107 Morningstar Jobs - Page 4

Reporting to Team Lead / Process Manager. Associate Team lead oversees day-to-day Accounts receivable – Collection of Morningstar Global business in a process oriented and disciplined manner. Typically, the Associate Team Lead works closely with his or her team, as well as with the on-shore-based stakeholders to ensure that all the agreed deliverables from the team are met, and that the team is fully equipped in terms of training and documentation. The Associate Team Lead will be responsible for establishing his or her teams’ goals and aligning them with the organization’s overall goals and objectives. He or she will be accountable for ensuring and improving the performance, productivity and efficiency of the teams and the delivery of the operational performance KPIs. This position is based in our Mumbai office. Responsibilities: Assist in managing and developing a team of 9+ by providing clear direction, establishing SMART goals, and optimizing resource allocation. Support the Collections Team in managing a group of collections specialists. Act as the first point of escalation for team members. To prepare monthly collection targets and evaluate each collector’s performance based on there collection. To take ownership in reducing DSO and control over 30- or 60-days outstanding customers. Should also manage top customers and maintain good relationship. Help develop standard operating procedures (SOPs) and update documentation as needed. Work with cross-functional teams (e.g., Billing, Sales, Customer Success) to address systemic issues. Analyse customer payment behaviour trends and flag potential risks. Working closely with multiple global teams and across various functions. Participate regularly in global calls and meetings. Assist the team to identify and eliminate roadblocks by partnering with Stakeholders. Should be able to research complex projects leading to actionable recommendations and solutions. Fair knowledge on both upstream and downstream. Assist in promoting LEAN Six Sigma tools and methodologies as an analyst framework for assessing the root cause of issues and improving processes. Ensure appropriate methods and techniques to improve and maintain the highest quality standards in the data collected by the team! Acts as main point of contact for his or her entire team for all questions, comments, and concerns. Tracks, measures, and reports on agreed daily, monthly and quarterly metrics to all stakeholders. Provides coaching and training to team members as appropriate and according to the specific needs of the individual and the group. Identifies areas for improvement across the team and proactively takes steps to improve upon these weaknesses by offering ideas for individual and group training and conducting or arranging individual and group training sessions as appropriate. Sets goals and priorities for the individuals in the team in consultation with supervisor. Effectively motivates and rewards the team insuring good overall morale. Conducts performance reviews of each team member and explains/sets career development paths and opportunities for team members. Monitors researcher availability to guarantee minimum staffing requirements are met/exceeded. Daily Job Responsibilities/Deliverables: Hold sessions with the team to communicate any changes, issues, procedures, or reminders. Communicate any questions, issues, or recommendations with regards to process, workflow, technology, methodology, team morale etc. all stakeholders. Operational matters Accept/reject leave requests. Provide floor support by answering questions, solving issues that come up throughout the day and observing the dynamics of the team. Monitor production and quality for all researchers onsite Ensure adequate engagement levels of the staff to drive business results Competencies Attention to Detail Methodical Problem-Solving Skills Analytical (Must be able to interpret data and analytics in an operations environment) Excellent Organization Skills (Email, Task Management, Follow-up) Ability to Motivate and Build Relationships with Others Ability to Both Take and Give Direction & Criticism Willing and excited about working with and developing Team Members Honesty & Integrity Requirements: Bachelor/master’s degree in finance/business with an exceptional academic record 5+ years of professional work experience at various levels of seniority in collections. Strong people and project management skills. Ability to effectively communicate with local and international teams. Proven experience optimizing processes. Eager and ready to work in a high-performance culture. Ability to take calls early or late nights once or twice a week Prior experience leading teams of 10+ people will be an additional advantage. Demonstrated ability to develop talent. Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

