Engineer, Machine Learning (ML) Operations in the Technology & Engineering division, you will be responsible for enabling PitchBook’s Machine Learning teams and practitioners by providing tools that optimize all aspects of the Machine Learning Development Life Cycle (MLDLC). Your work will support projects in a variety of domains, including Generative AI (GenAI), Large Language Models (LLMs), Natural Language Processing (NLP), Classification, and Regression. Team Overview Your team’s goal will be to reduce friction and time-to-business-value for teams building Artificial Intelligence (AI) solutions at PitchBook. You will be essential in helping to build exceptional AI solutions relied upon and used by thousands of PitchBook customers every day. You will work with PitchBook professionals around the world with the collective goal of delighting our customers and growing our business. While demonstrating a growth mindset, you will be expected to continuously develop your expertise in a way that enhances PitchBook’s AI capabilities in a scalable and repeatable manner. You will be able to solve various common challenges faced in the MLDLC while providing technical guidance to less experienced peers. Outline Of Duties And Responsibilities Serve as a force multiplier for development teams by creating golden paths that remove roadblocks and improve ideation and innovation Collaborate with other engineers, product managers, and internal stakeholders in an Agile environment Design and deliver on projects end-to-end with little to no guidance Provide support to teams building and deploying AI applications by addressing common painpoints in the MLDLC Learn constantly and be passionate about discovering new tools, technologies, libraries, and frameworks (commercial and open source), that can be leveraged to improve PitchBook’s AI capabilities Support the vision and values of the company through role modeling and encouraging desired behaviors. Participate in various cross-functional company initiatives and projects as requested. Contribute to strategic planning in a way that ensures the team is building exceptional products that bring real business value. Evaluate frameworks, vendors, and tools that can be used to optimize processes and costs with minimal guidance. Experience, Skills And Qualifications Degree in Computer Science, Information Systems, Machine Learning, or a similar field preferred (or commensurate experience) +2 years of experience in hands-on development of Machine Learning algorithms +2 years of experience in hands-on deployment of Machine Learning services +2 years of experience supporting the entire MLDLC, including post-deployment operations such as monitoring and maintenance +2 years of experience with Amazon Web Services (AWS) and/or Google Cloud Platform (GCP) Experience with at least 80%: PyTorch, Tensorflow, LangChain, scikit-learn, Redis, Elasticsearch, Amazon SageMaker, Google Vertex AI, Weights & Biases, FastAPI, Prometheus, Grafana, Apache Kafka, Apache Airflow, MLflow, KubeFlow Ability to break large, complex problems into well-defined steps, ensuring iterative development and continuous improvement Experience in cloud-native delivery, with a deep practical understanding of containerization technologies such as Kubernetes and Docker, and the ability to manage these across different regions. Proficiency in GitOps and creation/management of CI/CD pipelines Demonstrated experience building and using SQL/NoSQL databases Demonstrated experience with Python (Java is a plus) and other relevant programming languages and tools. Excellent problem-solving skills with a focus on innovation, efficiency, and scalability in a global context. Strong communication and collaboration skills, with the ability to engage effectively with internal customers across various cultures and regions. Ability to be a team player who can also work independently Experience working across multiple development teams is a plus Working Conditions The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events. Morningstar India is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

