271 Morningstar Jobs - Page 3

Job Description Job Description Analyst – FIG team The Team : Morningstar DBRS – Credit Operations Mumbai Analytics The Group: Morningstar DBRS (DBRSM) is a global credit ratings business with about 800 employees in eight offices globally. Formed through the acquisition of DBRS by Morningstar, Inc., the credit ratings business is the fourth-largest provider of credit ratings in the world. DBRS Morningstar is committed to empowering investor success, serving the market through leading-edge technology, and raising the bar for the industry. DBRS Morningstar is a market leader in Canada, the U.S. and Europe in multiple asset classes. DBRS Morningstar rates more than 4,000 issuers and 56,000 securities worldwide, and is driven to bring more clarity, diversity, and responsiveness to the ratings process. Visit https://www.dbrsmorningstar.com/learn/dbrsmorningstar to learn more. Credit Operations Mumbai Analytics team enables and supports the efficient and effective delivery of credit ratings/information to the market with its specialized skills and assets, consistent frameworks, and economies of scale. We collaborate with DBRSM global stakeholders to build creative, impactful solutions and offer services for the business and the market. The Role: Morningstar DBRS’s Financial Institutions Group (FIG) is looking for a motivated individual with good analytical skills and a desire to learn. This role will provide unique opportunities for learning key aspects of the credit ratings process of Financial Institutions in support of analysts based in North America & Europe. You will be responsible for providing data, research and financial modeling support utilized to produce company and sector specific credit reports that incorporate creative insights and support activities across the ratings value chain. This position is based in our Navi Mumbai office. Key Responsibilities: Develop an understanding of and build proficiency in credit analysis Provide support to global analytical teams in preparing daily/ weekly newsletters, monitoring news, announcements, or other material events impacting financial institutions/ banks Assist in preparing financial models, including, but not limited to, updating financial information, reconciling data, maintain company and peer group historical financial results and credit metrics, etc. Maintain industry data through ongoing research/ review of company filings, presentations, and industry publications Provide research support and help collect, organize, and analyze data from internal and external sources for use in company-specific and industry commentaries and reports authored by the onshore analytical team Assist the global analytical teams or senior analysts in preparing credit rating memos, rating committee packages, rationales, etc. or parts thereof Track, review and maintain documentation and various operational databases to help support the credit rating process Ensure compliance with regulatory and company policies and procedures Requirements: Master’s or Postgraduate in Management (Finance) or CA or CFA charter holder or any such equivalent qualification Minimum of 2-3 years of relevant experience in capital markets, credit analysis of financial institutions and/ or banks, etc. Good understanding of core finance and accounting concepts Knowledge of U.S. GAAP and/ or IFRS accounting rules is strongly desired Robust quantitative and analytical skills supported by strong attention to detail and accuracy Fluent in English, with good verbal and written communication skills Strong attention to detail and accuracy Highly motivated, self-starter who is keen to learn, has a positive attitude and a strong work ethic Ability to manage multiple tasks at the same time and deliver results in a timely manner Good inter-personal skills and ability to participate/ contribute as a team player Morningstar DBRS is an equal opportunity employer. Hybrid model – partial work from home option where employee will from Morningstar’s Navi Mumbai offices 3 days a week (subject to change as per organizational directive). 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 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

Job Description Role - Product Consultant Shift - Flexible (24*5) The Role - Customer Support – ESG Domain We are looking for a client representative to join our Client Support team to support accounts globally in the ESG Domain . 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. We operate in a lively and collaborative environment where no one day is the same. 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 and methodologies . All of these will be in the ESG Domain . You will: Gain exposure to an international team, working closely with both Client Success and Sales across regions in the ESG Domain Escalate to the account owner where appropriate. Support the team to maintain and improve client retention and client satisfaction, Understanding ESG Methodology and Data. Providing quick resolution on client Queries with strict adherence to SLA’s Key Responsibility: Support the management of client relations in APAC, EMEA and AMERICAS involving a portfolio of asset owners, asset managers, banks, insurance companies, and other financial institutions. 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. 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 Understanding, Interpreting and Analyzing client requests whether Data or Methodology. Having skills to Triage new cases while multi-tasking with client calls and existing cases Being familiar with ESG data sets and parameters Requirement: 1-3 years of relevant work experience, especially related to customer service and ESG domain understanding. Undergraduate degree in a related discipline (business, finance, environment, and/or social sciences); Strong customer service skills and process focus Ability to understand and process client inquiries efficiently. Excellent interpersonal, communication, and writing skills. Meticulousness and attentiveness to detail. Efficient, well-organized team-player with a high level of integrity. Ability to handle pressure. Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint Alignment with Sustainalytics Mission Vision and Values Willingness to support global clients in their time zones Fluent in English (writing and speaking) is a hard requirement. 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.