Technical Skills and Requirements: At least 2-4 Years of Windows OS Administration and AD components experience Good knowledge and troubleshooting of Windows OS 2008, 2012 & 2016 Strong understanding of MS Windows OS, DNS, DHCP and AD Infra. Good understanding of VMWare Data Center virtualization and its related components. Good understanding of Networking Concepts and Storage infrastructure. Internal and External DNS support experience Experience of automation using PowerShell, chef or Python Basic understanding on Amazon web services Good knowledge of Cisco UCS & other Server Hardware components. Conceptual knowledge of UCS profiling & VMware upgrades & updates. Good knowledge & experience on SSL/TLS Certificates handling. Troubleshooting experience on OS performance issues Experience of security standards, best practices, and principles Good understanding of CIFS, NFS, FTP, SFTP, FTPS & HTTP/HTTPS protocols. Excellent teamwork and organizational skills, flexibility, and the ability to handle and lead multiple tasks Excellent communication and documentation skill. Ready to work in 24*7 rotational shift along with weekend on-call incident and DR drill support for products. Candidates should have a solid understanding of networking fundamentals Basic capacity management skills along with forecasting of future roadblocks. Candidate should have excellent troubleshooting skills. Good Team player, able to work and interact with others in a structured/team environment. Independent problem solver with troubleshooting, decision making and analytical skills. Requires limited supervision, self-starter, strong time management skills. Flexibility and adaptability to handle competing work demands. Demonstrated ability to communicate to nontechnical audience on technical issues. F5 BIGIP traffic managers understanding Experience in Splunk configuration & troubleshooting Microsoft windows Server and ITIL Certifications Knowledge of scripting languages Horizon VDI understanding VCP-DCV Certification Relevant Cloud certification like AWS Solution architect professional, VMWare Cloud on AWS. Bachelor's degree in Information Technology or other technical experience in a major, global organization. Morningstar is an equal opportunity Employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

About This Role BlackRock Company Description: Elevate your career by joining the world's largest asset manager! Thrive in an environment that fosters positive relationships and recognizes outstanding performance! We know you want to feel valued every single day and be recognized for your contribution. At BlackRock we strive to empower our employees and actively engage your involvement in our success. With over USD $11.5 trillion of assets we have an outstanding responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home and improve their financial well-being. BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified individuals without regard to race, color, national origin, religion, gender, sexual orientation, gender identity and disability. For additional information on BlackRock, please visit www.blackrock.com | Twitter: @blackrock | Blog: www.blackrockblog.com | LinkedIn: www.linkedin.com/company/blackrock. Business Unit Overview BlackRock’s WEA team sits within the US Wealth Advisory business and partners with Portfolio Design Services, Advisor Engagement, Sales Organization and Product Pillar teams to develop commercial priorities. WEA also supports Portfolio Consulting and Practice Management businesses, which deliver consulting engagements, education, analytics, technology tools, and thought leadership focused on helping wealth firms and advisors build better portfolios for end investors, scale their business models, and increase client acquisition. Job Purpose/Background This role is a part of dynamic and rapidly evolving team responsible for three major functions – Analysis, Scale, and Reporting. Seeking an energetic professional to work with US-based US Wealth Advisory – Wealth Enablement and Analytics (WEA), producing customized risk and other detailed reports for clients (US Financial Advisors). Will also be responsible for building partnership with US counterparts – manufacture comprehensive reports consisting of detailed risk and performance analytics on the client’s portfolio. Key Responsibilities Produce and analyze highly specialized and customized portfolio risk reports like Model Scaling, Suite Report, etc with detailed risk and performance analysis for financial advisors’ portfolios. Customization of BlackRock Model Portfolios based on guidelines agreed with the clients. Understand and update Product Performance, Industry flow details and post necessary commentaries for asset classes like Equity, Fixed Income, Alternatives, etc. Ensure that all the requirements are completed on a timely basis with the highest level of accuracy. Fulfill ad-hoc tasks related to portfolio, returns and market data reporting. Develop and maintain up-to-date process flow documents for all tasks related to assigned processes. Support and complete various efficiency and capacity-building initiatives, including automation/ standardization efforts. Evaluate systems, processes, and procedures for inefficiencies, and make recommendations for improvement. Manage workload to successfully meet set deadlines and assist other team members when required. Qualifications Post-Graduate - MBA (Finance) from reputed institute. Working knowledge of Power BI / Tableau, VBA and Python will be an added advantage. CFA / FRM certification will be an added advantage. Skills 2 to 4 years of relevant experience in investment management/asset management or financial industry. Knowledge of financial markets, with familiarity across all asset classes and geographies Knowledge of portfolio risk concepts like Standard Deviation, Sharpe ratio, Tracking Error, etc. Knowledge of mutual fund, ETF business and portfolio construction. Strong familiarity with MS Office suite (Word, Excel, PowerPoint). Strong familiarity with financial data platforms like Morningstar, etc a strong plus. Familiarity