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

T he Area: Morningstar is a leading global provider of independent investment insights. Our core competencies are data, research, and design, and we employ each of these to create products that clearly convey complex investment information. Our mission is to empower investor success and everything we do at Morningstar is in the service of the investor. Reporting to the Audit Committee of the Board of Directors, the purpose of the Global Audit and Assurance (GAA) function is to strengthen Morningstar’s ability to create, protect, and sustain value by providing the Company with organizationally independent, risk-based, and objective assurance and consulting services to evaluate and improve Morningstar’s governance, risk management and control processes. The Role: Morningstar’s GAA function seeks a highly motivated Senior Internal Auditor who thrives on new experiences and challenges. As a Senior Internal Auditor, you will play an integral role in evaluating the company’s business and information technology processes and effectiveness of internal controls. You will have the opportunity to work on a variety of operational, compliance, financial, and information technology reviews as well as evaluate the effectiveness of internal controls over external financial reporting as part of the company’s Sarbanes-Oxley Section 404 compliance activities. Based in Mumbai, the Senior Internal Auditor may be required to travel to a number of domestic and international locations in support of our annual internal audit plan. You will work closely with all levels of management across the organization, recommending changes to strengthen controls for increased efficiencies and reduced risks. The Senior Internal Auditor will have the opportunity to utilize and reference world-class audit tools and audit methodologies in the performance of his or her duties. Key Responsibilities Planning and execution of financial, operational, compliance; and information technology related reviews. Perform walkthroughs of complex business and information technology processes and test the design and effectiveness of internal controls. Execute audit procedures in accordance with audit objectives and document work in accordance with professional standards. Preparation of observations and recommendations for corrective action and documentation of work Effectively apply the COSO internal control framework, COBIT IT governance framework, IIA Global Internal Audit Standards and US GAAP accounting principles. Assist audit management with the execution of continuous risk assessment and audit plan development. Serve as an independent advisor and business partner with management. Requirements Action-oriented, self-starter with strong verbal and written communication skills. Comfortable working both independently or in teams and working within a complex environment. Ability to diagnose problems, determine root causes, and recommend solutions to complex challenges. Undergraduate degree in accounting, business, information technology, management information systems, or a related field. Minimum of 5 years of internal or external audit experience. Experience in working for a Big 4 or Tier-Two public accounting firm highly preferred. Experience in performing data analytics and using data extraction and analysis software Professional accreditation (e.g., CIA, CPA, CISA) highly preferred. Understanding of the technical aspects of accounting and financial reporting. Experience in performing multiple projects and working with varying team members. Flexibility/ adaptability to work a non-standard schedule as needed to accommodate various time zones where some process owners are located. Willingness to travel to domestic and international offices. Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity

Job Description Position Title: Automation QA The Area: Morningstar® Data for equities provides comprehensive coverage of global stock markets from as early as 1975. We are continuously broadening our coverage and creating new products to help clients prepare for regulatory changes and other industry shifts. Our data features proprietary statistics and is developed using stringent quality screens to ensure accuracy. From APIs to data feeds, our solutions are delivered quickly to help institutions meet a broad range of functions. The Role: In this role, you will collaborate with project manager, data analysts, and developers to build technology solutions for Morningstar`s Equity Data collection platforms. You should have understanding of C#, .Net, Component based architectures and who can create scalable, flexible technical solutions. You would support existing systems, study their enterprise complexities and develop/implement better systems with modern software development practices. Developing good understanding of existing systems on other platforms and its database is a beginning step. Responsibilities – Define and establish automation strategy and process Understand the Data Collection applications and come up with the automation testing framework Should understand the requirement, design and develop the automation test cases Mentor and help to upgrade the automation skill set of other QAs Requirements – These are the most important skills, qualities, etc. that we’d like for this role. 2-4 Years of working experience as an automation QA Proven experience developing automated test systems and scripts beyond record and playback. Specifically developing functions, adding control flow logic, loops etc. Hands on in any one of the testing tools like Selenium, QTP, JUnit, NUnit Proven understanding of white box, grey box and black box testing techniques Experience in at least two of the following languages; C#, VB.NET, ASP.NET, C++, Java Excellent understanding of object oriented design principles Experience of source control systems and configuration management Experience using SQL with regard to writing and understanding queries and procedures Proven ability to deliver quality results in a busy and dynamic business focused environment EOE Statement: Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Position Title: Automation QA The Area : Morningstar® Data for equities provides comprehensive coverage of global stock markets from as early as 1975. We are continuously broadening our coverage and creating new products to help clients prepare for regulatory changes and other industry shifts. Our data features proprietary statistics and is developed using stringent quality screens to ensure accuracy. From APIs to data feeds, our solutions are delivered quickly to help institutions meet a broad range of functions. The Role : In this role, you will collaborate with project manager, data analysts, and developers to build technology solutions for Morningstar`s Equity Data collection platforms. You should have understanding of Java and Component based architectures and who can create scalable, flexible technical solutions. You would support existing systems, study their enterprise complexities and develop/implement better systems with modern software development practices. Developing good understanding of existing systems on other platforms and its database is a beginning step. Job Details Job Posting Title: QA Automation Engineer Job Profile: QA Automation Engineer (TB) Job Description Summary Responsibilities – Define and establish automation strategy and process Understand complex nature of the application and come up with the automation testing framework Should understand the requirement, design and develop the automation test cases Take ownership of QA requirements and provide testing guidance to the technology team Should also work as Individual Contributor Lead and coordinate the application enhancement and tech ops testing activities with technology and business teams Participate in team communication and collaborate in planning activities, including stand-ups, iteration planning meetings (IPM), and retrospectives. Manage and communicate regular updates on project status (e.g., work completed, work in progress, next steps, risks, quality, KPIs, and costs) to stakeholders, peers, Product managers, and others. Job Description Responsibilities – Define and establish automation strategy and process Understand complex nature of the application and come up with the automation testing framework Should understand the requirement, design and develop the automation test cases Take ownership of QA requirements and provide testing guidance to the technology team Should also work as Individual Contributor Lead and coordinate the application enhancement and tech ops testing activities with technology and business teams Participate in team communication and collaborate in planning activities, including stand-ups, iteration planning meetings (IPM), and retrospectives. Manage and communicate regular updates on project status (e.g., work completed, work in progress, next steps, risks, quality, KPIs, and costs) to stakeholders, peers, Product managers, and others. Requirements – These are the most important skills, qualities, etc. that we’d like for this role. Overall experience of 2 to 3 years in Quality Assurance and Testing with relevant hands on experience in Automation Strong experience in Manual & Automated Testing of web-based application Expert in UI Automation using tools like Selenium Web driver, Automation framework development with HANDS-ON. Experience in Manual & Automation Testing of API’s using RESTAssured. Experience using SQL with regards to writing and understanding queries and procedures Used Java or JavaScript as programming language. Good experience in JavaScript libraries JQuery, Ember, Angular Exposure and know-how of performance testing and security testing tools Knowledge of Amazon Web Services / Cloud would be a plus Should be self-driven engineer with desire to use practical and professional concepts in QA along with application of QA standards and procedures to resolve routine issues Should be able to write use cases based on product requirements, execute them and report issues in bug tracking system Should be self-starter, lead and self-contributing to the QA team to build robust and flexible Automated Testing Framework Helps QA community to learn Automation, impart necessary technical knowledge Hands-on current experience authoring, building and adopting large scale, cross-functional automation frameworks with well-balanced coverage across back-end integration, database levels, UI. Integrate test automation into CI/CD process and instrument full SDLC automation Improve process and quality via test and process automation: defining right strategy and technology based on process and architecture assessment by engaging different roles and stakeholders. Mandatory Skill: Very good hands-on and good knowledge of Automation using Selenium Web driver. Experience in Manual & Automation Testing of API’s using RESTAssured. Exposure to test management and bug tracking tool (like ALM, Testrail, JIRA or others), Agile methodologies. EOE Statement: Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Job Description The Team: The talented and creative people in Morningstar’s Software division help make technology one of our core strengths. We believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Whether it’s through open-source development or the transition to cloud and mobile computing, we’re always pushing technology’s boundaries to find new and better ways to serve investors. Though the individuals in our division represent a range of skills and experience levels, they all view software development as a craft and care deeply about creating a positive user experience. You’ll work across offices and cultures with smart people who are driven to find better ways to create great products integrating best practices in technology and investing. The Role : Morningstar seeks a Product Consultant to join our Global Client Support team for supporting Morningstar’s research, data and analytical products. Working directly with our Enterprise clients, you will join our client service group with the aim of resolving their critical and time sensitive issues. Working in conjunction with our product management, implementation managers, solutions, and sales teams, you will act as an expert to support the growth of Morningstar’s enterprise solutions with our clients and identify new opportunities for expanding our offerings. This will be a key role in our mission to provide exceptional client experience by helping Institutional clients use our products to meet their goals. Position is based in Mumbai office Responsibilities Provide best-in-class service to all incoming client queries related to Morningstar products and services. Maintain an expert knowledge of Morningstar products and services, features, benefits, serve as a resource to team members and act as a consultant to the client. Apply a professional, timely, and proactive approach to escalated issues and calls. Regularly follow up internally and externally for all outstanding client queries and requests. Work closely with our internal Data, Engineering and Implementation teams to ensure timely production, quality assurance, and the delivery of projects for new and existing clients. Ensure compliance with the required service levels for the process. Demonstrate and promote strong client advocacy Provide and facilitate pertinent corporate, inter-departmental communications as necessary Requirements: 2-3 years of relevant experience. Experience in Financial Services/Capital markets is preferred. A proven track record of managing clients with contractual timelines and scope. Effective analytical and decision-making skills. Good understanding of financial markets and investment products (especially stocks, mutual funds, commodities, currency) with inclination to learning Understanding of networks, web service errors, and complex software systems Excellent skills in Microsoft Excel Fast learner, self-starter/learner, flexible and proven ability to work in a demanding environment with strong multi-tasking skills. Professional attitude and strong service orientation. Educated to degree level, an advanced degree is a plus Excellent written and verbal communication in English Availability to work on Saturdays, Sundays & Public holidays (on a rotational basis) is a key requirement for this role as part of a global 24x7 support operation. Nice to Have’s Experience with complex information systems Familiarity with customer relationship management (CRM) software Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Title: Senior QA Automation Engineer Location: Vashi, Navi Mumbai 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 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! Shift : General 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. 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 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