Title – Product Manager Experience: 4 to 8 years Skills required: Business Analysis, Managed products developed using AWS services like S3, API Gateway, Lambda, DynamoDB, Redshift, Stakeholder Management, Backlog Prioritization Job Description The Area: Data Lake is a smart object store on AWS that allows storage and access. The files in Data Lake are stored in raw or unstructured format, as compared to a structured DB, and are accessible to run a variety of analytics as needed on the available data. As a roadmap, Data Lake would be used across Morningstar to store and access all their structured and unstructured data across the teams to make it a single source of information. The Role: We are looking for an experienced, enthusiastic, results-driven individual to help advance our offerings to Morningstar's internal users. The ideal candidate will deeply understand the financial markets and financial data. The candidate should have worked extensively on developing new products and digital propositions from concept through to launch. This business visionary will work with internal partners in Product, Research, and Investment Management to drive innovation in our product offerings. This position is based in our Mumbai office. Responsibilities: Work within an Agile software development framework, develop business requirements and user stories refined and validated with customers and stakeholders, prioritize the backlog queue across multiple projects and workstreams and ensure high-quality execution working with development and business analyst squad members. Work with external and internal project stakeholders to define and document project scope, plan product phases/ versions, Minimum Viable Product, and overall product deliveries Work with other product and capability owners from across the organization to develop a product integration vision that supports and advances their business goals Work with cross-functional leaders to determine technology, design, and project management resource requirements to execute and deliver on commitments. Proactively communicate project delivery risks to key stakeholders to ensure timely deliverables Own the tactical roadmap, requirements, and product development lifecycle for a squad to deliver high-performing Enterprise Components to our end clients Understand business, operations, and technology requirements, serving as a conduit between stakeholders, operations, and technology teams Defines and tracks key performance indicators (KPIs) and measurements of product success. Requirements: Candidates must have a minimum of a bachelor`s degree with excellent academic credentials. MBA highly desired. At least five years of business experience in the financial services industry. Candidates must have domain expertise, particularly in developing products using the AWS platform. Superior business judgment; analytical, planning, and decision-making skills; in addition, to exemplary communication and presentation abilities. An action-oriented individual possessing an entrepreneurial mindset. Demonstrated ability to lead and build the capabilities of a driven and diverse team. Able to thrive in a fast-paced work environment, exhibit a passion for innovation, and harbor a genuine belief in, and acceptance of Morningstar`s core values. Ability to develop strong internal and external partnerships; and work effectively across different business and functional areas. AWS Certification is a big plus Morningstar is an equal-opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Job Description The Team: The People & Culture team (hereby called P&C) supports the development and growth of talent by effectively implementing HR strategies in India, enhancing organizational effectiveness. The Global HR Shared Services (GSS) team, part of the People & Culture Operations domain, provides centralized HR operations support across global offices. The Role: We are looking for an experienced HR professional who possesses strong expertise in HR Operations, HR Systems, and Shared Services. The ideal candidate should have hands-on experience with Workday transactions, ServiceNow case management, and advanced Excel skills, making them adept at managing HR data, reporting, and process enhancements. This role is based in Navi Mumbai (Vashi) and reports to the Manager, Global HR Shared Services. What We Need From You: 1-3 years of relevant experience in HR Operations, Shared Services, or Client/Customer Service roles. Proficiency in Workday transactions (hire-to-retire processes, employee data management, job requisitions, and workforce updates). Experience with ServiceNow or similar case management systems for handling employee queries and HR requests. Strong Excel skills (basic & advanced formulas, VLOOKUP, Pivot Tables, Data Validation, Macros preferred) for HR reporting and data analysis. Bachelor’s or master’s degree in HR, Business Administration, or a related field. Excellent communication skills to interact with diverse global stakeholders. Analytical and problem-solving mindset to identify and improve HR processes. Ability to maintain high discretion and confidentiality when handling sensitive employee data. Tech-savvy with experience using MS Office applications (Excel, Outlook, Teams, PowerPoint, Zoom). What You Will Do: HR Operations & Employee Support Manage and resolve employee queries related to policies and HR processes. Process HR transactions in Workday (job requisitions, hiring, transfers, terminations, organizational changes, and data updates). Maintain data accuracy and compliance through quality audits and governance. Process Improvement & Case Management Utilize ServiceNow to track and resolve employee queries efficiently. Identify and implement process automation and operational efficiencies. Provide cross-functional support to HR Business Partners, Talent Management, and Total Rewards teams. Data & Reporting Create and manage HR reports using Excel (Pivot Tables, VLOOKUP, Advanced Formulas). Generate monthly and quarterly dashboards for internal teams and leadership. Collaborate with Legal, Compliance, and Finance teams for data-related requests. HR Service Delivery & Project Support Contribute to centralizing and standardizing HR processes for better efficiency. Support process transitions and ensure scalability of HR operations. How You Will Benefit: Career Growth & Learning: Opportunity to work with a global HR team and learn from experienced professionals. Competitive Pay & Benefits: Rewards, recognition programs, and learning support. Skill Enhancement: Hands-on experience with Workday, ServiceNow, and advanced Excel reporting. Global Exposure: Collaborate with teams across multiple regions and gain international HR experience. Morningstar is an equal opportunity employer committed to fostering an inclusive and innovative work culture. 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

Structured Finance Analyst (Mumbai) About Us: Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and structured finance instruments globally. Currently with 700 employees in eight offices globally. Formed through the July 2019 acquisition of DBRS by Morningstar, Inc., the ratings business is the fourth-largest provider of credit ratings in the world. Morningstar DBRS is committed to empowering investor success, serving the market through leading-edge technology and raising the bar for the industry. Morningstar DBRS is a market leader in Canada, the U.S. and Europe in multiple asset classes. Morningstar DBRS rates more than 4,000 issuers and 60,000 securities worldwide and is driven to bringing more clarity, diversity of opinion, and responsiveness to the ratings process. Morningstar DBRS approach and size provide the agility to respond to customers’ needs, while being large enough to provide the necessary expertise and resources. Visit: https://dbrs.morningstar.com/ to learn more. About the Role : As a member of the Structured Finance team, you will conduct thorough quantitative and qualitative research on the underlying loans and/or properties that collateralize Asset or Mortgage Backed Securities transactions. In addition, you will assist the onshore team with setting up templates and reports; assist with special projects/initiatives, as needed. With some seasoning, you will be expected to have thorough understanding of the asset class and support on various other task across the ratings value chain. This position is based in our Navi Mumbai office. Responsibilities Analyze the credit risk in Structured Finance securities by performing tasks that includes reviewing deal documents, analyzing periodic data and setting up templates. Collect, organize and analyze data from internal and external sources for use in criteria development, ratings and research reports. Accurate and timely retrieval, analysis, research and reporting of pool level and/or property level performance, including: Identifying and analyzing risky assets based upon qualitative and quantitative factors Identifying macro and micro risk factors to determine and measure exposure within the securitized pools. Monitoring, analysis, and reporting on Structured Finance transactions, including an investigation of potential default or loss scenarios for underlying collateral. Compile and prepare periodic portfolio reports for use by senior staff and identify material changes for research causes. Maintain regular and open communication with the operations team and technology team about assigned tasks, priorities and ensure applications under development meet the defined requirements and pass the user acceptance testing prior to its release. Take ownership of the tasks with focus on quality and accuracy of the deliverables Demonstrate strong learning curve and eagerness to move up the rating value chain Ensure compliance with regulatory and company policies and procedures Requirements 3 to 5 years of experience in a credit research domain, with Structured Finance knowledge, experience at a rating agency is a plus. Bachelor’s degree in Accounting, Economics, Finance or Management Studies Masters, CFA or CFA program enrollment are a plus Fluent in English, with good verbal and written communication skills Strong attention to detail and accuracy Highly motivated, self-starter who is keen to learn, has a positive attitude and a strong work ethic Ability to manage multiple tasks at the same time and deliver results in a timely manner Good inter-personal skills and ability to participate/ contribute as a team player 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 The Area: Morningstar is a leading global provider of independent investment insights. Our core competencies are data, research, and design, and we employ each of these to create products that clearly convey complex investment information. Our mission is to empower investor success and everything we do at Morningstar is in the service of the investor. The Role: Provide assistance and support to Morningstar’s Legal operations in the Americas, EMEA and India. This position will be based in Mumbai and will report into the Senior Legal Counsel, Corporate Services, for North America, located in the United States, with a matrix reporting line in to the Senior Legal Counsel, Corporate Services, for India. This role has a diverse set of responsibilities, including assistance with project coordination, contract documentation, fact gathering, and research, covering matters relating to procurement, employment, real estate. This position is a coordination and operational position and will not involve the provision of legal advice. Responsibilities: Provide routine legal advisory services on HR matters, deliver legal opinions on a variety of legal issues and manage contract-related matters. Draft, review and negotiate procurement, HR, IT and finance contracts, including service agreements, intercompany agreements, maintenance contracts and other commercial documents incorporating necessary redlining and stakeholder feedback. Collaborate with the global legal team to ensure timely closure of contractual requirements in accordance with established deadlines. Conduct due diligence and provide comprehensive legal research support as required. Advise on data privacy issues for the APJ region, including performing gap analysis and coordinating with relevant stakeholders. Maintain and organize all contract documentation in a logical, systematic manner. Update draft of the contracts for the APJ region. Identify legal risks and propose practical, commercially viable solutions to mitigate potential issues. Work closely with internal teams (sales, finance, operations, regulatory and compliance) and serve as a proactive, solutions-oriented partner, fostering effective collaboration with internal and external stakeholders. Support investigations by coordinating with external counsel and providing timely legal input. Qualifications: At least 3 years of experience as a qualified lawyer, preferably with a reputable law firm or in-house legal department. Comprehensive knowledge of contract law, with demonstrated expertise in negotiation and drafting of commercial agreements. Excellent analytical, problem-solving, and attention-to-detail skills. Superior written and verbal communication abilities. Proven capability to work independently and collaboratively in a fast-paced environment while managing multiple priorities and meeting deadlines. Strong business acumen and the ability to offer pragmatic legal advice that aligns with organisational objectives. 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