Carbon footprint and Sustainable investing. Working knowledge of Power BI / Tableau, VBA, Python, will be an added advantage. Flexible and able to respond quickly to urgent requests. Excellent attitude, attention to detail, and verbal/written communication skills. Tech-savvy and eager to harness new techniques to improve reporting workflows. Experience with sales CRM systems, risk reporting tools also desirable. Competencies Strong spoken and written communication skills, particularly with global counterparts Highly organized and detail oriented with a focus on time management. Values the importance of quality data and strives to maintain its integrity in the system. Proven ability to multitask, manage concurrent efforts, and work to deadlines with minimal supervision in a team environment. Flexible and comfortable with change, and prepared for a fast-paced, rapidly evolving workflow. Strong critical reasoning and problem-solving capabilities. Ability to thrive in a deadline-oriented atmosphere, and comfortable completing multiple projects simultaneously. Team player with attention to detail, problem solving abilities, and analytical skills. Flexibility of shift timings. BlackRock is proud to be an Equal Opportunity/Affirmative Action Employer—M/F/D/V. #EarlyCareers Our Benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law. Show more Show less

Job Description You will be part of the middle office operations team providing performance calculation and attribution analysis for our clients in the region. As part of team, you will be responsible for producing and validating performance returns, risk and attribution reports. You will also work closely with the onshore counterparts to establish global operating models and processes Responsibilities: Producing, reviewing and validating portfolio account performance calculations and performance reports associated with accounts, composites and managers Creating customized reporting based on clients’ requirements; maintain, produce and review client composites according to SLAs and GIPS standards Provide scheduled/Ad-Hoc reports or MIS to Management as and when required. Reviewing, updating and implementing new processes and procedures as required, to enhance operational controls Monitor work activities to ensure timeliness and accuracy of the performance reporting, doing attribution analysis at fund level and security level Assist in preparing performance report using applications like FactSet. Interfacing with performance and index vendors Experience in resolving data issues using accounting systems and ability to understand the flow between accounting and performance systems. Qualifications: 5+ years' experience in performance measurement operations or experience with account/security level performance in a related field Familiarity/Understanding of Segment, Security and Attribution Performance Reporting Familiarity/Understanding of Global Investment Performance Standards (GIPS) Performance System Experience – FactSet/StatPro/MorningStar (Preferred) Education: Master's degree in accounting, Finance or related field Pursuing/completed CIPM, CFA or FRM (Preference – not mandatory) Skills: Proficiency with EXCEL (macros, pivot tables etc.) Attention to detail Proven Problem-solving skills Effective time management skills Excellent interpersonal and communication skills A proven ability to multi-task Team player Works well under pressure Flexibility to work in all shifts Primary Location : APAC-IND-MH-Pune Job Category : Operations Schedule : Full-time Shift : Rotating Employee Status : Regular Travel : No Grade/Level: C09 Relocation: No Office Location / Address: Plot No 243, SP Info city, Udyog Vihar Phase 1, Gurgaon ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Fund Accounting ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. Show more Show less

You will be part of the middle office operations team providing performance calculation and attribution analysis for our clients in the region. As part of team, you will be responsible for ensuring that you and team is producing and validating performance returns, risk and attribution reports. You will be responsible for maintaining KPIs, reporting all the MIS for operation as well as for team management. You will also work closely with the onshore counterparts to establish global operating models and processes Responsibilities: Monitor work activities to ensure timeliness and accuracy of the performance reporting, doing attribution analysis at fund level and security level Assist in preparing performance report using applications like FactSet. Producing, reviewing and validating portfolio account performance calculations and performance reports associated with accounts, composites and managers Serve as the Senior Checker for complex tasks Creating customized reporting based on clients’ requirements; maintain, produce and review client composites according to SLAs and GIPS standards Participating in department projects and ensuring completion, as well as assist new clients on boarding and implementation processes Provide scheduled/Ad-Hoc reports or MIS to Management as and when required. Reviewing, updating and implementing new processes and procedures as required, to enhance operational controls Interfacing with performance and index vendors Experience in resolving data issues using accounting systems and ability to understand the flow between accounting and performance systems. Qualifications: 9+ years' experience