107 Morningstar Jobs - Page 3

The Team: The Talent & Culture team, supports the development and growth of talent by effectively chalking out initiatives in conjunction with business leaders and global teams. We aim to implement human resource strategies in India to improve organizational effectiveness The Role: We believe that people are our most important asset. Our people—through their creativity, talent, and willingness to learn—are essential to the success of our company. Recruiting, developing and retaining Great People are critical to Morningstar’s future. For the role, we need a bright, energetic, and driven individual who, may or may not have prior T&C experience, but has a desire to learn about T&C domain while providing timely project and process support to employees, managers, and other T&C professionals. The goal is to provide a great service experience to employees and managers needing assistance from T&C and to make other T&C professionals on the team more productive by supporting their projects and day-to-day process tasks. This position is based at our Navi Mumbai office and reports to the Associate Director – T&C Operations. Responsibilities: Employee Lifecycle Management: Oversee end-to-end employee lifecycle processes, ensuring data accuracy and compliance. Maintain employee records in Workday, adhering to confidentiality and quality standards. Case Management & Consulting: Handle employee case management using ServiceNow, providing swift and effective resolutions. Serve as a consultant to P&C teams, advising on case improvement strategies and best practices. Process Automation & Technical Excellence: Develop innovative ideas to automate HR processes and workflows, reducing manual effort and improving accuracy. Utilize advanced technical skills in Power BI, Excel, Macros, and VBA code for data processing and analysis. Data Analysis & Reporting: Perform detailed data analysis to identify trends and actionable insights. Create dynamic dashboards and generate monthly reports using Power BI and Excel to track key HR metrics and drive decision-making. Collaborative Excellence: Act as a liaison between the Center of Excellence and other P&C teams to ensure seamless coordination. Support P&C teams with tailored solutions and resources to enhance their operations. Quality Auditing & Improvement: Conduct regular quality checks on processes and cases. Advise teams on enhancing efficiency and performance based on audit findings. Requirements A minimum of bachelor's degree or its equivalent. 3+ years of professional experience Proven ability to learn quickly, behave professionally, and proactively take responsibility. Ability to work collaboratively or independently Demonstrate high level of discretion and candor relating to confidential information. Self-motivated and can-do attitude Good Communication skills Must be proficient in MS Excel Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

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

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

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

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

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 Officer based in Mumbai reporting to the Manager of Conflicts of Interest, Global Controls based in India (Mumbai). The Compliance Officer will support the Conflicts of Interest team in the management of the conflicts of interest program for our Wealth Research Retirement business. The successful candidate will operate the conflicts of interest controls within the scope of the global conflicts of interest team. Responsibilities The Compliance Officer will be expected to Develop, implement and review operating procedures for the general operation of the global conflicts of interest compliance program within Wealth Research Retirement business. Take responsibility for monitoring compliance with the firm’s conflicts of interest policies, including securities trading, gifts & entertainment and escalating issues to management as necessary. Administer the firm’s Conflicts Management System for Wealth Research Retirement globally. Ensure proper documentation and record-keeping of associated controls. Support the Compliance Department in creating reports to Senior Management on a monthly, quarterly and annual basis. Work with the Compliance Department to develop, maintain and deliver compliance training and other materials. Assist with the preparation for, and conduct of, regulatory examinations. Collaborate with a global team on multiple projects. Interact with employees at various levels of an organization on sensitive matters. Requirements A minimum of 5 years’ experience in compliance and/or regulatory analysis developed in Financial Services, Accounting or Legal professions. A minimum of 2 years’ experience with Control Room functions, including preclearance of employee trades and management and use of restricted lists. Bachelor’s degree in Finance, Accounting, Commerce or Business Administration is required. Completion of a professional examination conducted by ICAI, ICMA or ICSI, or post graduate degree/post graduate diploma is a plus. Experience in development, implementation and monitoring adherence to corporate policies, procedures and other guidance documents. Experience in project management of regulatory projects (SOP development experience is essential). Proficiency with Excel required (advanced level). Ability work under tight deadlines and manage multiple projects concurrently in conjunction with the Compliance team. Strong organizational and communication skills (verbal and written). Strong analytical and investigative skills. Excellent command over the English language essential (written and verbal). Highly developed interpersonal skills with the ability to develop and maintain effective relationships with diverse teams and across multiple time zones. Morningstar is an equal opportunity employer. Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