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

Product Consultant Shift -AU/EMA/US Open Positions- 9 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 Success, 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. We are looking for a dynamic team player who is process-focused and has strong customer service skills. Responsibilities Support the management of client relations in APAC, EMEA and North America involving a portfolio of asset owners, asset managers, banks, insurance companies, and other financial institutions. Ensure that clients have access to their subscribed research through our online platform and/or receive recurring or one-off standard services, reports, or deliverables. Respond quickly to client queries to resolve problems and ensure an effortless customer experience. Administrate client information in our internal relationship management system; and Support clients in accessing and understanding Sustainalytics’ suite of research products and ESG data for the purpose of incorporation into their investment processes and escalating appropriately. Requirements: 1-3 years of relevant work experience, especially related to customer service Undergraduate degree in a related discipline (business, finance, environment, and/or social sciences). With some experience in the ESG domain is a must. Strong customer service skills and process focused. Ability to understand and process client inquiries efficiently. Excellent interpersonal, communication, and writing skills. Meticulousness and attentiveness to detail. The desire to work for a company where individual contributions have significant impact on the success of the Team as a whole. A positive attitude is required. Experience working effectively with others in a team setting while under the pressure of deadlines. Willingness to work long hours at critical times (i.e., quarterly reporting) based on need. The ability to work independently, efficiently, and responsibly. Extreme attention to detail and an ability to document processes. Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

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

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.

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

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

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

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 Managed Investment Data Group is seeking a seasoned Talent Development Specialist to lead and support the development of our task force, to largely upskill our task force to fit into our exciting global operating model. In this position, you will be working with the senior MID leadership team across regions, to streamline talent development needs and focuses for the organization, create a roadmap and people development framework, and implement a variety of people training programs. This position is based in Mumbai and functionally reports to Associate Director, MID Program and Product Management in Chicago. It will be in the UK shift. Work out the talent development strategy for the organization based on the understanding of business & organization strategy. Create a roadmap and talent development framework to fulfill the talent development strategy. Define and execute training programs within the MID organization, with a long-term focus on upskilling our task force as part of our “Data 2025” vision. Provide/deliver training or workshop in the global MID team to fulfill various people development needs (for example: working across border training/workshop). Measure and report the effectiveness of training programs. Facilitate orientation to new hires and support local and global onboarding processes through the employee talent lifecycle. Partner with HR leaders and global data leaders to drive a consistent application and continuous evolvement of the Global Data Competency model. Promote and keep updated on the market evolvement in terms of training tools (LinkedIn Learning, Trellis, etc.) and training practices (e.g. Artificial Intelligence). Support employee engagement and DEI initiatives. Requirements : 5+ years of professional work experience, including 2-3 years of relevant experience in the people development domain Passionate about people development Excellent strategic thinking skill Ability to lead projects related to talent development/training Ability to design and execute training programs and internal workshops for the organization's development needs Strong interpersonal skills and ability to build effective partnerships with cross-functional, cross-geographical stakeholders Open-minded and fearless self-starter with proven ability to handle multiple tasks in a fast-paced environment and can deliver high-performance results under pressure A bachelor’s degree is required, and an advanced degree is preferred Flexibility to work outside of the defined shift 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’s mission is to empower investor success . Key to helping us fulfill that mission are the products and services that allow investors, and the professionals that serve them to make better investment decisions. The Morningstar ByAllAccounts aggregation platform enables investment firms and fintech developers to build next generation investment solutions. The investment industry is evolving into an open-data ecosystem where investment enterprises and fintech firms compete and collaborate to provide investors better digital financial services. As data intermediaries between financial institutions, wealth-tech firms, and investors, ByAllAccounts plays a critical role providing connectivity and movement of data throughout the investment ecosystem. At ByAllAccounts our goal is to turn investor data into our customers’ most valuable asset, inspiring great product innovation and client and advisor experiences that drive growth. We are passionate about harnessing technology and data to make a meaningful impact in people’s financial lives. The Role: The Software Engineer will serve as an individual technical contributor and mentoring Junior Engineers on the team. He/she will be responsible for developing and maintaining ByAllAccounts’ state-of-the-art web crawling engine and its U.S.-patented financial account data extraction, normalization, and enrichment system that handles files and pages in a variety of formats. This work involves reverse engineering websites, emulating browsers, using various web technologies and open-source packages, and much more. Job Responsibilities: Individual technical contributor Participate in the sprint planning activities Apply Object-Oriented analysis & design using common design patterns Adhere to established guidelines through peer reviews for design and code, unit test results Analyze existing code and expand test coverage Mentor junior team members Requirements: B.S. in Computer Science, Software Engineering, or an equivalent discipline 2+ years’ experience in a software development or software services environment Good conceptual knowledge of OOPS and Java Good understanding of how a web application works Must have worked on a web-based project involving JAVA Experience with, or demonstrable knowledge of: Object-oriented programming Regular Expressions/text stream pattern matching Web technologies (HTML, JavaScript) HTTP protocol Good communication skills Ability to work collaboratively with a team Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