in performance measurement operations or experience with account/security level performance in a related field Familiarity/Understanding of Segment, Security and Attribution Performance Reporting Familiarity/Understanding of Global Investment Performance Standards (GIPS) Performance System Experience – FactSet/StatPro/MorningStar (Preferred) Education: Master's degree in accounting, Finance or related field Pursuing/completed CIPM, CFA or FRM (Preference – not mandatory) Skills: Proficient in people management and conflict management Proficiency with EXCEL (macros, pivot tables etc.) Attention to detail Proven Problem solving skills Effective time management skills Excellent interpersonal and communication skills Outstanding organizational skills A proven ability to multi-task Initiative in Self Development Team player Works well under pressure Flexibility to work in all shifts Primary Location : APAC-IND-MH-Pune Job Category : Operations Schedule : Full-time Shift : Rotating Employee Status : Regular Travel : No Grade/Level: C10 Relocation: No Office Location / Address: Plot No 243, SP Info city, Udyog Vihar Phase 1, Gurgaon ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Fund Accounting ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. Show more Show less

Job Title: Lead Quant Analyst, Credit Quants About the Team: DBRS Morningstar Credit Ratings, LLC is registered with the U.S. Securities and Exchange Commission as a nationally recognized statistical rating organization (NRSRO). DBRS Morningstar Credit Ratings issues credit ratings on a variety of security types including corporate and structured finance securities. This Morningstar subsidiary aims to increase market transparency by providing the highest-quality ratings, securities research, monitoring services, operational risk assessments, data, and tools. DBRS Morningstar is a global credit ratings business, formed through the July 2019 acquisition of DBRS by Morningstar, Inc., the ratings business is the fourth-largest provider of credit ratings in the world. 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 is driven to bringing more clarity, diversity of opinion, and responsiveness to the ratings process. DBRS Morningstar’s approach and size provide the agility to respond to customers’ needs, while being large enough to provide the necessary expertise and resources. The Role: As a Quant Analyst you will execute proprietary research pertaining to building data building various types of credit rating models, such as default models, cashflow models, capital models, regression models covering asset classes of ABS, CMBS, Covered Bond, RMBS, Structured Credit, Corporates, Financial Institutions and Sovereigns. The Credit Ratings Modeling team will collaborate with members from the Credit Ratings, Credit Practices, Independent Review, Data and Technology teams to create class leading models that are as innovative as they are easy to understand in the marketplace. You will be expected to adopt an "iron sharpens iron" attitude where the focus is on making everyone better. The ideal candidate will demonstrate Quant research skills in Credit Modeling alongside Quant Modeling skills such as statistics, Machine Learning, numerical optimization & software engineering skillset within Fintech eco space. This position reports to the Senior Manager of Quantitative Research, Technology. Responsibilities: Support methodology development, Quant Model builds & enhancements for core Quant products as credit predictive models, etc. Participate in building next generation of credit modelling. Maintain and enhance proprietary Python libraries related to model building Leverage structured and unstructured datasets to build new Quant frameworks that would help analysts in informed decision making. Assisting development of Analytics-based solutions, taking ownership of the design and development of solutions to scale information ingestion, storage, computation (training/inference), validation. Participate in analyst conversations for understanding ongoing analyst issues. Requirements: 4 to 5 years of investment research / rating agencies experience with emphasis on fixed income research / analysis, credit modelling. CFA, CQF or postgraduate degree in finance, economics, mathematics, statistics is highly desired. Experience developing Financial Engineering/ Statistical applications on cloud. Experience of statistical models (Regression, Monte Carlo simulations, Numerical Optimization etc.) Experience of developing Quant Models using Python. Experience engineering models on big data. Understanding of both business and technical requirements, and the ability to serve as a conduit between rating team, research and technology Familiarity fixed income. 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 Show more Show less

