271 Morningstar Jobs - Page 4

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

Job Description ASSOCIATE, MELLON PRODUCT RESEARCH At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what is all about. We’re seeking a future team member for the role of ASSOCIATE I to join our INVESTMENTS team. This role is located in PUNE, MH– HYBRID. In this role, you’ll make an impact in the following ways: Provide market and industry intelligence through proactive trends analysis, including flows, pricing, product development, regulatory changes, M&A activity, etc. Create and assist in building out landscapes on various products. Work on ad hoc research and analysis requests for product, distribution, and marketing related questions as they come in. Peer/Competitor Analysis To be successful in this role, we’re seeking the following: 2-5 years of experience in Asset management Industry. Strong knowledge about Financial Products such as Mutual Funds, ETFs, Indexing, ESG. Strong Analytical Skills. He/she should also be attentive to details and have good MS Excel & PowerPoint skills. The person should be able to work under strict timelines / deadlines and complete his/ her work with complete accuracy. Know how about third-party application like Morningstar Direct, eVestment, Lipper etc. Some understanding of the asset management industry and basic knowledge of investment markets, strategies, products, fund structures would be desirable. Some experience of using databases such as eVestment, Mercer, Morningstar, Lipper, MandateWire, Bloomberg etc. would be advantageous. Market research / technical knowledge and ability to integrate critical information from diverse sources. Analytical and data presentation skills – ability to interpret and present data in a meaningful manner. Project management skills- Be able to take ownership of initiatives, can work collaboratively. At BNY, our culture speaks for itself. Here’s a few of our awards: America’s Most Innovative Companies, Fortune, 2024 World’s Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024 “Most Just Companies”, Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg’s Gender Equality Index (GEI), 2023 Our Benefits And Rewards BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

TEAM – Product Management LEVEL – Junior Vice-President DEPARTMENT PROFILE Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $1.6 Trillion in assets under management or supervision as of March 2025. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. Position Overview We are looking for career-minded professionals with global perspective to join the Mumbai based Integrated Marketing Services team as a Product Management Associate. As a member of the Product Management team, the Associate will support various teams throughout the organization by using data to provide competitive intelligence and market research on various topics for both the US retail and institutional market segments. Topics include but are not limited to analyzing mutual fund industry flows, product positioning within MSIM and versus the competition. Analysis is calculated on a monthly, quarterly and ad hoc basis for strategies and funds across the MSIM’s equity, fixed income and alternative platforms. Product Management Associates work with firm systems, databases and resources to source quantitative and qualitative data, complete drafts for review by investment strategy specialists. Members work in a fast paced, time sensitive and collaborative team environment. The candidate should have experience in or knowledge of the US and EMEA investment management industry, experience with retail such as Morningstar Direct. Key Responsibilities Work closely with a dedicated team of professionals whose primary responsibilities are to effectively communicate product details, competitive advantages and industry trends to Senior Management, Portfolio Management and Distribution teams Continuously monitor the competitive landscape and industry trends (utilizing internal and external data/information resources) in order to help position products appropriately Ownership of the creation and production of various standardized reports to support monthly/quarterly materials Respond to ad hoc requests from New York and London on a timely basis Contribute to ongoing quality and efficiency improvements Review reporting requirements and set up customised reports for new and existing clients. Broad understanding of ESG performance and rating Partner with the key stakeholders including technology team to ensure timely execution of all initiatives with key focus will be on system and data related projects. Key Skills Experience in leading and developing teams, emphasizing key aspects of team management: providing guidance and mentorship, setting priorities, and driving team performance and growth. Proven history of managing teams through influence at all levels and across functions within an Investment Management/financial institution Strong interpersonal skills: ability to develop effective working relationships with key stakeholders. In depth knowledge Excel and Powerpoint Good knowledge on Fixed Income Investment products and ETFs The ability to work effectively in a thoughtful, collaborative team environment Strong communication skills, being able to interface effectively with bright quantitative colleagues as well as non-technical audiences Thrive in a fast paced, highly collaborative environment Passion for aligning financial returns with societal impact Excellent verbal and writing skills in English Ability to work under pressure to meet tight deadlines Possess attention to detail within the larger context of a complex investment ecosystem Ability to focus on small details while maintaining larger picture from and industry and positioning perspective Ability to manage multiple tasks simultaneously and deliver outstanding work products under tight deadlines Positon Requirements Bachelor’s degree Minimum of 8-10 years of experience in an analytical role requiring advanced use of Excel Experience with Morningstar Direct preferred Thoroughness, attention to detail and a sense of urgency What You Can Expect From Morgan Stanley We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