Team Lead/Asst. Team Lead, Client Service - Mumbai - ESG The Group: The Client Service group is the face of Morningstar post sales. The individuals in this group work towards enabling our clients to efficiently use our products that provide high-quality data, independent research, and technological expertise through well-designed products. The group collaborates with Product Development, Product Management, Customer Succes, Implementation and Sales teams to build an excellent client service model, ensuring clients best-in-class experience using our products to achieve their goals. The Role : Morningstar seeks a Product Consultant to join our Global Client Support team in the ESG domain supporting Morningstar’s ESG research, data and analytical products. Being a Front office role, you will be working directly with our Enterprise clients, you will join our client service group with the aim of resolving their critical and time sensitive issues. The team empowers investors to make more sustainable investment decisions. The Client Support team works alongside a diverse range of asset owners, asset managers, and some of the leading financial institutions around the world. You will support clients from the onboarding to daily technical and operational inquiries and other account management-related tasks, including account permissions and deliverable set up, as well as support on content-related questions on our research data. You will: Gain exposure to an international team, working closely with both Client Success Managers and Sales across regions Come together with your team, the primary and reliable point of contact for technical support. Escalate to the account owner where appropriate; and Support the team to maintain and improve client retention and client satisfaction. This position will allow you to obtain a broad understanding of how responsible investment strategies can be implemented by investors, be part of a fast-growing and successful organization, work in an entrepreneurial environment, expand your business network in a short period of time, and could quickly assume new responsibilities. Key Responsibilities Manage the day to day running of the regional support team to ensure all incoming cases are answered within the prescribed SLA’s. Lead the individuals in the region, this includes, but not limited to identifying personal development, training and assisting with recruitment. Assist with the management of the individual’s case queues within the region ensuring prompt and accurate responses to clients. Handle all customer escalations from your team and ensure that these are promptly escalated to the appropriate department, with all relevant information for an efficient investigation / resolution. Promote knowledge sharing within both the local team and the wider global support team. Ensure all cases for your region are correctly documented in CRM. Provide regular reporting and quality reviews on your local team. Holding regular review meetings with Tier one clients to ensure they are not experiencing ongoing issues or concerns, suggesting solutions where necessary to ensure they continue to get the best from our products. Oversee the creation of documentation and knowledge sharing with local time. Assign and align tasks of the team to meet the strategy of the department. Collaborate with Implementation Manager to handover all newly onboarded clients. Qualifications Excellent organisation and time management skills. Ability to lead and effectively manage a team. Excellent written and oral communication, with excellent interpersonal skills. Excellent client service skills with a proactive approach and take ownership of issues as they arise. Proven ability to work in a demanding environment with strong multi-tasking skills. Excellent understanding of ESG or experience in a similar field, working with larger quantities of data. Undergraduate degree in a related discipline (business, finance, environment, and/or social sciences). With some experience in the ESG domain is a must. 1-3 years of relevant work experience, especially related to ESG Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Data Analysts Morningstar is looking for Data Analysts, an entry-level opportunity to join our Data and Operations group. This role will help you gain practical experience by working with diverse datasets, including public equity filings, private market transactions, ESG taxonomies, Managed Investment Data (Funds), and reference entity data. You'll build your knowledge about investment management, grow your skills in Excel, SQL, and Power BI, and benefit from structured training to support your growth, setting you up for long-term success. This position will be permanently based in our Mumbai office; therefore, preference will be given to candidates residing in Mumbai. Candidates in this role may need to work in rotational shifts, including night shifts. How does a typical day at work look? Search, collect and verify data of basic and intermediate levels of complexity Attend to internal/client queries and requests to ensure data captured is aligned with data methodologies and policy guidelines Quickly learn our research methods and process standards to ensure productivity, quality and timeliness Collaborate with your team, cross-functional and external (if required) parties to resolve data issues. You also get opportunities to innovate and improve processes/tools or participate in stretch projects and/or tasks besides your core responsibilities. You might be a good fit if you - Hold a Bachelor’s degree (preferably in finance) with 60% marks Demonstrate English communication skills (written/oral/comprehension) Are proficient in MS Office tools, especially Excel and Word Learn quickly and process with ease Possesses attention to detail, a proactive mindset, and natural curiosity Effectively prioritize tasks and perform well under tight deadlines The role is open to fresh graduates as well as professionals with up to 1 year of experience. How does it work? Once you apply to this role, here is how the hiring process looks - Online Assessment - This includes sections on domain knowledge(finance), cognitive ability, English language, and a typing test. Candidate Information Session - For those who clear the assessment, a session will be conducted to give an overview of Morningstar, our business areas, and what you can expect after joining. Interviews - Shortlisted candidates will go through two rounds of interviews. This is also your opportunity to ask any questions and learn more from our interviewers. Please note, only shortlisted candidates will be contacted by the Morningstar recruitment team. Work Location : Vashi, Navi Mumbai. What You Can Expect From Us? Find your passion through development, not just a job. As an Early Career hire, you will receive development through hands-on experience, stretch projects, mentoring, and career development workshops. Meaning, belonging, and flexibility - At Morningstar, we want you to bring your whole self to work. Individual flexibility and the ability to make choices that support work-life integration are central to our culture and operational practices. Work Schedule & Shifts - At Morningstar, we foster a strong in-office culture because we believe collaboration and innovation thrive when we are together. Our current Workplace Flexibility Policy allows employees to work remotely up to two days per week, providing a balance between flexibility and in-person engagement. Given that most business units operate in rotational shifts, you are required to demonstrate flexibility in working across different shifts. Shift allowances will be provided as a recognition of your adaptability and commitment. At Morningstar, your talents are recognized because people are our most important assets. Across our offices worldwide, we've invested in fostering a community where your voice is heard, your ideas matter, and your contributions are rewarded. About Morningstar Morningstar is a global leader in independent investment research, supporting investors in over 32 countries with $300+ billion assets under management. Our mission is to empower investor success through data, research, and technology. We build products and offer services that connect people to the investing information and the tools that they need. We are built on the principles of independence, transparency, and long-term thinking. By empowering investor success, we are constantly looking for new ways to help people achieve financial security. 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.