Key Responsibilities : Collect managed investment data using Morningstar collection systems, ensuring timeliness, completeness, and accuracy to meet business goals. Manage relationships with asset management companies, insurance companies, and other data vendors. Collaborate with quality assurance, product, and technical teams to resolve data issues efficiently. Contribute to initiatives focused on consolidating global data collection platforms and supporting database integration projects. Set and achieve Objectives & Key Results (OKRs) with guidance from team leads. Monitor, analyze, and execute summary reports, investigating potential data errors to improve data collection and quality processes using Lean Six Sigma tools Identify and raise issues in systems, processes, and methodologies, proposing enhancements to improve functionality, efficiency, and data quality. Participate in data- and process-related projects, including market research, market expansion, process certification, and support for new product development. Facilitate cross-team projects by implementing approved solutions based on priority and impact Take ownership of processes, serving as a trainer and mentor to team members. Requirements: Minimum of 3 years’ experience in the finance domain, focusing on data collection, methodologies, or a senior data research analyst role. Experience with Fund Data is preferred. Proficiency in MS Office (Excel, PowerPoint, etc.); advanced users preferred. Knowledge of SQL or Python and exposure to AI/ML technologies is a plus. Strong critical thinking and communication skills, both written and verbal. Expertise in data-related competencies such as content analysis and data analytics. Demonstrated analytical and problem-solving capabilities, with a track record of effective reporting and written communication. Team-oriented with strong learning ability and self-motivation to excel in an independent, fast-paced environment. Ability to manage planned activities such as training, mentoring new hires, and conducting quality checks. Ability to meet deadlines and handle pressure during peak seasons Proven project management skills with the ability to deliver projects independently. Flexibility to work in shifts as required Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

Chartbook & Dashboard Data Analyst – Role Description The team seeks an analytical and process-oriented individual to join the Global Investment Office to support “ChartBook”, a virtual repository of financial data and content available to Morgan Stanley Financial Advisors, and to also develop and support a variety of performance dashboards to assist with data-driven decision-making across our business. ChartBook consists of ~1000 slides containing market commentary and investment views/themes that serve as a resource for Financial Advisors to share with clients. The role comes with significant responsibilities requiring a high degree of technical competence, fundamental market knowledge, collaboration and writing ability. The candidate will work side-by-side with key members of several teams, including the Portfolio Construction and Cross Asset Strategy (PC|XS), the Investing with Impact Team, and the COO team. The individual will get exposure to a variety of investment product areas (individual equities, ETFs, Managed Products, Fixed Income, Alternative Investments, etc.). Primary Responsibilities Downloading Morningstar and FactSet data for Chartbook and Manager Analytics & Scoring Drafting Charts for multiple Cross Asset Strategy (PC|XS) publications Maintaining "GIO Impact" Dashboard on behalf of PC|XS and COO Drafting slides and Running "Data Series Updates" for ChartBook Assisting with marketing analytics, flipping monthly folders and documents, preparing data and "Monthly Update" publications, Running the Dynamic Allocation Framework on Wednesdays, Preparing the "Availability" file and "Dates" e-mail draft. Providing dashboard support to the Investing with Impact team, including monthly dashboard updates and data pulls for firmwide ESG reporting. Qualifications 0-2 years of relevant work experience, bachelor’s degree Strong Knowledge of Microsoft Word, Advanced Excel, PowerPoint and data modelling, wrangling and visualization (Tableau or BI equivalent Power BI), familiar with technologies relevant to data lakes Strong writing and oral communication skills, ability to explain complex data in simple terms. Understanding of financial markets and their key drivers Experience with market data research systems (e.g., Bloomberg, FactSet, Haver, etc.) Comfort juggling multiple priorities; strong organizational and time management skills. Ability to work effectively as a member of a team or independently. Persistence, tenacity, and drive for results, Strong attention to detail 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. 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. Show more Show less

GIO Data and Analytics Generalist, Analyst Role Description The role is based out of Mumbai and requires collaborating with other members of GIO’s team to support a variety of analytics functions including updating and managing performance dashboards, and generating reports, aggregating data, and updating various data sets from multiple sources for the business. The job will involve keeping information up to date, producing management material and reports to analyze trends and activity as well as working on various regular and ad hoc tasks. Regular interaction with the COO Team, Investing with Impact Team and Portfolio Construction team will be required. This individual will also learn how to update ChartBook slides and will learn the Model Risk Management (MRM) process to serve as a support to Chartbook & Dashboard Data Analyst and MRM and Data Associate. Primary Responsibilities Reporting and Analytics: Prepare regular and ad hoc analysis for senior management and internal reporting highlighting readership, content portal usage, etc. Interactions reports: Producing client interactions reports to analyze trends and show over- or under-serviced regions and financial advisors. Conduct model validation for a variety of models by challenging model assumptions, mathematical formulation, and implementation. Providing dashboard support to a variety of teams, which may include designing dashboards and regular updates of data from the data lake. Conduct model validation for a variety of models by challenging model assumptions, mathematical formulation, and implementation. Downloading Morningstar and FactSet data for Chartbook and Manager Analytics & Scoring and creating charts to present this data. Qualifications 0-2 years of relevant work experience, bachelor’s degree Strong Knowledge of Microsoft Word, Advanced Excel, PowerPoint and data modelling, wrangling and visualization (Tableau or BI equivalent Power BI), familiar with technologies relevant to data lakes Strong writing and oral communication skills, ability to explain complex data in simple terms. Understanding of financial markets and their key drivers Experience with market data research systems (e.g., Bloomberg, FactSet, Haver, etc.) Comfort juggling multiple priorities; strong organizational and time management skills. Ability to work effectively as a member of a team or independently. Persistence, tenacity, and drive for results, Strong attention to detail 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. 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. Show more Show less

Delhi , India Designation: Partner Position: Wealth Management Instructor Mentor (Part-Time) Job Type: Consultant Benefits: Revenue distribution or a fixed hourly rate, with potential for performance-based bonuses tied to training outcomes. Reports to: Founder/CEO Job Overview The Wealth Management Instructor Mentor will provide expert training and mentorship to Eduroids' students on a part-time basis, focusing on wealth management principles, strategies, and tools. This role involves delivering interactive training sessions, developing industry-relevant course materials, and offering personalized guidance to students, preparing them for careers in wealth management, financial planning, and investment advisory. Key Responsibilities Training Delivery: Conduct engaging weekend training sessions covering core wealth management topics such as portfolio management, financial planning, investment strategies, and client relationship management. Provide insights into the use of financial analysis tools and platforms. Curriculum Development: Develop and update course materials that reflect current trends and regulations in wealth management and financial planning. Design case studies and simulations that mimic real-world wealth management scenarios. Hands-On Learning: Guide students through practical exercises, including portfolio creation, risk assessment, and retirement planning using tools like Bloomberg, Morningstar, or Excel. Introduce participants to wealth management software such as eMoney Advisor, Wealthbox, or Orion Advisor Tech. Mentorship: Offer personalized guidance to students, addressing individual learning needs and career aspirations in the wealth management field. Provide practical advice on certifications like CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst). Industry Alignment: Ensure training content aligns with the latest market trends, regulatory requirements, and client servicing strategies in wealth management. Assessment and Feedback: Assess student progress through quizzes, financial modeling exercises, and portfolio presentations. Provide constructive feedback to improve their analytical and client management skills. Knowledge Transfer: Share over 15 years of industry experience, including client advisory, portfolio management, and financial planning, to bridge theoretical knowledge and practical application. Key Measures Student Skill Development: High competency levels in financial planning, portfolio management, and wealth advisory strategies. Curriculum Relevance: Ensure training materials reflect the latest advancements in wealth management tools and techniques. Hands-On Expertise: Students demonstrate practical skills in creating and managing investment portfolios. Feedback Scores: Achieve excellent participant ratings for training quality and mentorship. Qualifications Education: Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field. Experience: Minimum of 15 years of professional experience in wealth management, financial planning, or investment advisory roles. Proven track record of managing high-net-worth clients and portfolios. Real-time experience with Fortune 500 financial institutions is highly preferred. Technical Skills: Proficiency in financial modeling, asset allocation, and investment analysis. Expertise in financial planning software and portfolio management tools. Strong understanding of market trends, risk management, and regulatory compliance. Soft Skills: Exceptional communication and interpersonal skills for mentoring and client engagement. Strong analytical and problem-solving abilities. Ability to simplify complex financial concepts for diverse audiences. Personal Attributes Passionate about financial education and wealth management. Resilient, adaptable, and committed to continuous improvement. Collaborative and inspiring mentor who creates an engaging learning environment. Benefits Competitive compensation based on hourly or project-based engagement. Flexible remote working options. Opportunity to mentor and shape the next generation of wealth management professionals. Collaborative and dynamic work environment.

Job Description Vice President, Market Intelligence/Research/Strategy I 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 Vice President, Market Intelligence/Research/Strategy I to join our IM APAC team. This role is located in Pune, MH – HYBRID. In this role, you’ll make an impact in the following ways: Conduct peer analysis for focus funds of the APAC region Prepare Product Maps for the APAC region to identify the gaps that IM APAC should fill Prepare Market Research for the APAC sale teams to say on top of market trends Be responsible for fees calculation and fees reconciliation for IMJ Japan-domiciled funds SQL Server Reporting Service/ SQL Server Master Data Services Will be working on various applications - D3/Snowflake, Tableau/Sigma, Salesforce, Eagle DM, Morningstar Direct, eVestment, Mercer Insight To be successful in this role, we’re seeking the following: Graduate/post-graduate with relevant experience of 8-10 years of product strategy Should have experience in Research and preferably from investment management background Min 3 years of experience working on SQL Must have worked on Morningstar, eVestment, Mercer Insight 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. Show more Show less

Position Title: Software Engineer The Role: In this role, you will collaborate with tech manager, scrum Master, data analysts, and developers to build technology solutions for Morningstar`s Equity applications. You should have strong understanding of Core Java, JSP, Spring, SQL, Javascript. You would support existing systems, study their enterprise complexities and develop/implement better systems with modern software development practices. Developing good understanding of existing systems on other platforms and its database is a beginning step. Responsibilities: Hands-on development will be an integral part of the responsibilities. Develop areas of continuous and automated deployment. Should be able to learn new technologies and practice innovative frameworks Follow best practices like estimation, planning, reporting and improvement brought to processes in every day work. Requirements: These are the most important skills, qualities, etc. that we’d like for this role. 2-4 Years of experience Full Stack Developer Hands-on in Java, Adv Java, Spring Framework, JavaScript Strong knowledge of databases and hands on MS SQL/MySQL/PostgreSQL. NoSQL is a addon. Knowledge of any JavaScript framework VUEJS or ReactJs Participation in full life-cycle system development with teams of developers, analysts, and testers. Completed Bachelor’s degree in Engineering Excellent listening, written and verbal communication skills. Good to Have: Knowledge in AWS Knowledge of ReactJs Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

Business Unit: OLPG Reporting To: Manager, Financial Reporting Shift: EMEA (1:30 pm - 10:30 pm IST) (India) About Russell Investments, Mumbai: Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 88-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm has over $1 trillion in assets under advisement (as of December 31, 2023) and $302.7 billion in assets under management (as of March 31, 2024). Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai, and Mumbai. Joining the Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm’s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world. For more information, please visit https://www.russellinvestments.com. Job Description: About The Adviser Support Hub (TASH) And Associated Companies The Adviser Support Hub Ltd (TASH) is a subsidiary of the On-Line Partnership Group Limited (OPGL), who are owned by Russell Investments Services Limited. Job Description The Adviser Support Hub Ltd is a UK based financial services business providing a range of outsourced administration support services to the UK Independent Financial Adviser market. TASH’s primary service is Paraplanning support (collation of financial product data to enable the research of financial products, investment fund strategies, and preparation of financial suitability reports) to clients of Independent Financial Advisers across the UK. As a Mumbai based Paraplanning Assistant you will be focused on supporting the UK based Paraplanning team in the following areas of their work: UK Pensions (PPPs, SIPPs, GPPs, EPPs, Occupational). UK Investments (ISAs, Bonds, Collectives, VCT, EIS). UK Protection products (LTA, PHI, GLA, PMI). UK