The Group : The IWPT Data Platform team at Morningstar is looking for an experienced Software Engineer to lead the development and maintenance of our Investor applications built with Node.js backend and Vue.js frontend. These applications play a crucial role in delivering data for investor and market research articles within their financial systems. The Role : We are looking for a Software Engineer who specializes in full-stack development on modern cloud-based infrastructure to join our team, grow with us, introduce us to new ideas and develop products that empower our users. You will have technical product ownership and responsibility for ensuring process and quality adherence through code reviews, test coverage and overall governance. You will act as the software guardian, owning non-functional requirements, and the quality of the code while addressing technical debt. Every day, you’ll work with team members across disciplines developing products for our clients. You will partner with product owners and designers to understand our domain and create technical solutions that push us forward. You will be a co-owner of the product, responsible for its development and overall quality. Responsibilities : Development and maintenance of Investor and DFD applications using Vue.js, Nuxt.js, Storybook, Javascript and Node.js, GraphQL, deployed on a aws cloud platform. Collaborate with clients and internal teams to diagnose and resolve complex issues across both FrontEnd and BackEnd applications. Design and implement improvements to enhance the reliability, performance, and user experience of our applications. Document development processes, troubleshooting techniques, and solutions to promote knowledge sharing and continuous improvement. Qualifications Friendly and enjoys working in a collaborative team with excellent spoken and written communication skills. Humble, honest, and to the point. Bachelor of Science in Computer Science, Engineering, or equivalent experience. Minimum 2 years of hands-on experience in building reactive Single-Page Web Applications. Experience with several of the following Javascript application frameworks like Nuxt and Vue Infrastructure as Code (IaC) tools like CloudFormation and Terraform CI/CD tools like Jenkins, and Harness Building and deploying containerized applications Proficiency in Vue.js, Nuxt.js, React.js, or any JavaScript platform, along with Node.js, GraphQL for developing and maintaining Morningstar applications. Deep understanding of application development. Familiarity with relational and non-relational databases and queries. Nice to have Experience scaling web-based software applications and services. An understanding of how to protect web applications and services from common security vulnerabilities. Experience with Amazon Web Services technologies like CloudFront, S3, API gateway, ECS, Elastic Search, and ElastiCache Experience building and maintaining automated continuous deployment pipelines Experience building and maintaining automated testing tools Morningstar is an equal opportunity employer committed to diversity and inclusion. We welcome and encourage applications from all qualified individuals regardless of race, ethnicity, religion, gender, sexual orientation, age, disability, or veteran status. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Let’s be #BrilliantTogether ISS STOXX is actively looking for a Techno Functional Business Analyst Lead to join our Data Management team in Mumbai (Goregaon East) . Overview Reference Data Management team drives a spectrum of activities related to data warehousing such as business analysis, exploratory data analysis, prototyping, relational data modeling, developing ETL logic, designing data systems, preparing requirement documents, ETL testing, data quality and metadata management, maintaining data lineage, and offering post-production support to data consumers. Together with Data Engineering team, the Reference Data Management team ensures accuracy, completeness and reliability of master and reference data warehouse that comprises of data about entities, financial instruments, ownership structure, fixed income securities, funds, market price and performance, company financials, company filings, corporate governance and numerous derived data items. This data is consumed by our client-facing data and analytics tools and research offerings. Responsibilities Act as a subject matter expert in select capital markets data domains Develop deep understanding of existing data systems, architecture, methodology, ETL logic, metadata, data quality and data lineage Develop requirements document for various data warehousing projects by leveraging domain knowledge and by employing skills in exploratory data analysis, business analysis, system design, prototyping and technical writing Develop tools, frameworks and scripts for data analytics and data/ETL testing Define and execute data/ETL testing strategy for each project while ensuring optimal test coverage Own management of data quality, metadata and lineage in select domains Collaborate with business, product, data engineering and operations teams and in-house data consumers in a global setting Recruit, coach and mentor talent, set goals and drive performance Define/enrich processes and best practices covering various activities in Data Management Qualification B.E./B.Tech. or Bachelors/Masters in Information Science/Physics/Mathematics/Statistics/Econometrics or an MCA or an equivalent 4-yr academic program well-grounded in concepts in computer science and numerical analysis Post-graduate program in finance/capital markets domain or a CFA level 2 or equivalent 6 to 9 years of experience in business analysis and/or ETL testing in capital markets domain Strong experience of data wrangling, exploratory data analysis, visual analytics, and development of utilities, frameworks or tools using Python/R and SQL Exposure to data provided by vendors such as Bloomberg, LSEG Group, Factset, S&P, Moody’s, MSCI, EDI, Morningstar, exchanges etc. Experience of project planning and management Experience of recruiting and nurturing talent, and driving performance Ability to effectively communicate and collaborate in a global setting Ability to adapt and work in a fast-paced environment with no supervision Good To Have Executive leadership training IIBA CBAP certification or equivalent Certifications in data analytics/science, business intelligence, SQL Experience in any of these areas – relational data modeling, data engineering and architecture, ETL development #MIDSENIOR #DEVELOPEMENT What You Can Expect From Us At ISS STOXX, our people are our driving force. We are committed to building a culture that values diverse skills, perspectives, and experiences. We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow—professionally and personally. Together, we foster an environment that fuels creativity, drives innovation, and shapes our future success. Let’s empower, collaborate, and inspire. Let’s be #BrilliantTogether. About ISS STOXX ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit. STOXX® and DAX® indices comprise a global and comprehensive family of more than 17,000 strictly rules-based and transparent indices. Best known for the leading European equity indices EURO STOXX 50®, STOXX® Europe 600 and DAX®, the portfolio of index solutions consists of total market, benchmark, blue-chip, sustainability, thematic and factor-based indices covering a complete set of world, regional and country markets. STOXX and DAX indices are licensed to more than 550 companies around the world for benchmarking purposes and as underlyings for ETFs, futures and options, structured products, and passively managed investment funds. STOXX Ltd., part of the ISS STOXX group of companies, is the administrator of the STOXX and DAX indices under the European Benchmark Regulation. Visit our website: https://www.issgovernance.com View additional open roles: https://www.issgovernance.com/join-the-iss-team/ Institutional Shareholder Services (“ISS”) is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. It is our policy to prohibit discrimination or harassment against any applicant or employee on the basis of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law (referred to as “protected status”). All activities including, but not limited to, recruiting and hiring, recruitment advertising, promotions, performance appraisals, training, job assignments, compensation, demotions, transfers, terminations (including layoffs), benefits, and other terms, conditions, and privileges of employment, are and will be administered on a non-discriminatory basis, consistent with all applicable federal, state, and local requirements.

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. Data Research Analyst The Team : Morningstar DBRS 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 : Morningstar DBRS' EMEA ABS/RMBS team is looking for candidate with good problem solving and analytical mindset. As a Junior Analyst, you will assist onshore team with uploading & downloading documents, extracting data from reports, document retention, regulatory reporting and quality control checks; assist with special projects/initiatives, as needed. With some seasoning, you also will be expected to have thorough understanding towards functioning of Structured Finance transactions along with comprehension of primary deal documents & trustee reports. This position is based in out of Navi Mumbai. Responsibilities Analyze the credit risk in ABS/RMBS by performing tasks that include reviewing deal documents and investigating periodic data Assist the onshore team with document retention, regulatory reporting and quality control Extracting data from trustee reports in a pre-defined format & getting accustomed to SF related terminologies Have a mindset to bring about process efficiencies and ideate automations Organize and study data from internal and external sources for use in criteria development, ratings and research reports. Take ownership of the tasks with focus on quality and accuracy of the deliverables Ensure compliance with regulatory and company policies and procedures Interaction with onshore stakeholders on timely basis & understanding their requirements Requirements Bachelor's degree (or equivalent) degree in finance or a related area. 1-2 years of Relevant Financial Data experience, experience at a rating agency is a plus. Proficiency in Microsoft Excel. Advanced knowledge and practical skills in using Word, PowerPoint and Outlook. Strong attention to detail and accuracy Highly motivated, self-starter who is keen to learn, has a positive attitude and a strong work ethic Ability to manage multiple tasks at the same time and deliver results in a timely manner Good inter-personal skills and ability to participate/ contribute as a team player. Morningstar DBRS is an equal opportunity employer. About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entity

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

Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Sr Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years About Accenture Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song— all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com What would you do? Manages a team of professionals and staff assigned to report on client portfolio performance and proactively solves for client needs. Investment Performance and Analysis is the responsibility unit to measure performance against the benchmark. Manages professionals and/or supervisors is accountable for the performance and results of a team within the department. Executes business plans and contributes to the development of team and area strategy. Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from manager You will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public. Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for? Bachelor s degree or the equivalent combination of education and relevant experience AND 7-9 years of total relevant work experience Strong understanding of Portfolio Analysis including performance and attribution calculations methodology Experience in using Factset (B-one, SPAR, and PA) is a plus Experience in using MorningStar Direct, Aladdin or Bloomberg is an advantage Strong Excel Skills and programing Language particularly Power query or SQL is high desirable Strong understanding of various investment processes (equity, fixed income, multi assets and alternative) Well-rounded knowledge of Asset Management operational workflows Highly organized and proactive Ability to multitask and with strong attention to detail Ability to interact and communicate effectively Ability to work in a high-pressure environment with tight deadlines Audit and controls focused Must be a team player Roles and Responsibilities: As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholder s that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior Management Review performance and portfolio analytics for use in client reports Attend to queries on fund and / or attribution results Attend to requests from fund managers, client portfolio managers, sales & marketing on performance and attribution Produce peer fund comparison analysis based on MorningStar Direct Provide support to the Transition team and the salles team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc) Manage the performance – specific change process with our partners (includes raising change requests, follow-up, testing and validations) Maintain the list of GIPs composite and provide assurance that the firms complies with GIP’s standards Maintain stakeholder relationships and manage expectations Identify and execute continuous process improvement and automations Maintain Portfolio data to ensure accurate performance calculations, Any Graduation

RMBS Structured Finance (SF) Senior 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 rating analyst in preparing rating committee note, rationale and building and maintaining various databases relating to underlying collateral. Collect, organize, and analyze data from internal and external sources for use in criteria development, ratings, and research reports. 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. Understand the domain and implement quick fix solutions to align the development activities with dynamic business needs. Active involvement on research and market outreach Mentoring and training Analyst/Junior analyst 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 3-5 years of relevant experience in capital markets, relevant Structured Finance experience, 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. Creative thinker who is adept at taking an analytical approach to problem solving. Experience with Loan Performance, Intex, and Bloomberg is a plus. Morningstar is an equal opportunity employer. About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entity

The Team : Morningstar DBRS 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 : Morningstar DBRS' EMEA ABS/RMBS team is looking for candidate with good problem solving and analytical mindset. As a Junior Analyst, you will assist onshore team with uploading & downloading documents, extracting data from reports, document retention, regulatory reporting and quality control checks; assist with special projects/initiatives, as needed. With some seasoning, you also will be expected to have thorough understanding towards functioning of Structured Finance transactions along with comprehension of primary deal documents & trustee reports. This position is based in out of Navi Mumbai. Responsibilities: Analyze the credit risk in ABS/RMBS by performing tasks that include reviewing deal documents and investigating periodic data Assist the onshore team with document retention, regulatory reporting and quality control Extracting data from trustee reports in a pre-defined format & getting accustomed to SF related terminologies Have a mindset to bring about process efficiencies and ideate automations Organize and study data from internal and external sources for use in criteria development, ratings and research reports. Take ownership of the tasks with focus on quality and accuracy of the deliverables Ensure compliance with regulatory and company policies and procedures Interaction with onshore stakeholders on timely basis & understanding their requirements Requirements: Bachelor’s degree (or equivalent) degree in finance or a related area. 1-2 years of Relevant Financial Data experience, experience at a rating agency is a plus. Proficiency in Microsoft Excel. Advanced knowledge and practical skills in using Word, PowerPoint and Outlook. Strong attention to detail and accuracy Highly motivated, self-starter who is keen to learn, has a positive attitude and a strong work ethic Ability to manage multiple tasks at the same time and deliver results in a timely manner Good inter-personal skills and ability to participate/ contribute as a team player. Morningstar DBRS is an equal opportunity employer. About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entity

About the Opportunity Job TypeApplication 19 July 2025 Title Lead - Multi-Asset Investment Research (SMA) Department Global Investment Research - Research Specialist Team Location Gurgaon, India Reports To Team Lead - Multi-Asset Investment Research Level Research Analysis - 5 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our Global Investment Research - Research Specialist Team and feel like youre part of something bigger. About the Global team Fidelity Solutions & Multi-Asset (SMA) is a global team with assets under management on behalf of retail and institutional clients. The team manages investment strategies across various franchises, including Income, Volatility Managed, Absolute & Total Return, and Risk Rated & Open Architecture, designed to deliver specific outcomes for clients across market cycles. Portfolio Managers at FIL SMA draw on an extensive toolkit for delivering investment objectives, including a large and well-resourced investment research team (comprising Manager Research , Tactical Allocation Research and Quantitative Research), as well as a dedicated Risk & Analytics team and implementation specialists. These resources support investment decision-making across various portfolio construction disciplines, including tactical asset allocation, strategy selection and risk management. About your team Multi-Asset Investment Research Specialist team works with the Manager Research Analyst team (mentioned above) in their role of identifying the right strategies that go into the multi asset portfolios to implement the investment views of the SMA team. This team is a part of the broader Investment Research Specialist team, which provides fundamental research support to all FIL Equity and Credit analysts and select Portfolio Managers. About your role The job involves providing comprehensive research support to FILs Manager Research Analyst team, including screening funds based on quantitative and qualitive analysis; preparing agendas for fund manager meeting and taking meeting notes; contributing to draft research notes to be published by the Analysts; and streamlining databases which make the research process more efficient and robust. The role requires a good understanding of passive and active fund management space in at least one asset class, with specific knowledge on Fixed Income being a plus. It also entails expertise in using advanced excel tools in analysing large amounts of data and drawing inferences from the same, in addition to ability and willingness to learn quickly on the job, incorporating any new systems or AI tools that become available. Knowledge of visualization tools and coding skills would be advantageous. Key Responsibilities Provide all-round research support to FIL Manager Research Analysts covering a broad universe of funds and fund managers across asset classes - Equities, Fixed Income, Alternative. Prepare fund screening tools based on performance, risk, style/factor bias, ESG and other fund parameters. Prepare for and take meeting notes of the Analysts meetings with fund managers. Provide quality data and analysis on Funds ESG characteristics. Provide research inputs and authoring support for the publication of Multi-Asset research notes. Provide quality data and analysis to make the research process more efficient and robust. Keep track of emerging risks, and investment opportunities in one or more asset classes assigned. Keep abreast of significant trends and developments in the global fund management space and current market events. Build and maintain strong relationships with FIL analysts and within the local team. Make regular presentations to the team on relevant topics/areas of expertise. Experience and Qualifications Required 2 to 5 years work experience in Fund Research or Manager Research analyst or other similar industry-roles. Good understanding of passive and active fund management space in at least one asset class, with specific knowledge on Fixed Income being a plus. Strong systems experience, for e.g. Morningstar, Style Research, FactSet, Bloomberg combined with strong numerical and computer (Excel) skills Working knowledge of visualization tools such as PowerBI, Tableau, etc. and coding skills such as Python, will be advantageous. Analytical / problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. High level of attention to detail and accuracy. Strong time management skills and ability to multi task. Excellent relationship management and strong communication and presentation skills. Education MBA or Masters in Finance from a prominent institute or CA CFA charter or progress towards any level of CFA will be preferred Feel rewarded For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

About Client: Accion Labs is a global technology services firm specializing in product engineering and innovation, with a strong focus on emerging technologies. They offer a range of services including software development, cloud computing, AI and machine learning, and data analytics. The company was founded in 2011 and is headquartered in Pittsburgh, Pennsylvania.Accion Labs emphasizes innovation and works with clients to build new products and re-engineer legacy products using cutting-edge technolss recognized for its culture of continuous learning and growth. Job Title :ETL Testing Key Skills :ETL Job Locations :Bangalore Experience : 6+ Years. Education Qualification: Any Graduation. Work Mode : Hybrid Employment Type : Contract. Notice Period : Immediate Job Description Must-Have Skills 6+ years SQL development and database management experience Test and validate ETL processes using SQL and SSIS for asset management data workflows Advanced SSIS proficiency for ETL development and testing 3+ years of asset management data testing experience 1 yrs exp into Investment Banking Domain Third-party data provider knowledge (for example - Bloomberg, RIMES, Morningstar, eVestment) Benchmark data expertise across multiple asset classes Independent contractor experience with minimal supervision

About Client: Our Client is a AI first Innovation Engineering Services & Solutions company headquartered in Pittsburgh, our core purpose is to impact lives by transforming businesses through innovation. With a presence in 23 global locations, it boasts an engineering headcount of more than 5,500+ employees. The company engages with its clients through collaborative, white-box engagement models that include extended teams and turn-key projects. It excels in building new products and re-engineering legacy products using state-of-the-art technologies and innovation. Led by an entrepreneurial leadership team that prioritizes execution, outcomes, and continuous learning, It has been recognized as one of Pittsburgh’s fastest-growing companies by the Pittsburgh Business Times and as a leader in innovation by Smart Business Magazine. •Job Title : ETL Tester • Key Skills : SQL,ETL,SSIS,Investment Banking • Job Locations : Hyderabad, Bangalore, Noida, Pune, Mumbai • Experience : 6 - 10 Years • Education Qualification : Any Graduation. • Work Mode : Hybrid. • Employment Type : Contract. • Notice Period : Immediate - 15 Day Job Description: 6+ years SQL development and database management experience Test and validate ETL processes using SQL and SSIS for asset management data workflows Advanced SSIS proficiency for ETL development and testing 3+ years of asset management data testing experience 1 yrs exp into Investment Banking Domain Third-party data provider knowledge (for example - Bloomberg, RIMES, Morningstar, eVestment) Benchmark data expertise across multiple asset classes Independent contractor experience with minimal supervision Good-to-Have Skills Data warehousing experience, Snowflake a plus Financial data management certifications Performance tuning and optimization. Interested candidates please share resume swathinaidu@people-prime.com

Location: Mumbai, India Experience: 35 Years TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motive Partners and a whos who of the financial service industry. We are creating engaging wealth experiences to better financial lives through AI and investment intelligence powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes. We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes. In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and planning divisions. About The Role We are seeking a highly motivated and detail-oriented Company Secretary + Legal Associate to join our team at TIFIN, a cutting-edge fintech platform revolutionizing the wealth management space. This dual-role professional will be responsible for managing corporate secretarial compliance as well as legal advisory and contract management functions within the organization. The ideal candidate will be a qualified CS + LLB with a strong understanding of Indian corporate laws, governance practices, and regulatory frameworks. They should also have hands-on experience in handling contractual matters, board governance, regulatory filings, and legal compliance, ideally within early to growth-stage startups or unlisted companies. Corporate Secretarial (CS) Functions Ensure compliance with Companies Act, 2013 and related corporate governance norms. Manage and maintain statutory registers, records, and resolutions. Handle ROC filings, board and shareholder meetings, minutes, and statutory reporting. Manage equity cap tables, share issuances (ESOPs, private placements), and unlisted securities compliance. Legal Advisory and Contract Management Review, draft, and negotiate third-party contracts, including vendor, SaaS, partnership, confidentiality, and employment agreements. Identify and mitigate legal risks in business operations and contractual relationships. Support internal teams with legal interpretations and compliance risk analysis. Liaise with external legal advisors and regulatory authorities as needed. Compliance and Risk Monitor changes in relevant legislation and regulatory environments and ensure timely adherence. Support internal audits and due diligence exercises. Assist with legal aspects of fundraising, corporate restructuring, and other Qualifications: CS + LLB (mandatory). Experience: 35 years in legal and secretarial roles, preferably in early-stage or growth-stage startups with exposure to unlisted company structures. Strong command of Indian corporate law, contract law, and regulatory filing processes. Demonstrated experience in contract vetting and negotiation. Ability to work independently, manage multiple priorities, and collaborate across functions. A note on location. While we have team centres in Boulder, New York City, San Francisco, Charlotte, and Bangalore, this role is based out of Mumbai. TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status. (ref:iimjobs.com)

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

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

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

The Position: Senior Data Research Analyst The Department: Managed Investment Data (MID) The Group: Morningstar is one of the largest independent sources of fund, equity, credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company. We provide independent analysis on individual securities, funds, markets, and portfolios. We also provide data on hundreds of thousands of investment offerings, including stocks, mutual funds, and alternative vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. The Role: As a Senior Data Research Analyst, will work on collecting operational, document, performance, and portfolio data from various vendor sources. You will adhere to the company goals, policies and procedures and work in a focused manner to achieve the overall objectives. You will be responsible for, with the help of leaders, ensuring and improving the performance, productivity and efficiency and the delivery of the operational performance KPIs. You will effectively manage your performance and development to support our continuous operational success. Roles & Responsibilities: Actively collect managed investment data using Morningstar collection systems, and ensure data timelines, completeness and accuracy to meet business goals. Manage relationships between Morningstar and Asset Management companies, insurance companies and other data vendors. Partner with quality assurance, products, and technical departments to resolve clients’ data issues timely and effectively. Participate in the initiatives focused on consolidating global data collection platforms and supporting database integration projects. Establish and achieve the set Objectives & Key Results (OKRs) with the direction of team lead. Monitor, analyze and execute summary reports including an investigation of potential data error to continuously improve data collection and quality assurance process using Lean Six Sigma tools. Actively discover and raise issues in work (including system, process, and collection methodology) and propose enhancement suggestions to further improve system functionality, process efficiency and data quality. Participate in data and process related projects such as industry/market research, market expansion, process certification, new product development support, etc. Facilitate cross-team projects to implement approved solutions based on priority and impact. Demonstrate a high sense of ownership of the process, understand roles & responsibilities by acting as a process trainer and mentor Requirements: Minimum 1-3 years’ experience in finance domain. Fund Data experience would be preferred Good command in MS Office (Excel, PowerPoint etc.); advanced users preferred. SQL, Macro or Python and machine learning will be a plus. Should be critical thinker and should possess good communication skill. Should be equipped with understanding of data competencies like data content expertise, data analysis etc. Strong analytical, problem-solving capabilities, and excellent communication written as well as verbal & reporting skills. Should be a good team player with good learning ability and equipped with self-motivation in an independent, fast-paced work environment. Ability to exercise control over the planned activities like training / mentoring new hires, doing quality checks etc. Able to work under tight deadlines and handle pressure during peak seasons. Good project management skills with proven track record of working on and delivering projects independently. Remote team working experience is a plus. Flexibility to work in shifts. Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

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. Job Overview PitchBook's Product Manager II works collaboratively with key stakeholders and project teams to execute on the department's product roadmap. This role plays an active role in defining and prioritizing our roadmap. The Product Manager II also mentors new and junior Product Managers on PitchBook's product and Product Management processes at PitchBook. Team Overview The Data Technology team within PitchBook's Product organization develops solutions to support and accelerate our data operations processes. This domain impacts core workflows of data capture, ingestion, and hygiene across our public equity datasets. This role works on our Public Equity Data Collection Technology team, closely integrated with Engineering and Product Management to ensure we are delivering against our Product Roadmap. This team collects and manages Public Equity datapoints from a variety of sources and supports a large team of Data Operations researchers that use these work-flow tools to complete their work assignments. Outline Of Duties And Responsibilities Validate client needs, pain points, and business opportunities through ongoing user and market research. Be a SME for your product area(s) and resource for team members across PitchBook. Actively define product roadmap priorities across new opportunities, scaling initiatives, and user needs Work collaboratively with key stakeholders and project teams to execute your product roadmap. Create detailed functional specifications from prioritized requirements. Communicate requirements and technical details to stakeholders, including engineering teams. Continuously improve our external and internal deliverables and operational processes. Establish project goals, measure your business impact and identify additional opportunities for success. Give compelling presentations to stakeholders on projects and vision. Be a resource for junior team members on the Product Management process. Support the vision and values of the company through role modeling and encouraging desired behaviors. Participate in various company initiatives and projects as requested. Experience, Skills And Qualifications Bachelor's degree in Math, Finance, Economics, or related field. 2+ years of product management experience. 3+ years in Product adjacent roles (BA, Product Owner) Bias for action and a willingness to roll up your sleeves and do what is necessary to meet team goals. Experience gathering customer-centric requirements and writing functional specification documents. Superior attention to detail including the ability to manage multiple projects simultaneously. Excellent verbal and written communication skills, including strong audience awareness. Preferred Qualifications Experience working with internal systems, teams, workflow tools, and operational objectives Experience with Public Equity datasets Understanding of Data Pipelines and data products Demonstrate application of artificial intelligence/machine learning solutions to improve process efficiency This includes knowledge of OCR, Classifier training, and Prompt Engineering Delivered insights to teams from user research Working Conditions The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events. Morningstar'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. 037_PitchBookDataInc PitchBook Data, Inc Legal Entity

This job is with Morningstar, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Data Analysts Morningstar is looking for Data Analysts, an entry-level opportunity to join our Data and Operations group. This role will help you gain practical experience by working with diverse datasets, including public equity filings, private market transactions, ESG taxonomies, Managed Investment Data (Funds), and reference entity data. You'll build your knowledge about investment management, grow your skills in Excel, SQL, and Power BI, and benefit from structured training to support your growth, setting you up for long-term success. This position will be permanently based in our Mumbai office; therefore, preference will be given to candidates residing in Mumbai. Candidates in this role may need to work in rotational shifts, including night shifts. How does a typical day at work look? Search, collect and verify data of basic and intermediate levels of complexity Attend to internal/client queries and requests to ensure data captured is aligned with data methodologies and policy guidelines Quickly learn our research methods and process standards to ensure productivity, quality and timeliness Collaborate with your team, cross-functional and external (if required) parties to resolve data issues. You also get opportunities to innovate and improve processes/tools or participate in stretch projects and/or tasks besides your core responsibilities. You might be a good fit if you - Hold a Bachelor's degree (preferably in finance) with 60% marks Demonstrate English communication skills (written/oral/comprehension) Are proficient in MS Office tools, especially Excel and Word Learn quickly and process with ease Possesses attention to detail, a proactive mindset, and natural curiosity Effectively prioritize tasks and perform well under tight deadlines The role is open to fresh graduates as well as professionals with up to 1 year of experience. How does it work? Once you apply to this role, here is how the hiring process looks - Online Assessment - This includes sections on domain knowledge(finance), cognitive ability, English language, and a typing test. Candidate Information Session - For those who clear the assessment, a session will be conducted to give an overview of Morningstar, our business areas, and what you can expect after joining. Interviews - Shortlisted candidates will go through two rounds of interviews. This is also your opportunity to ask any questions and learn more from our interviewers. Please note, only shortlisted candidates will be contacted by the Morningstar recruitment team. Work Location : Vashi, Navi Mumbai. Month of Joining: Aug 2025 What You Can Expect From Us? Find your passion through development, not just a job. As an Early Career hire, you will receive development through hands-on experience, stretch projects, mentoring, and career development workshops. Meaning, belonging, and flexibility - At Morningstar, we want you to bring your whole self to work. Individual flexibility and the ability to make choices that support work-life integration are central to our culture and operational practices. Work Schedule & Shifts - At Morningstar, we foster a strong in-office culture because we believe collaboration and innovation thrive when we are together. Our current Workplace Flexibility Policy allows employees to work remotely up to two days per week, providing a balance between flexibility and in-person engagement. Given that most business units operate in rotational shifts, you are required to demonstrate flexibility in working across different shifts. Shift allowances will be provided as a recognition of your adaptability and commitment. At Morningstar, your talents are recognized because people are our most important assets. Across our offices worldwide, we've invested in fostering a community where your voice is heard, your ideas matter, and your contributions are rewarded. About Morningstar Morningstar is a global leader in independent investment research, supporting investors in over 32 countries with $300+ billion assets under management. Our mission is to empower investor success through data, research, and technology. We build products and offer services that connect people to the investing information and the tools that they need. We are built on the principles of independence, transparency, and long-term thinking. By empowering investor success, we are constantly looking for new ways to help people achieve financial security. Morningstar is an equal-opportunity employer. Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

Analyst (Mumbai) The Team : The Cash Flow Analytics Team is a global team that supports Analytical Personnel in the Global Structured Finance Group by providing Cash Flow Analysis that may be used as part of the analysis to support rating(s) and other credit opinions assigned and monitored, when warranted. This support may include the development of Cash Flow Engine Software. The Role : We are looking for solid individual contributors with good problem solving, analytical thinking in the Cashflow Analysis of Mortgage backed securitization. The candidate should have experience in Python and VBA. This role will provide unique opportunities for mastering the key aspects of our business including in-depth cash flow and deal analysis. You will be part of the Global Cashflow Analytics team. The Analyst will also help enhance work optimization tools, cash flow analysis tools, and credit models by working with SQL, VBA/VB Script, Intex API, Python, and other development tools. With the evolving business needs and development tools, a desire to learn and an ability to learn quickly is critical for success in this role. Responsibilities Develop and maintain cash flow engines in Intex Dealmaker, Excel, and Python. Review related legal documents like Prospectus and PPM. Maintain and enhance Python projects that review the portfolio's cash flow output on a monthly basis. Support administrative tasks related to cash flow engine procedures. Analyze the credit risk in residential mortgage-backed securities by performing tasks that include modeling cash flows, reviewing legal documentation and maintaining the software code base of Structured Finance products Participate actively in the design and build phases, to aim at producing high quality deliverables. Requirements Academic background in mathematics, statistics, engineering or other quantitative discipline. A Masters, CFA or accounting designation (enrolment or completion); completed a bachelor (or equivalent) degree in a subject such as finance, financial engineering, or similar quantitative discipline. Advanced knowledge of Python or Excel / VBA functionality; 0-3 years of Structured Finance experience, experience at a rating agency is a plus. Familiarity with structured products market and technical expertise in using fixed income analytical software such as Intex (Dealmaker, Calc, Wrapper); Self-starter and team player with demonstrated ability to work in a fast-paced environment. Strong quantitative and analytical abilities, with a high attention to detail. Excellent written/verbal communication and interpersonal skills. Knowledge of SQL R, Matlab, C++/C# is a plus. 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