TEAM – Product Management LEVEL – Associate DEPARTMENT PROFILE Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $1.6 Trillion in assets under management or supervision as of March 2025. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. Position Overview We are looking for career-minded professionals with global perspective to join the Mumbai based Integrated Marketing Services team as a Product Management Associate. As a member of the Product Management team, the Associate will support various teams throughout the organization by using data to provide competitive intelligence and market research on various topics for both the US retail and institutional market segments. Topics include but are not limited to analyzing mutual fund industry flows, product positioning within MSIM and versus the competition. Analysis is calculated on a monthly, quarterly and ad hoc basis for strategies and funds across the MSIM’s equity, fixed income and alternative platforms. Product Management Associates work with firm systems, databases and resources to source quantitative and qualitative data, complete drafts for review by investment strategy specialists. Members work in a fast paced, time sensitive and collaborative team environment. The candidate should have experience in or knowledge of the US investment management industry, experience with retail such as Morningstar Direct. Key Responsibilities Work closely with a dedicated team of professionals whose primary responsibilities are to effectively communicate product details, competitive advantages and industry trends to Senior Management, Portfolio Management and Distribution teams Continuously monitor the competitive landscape and industry trends (utilizing internal and external data/information resources) in order to help position products appropriately Ownership of the creation and production of various standardized reports to support monthly/quarterly materials Respond to ad hoc requests from New York and London on a timely basis Contribute to ongoing quality and efficiency improvements Review reporting requirements and set up customised reports for new and existing clients. Broad understanding of ESG performance and rating Key Skills In depth knowledge Excel and Powerpoint Good knowledge on Fixed Income Investment products and ETFs The ability to work effectively in a thoughtful, collaborative team environment Strong communication skills, being able to interface effectively with bright quantitative colleagues as well as non-technical audiences Thrive in a fast paced, highly collaborative environment Passion for aligning financial returns with societal impact Excellent verbal and writing skills in English Ability to work under pressure to meet tight deadlines Possess attention to detail within the larger context of a complex investment ecosystem Ability to focus on small details while maintaining larger picture from and industry and positioning perspective Ability to manage multiple tasks simultaneously and deliver outstanding work products under tight deadlines Positon Requirements Bachelor’s degree Minimum of 3-5 years of experience in an analytical role requiring advanced use of Excel Experience with Morningstar Direct preferred Thoroughness, attention to detail and a sense of urgency What You Can Expect From Morgan Stanley We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

0-2 months' notice candidates preferred due to business need . Job Purpose Acuity Knowledge Partners is currently looking fordedicated and self-motivated individuals who have strong organizational andteamwork skills to support the DCM ECM team of a global investment bank. Key Responsibilities - Equity Capital Markets Supporting our clients onpreparing pitch books, company focused discussion documents, studying analysing various type of precedent equity offerings Managing delivery execution of projects on ECM side, including capital market updates,newsletters, shareholder / ownership analysis, IPO comps / analysis, new equityissuance analysis, Capital structure analysis, Investor analysis and profiles,ECM transaction case studies, , industry research, league tables etc Should have fair knowledgeabout capital markets, equity offerings, equity-linked offerings likeconvertible bond market Debt CapitalMarkets Prepare pitch books,capital structure analysis, debt profiles, credit memos, sales memos and roadshow presentations Creating variousissuer/target related analyses including market analyses, company profiles,credit highlights, balance sheet analyses, credit ratings assessment, andcompetitive benchmarking Working on market updates /newsletters including commentary, trading levels, recent issuances update,major economic events RequiredBackground MBA / CFA/ CA/ Graduate Relevant experience of 2-8years in Investment Banking preferably Equity Capital market Debt Capital Markest team of a bank,boutique firm, KPO, consultancy, or advisory firm. Ability to workindependently and possess the management/leadership skills to run the researchon a day-to-day basis and apply his insights to client ideas Should have fair knowledgeabout capital markets, equity offerings, equity-linked offerings likeconvertible bond market Strong statistical andanalytical skills to assess the economic performance/analysis of companies andindustries for clients The candidate should havethe ability to work independently Excellent written andspoken communication skills Working knowledge ofdatabases such as Factset, Dealogic, CapitalIQ, Bloomberg, Thomson Research, Morningstar MS Office skills shouldbe good in MS PowerPoint, MS Excel, and MS Word

Position Title : Senior Software Engineer The Role In this role, you will collaborate with tech manager, scrum Master, data analysts, and developers to build technology solutions for Morningstar`s Equity applications. You should have strong understanding of Core Java, JSP, Spring, SQL, Javascript, Component based architectures and 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 Design & develop web and enterprise solutions to be flexible, scalable & extensible. Improve complex data flow, data structures and db design to move to next platform. Enforce good agile practices like test driven development, Continuous Integration. Hands-on development will be an integral part of the responsibilities. Develop areas of continuous and automated deployment. Introduce and follow good development practices, innovative frameworks and technology solutions that help business move faster. Follow best practices like estimation, planning, reporting and improvement brought to processes in every day work. Requirements These are the most important skills, qualities, etc. that wed like for this role. 4 - 6 Years of experience Full Stack Developer Hands-on in Java, Adv Java, Spring Framework, JavaScript Hands-on on AWS components Demonstrated familiarity with AI-powered assistants (e.g., GitHub Copilot, ChatGPT) for code generation, debugging, and/or other technical tasks. Very Strong knowledge of databases and hands on MS SQL/MySQL/PostgreSQL or NoSQL DB Experience with building REST based APIs. Knowledge of any JavaScript framework like Angular JS (version >2)/ NodeJS/VueJS etc. Be aware of activity in the open source world. Contributing back to open source is a big plus. Participation in full life-cycle system development with teams of developers, analysts, and testers. Completed Bachelors degree in Engineering Experience with modern development practices in areas of Product design, Requirement Analysis, Test Driven Development, Automation & Unit Testing, in a product development environment. Excellent listening, written and verbal communication skills. Good To Have AWS Hands-on experience Exposure to Capital Market domain preferred (Indexes, Equity etc.) Machine Learning knowledge. Morningstar India is an equal opportunity employer (ref:hirist.tech)

Job Description Title : Senior Software Engineer Location : Vashi, Navi Mumbai Company : Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. Team : The Morningstar Wealth Platform allows investors and advisers to collaborate through their financial journey with seamless and enjoyable digital experiences. By learning through data and engagement, we build products and offer services that connect people to the financial information and tools they need. Our mission is to enhance the education, engagement, and experience for the investor Role Join Morningstars International Wealth Platform team to support a world-class financial services platform, ensuring operational excellence and delivering innovative solutions for investors and financial advisors. As a Senior Software Engineer in the L1 Support Team, you will take ownership of defect resolution, overnight process monitoring, and ad-hoc requests to maintain the health and performance of our core platform. This role provides flexibility in working hours, with overnight platform support handled remotely. You will collaborate closely with engineering, operational, and product teams to deliver a resilient and scalable platform ready for next-day trading. With a focus on troubleshooting recurring issues and improving platform reliability, you will play a critical role in optimizing customer experiences while contributing to the evolution of our technology stack. Responsibilities Manage defects, performing root cause analysis, troubleshooting, and resolution to maintain platform health. Monitor and support overnight processes, ensuring system readiness for next-day trading. Collaborate with operational teams to address ad-hoc requests and ensure customer satisfaction. Build and maintain low-latency, high-performance systems leveraging SQL Server, VB.NET, and C# .NET. Perform platform health checks, diagnosing and addressing reliability issues, and proposing scalable solutions. Develop automation tools and processes to improve system efficiency and reduce recurring incidents. Ensure compliance with architectural guidelines for all development and change requests. Maintain and update service documentation Own and be responsible for defects e2e through to being implemented into production Participate actively in Agile ceremonies, including sprint planning, retrospectives, and daily stand-ups. Contribute to a culture of learning by mentoring team members and sharing knowledge on best engineering practices and tools. Qualifications Bachelors degree in computer science or a related field with 5+ years of experience supporting large-scale platforms with a strong focus on databases and performance optimization. Strong development experience in SQL Server, including query performance tuning. Proficiency in .NET development, with experience in VB.NET, C#, and system debugging. Hands-on experience with Azure or other cloud platforms. Knowledge of tools like Splunk for monitoring and logging platform health is highly desirable. Experience in automation and a proactive mindset for resolving systemic issues. Familiarity with Agile methodologies, including Scrum, and tools such as Jira. Ability to collaborate across teams to understand stakeholder requirements and implications. A fast learner with curiosity and passion for continuous improvement and innovation. Knowledge of relational and non-relational databases. Morningstar is an equal opportunity employer. (ref:hirist.tech)

Structured Finance, Associate Quant Analyst (Mumbai) The Team : DBRS Morningstar is a global credit ratings business with about 800 employees in eight offices globally. Formed through the acquisition of DBRS by Morningstar, Inc., the credit ratings business is the fourth-largest provider of credit ratings in the world. DBRS Morningstar is committed to empowering investor success, serving the market through leading-edge technology, and raising the bar for the industry. DBRS Morningstar is a market leader in Canada, the U.S. and Europe in multiple asset classes. DBRS Morningstar rates more than 4,000 issuers and 56,000 securities worldwide, and is driven to bring more clarity, diversity, and responsiveness to the ratings process. Visit: https://www.dbrsmorningstar.com/learn/dbrsmorningstar to learn more. Credit Operations Mumbai Analytics team enables and supports the efficient and effective delivery of credit ratings/information to the market with its specialized skills and assets, consistent frameworks, and economies of scale. We collaborate with stakeholders to build creative, impactful solutions and offer services for the business and the market. About the Role : DBRS Morningstar Structured Finance team is looking for candidate with good problem solving, analytical & technical mindset. As an Associate Quant Analyst, you will work with team to automate data analysis processes to include document downloads, data storage, build and run data analytics to aid rating, research, and surveillance process, develop and enhance data analysis and workflow optimization tools; assist with special projects/initiatives, as needed. Proficiency in Python, SQL and VBA will be needed. This role will provide unique opportunities for mastering the key aspects of our business including in-depth collateral and deal analysis. This position is based in our Navi Mumbai office. Responsibilities: Work directly with Internal & external team to deliver projects and services. Perform, when possible, quantitative analysis in order to measure outcomes. Assist the team with transforming, improving and integrating data, depending on the business requirements. Combining the data result sets across multiple sources Understand core concepts around data storage and access specifically in structured data systems such as databases (SQL, Athena, AWS S3) Develop and maintain API’s to integrate internal and external data sources. Participate actively in the design and build phases, to aim at producing high quality deliverables. Have a mindset to bring about process efficiencies and ideate automations Collect, organize, and study data from internal and external sources for use in criteria development, ratings, and research reports. Take ownership of the tasks with focus on quality and accuracy of the deliverables Demonstrate strong learning curve Highly organized and efficient, with ability to multi-task and meet tight deadlines Ensure compliance with regulatory and company policies and procedures Requirements: Bachelor’s degree in Engineering or other quantitative discipline, Economics, Finance or Management Studies. Masters, CFA or CFA program enrollment are a plus 2-3 years of experience working with financial products using Python. Proficiency in Python / Anaconda, Data science stack (Jupyter, Pandas, NumPy), Microsoft Excel, Visual Basic for Applications (VBA) and MSSQL. Proficiency in object-oriented programming is a plus. Strong attention to detail and accuracy Highly motivated, self-starter who is keen to learn, has a positive attitude and a strong work ethic Ability to manage multiple tasks at the same time and deliver results in a timely manner Good inter-personal skills and ability to participate/ contribute as a team player Morningstar DBRS is an equal opportunity employer. About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entity

Who we are? Axis Asset Management Company Ltd (Axis AMC), founded in 2009, is one of India’s largest and fastest-growing mutual funds. We proudly serve over 1.3 crore customers across 100+ cities with utmost humility. Our success is built on three founding principles: Long Term Wealth Creation Customer-Centric Approach Sustainable Relationships Our investment philosophy emphasizes risk management and encourages partners and investors to move from transactional investing to fulfilling critical life goals. We offer a diverse range of investment solutions to help customers achieve financial independence and a happier tomorrow. Our recent accolades: Great Place to Work Certification (Feb 2025- Feb 2026) Brandon Hall Group HCM Excellence Awards for Talent Acquisition 2024 - Silver Award Brandon Hall Group HCM Excellence Awards for Talent Management 2024 - Silver Award Brandon Hall Group HCM Excellence Awards for Learning & Development 2022 - Silver Award Morningstar Awards 2022: Best Fund House: Equity, Debt & Overall Outlook Money Awards 2021: GOLD in Equity AMC of the Year 2021 World Leadership Congress & Awards 2022: Business Transformation Leadership Awards – Digital Transformation Project (Mobile App) Key Responsibilities: Drive sales initiatives and generate revenue by managing the channel partners and increasing Axis MF market share. Communicate and update the channel partners proactively about existing fund performance & USP’s and of new product launches. Ensure timely coverage for all existing relationships assigned resulting into effective communication about Axis Mutual Fund & its schemes. Train channel partners on different MF & alternate products. Manage existing & potential Private Wealth Channel relationships to increase allocation to Axis products. Channel Engagement & promotional activities. Identify areas for enhancement, propose innovative solutions, and suggest process improvements. Create and deliver reports, dashboards, charts, graphs, and other visualizations to communicate data findings and recommendations to channel partners What makes you a great fit? Postgraduate/ graduate with 6 + years of experience in mutual fund sales. Past experience of handling private wealth counters preferred. Excellent communication skills and presentability. Proven track record in sales success. In-depth understanding of Debt/Equity Mutual Fund industry & alternate products. Ability to leverage social media platforms and other digital marketing channels to identify and connect with channel partners to promote product offerings. NISM XXI A and NISM V A Certification (mandatory before joining). Knowledge about mutual fund & alternate products regulatory environment. Open to local commute. "Axis AMC is an equal opportunity employer, committed to fostering an inclusive and diverse workplace."

Job Title : Security Analyst L1 Job Description: The Area: The Information Security Team is a central function governing corporate and product security globally. We have built a strong team of high performing security experts and are creating a new team within Information Security here at Morningstar. As a member of our new Security Operations Center Team, you will get to be a part of a growing and well supported program protecting Morningstar’s Infrastructure, Data, and People. The Role: As an analyst on our Security Operations Center Team, you will monitor and analyze threats, provide security monitoring, and incident response services. Day to day you will work with the team to understand, mitigate, and respond to threats quickly, restoring operations and limiting impact. You will analyze incidents to determine scope and impact and assist in recovery efforts. You will combine threat intelligence, event data, and assessments from recent events, to identify patterns to understand attackers' goals and stop them from succeeding. This position is based in our Mumbai office. Responsibilities: Provide 24x7 monitoring operations for security alerts Detect, analyze, report and respond to cyber security events and incidents using a combination of technology solutions and processes Review and escalate alerts Examine and operationalize new adversary detection methods to defend Morningstar Assess the security impact of security alerts and traffic anomalies to identify malicious actions. Generate reports for both technical and non-technical staff and stakeholders. Requirements A bachelor’s degree and 2-3 years’ experience in Information Security. Excellent communication skills and an understanding of cyber security fundamentals. Candidates should be interested in keeping up with the latest security trends. Experience with security tools +Add-on Certification like Security+, CompTIA+, Splunk. 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

is responsible for driving the recruitment team to meet and exceed hiring targets within defined timelines while ensuring process adherence, data accuracy, and high-quality delivery. The role demands strong leadership to manage team productivity, skill development, and performance enhancement. This individual will work closely with TA vertical leads to execute strategic hiring plans, foster diversity hiring, and streamline recruitment processes for better efficiency and stakeholder experience. Key responsibilities include monitoring and reporting performance metrics (SLA, source mix, compliance, quality), promoting effective communication within the team, ensuring full adoption of ATS/HRIS tools, and overseeing training initiatives to strengthen sourcing and hiring capabilities. Roles & Responsibilities- Drive the team to achieve and exceed set hiring goals within specified timeframes. Ensure the accuracy and completeness of all data related to recruitment activities, along with timely and accurate sharing of relevant recruitment data based on organizational needs. Ensure that the TA metrics, such as SLA’s, Source Mix, diversity hiring, compliances, processes and Quality is adhered for team and themselves. Leads to ensure clear and consistent communication providing updates on targets, achievements, and challenges. Leads to collaborate with TA vertical leads to implement and execute talent acquisition strategies. Leads to source and recruit through a different sourcing channel within the SLA. Improve process to ensure the efficiency and quality of hiring as well as better experience for both hiring managers and candidates. Leads to timely review the performance & publish the reports to supervisor Ensures that the leads are responsible for arranging and taking the trainings for recruiting to enhance sourcing and hiring skills. Ensure 100% adoption of HRIS/ATS Qualifications: Master’s / bachelor’s degree in human resources or a related field. 5+ years of experience in talent acquisition, recruiting, people management, continuous improvement. Strong understanding of talent acquisition best practices. Excellent communication and interpersonal skills. Ability to manage a team independently. Strong problem-solving and analytical skills. Ability to meet deadlines and manage multiple projects simultaneously. 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

About The Role We are looking for a software engineer who specializes in the Java/JVM platform to join our Identity and Access Management (IAM) team. You will be responsible for analyzing integration requirements for our clients, implementation, operation, and documentation for the platform. You will work closely with both internal and external stakeholders across Morningstar Technology, Data, Products, Sales/Service, and Research. We want to work with other engineers who bring knowledge and excitement about working with us. This position is based in our Mumbai office. Job Responsibilities Take ownership of the IAM product with a "gets things done" attitude. Analyze and remediate production issues and build instrumentation and operational readiness into the systems architecture. Build and maintain well designed, well-engineered, stable, scalable products across a variety of markets. Maintain architectural direction, security and quality standards in your designs. Enforce good Agile practices (using JIRA) including test-driven development and continuous integration. Apply DevOps practices in area of continuous and automated deployment. Help to shape product vision. Qualifications Completed Bachelor’s degree in Computer Science or related field. Minimum of 3 years of experience developing software solutions, preferably in a Unix environment. Excellent listening, written and verbal communication skills. Organized and able to remain productive even when you have multiple deliverables. Ability to understand and leverage new technologies, potentially wearing many hats including business analyst, DBA, QA, and project manager. Passionate about quality, process, programming, and investing in general, seeing opportunities for improvement, seizing them, and then sharing your findings with others. Understanding of how to protect web applications from common security vulnerabilities. Experience supporting software products serving over 100M monthly requests. Experience with cloud computing (preferably AWS) Experience with DevOps tools (e.g. CodeDeploy, CodePipeline, Splunk, Git, Jenkins). Experience with modern development practices in areas of product design, requirement analysis, test driven development, and test automation Experience in Java, Spring Boot, JUnit, Maven, XML, JSON, Tomcat, IDEA/Eclipse is preferred. Experience with Agile methodology and tools like Jira. Nice to Haves Experience full-stack web development is preferred. Experience with functional programming concepts & reactive design would be a plus. Shift Timings: One position for morning shift and other position in second 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

Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Investment Performance and Analysis is the responsibility unit to measure performance against the benchmark. Manages a team of professionals and staff assigned to report on client portfolio performance and proactively solves for client needs. Manages professionals and/or supervisors is accountable for the performance and results of a team within the department. Executes business plans and contributes to the development of team and area strategy. Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from managerYou will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 2-4 years of total relevant work experience Strong understanding of Portfolio Analysis including performance and attribution calculations methodology Experience in using Factset (B-one, SPAR, and PA) is a plus Experience in using MorningStar Direct, Aladdin or Bloomberg is an advantage Strong Excel Skills and programing Language particularly Power query or SQL is high desirableStrong understanding of various investment processes (equity, fixed income, multi assets and alternative)Well rounded knowledge of Asset Management operational work flowsHighly organized and proactiveAbility to multi task and with strong attention to detailAbility to interact and communicate effectivelyAbility to work in a high-pressure environment with tight deadlinesAudit and controls focusedMust be a team player Roles and Responsibilities: As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various statekeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior ManagementReview performance and portfolio analytics for use in client reportsAttend to queries on fund and / or attribution resultsAttend to requests from fund managers, client portfolio managers, sales & marketing on performance and attributionProduce peer fund comparison analysis based on MorningStar DirectProvide support to the Transition team and the salles team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc)Manage the performance specific change process with our partners (includes raising change requests, follow-up, testing and validations)Maintain the list of GIPs composite and provide assurance that the firms complies with GIPs standardsMaintain stakeholder relationships and manage expectationsIdentify and execute continuous process improvement and automationsMaintain Portfolio data to ensure accurate performance calculations Qualification Any Graduation

Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Manages a team of professionals and staff assigned to report on client portfolio performance and proactively solves for client needs. Investment Performance and Analysis is the responsibility unit to measure performance against the benchmark. Manages professionals and/or supervisors is accountable for the performance and results of a team within the department. Executes business plans and contributes to the development of team and area strategy. Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from manager.You will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 6 years of total relevant work experienceStrong understanding of Portfolio Analysis including performance and attribution calculations methodologyExperience in using Factset (B-one, SPAR, and PA) is a plusExperience in using MorningStar Direct, Aladdin or Bloomberg is an advantageStrong Excel Skills and programing Language particularly Power query or SQL is high desirableGeneral Candidate Attributes:Strong understanding of various investment processes (equity, fixed income, multi assets and alternative)Well rounded knowledge of Asset Management operational work flowsHighly organized and proactiveAbility to multi task and with strong attention to detailAbility to interact and communicate effectivelyAbility to work in a high pressure environment with tight deadlinesAudit and controls focusedMust be a team player Roles and Responsibilities: As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholder s that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior ManagementReview performance and portfolio analytics for use in client reportsAttend to queries on fund and / or attribution resultsAttend to requests from fund managers, client portfolio managers, sales & marketing on performance and attributionProduce peer fund comparison analysis based on MorningStar DirectProvide support to the Transition team and the salles team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc)Manage the performance specific change process with our partners (includes raising change requests, follow-up, testing and validations)Maintain the list of GIPs composite and provide assurance that the firms complies with GIPs standardsMaintain stakeholder relationships and manage expectationsIdentify and execute continuous process improvement and automationsMaintain Portfolio data to ensure accurate performance calculations Qualification Any Graduation

We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Lead Specialist – Investments (Technical) The role will be responsible for process improvements and spearheading automation initiatives tailored for US performance reporting. It will involve extensive use of in-house tools, Python, and SQL to streamline processes and daily operations. The role will also require supporting analysis and research at every stage of the investment decision, risk management, and investment monitoring process for a portfolio of clients. The focus areas include data collection and analysis, investment strategies research, performance reporting, and related investment consulting functions. The incumbent should have a solid understanding of the Global Capital Markets, asset classes, and investment strategies, with the ability to leverage automation tools and data visualization techniques to optimize reporting workflows. We will count on you for: Well-versed knowledge of Python, SQL, and other relevant tools/technologies Exposure to coding and automation using VBA, R, etc., and visualization tools such as Power BI, Tableau, or similar Proven track record of successfully implementing automation projects and integrating project components end-to-end Driving process improvements through automation and innovative analytical techniques Communicating complex technical findings clearly to non-technical stakeholders Troubleshooting issues across projects, ensuring smooth end-to-end project execution Managing relationships with onshore Business Process Owners and senior management Solid understanding of investment portfolios, asset classes, global capital markets, and performance attribution Preparing monthly and quarterly performance reports for Defined Contribution, Defined Benefit, and Not for Profit Plans. Analyzing performance of different investment options and overall plans Collaborating with investment teams and custodians to gather and clarify client-specific data for reporting Managing client communications, reviews, ramp-ups, and ongoing transitions Defining, delegating, monitoring, and participating in employee engagement activities Ensuring an exceptional client experience Ensuring compliance with internal and client policies Providing timely updates to Level E/F and other stakeholders Training and coaching new hires on automation tools What you need to have: Minimum 5+ years’ experience overall Programming skills in VBA, Python, R, or similar languages for automation and data analysis Familiarity with data analysis and visualization tools such as Power BI, Tableau, or similar Experience leading large-scale projects involving new technology implementations and ensuring end-to-end project integration Strong understanding and proper usage of investment-related terminology Experience analyzing investment portfolios or researching investment managers outside of India Computation of returns (money-weighted / time-weighted) for Defined Benefit and NFP clients Exposure to Global Capital Markets and knowledge of various Asset Classes and Investment Strategies Proficiency in MS Office applications (Excel, Word, PowerPoint) Problem-solving skills and attention to detail Ability to multitask, manage multiple priorities, and work under strict deadlines Strong communication and analytical skills Ability to perform under pressure and deliver quick turnaround projects Excellent interpersonal, organizational, and time management skills Familiarity with third-party tools such as Bloomberg, Investment Metrics, Morningstar, Lipper, etc. What makes you stand out Proven expertise in automating complex performance reports and data workflows Strong experience with data visualization tools for creating interactive dashboards Exposure to investment research, market analysis, and performance attribution Strong interpersonal skills and stakeholder management Adaptability, facilitation, and problem-solving capabilities High attention to detail and ability to work independently or in teams Experience leading projects with end-to-end integration, ensuring seamless coordination across all phases Ability to multi-task and prioritize time effectively Ability to perform under pressure and strict timelines Exposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau etc. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and make an impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person

Job Title: Site Reliability Engineer The Group: The EDP group is the home of data production and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed data feeds and products that delight our clients. The group’s product management, data development, and service teams collaborate with diverse functional groups to help provide clients with comprehensive data platforms and bundled solutions. The Role: In this role, you will play a vital part in the operations team for our next generation data services artifacts. Under the leadership of the Operations Manager, you will be responsible for scalability, reliability, automation to ensure timely data delivery to Morningstar products. In order to delivery business value in a rapid way, you will also adopt the cutting-edge concepts such as data lake, data analytics, distributed data calculation, continuous integration and continuous deployment to fuel our data development process. Moreover, you will need to leverage engineering skills and operational insights, to establish and advocate the high standards of operational excellence, collaborate with diverse teams to contribute to initiatives that brings data products and services operations to the next level. Responsibilities Lead the corporate operations management initiatives based on best practices such as CI/CD, monitoring everything, infrastructure automation, operations readiness review. Build work class data operations by establishing ITIL deployment, problem, incident management and continuous improvement processes. Provide technical triage and troubleshooting by understanding and analyzing financial data systems. Support data systems request fulfillment such as access management, ETL configurations. Lead miscellaneous operation projects across teams such as DR, security patching, AWS resources management. Drive automation and innovation for proactive and continuous operations improvement by new technology research and tools development. Be a focal communication contact to collaborate with our oversee offices for projects, knowledge transfer and on-call rotation. Requirements 3+ years of experience in Site Reliability Engineering, DevOps, or related fields. Proven experience supporting and managing AWS infrastructure. Hands-on experience with containers (Docker, Kubernetes) and orchestration tools. Familiarity with CI/CD tools (e.g., Jenkins, GitLab CI, Harness). Strong scripting skills (Python, Bash, or other languages) for automation tasks. Experience with monitoring and logging tools (e.g., Prometheus, Grafana, ELK Stack). AWS Certified Solutions Architect – Associate or Professional. AWS Certified DevOps Engineer – Professional (preferred). Other relevant certifications (e.g., Docker, Kubernetes, Terraform) are a plus. Strong understanding of networking concepts and protocols (DNS, TCP/IP, HTTP/S). Excellent problem-solving skills and the ability to troubleshoot complex systems. Strong communication skills to interact with technical and non-technical stakeholders. Ability to work in a fast-paced environment and manage multiple priorities. 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