Job Details Job Description: QA Automation Engineer These are the most important skills, qualities, etc. that we’d like for this role. Overall experience of 2 to 4 years in Quality Assurance and Testing with relevant hands-on experience in Automation Strong experience in Automated Testing of web-based application Expert in UI Automation using tools like Selenium web driver & Automation framework development with HANDS-ON Used Java and JavaScript as programming language Expert in API testing (manual and automation) using Rest Assured frameworks and/or Ready API Exposure and know-how of performance testing and security testing tools Knowledge of Amazon Web Services / Cloud would be a plus Should be self-driven engineer with desire to use practical and professional concepts in QA along with application of QA standards and procedures to resolve routine issues Should be able to write use cases based on product requirements, execute them and report issues in bug tracking system Should be self-starter, lead and self-contributing to the QA team to build robust and flexible Automated Testing Framework Helps QA community to learn Automation, impart necessary technical knowledge Hands-on current experience authoring, building and adopting large scale, cross-functional automation frameworks with well-balanced coverage across back-end integration, database levels, UI. Integrate test automation into CI/CD process and instrument full SDLC automation Improve process and quality via test and process automation: defining right strategy and technology based on process and architecture assessment by engaging different roles and stakeholders Experience using SQL with regards to be writing and understanding queries and procedures Responsibilities – Define and establish automation strategy and process Understand complex nature of the application and come up with the automation testing framework Should understand the requirement, design and develop the automation test cases Take ownership of QA requirements and provide testing guidance to the technology team Should also work as Individual Contributor Lead and coordinate the application enhancement and tech ops testing activities with technology and business teams Participate in team communication and collaborate in planning activities, including stand-ups, iteration planning meetings (IPM), and retrospectives. Manage and communicate regular updates on project status (e.g., work completed, work in progress, next steps, risks, quality, KPIs, and costs) to stakeholders, peers, Product managers, and others. Mandatory Skill: Very good hands-on and good knowledge of API testing, RestAssured. Automation using Selenium Web driver, Exposure to test management and bug tracking tool (like ALM, Testrail, JIRA or others), Agile methodologies and Exposure to some performance testing tools. EOE Statement: Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

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

The Group: The Enterprise Data Platform (EDP) is the central data system for collecting, storing, consolidating, normalizing, calculating, and distributing Morningstar’s high-quality data and capabilities to internal and external consumers. EDP is a data provider as well as a business enabler. The individuals in this group thrive to enable faster business growth, better scale and improve customer experience by maximizing full commercial and brand value of data sets in their entirety. The Role: The portfolio calculation service group within EDP is seeking a passionate and data-centric product manager who can work closely with business analysts, senior product, and technology members of the group to build advanced portfolio calculations. As a portfolio analytics product manager, you will actively work with our methodology experts and quantitative research team to understand and deliver advanced portfolio analytics. One of the most immediate use-cases you will work on is the service build-out for our centralized optimizer capability to deliver the best of Morningstar's portfolio optimization IP (Intellectual Property). Ideally, we would want someone who has a financial background and is excited about Morningstar’s mission to empower investors through our advanced research and analytics capabilities. This role requires coordination across many internal/external teams and will be visible at the highest levels of the company. Responsibilities: Work within an Agile team to develop business requirements and user stories and get these validated with customers and stakeholders Prioritize the backlog queue across multiple projects and workstreams, and ensure high-quality execution working with 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 the product success. Basic Requirements 8+ years of work experience in business analysis/data analysis/product management preferably in financial services industry. Excellent oral and written communication skills. Deep understanding of portfolio construction and portfolio-related analytics. Ability to learn new things quickly under limited supervision Ability to develop strong internal and external partnerships, and work effectively across different business and functional areas Superior business judgment; analytical, planning, and decision-making skills Action-oriented individual possessing an entrepreneurial mindset Able to thrive in a fast-paced work environment, exhibit a passion for innovation, and harbour a genuine belief in and acceptance of Morningstar`s core values Demonstrated ability to lead and build the capabilities of a driven and diverse global team Bachelor’s degree in business management, computer science, engineering, or related field Bonus points if you have AWS (Amazon Web Services) certification and/or knowledge of AWS services like S3, Athena and Redshift. Ability to use tools like Athena/SQL to perform data analysis CFA (Chartered Financial Analyst) or commensurate financial services experience Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