Job Description The Group: The Technical Support team is the second line support in Client Support Services. 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 and Sales teams to build up an excellent client service model ensuring best-in-class experience using our products to achieve their goals. The Role: Morningstar seeks an outstanding individual to join our global team of Technical Support Representatives. The role will support the Morningstar Direct and Office/Workstation software for both external and internal users. Direct is our premier Institutional Research tool, and Office provides a comprehensive solution to our Investment Advisor clients. You will work as part of our Client Support Services to help quickly resolve issues, manage changes and provide insight at every step of the user experience. Responsibilities: Take ownership of cases which have been escalated by the Customer Support team and internal customers. Deliver outstanding customer service by responding to and efficiently resolving client issues and requests. Apply a professional, timely, and proactive approach to escalated client issues and calls. Work with other teams to provide dedicated and specialist support to key clients. Regularly follow-up internally and externally for all outstanding client queries, ensuring all issues are kept up to date. Work with development, Data, Application Services and Corporate IT teams to solve complex issues and communicate product technical enhancements and updates. Investigate thoroughly all incoming queries and escalate to the relevant team leader where necessary. Document all actions in Salesforce and where appropriate create escalations for other teams in Jira. Maintain a working knowledge of the features, benefits and functionality of Morningstar products, and serve as a resource to clients, team members and support services Assist with the creation of documentation, knowledge sharing and process improvements. Requirements Bachelor’s degree/similar qualification in computing science or information systems or equivalent work experience Understanding of networking, internet and security concepts Understanding of windows operating system administration, Understanding of Citrix and other Virtual environments Understanding of client-server architecture. Working knowledge of .net framework and java. An ability to learn Morningstar’s bespoke software Excellent written, oral communication and interpersonal skills. A proactive approach to customer service taking ownership of issues as they arise. Fast learner, self-starter, flexible and proven ability to work in a demanding environment with strong multi-tasking skills. Strong problem solving and analytical skills with high attention to detail, and excellent time management. 3+ years proven experience in client-facing technical support 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

At PitchBook, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We’re deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company. Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there’s going to be some ambiguity along the way, but we excel when we challenge ourselves. We’re willing to take risks, fail fast, and do it all over again in the pursuit of excellence. If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you. About the Role: As a member of the Product and Engineering team at PitchBook, you will be part of a team of big thinkers, innovators, and problem solvers who strive to deepen the positive impact we have on our customers and our company every day. We value curiosity and the drive to find better ways of doing things. We thrive on customer empathy, which remains our focus when creating excellent customer experiences through product innovation. We know that greatness is achieved through collaboration and diverse points of view, so we work closely with partners around the globe. As a team, we assume positive intent in each other’s words and actions, value constructive discussions, and foster a respectful working environment built on integrity, growth, and business value. We invest heavily in our people, who are eager to learn and constantly improve. Join our team and grow with us! PitchBook’s Data Science and Machine Learning team has a clear mission: leverage cutting-edge machine learning and cloud technologies to automatically research private markets and improve the navigability of our platform. The Senior Data Scientist is responsible for using machine learning, deep learning, GenAI and natural language processing (NLP) to collect a high-volume of data for the PitchBook Platform and surface insights for our users. This role requires a strong desire to learn and deliver value through scalable machine learning/AI systems. A strong motivation to succeed is critical and everyone has the opportunity to shape the long-term direction of our team. Primary Job Responsibilities: Leverage a sound understanding of data to improve decision-making, and deliver insights through various data analysis techniques, including advanced skills in acquiring, processing, and wrangling data from multiple sources using tools and techniques like ETL, APIs, and data visualization. Apply various modeling techniques, while fusing data sources using pre-processing methods like transformation and normalization including employing data cleaning techniques for both structured and unstructured data, conducting exploratory data analysis, and extracting insights to inform business decisions through iterative exploration and hypothesis testing. Source additional information and solutions through research and relevant libraries, including assisting in applying best practice model fit testing, tuning, and validation techniques to assess model performance, considering data attributes like dataset size and partitioning. Develop and optimize machine learning & deep learning models such as regression, classifiers, ensemble techniques (bagging, boosting, stacking etc.), transformers based Open Source LLMs and Chat GPT including prompt engineering for NLP tasks such as Summarization, Sentiment Analysis, Information Extraction and collaborate with cross-functional teams to integrate solutions into products, besides staying updated with AI/ML advancements especially in GenAI. Proficiency in advanced statistical analysis and methods like regression analysis, time series analysis, and hypothesis testing. Creatively solve problems and develop effective solutions, along with an understanding of business goals and industry trends to align data projects with strategic objectives. Strong verbal and written communication skills to convey complex data insights to stakeholders, combined with efficient project management to ensure timely and within-budget completion. Familiarity and practical skills with various data science and analytics tools, programming skills in languages like Python, and the ability to interpret moderately complex scripts. Skills and Qualifications: Bachelor's/Master's degree in Computer Science, Machine Learning, Statistics, or related fields 4+ years of experience building predictive models (Classical ML models, Neural Network based Deep Learning models, Transformer based GenAi models etc.) using Python in a production environment 4+ years of demonstrated experience with natural language processing (NLP) 4+ years of demonstrated experience with Python Demonstrate experience using complex SQL queries for data extraction and transformation Strong communication and data presentation skills Strong problem-solving ability Ability to communicate complex analysis in a clear, precise, and actionable manner Experience working closely with software development team(s) is a plus Experience building scalable systems in production is a plus Knowledge of financial services, investment, banking, venture capital, or private equity is desired but not required Working Conditions This employee will work in a standard office setting. Some flexibility with work-from-home is a possibility. Employees in this position use a computer on an ongoing basis throughout the day. Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Role : Analyst As a MCA Analyst, you will conduct thorough quantitative and qualitative analysis on the underlying loans and properties that collateralize Commercial Mortgage Backed Securities transactions. In addition, you will assist other analysts with the creation of loan valuations and write-ups; assist with special projects/initiatives, as needed. Responsibilities Write monthly research reports & transaction snapshot including commentary and opinion on the Commercial Mortgage Backed Securities (CMBS) for the institutional clients. Accurate and timely assistance with the basic data and preliminary tasks to support the research and analysis of CMBS properties. Accurate and timely retrieval, analysis, research and reporting of CMBS pool level and property level performance, including: Identifying and analyzing risky assets based upon qualitative and quantitative factions Identifying macro and micro risk factors, including market, property type, tenant, and borrower, to determine and measure exposure within the CMBS pools and loan portfolios. Monitoring, analysis, and executive summary reporting on CMBS transactions, including an investigation of potential default or loss scenarios for underlying real estate loan collateral. Productive and timely communication and support other Morningstar Analysts or any third-party contacts to collect data and information to produce quality and timely reporting within prescribed time frames. Research and respond to internal and external inquiries regarding specific aspects of assigned CMBS pools, providing users with information on major credits or portfolio concentrations; and evaluating such detail relative to bond class holdings to ascertain strengths and/or weaknesses of a position. Maintain regular and open communication with the operations team and technology team about assigned tasks, priorities and ensure applications under development meet the defined requirements and pass the user acceptance testing prior to its release. Take ownership of the tasks with focus on quality and accuracy of the deliverables Demonstrate strong learning curve and eagerness to move up the rating value chain Requirements 2 to 4 years of experience in a credit research domain, with knowledge of CMBS and credit ratings experience preferred. A bachelor’s degree required, Masters, CFA or FRM preferred. Excellent writing communication and quantitative/analytical skills. Intermediate level of Microsoft Excel, Visual Basic for Applications (VBA) and MSSQL skills. Creative thinker who is adept at taking an analytical approach to problem solving. Morningstar is an equal opportunity employer About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