The Position: Senior Data Research Analyst Shift Requirement: US Shift The Department: Managed Investment Data (MID) The Group: Morningstar is one of the largest independent sources of fund, equity, credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company. We provide independent analysis on individual securities, funds, markets, and portfolios. We also provide data on hundreds of thousands of investment offerings, including stocks, mutual funds, and alternative vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. The Role: As a Senior Data Research Analyst , will work on collecting operational, document, performance, and portfolio data from various vendor sources. You will adhere to the company goals, policies and procedures and work in a focused manner to achieve the overall objectives. You will be responsible for, with the help of leaders, ensuring and improving the performance, productivity and efficiency and the delivery of the operational performance KPIs. You will effectively manage your performance and development to support our continuous operational success. Roles & Responsibilities: Actively collect managed investment data using Morningstar collection systems, and ensure data timelines, completeness and accuracy to meet business goals. Manage relationships between Morningstar and Asset Management companies, insurance companies and other data vendors. Partner with quality assurance, products, and technical departments to resolve clients’ data issues timely and effectively. Participate in the initiatives focused on consolidating global data collection platforms and supporting database integration projects. Establish and achieve the set Objectives & Key Results (OKRs) with the direction of team lead. Monitor, analyze and execute summary reports including an investigation of potential data error to continuously improve data collection and quality assurance process using Lean Six Sigma tools. Actively discover and raise issues in work (including system, process, and collection methodology) and propose enhancement suggestions to further improve system functionality, process efficiency and data quality. Participate in data and process related projects such as industry/market research, market expansion, process certification, new product development support, etc. Facilitate cross-team projects to implement approved solutions based on priority and impact. Demonstrate a high sense of ownership of the process, understand roles & responsibilities by acting as a process trainer and mentor Requirements: > 3 years experience in finance domain, with emphasis on collection systems and methodologies, senior data research analyst role or above. Fund Data experience would be preferred Good command in MS Office (Excel, PowerPoint etc.); advanced users preferred. SQL, Macro or Python and machine learning will be a plus. Should be critical thinker and should possess good communication skill. Should be equipped with understanding of data competencies like data content expertise, data analysis etc. Strong analytical, problem-solving capabilities, and excellent communication written as well as verbal & reporting skills. Should be a good team player with good learning ability and equipped with self-motivation in an independent, fast-paced work environment. Ability to exercise control over the planned activities like training / mentoring new hires, doing quality checks etc. Able to work under tight deadlines and handle pressure during peak seasons. Good project management skills with proven track record of working on and delivering projects independently. Remote team working experience is a plus. Flexibility to work in shifts. Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity