599 Morningstar Jobs - Page 3

Title: Business Intelligence Analyst Location: Vashi, Navi Mumbai Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. The Team: Morningstar’s Finance team is responsible for planning, forecasting, and analyzing the company’s financial r...

Title: QA Automation Engineer Location: Mumbai, India The Role: At Morningstar, our mission to help investors drives us every day. We are seeking a QA Automation Engineer to join Research Feeds team. In this role, you will leverage your technical expertise to develop and enhance automation frameworks, ensure the quality of financial applications, and contribute to delivering exceptional products. As a key team member, you will work closely with cross-functional teams to implement automation strategies, improve test coverage, and ensure seamless integration of automation into CI/CD pipelines. This role offers the opportunity to contribute meaningfully to an Agile environment while building a ...

Provide technical solutions that meet user needs and improve business performance by assisting with the technical analysis of business requirements, problem solving and troubleshooting as part of a product management team. Accountable for ensuring that clear, concise requirements have been captured. Participate in testing and reporting of UAT with internal partners and vendor, reporting defects to vendor ensuring issue resolution, support the implementation check-out process and facilitate the end user communication and training documentation. Collaborating across the organization with business, architects, UX designers, product managers and software developers to improve Advisor and client ...

Provide technical solutions that meet user needs and improve business performance by assisting with the technical analysis of business requirements, problem solving and troubleshooting as part of a product management team. Accountable for ensuring that clear, concise requirements have been captured. Participate in testing and reporting of UAT with internal partners and vendor, reporting defects to vendor ensuring issue resolution, support the implementation check-out process and facilitate the end user communication and training documentation. Collaborating across the organization with business, architects, UX designers, product managers and software developers to improve Advisor and client ...

Company description - SBNRI – Redefining NRI Banking Experience for a niche Indian segment. At SBNRI, we are reimagining and building how the new-age NRI Banking should be. Team of Second-time Entrepreneurs, Bankers and growth Fanatics. Role Overview: We are seeking a highly analytical and detail-oriented Portfolio Research Analyst with strong expertise in portfolio rebalancing and deep knowledge of investment products such as Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS) . The candidate will play a key role in analyzing client portfolios, supporting portfolio managers with actionable insights, and ensuring alignment with client objectives a...

Officer, Portfolio Specialist, FICC Key Responsibilities Serve as an internal subject matter expert for a wide range of Fixed Income strategies specifically Systematic Active Fixed Income and sub-IG segments (Loans, high yield, private credit). Have a strong understanding of indexed (passive) fixed income products within core sectors (Global Agg, Corporates, EMD), cash and currencies. Support senior Client Portfolio managers (CPMs) in development of marketing collateral related to systematically active fixed income, loans as well as other indexed fixed income products. Make use of understanding of portfolio construction and data analytical techniques to derive meaningful portfolio performanc...

We have an immediate job opportunity for you as an Analyst/Senior Analyst/Lead/AM - Client Reporting. Job Specification : Senior Analyst/Lead/AM - Client Reporting Location : Hyderabad Shift Timings : 2:00 PM IST to 11:00 PM IST Role Overview The Strategic Client Service Reporting resource will partner with Client’s Strategic Client Service and Operations teams to execute recurring reporting, data validation, and reconciliation activities supporting all client types. This role will ensure accurate, timely delivery of performance, holdings, and compliance reports to clients and distribution platforms, while maintaining data integrity across multiple internal systems (e.g., SalesVision, Mornin...

The Team: Morningstar DBRS’ structured credit ratings and research subsidiary is a Nationally Recognized Statistical Ratings Organization (NRSRO) that has earned a reputation for innovation and excellence in the structured finance market. This group aims to increase market transparency and provides the highest quality ratings through securities research, monitoring services, data, and technology solutions. The Role: We are looking for solid individual contributors with good problem solving, analytical thinking in the Collateralized Loan Obligations (CLO) backed securitization space. Basic experience in Python, SQL and VBA would also be required. This role will provide unique opportunities fo...