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

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

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

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

RMBS Structured Finance (SF) Analyst (Mumbai) The Team : DBRS Morningstar is a global credit ratings business with about 800 employees in eight offices globally. Formed through the acquisition of DBRS by Morningstar, Inc., the credit ratings business is the fourth-largest provider of credit ratings in the world. DBRS Morningstar is committed to empowering investor success, serving the market through leading-edge technology, and raising the bar for the industry. DBRS Morningstar is a market leader in Canada, the U.S. and Europe in multiple asset classes. DBRS Morningstar rates more than 4,000 issuers and 56,000 securities worldwide, and is driven to bring more clarity, diversity, and responsiveness to the ratings process. Visit https://www.dbrsmorningstar.com/learn/dbrsmorningstar to learn more. About the Role : DBRS Morningstar RMBS team is looking for candidate with good problem-solving skills and analytical thinking in the securitization space with experience in the credit rating process and basic understanding of SQL/VBA. Knowledge on Python is a plus. This role will provide unique opportunities for mastering the key aspects of our credit ratings business including in-depth collateral and deal analysis. This candidate will also be responsible for conducting quantitative and qualitative analysis on the underlying loans and properties that collateralize Residential Mortgage-Backed Securities transactions. In addition, will assist other analysts with collateral pool analysis; running cashflows & sensitivity analysis; assist with special projects/initiatives, research as needed. Responsibilities: Analyze the credit risk in Residential Mortgage backed securities by performing tasks that includes reviewing deal documents, legal documentation, analyzing periodic data and preparing / running cash flow models both in-house and external like Intex Calc. Assist the primary analyst in preparing rating committee note, rationale and building and maintaining various databases relating to mortgages Collect, organize, and study data from internal and external sources for use in criteria development, ratings, and research reports. Compile and prepare periodic portfolio reports for use by senior staff and identify material changes for research causes. Maintain regular and open communication with the operations team and technology team about assigned tasks, priorities and ensure applications under development meet the defined requirements and pass the user acceptance testing prior to its release. Take ownership of the tasks with focus on quality and accuracy of the deliverables Demonstrate strong learning curve and eagerness to move up the rating value chain Ensure compliance with all applicable policies and procedures. Highly organized and efficient, with ability to multi-task and meet tight deadlines Requirements: Postgraduate in Finance or CA or CFA charter holder or such equivalent qualification. Minimum of 1-2 years of relevant experience in capital markets, structured finance credit analysis, experience at a rating agency is a plus. Expertise on Microsoft Excel, Visual Basic for Applications (VBA), MSSQL. Knowledge on Python is a plus Excellent writing, communication, and quantitative/analytical skills. Ability to communicate analytical thoughts in a crisp, concise, and precise manner. Creative thinker who is adept at taking an analytical approach to problem solving. Robust quantitative and analytical skills supported by strong attention to detail and accuracy. Good inter-personal skills and ability to participate/ contribute as a team player. Highly motivated, self-starter with a positive attitude and a strong work ethic. Morningstar DBRS is an equal opportunity employer. About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entity Show more Show less

The Role: The Associate Data Team Lead oversees the management of the day-to-day activities for a sub-team of managed investment data (MID) that powers the Morningstar products and platforms. Typically, the Data Team Lead works closely with Global Process Owners, MID Data Managers and Global Data Director, as well as with the global stakeholders to ensure that all the agreed deliverables from the team are met, and that the team is fully equipped in terms of training and documentation. He or she will be, together with MID Data Managers, accountable for ensuring and improving the performance, productivity and efficiency of the teams and the delivery of the operational performance KPIs and, team engagement, morale, and supporting the build for growth ladders of members. Responsibilities: Assist in managing and developing a team of 7 or more Data Research Analysts by providing clear direction, establishing SMART goals, and optimizing resource allocation for processes/projects. Working closely with multiple global teams and across various functions. Participate regularly in global calls and meetings. Assist the team to identify and eliminate roadblocks by partnering with technology teams and other database teams. Should be able to research complex projects leading to actionable recommendations and solutions. Fair product knowledge, both upstream and downstream. Assist in promoting LEAN Six Sigma tools and methodologies as an analyst framework for assessing the root cause of issues and improving processes. Ensure appropriate methods and techniques to improve and maintain the highest quality standards in the data collected by the team. Acts as main point of contact/manager for his or her entire team for all questions, comments and concerns. Tracks, measures and reports on agreed daily, monthly and quarterly metrics to all stakeholders. Provides coaching and training to team members as appropriate and according to the specific needs of the individual and the group. Identifies areas for improvement across the team and proactively takes steps to improve upon these weaknesses by offering ideas for individual and group training and conducting or arranging individual and group training sessions as appropriate. Sets goals and priorities for the individuals in the team in consultation with the Global Process Owner, MID Data Manager and Global Data Director. Effectively motivates and rewards the team insuring good overall morale. Conducts performance reviews of each team member and explains/sets career development paths and opportunities for team members. Monitors Data Research Analysts availability to guarantee minimum staffing requirements are met/exceeded. Daily Job Responsibilities/Deliverables: Hold sessions with the team to communicate any changes, issues, procedures or reminders. Communicate any questions, issues or recommendations with regards to process, workflow, technology, methodology, team morale to stakeholders. Operational matters. Accept/reject leave requests. Arrange for job shifts based on daily staffing requirements. Provide floor support by answering questions, solving issues that come up throughout the day and observing the dynamics of the team. Monitor production and quality for all Data Research Analysts onsite. Ensure adequate engagement levels of the staff to drive business results. Competencies Attention to Detail. Methodical Problem-Solving Skills. Analytical (Must be able to interpret data and analytics in an operations environment). Excellent Organization Skills (Email, Task Management, Follow-up). Self-Motivated. Ability to Motivate and Build Relationships with Others. Ability to Both Take and Give Direction & Criticism. Willing and excited about working with and developing Team Members. Goal Oriented. Honesty & Integrity. Requirements: Bachelor/Master’s degree in finance/business with an exceptional academic record. Professional degree (CA, CA-Inter, ICWA, ICWA-Inter) preferred. 5+ years of professional work experience at various levels of seniority. Strong people and project management skills. Ability to effectively communicate with local and international teams. Proven experience optimizing processes. Eager and ready to work in a high-performance culture. Ability to take calls early or late nights once or twice a week. Prior experience leading teams of 10+ people will be an additional advantage. Demonstrated ability to develop talent. Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

Job Overview As a Sr QA Automation Engineer within the Product organization, you will play a critical role in ensuring the quality, reliability, and performance of the backend services that power the PitchBook collection platform. You will be instrumental in building robust test frameworks, automated test suites, and quality assurance strategies that support the delivery of exceptional solutions used by thousands of PitchBook customers every day. You will leverage your deep understanding of software testing principles and backend systems to design and implement scalable, maintainable, and efficient test automation. Your strong analytical skills will help you break down complex systems into testable components, identify edge cases, and proactively detect potential issues before they reach production. You will collaborate closely with developers, product managers, and other stakeholders across the organization to define quality standards, influence design for testability, and ensure that testing is integrated seamlessly into the development lifecycle. Your ability to communicate clearly and adapt your approach based on your audience will be key to driving quality initiatives and fostering a culture of excellence. As an experienced member of the team, you will also mentor junior engineers, share best practices, and contribute to the continuous improvement of our testing infrastructure and processes. You bring a growth mindset, are open to feedback, and are passionate about building a culture of collaboration, innovation, and purpose. If you are driven by quality, love solving complex problems, and thrive in a fast-paced, customer-focused environment, we’d love to have you on our team! Team Overview The PitchBook Collection teams are a set of stream-aligned teams that own the services and tools which enable all data collections activities for thousands of data researchers across PitchBook and our parent company Morningstar. We strive to get data and insights from source to end consumer, with as little manual interaction and friction as possible Skills And Qualifications Overall experience of 6+ years in Quality Assurance and Testing with relevant 4-5 years hands on experience in Automation Strong experience in Automated Testing of Enterprise Class and Financial application and web portals Expert in UI Automation using tools like Selenium web driver, Automation framework development with HANDS-ON Proficient in Java and Javascipt as programming language Expert in API testing (manual and automation) using Rest Assured frameworks and Ready API Exposure and know-how of performance testing and security testing tools Knowledge of AWS / Cloud needed. Knowledge on POSTMAN with hands-on experience. Should be self-driven engineer with desire to use practical and professional concepts in QA along with application of QA standards and procedures to resolve routine issues Should be able to write use cases based on product requirements, execute them and report issues in bug tracking system using AI Tools Should be self starter, lead and self contributing to the QA team to build robust and flexible Automated Testing Framework Helps QA community to learn Automation, impart necessary technical knowledge Hands-on current experience authoring, building and adopting large scale, cross-functional automation frameworks with well-balanced coverage across back-end integration, database levels, UI. Integrate test automation into CI/CD process and instrument full SDLC automation, specifically cloud testing execution, reporting tools such as ALM, Jira Improve process and quality via test and process automation: defining right strategy and technology based on process and architecture assessment by engaging different roles and stakeholders Deep practical experience with cutting edge tools for Web, Mobile, Desktop, DB and Web-service testing (Selenium, SoapUI, etc.) Experience using SQL with regard to writing and understanding queries and procedures Responsibilities Define and establish automation strategy and process Understand complex nature of the application and come up with the automation testing framework Should understand the requirement, design and develop the automation test cases Take ownership of QA requirements and provide testing guidance to the technology team Should also work as Individual Contributor Lead and coordinate the application enhancement and tech ops testing activities with technology and business teams Participate in team communication and collaborate in planning activities, including stand-ups, iteration planning meetings (IPM), and retrospectives. Manage and communicate regular updates on project status (e.g., work completed, work in progress, next steps, risks, quality, KPIs, and costs) to stakeholders, peers, Product managers, and others. Mandatory Skills: Very good hands-on and good knowledge of API testing, RestAssured. Framework Development, Automation using Selenium Web driver, Exposure to test management and bug tracking tool (like ALM, Testrail, JIRA or others), Agile methodologies. Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

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

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

Role: Team Lead – Talent Acquisition (Freshers Hiring & Projects) We are looking for a dynamic Team Lead – Talent Acquisition to spearhead our early career/freshers hiring programs and manage strategic recruitment projects. This role requires a people management with a blend of operational excellence and project execution capability. Key Responsibilities: Lead end-to-end fresher hiring initiatives including campus engagement, assessments, and onboarding. Collaborate with internal stakeholders and academic institutions to build a strong early talent pipeline. Drive recruitment projects focused on process improvements, automation, and hiring analytics. Mentor and guide a team of recruiters to deliver on hiring SLAs and project outcomes. Partner with HR, Business Leaders, and Operations to align hiring plans with business needs. Requirements: 7–9 years of experience in Talent Acquisition, with at least 2–3 years in campus/freshers hiring. Prior experience in managing recruitment teams and delivering project-based outcomes. Strong stakeholder management and communication skills. Exposure to tools like Workday, ATS/HRIS, Excel/Power BI is a plus. Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. Show more Show less

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

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

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

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

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

Senior Manager – People & Culture (T&C) Business Partner The Team: The People & Culture team, supports the development and growth of People by effectively chalking out initiatives in conjunction with business leaders and global teams. We aim to implement human resource strategies in India to improve organizational effectiveness. The Role: Like many organizations, we believe people are our most important asset. Our people—through their creativity, People, and willingness to learn—are essential to the success of our company. As such, we have an insatiable thirst for ever greater insight and understanding into the opinions, preferences, makeup, and changing dynamics of our workforce. Morningstar is seeking a People & Culture Business Partner to help advance our India People & Culture function. In this role, located at Vashi, Navi Mumbai, you will understand employee needs, design programs and practices that assist in building a high performing organization and work closely with leadership team to enhance employee engagement. Responsibilities: Understand business needs, dynamics and market insights to drive initiatives that resonate well to business growth Collaborate with People & Culture functional teams to facilitate key People & Culture processes and communication to respective business team - eg compensation process, performance process, Talent review, etc. Provide insight and suggestions to People & Culture functional teams for continuous improvement Work with managers / Leaders to build high performing team and foster positive organization culture by contributing to areas of People development, leadership development, internal communication, organizational design and employee engagement Partner with global business partners to share and adopt best practices Serve as a coach and consultant to managers and employees Ensure legal compliance of People & Culture practices and managing employee relation issues Ability to analyse data into insights that provide and aid decision making. Create own dashboard as required Agile to pick up People & Culture projects as required Requirements: Bachelor degree in behavioural science (OD, HR Management, and Psychology) or MBA with appropriate experience preferred About 8+ years of experience in a generalist HR role out of which at least five years into Business Partner role and managing employee issues Strong communication and stakeholder management skills Ability to plan, design and implement employee initiatives for employee engagement Strong collaboration skills to work with leaders and get their buy-in on various employee initiatives Strong facilitation, presentation, and planning skill Ability to influence and work together with cross-cultural and diverse individuals and teams Mature, passion for dealing with people and a great team player Experience of working through ambiguity and complexity to provide simple, expedient and practical solutions Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less