This job is with Morningstar, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Title: Senior QA Automation Engineer Location: Mumbai, India The Role: At Morningstar, our mission to help investors connects and drives us daily. We are seeking a Senior QA Automation Engineer to join our International Wealth Platform team. In this role, you will leverage your technical expertise to design and implement cutting-edge automation frameworks, ensure the quality of financial applications, and contribute to product excellence. As a key team member, you will take ownership of automation strategies, collaborate with cross-functional teams, and act as a mentor to junior QA engineers. You will play a critical role in maintaining and improving the automation frameworks, integrating them into CI/CD pipelines, and driving quality assurance efforts in an Agile environment. Key Responsibilities Develop and maintain robust UI automation frameworks using JavaScript, TypeScript with tools like Nightwatch, CypressIO, WebdriverIO, and Playwright. Build automation frameworks from scratch, ensuring scalability and maintainability. Perform API testing (manual and automation) using .NET frameworks such as NUnit, MSTest, and xUnit. Leverage JavaScript/TypeScript libraries like JQuery / Angular to enhance testing capabilities. Collaborate with product managers, developers, and other QA team members to design test strategies and automation plans. Integrate test automation into CI/CD pipelines, ensuring seamless quality checks across the software lifecycle. Conduct manual and automated testing for both UI and APIs to ensure comprehensive coverage. Provide mentorship and technical guidance to the QA team, fostering a culture of quality and innovation. Participate in Agile ceremonies, including stand-ups, sprint planning, and retrospectives, contributing to team alignment and delivery. Communicate progress, risks, and quality metrics to stakeholders and peers. Requirements Bachelor's degree in computer science or a related field with 6+ years of experience in Quality Assurance and Testing, with 3-5 years of hands-on automation experience. Expertise in UI automation using JavaScript, TypeScript and tools such as Nightwatch, CypressIO, WebdriverIO, and Playwright. Strong hands-on experience in developing automation frameworks from scratch. Proficiency in C# / Java and JavaScript as programming languages. Advanced knowledge of JavaScript/TypeScript libraries like JQuery, Ember, and Angular. Proven experience in API testing (manual and automated) using JAVA REST Assured. Experience with Agile methodologies and tools like Jira, TestRail, or similar. Familiarity with performance and security testing tools is a plus. Ability to work as both an individual contributor and a team lead, driving quality initiatives independently. Strong problem-solving skills, attention to detail, and a self-driven mindset. Join us in our mission to empower investors by ensuring the highest quality in our products. Be part of a dynamic team driving excellence in QA automation. Morningstar India is an equal opportunity employer If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

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

About This Role Fundamental Equities – Associate Business Manager Gurgaon Fundamental Equities (FE) sits within BlackRock’s Portfolio Management Group (PMG), which encompasses Fundamental and Systematic investing across Fixed Income, Equities and Multi-Asset Strategies. The FE business is a key division at BlackRock with over $260bn of assets under management, across 90+ strategies and over 200+ investment professionals. FE teams use traditional analytics to pick stocks and assemble coherent, deliberate and diversified portfolios. Through cutting-edge technology, sophisticated models and embedded proprietary research, our investment management approach is to deliver consistent outperformance to our clients. Role & Impact BlackRock has an opportunity for an Associate Business Manager to join the FE COO team, based in Gurgaon. This team is responsible for supporting the delivery across a wide range of tasks, from budget tracking to managing technology implementations, ensuring compliance and coordinating with various stakeholders. This role demands a high level of organization, attention to detail and the ability to manage multiple projects simultaneously. This role will provide pivotal support to the regional COO team centers, facilitating the seamless delivery of FE’s day to day business operations as well as strategic projects across the platform. In close collaboration with other members of the COO team, the Business Manager will support the delivery across a wide range of tasks, from budget tracking to managing technology implementations, ensuring compliance and coordinating with various stakeholders This role demands a high level of organisation attention to detail and ability to manage multiple projects simultaneously as well as a passion for problem solving and critical thinking. This position reports to a Business Manager in London and extends support to the COO team globally. The role, with its broad focus, offers an excellent opportunity to gain a comprehensive understanding of business management and all the supporting functions of an investment team, with exposure to a variety of locations, products, and stakeholders at all levels. The ideal candidate will bring prior experience from an investment environment and have a demonstrated history of executing and achieving results in complex projects spanning multiple regions and offices. Key Responsibilities Support day-to-day business activities for the FE Platform including: Reporting: Produce monthly as well as periodic and ad hoc reporting and analytics to support COO team processes. Be a Workday "super-user" for reporting, data updates and ‘how to’ Financial Tracking & Budget Management: coordinate data updates for monthly compensation visibility and quarterly ExCo notes as well as monitoring team T&E spend to budget, provide reporting and escalate as required Market Data Management: review and approve market data tools on ServiceNow (Bloomberg, Refinitiv, Morningstar, Factset) as well as monitoring usage. Technology & Business Process Change Coordination: partner with Technology and partner teams as platform point for technology, includes deploying new firm initiatives, migrations and rollouts, policy compliance as well as platform projects (OneDrive, MS Teams & SharePoint) and assisting with general day-to-day technology issues to triage for speedy resolution. T&E Discipline & Management: conduct first-line reviews of Coupa invoices, flag spend a Audit & Compliance: project manage FE audits end to end and point person for compliance ensuring adherence to regulatory responsibilities including updates, correct data tracked and maintained, and issues escalated as appropriate to COO and team Data, Risk & Permissions: responsible for managing the vendor risk on Process Unity; onboard and maintain vendors, drive data cohesion across the platform (folder management, FE SharePoint updates, distribution list reviews) as well as reviewing platform permissions quarterly Business Continuity: Coordinate initiatives to ensure the platform is prepared to function effectively during any disruptive events People & Talent: central coordinator for early careers FE program delivery and FE talent and culture building training programs Communication & Connectivity: revive FE channels with a communication strategy as well as coordinating the weekly FE Opps Note Ad hoc projects: identify, support and enable initiatives to drive efficiencies and improvements to protect and strengthen the FE platform through continuous review and development of processes and controls Qualifications Keen interest in equity markets and working in an investment environment 4-6 years of relevant industry experience in same domain Proven experience in operations management, project management, or a similar role Flexible, responsive and self-starting personality. Proven experience working both independently and as part of a team in a highly collaborative, global, demanding and dynamic environment Strong analytical, organisational and project management skills along with outstanding communication, sound judgment, integrity and discretion Thorough with exceptional attention to detail Understanding of financial tracking and budget management as well as familiarity with audit and compliance processes Excellent communication and team coordination skills Degree in Business Administration, Finance, or related field Our Benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.