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. The Team: Morningstar DBRS' structured credit ratings and research subsidiary is a Nationally Recognized Statistical Ratings Organization (NRSRO) that has earned a reputation for innovation and excellence in the structured finance market. This group aims to increase market transparency and provides the highest quality ratings through securities research, monitoring services, data, and technology solutions. The Role: We are looking for solid individual contributors with good problem solving, analytical thinki...

The Team: Morningstar DBRS’ structured credit ratings and research subsidiary is a Nationally Recognized Statistical Ratings Organization (NRSRO) that has earned a reputation for innovation and excellence in the structured finance market. This group aims to increase market transparency and provides the highest quality ratings through securities research, monitoring services, data, and technology solutions. The Role: We are looking for solid individual contributors with good problem solving, analytical thinking in the Collateralized Loan Obligations (CLO) backed securitization space. Basic experience in Python, SQL and VBA would also be required. This role will provide unique opportunities fo...

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. The Role : Morningstar Indexes seeks an intelligent and creative professional for its Index Management and Analytics team. The primary function of the team is to maintain Morningstar indexes across asset classes, periodic methodology enhancements and provide research and analytics for client support. The team is also responsible for handling complex corporate events, regulatory compliance, and production automation. We are looking for a team member with basic knowledge of financial markets, statistical packa...

Description 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 groups 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 responsi...

Description About the job : Deep understanding of the overall Quality Assurance process. Good communication skills - Written and verbal to understand the current application and working with the Product Manager, Technology Manager, developers and other QA engineers to understand the current and future testing needs of the application. Willingness to learn the functional aspects of the application to ensure test cases are domain-oriented and maximum test coverage is attained using minimum no of test cases. Experience in defining best practices and providing technical mentorship to other members of the QA team. Knowledge of Smoke, Sanity, regression testing, Integration testing and UAT Testing...

Compliance Analyst, Conflicts of interest, Global Controls – Mumbai The Team Morningstar’s Conflicts of Interest team is part of the Global Control function within the Compliance department and an integral part of the Compliance program that addresses how the firms manages conflicts of interests. The team has global scope with members based in Europe, Canada and India. The Role Morningstar is seeking a Compliance Analyst based in Mumbai reporting to the Head of Conflicts of Interest, Global Controls based in Paris (France). The Compliance Analyst will support the Conflicts of Interest team in the management of the conflicts of interest program. The successful candidate will operate the confl...

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. Product Manager - Annotation, DAP, DCG & Acq Product Manager Mumbai #1 (Core Services) The Group: Investment Services The Role Morningstar Investment Services is looking for a Product Manager to lead the development of multiple data entry tools across the Core Services platform, which supports the Managed Investment Data Group. Product Managers design, develop, and manage activities for a specific product from conceptualization, definition, and planning through implementation, release, enhancement, and event...

Product Manager - Annotation, DAP, DCG & Acq Product Manager Mumbai #1 (Core Services) The Group: Investment Services The Role: Morningstar Investment Services is looking for a Product Manager to lead the development of multiple data entry tools across the Core Services platform, which supports the Managed Investment Data Group. Product Managers design, develop, and manage activities for a specific product from conceptualization, definition, and planning through implementation, release, enhancement, and eventual sun-setting – the product lifecycle. As a Product Manager, you will lead a cross-functional squad to maintain the current version of the products and help to innovate and build a new...

9 - 12 Years 1 Opening Kochi Role description Shift : EMEA/APAC/US Key Responsibilities: Lead, manage, and develop the UST Fund and Data Reporting team, ensuring timely, accurate, and compliant delivery of all funds, client, and regulatory reports. Oversee and co-ordinate the end-to-end production cycle: allocation of workloads, daily stand-up meetings, monitoring deadlines and standards, and ensuring adherence to Service Level Agreements (SLAs). Act as the primary escalation point for the UST team, resolving complex reporting, data or operational issues and liaising with the UK and Singapore oversight/leadership teams. Ensure effective governance of all reporting processes, including sign-o...