The Group: Sales Enablement & Learning sits within Morningstar’s Business Development and Sales group, which is responsible for helping for our clients build their businesses and provide better outcomes for investors. The group is focused on serving some of the following client segments: advisors, wealth managers, asset managers, institutional investors, and fintechs. Reporting to the Head of Sales Enablement & Learning, the Program Manager partners with stakeholders across the organization to design, develop and execute impactful enablement and learning solutions for teams to grow their individual capabilities, build knowledge, and develop their skills. This role is focused on the teams supporting customer support for the Direct Platform Product Suite, Data, Retail, and Sustainalytics. Morningstar is a global financial services firm with operating in 30 countries and has a 40+ year history developing best in class solutions that help investors (individuals as well as the financial advisors and institutions that serve investors) reach their financial goals. We are committed to empowering investor success by providing the data, independent research, software and services that best meet the needs of the entire investment community. The Role: We are looking for an experienced and talented Associate for Customer Support Enablement and Learning based in Mumbai who will focus on delivering our enablement programs in market for Morningstar’s global Customer Support team for our Asia Pacific (including India) and EMEA regions. Our global Customer Support team serves on the front lines of our client-facing organization and serve as an immediate resource for incoming client inquiries via phone, email and chat. Delivering world class customer support is a critical component to the success of our sales process and client experience, and we are seeking a teammate who is passionate about enabling and elevating the skill set of our 100+ support colleagues in the region. Reporting to the Head of Sales Enablement & Learning, the Program Manager partners with global stakeholders across the organization to design, develop and train on impactful enablement and learning to ensure the group has the skills, knowledge and process expertise to be effective and efficient in their roles. The enablement program focuses on 4 key focus areas including: Industry Domain Knowledge, Product, Client Facing Skills and Sales/Service Operations. Responsibilities: Support onboarding program for teams, which includes organization of onboarding plans, resources to e-learning, facilitation of live sessions and coordination with managers on 30-60-90 day expectations. Partner with Enablement (including another Enablement Program Manager for Customer Support globally) and SMEs to develop and deploy training curriculum appropriate for Customer Support teams; this includes taking inventory of existing curriculum, identifying gaps and developing missing content, and determine fit for various training modalities (live, self guided/e-Learning) Be a key stakeholder and facilitator in the delivery of training programs including new go-to-market solutions, industry trends, client facing skill workshops, significant methodology changes and enhancements to existing solutions. Partner with Support leaders, Support teams, Product Marketing/Management, Operations, and other groups to identify overall training needs, develop and deliver appropriate enablement training and supporting content. This includes managing stakeholder expectations and communications. Be resourceful to learn and master the complexities of the industry that Morningstar serves. Evaluate, iterate, and measure the adoption and impact of enablement content and training, leverage data to refine strategies and improve effectiveness Experience, Skills & Qualifications: Bachelor’s degree required. Ability to travel up to 10% both nationally and internationally to execute the program Proficiency training global and multi-solutions to teams 5+ years of experience in related skills including: customer support, customer success, training, sales enablement, learning and development, coaching/employee development, etc. Demonstrated experience managing and facilitating/delivering content/curriculum delivered in multiple modalities (i.e. live training, e-Learning, self paced, stand and deliver, hybrid, etc.). Personality and ability to engage and collaborate well across complex and global groups including support managers, service reps, marketing and product management. Strong client focus and the ability to quickly and effectively build and sustain relationships and establish trust. Good understanding of financial markets and investment products (especially data, stocks, mutual funds, commodities, currency) with inclination to learning Strong understanding of customer support principles and customer-centric mindset to ensure training and enablement efforts align with empowering teams Dynamic and proven presentation and written communication skills are a must. Strong project management skills with demonstrated ability to manage multiple projects or priorities at once. Passion and commitment for adult learning best practices and techniques. Intermediate skills with PowerPoint and broad understanding of Enablement tools including but not limited to: LMS (i.e., Cornerstone), Sales Enablement Platform software (i.e. Seismic), Spekit and solid aptitude for learning new systems and tools. 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