Product Manager - Annotation, DAP, DCG & Acq Product Manager Mumbai #1 (Core Services ) The Group: Investment Services The Role: Morningstar Investment Services is looking for a P roduct M anager to lead the development of multiple data entry tools across the Core Services platfor m , which supports the Managed Investment Data Group . Product Managers design, develop, and manage activities for a specific product from conceptualization, definition, and planning through implementation, release, enhancement, and eventual sun-setting – the product lifecycle. As a P roduct M anager, you will lead a cross-functional squad to maintain the current version of the products and help to innovate and bui...

Morningstar Indexes - http://indexes.morningstar.com Position : Associate Quantitative Analyst – New Product Development – Morningstar Indexes The Area : Morningstar Indexes Team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar’s intellectual property to create indexes that empower investors to achieve their goals at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity and asset allocation indexes. The Role : As a part of the Indexes New Product Development Team, you w...

Role Description Shift : EMEA/APAC/US Key Responsibilities Lead, manage, and develop the UST Fund and Data Reporting team, ensuring timely, accurate, and compliant delivery of all funds, client, and regulatory reports. Oversee and co-ordinate the end-to-end production cycle: allocation of workloads, daily stand-up meetings, monitoring deadlines and standards, and ensuring adherence to Service Level Agreements (SLAs). Act as the primary escalation point for the UST team, resolving complex reporting, data or operational issues and liaising with the UK and Singapore oversight/leadership teams. Ensure effective governance of all reporting processes, including sign-off controls, procedure mainten...

Role Description Job Title: Senior Analyst – Client & Fund Reporting Shifts: EMEA / APAC / US (as applicable) Department: Client Reporting / Fund Services Location: Kochi About The Role We are looking for a highly motivated and experienced Senior Analyst to lead the daily production and delivery of client and fund reporting outputs. This role combines hands-on reporting, stakeholder coordination, and team supervision. You will ensure timely and accurate reporting while driving operational excellence and continuous process improvements. The position also serves as an escalation point and plays a key role in supporting leadership and strategic initiatives. Key Responsibilities Oversee daily pr...

About the Role: We are looking for a dynamic Investment Executive to support our US investment operations from India. The ideal candidate will have a strong understanding of investment products, portfolio management, client servicing, and financial analysis. You will work closely with the US team to manage client portfolios, execute investment strategies, and ensure compliance with financial regulations. Key Responsibilities: Assist US-based investment advisors in client portfolio management , investment planning, and execution. Conduct market research , analyze financial data, and prepare reports on investment performance. Support client onboarding, documentation, and KYC processes in coord...

The Group: The Financial Planning group builds solutions and capabilities that enable financial advisors to deliver compliant and comprehensive financial advice so that their retail clients and investors meet their goals. The solutions leverage Morningstar’s extensive data and research capabilities across all stages of financial advice making the advice process compliant, efficient and effective. The Role : The Morningstar AdviserLogic - Apart from our existing product line, we are now poised to extend our vision further to reach out to every individual in Australia who needs to plan and manage their financial goals and access financial advice seamlessly with the help of cutting edge technol...

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. The Group: The Financial Planning group builds solutions and capabilities that enable financial advisors to deliver compliant and comprehensive financial advice so that their retail clients and investors meet their goals. The solutions leverage Morningstar's extensive data and research capabilities across all stages of financial advice making the advice process compliant, efficient and effective. The Role : The Morningstar AdviserLogic - Apart from our existing product line, we are now poised to extend our v...

The Group: The Financial Planning group builds solutions and capabilities that enable financial advisors to deliver compliant and comprehensive financial advice so that their retail clients and investors meet their goals. The solutions leverage Morningstar’s extensive data and research capabilities across all stages of financial advice making the advice process compliant, efficient and effective. The Role : The Morningstar AdviserLogic - Apart from our existing product line, we are now poised to extend our vision further to reach out to every individual in Australia who needs to plan and manage their financial goals and access financial advice seamlessly with the help of cutting edge technol...