Taxation (IHT, Corporate, Personal). Candidate Requirements Preferably have 1-2 years’ experience of the UK financial services market to include UK pensions, investments and protection products I.T. literate and ideally have some working knowledge of one or more of the following research software systems: Selectapension, Synaptics, Defaqto, FE Analytics and Morningstar Workstation (although training will be provided) Preferably have paraplanning experience within the UK market Are motivated for a career within the financial services industry Are a strong organiser with the ability to prioritise and have a positive self-motivated attitude Have a keen eye for detail and a solid grasp of UK grammar Can speak clear and fluent English Enjoy working within a team or at times as an individual whilst managing your own workflow and tasks independently and efficiently Are willing to keep up to date with UK based technical, taxation, legislation, product and provider changes Responsibilities The UK based Paraplanning team will assign work to the Mumbai based Paraplanning Assistant, who’s specific daily duties will include: Collation (via email/telephone) of UK pension and investment product data for analysis Preparation of product research to support financial recommendations Compile client facing research summary document to include the accurate presentation of data New business document preparation Financial report preparation Business submission via online portals Updating workflow management systems Other duties as assigned Full training on all relevant product and research software systems will be provided to you by the UK based Paraplanning team, who will also be available to assist with any queries that you may have. Career Opportunity It is the company’s intention to support successful candidates through a series (6 x RO exams) of UK based financial planning exams accredited to the Chartered Insurance Institute (CII), which will achieve a Level 4 Diploma in Regulated Financial Planning: RO1 Financial services, regulation, and ethics RO2 Investment principles and risk RO3 Personal Taxation RO4 Pensions and retirement planning RO5 Financial protection RO6 Financial planning practice Show more Show less

Business Unit: OLPG Reporting To: Manager, Financial Reporting Shift: EMEA (1:30 pm - 10:30 pm IST) (India) About Russell Investments, Mumbai: Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 88-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm has over $1 trillion in assets under advisement (as of December 31, 2023) and $302.7 billion in assets under management (as of March 31, 2024). Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai, and Mumbai. Joining the Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm’s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world. For more information, please visit https://www.russellinvestments.com. Job Description: About The Adviser Support Hub (TASH) And Associated Companies The Adviser Support Hub Ltd (TASH) is a subsidiary of the On-Line Partnership Group Limited (OPGL), who are owned by Russell Investments Services Limited. Job Description The Adviser Support Hub Ltd is a UK based financial services business providing a range of outsourced administration support services to the UK Independent Financial Adviser market. TASH’s primary service is Paraplanning support (collation of financial product data to enable the research of financial products, investment fund strategies, and preparation of financial suitability reports) to clients of Independent Financial Advisers across the UK. As a Mumbai based Paraplanning Assistant you will be focused on supporting the UK based Paraplanning team in the following areas of their work: UK Pensions (PPPs, SIPPs, GPPs, EPPs, Occupational). UK Investments (ISAs, Bonds, Collectives, VCT, EIS). UK Protection products (LTA, PHI, GLA, PMI). UK Taxation (IHT, Corporate, Personal). Candidate Requirements Preferably have 3-4 years’ experience of the UK financial services market to include UK pensions, investments and protection products Lead a small team of Paraplanners I.T. literate and ideally have some working knowledge of one or more of the following research software systems: Selectapension, Synaptics, Defaqto, FE Analytics and Morningstar Workstation (although training will be provided) Preferably have paraplanning experience within the UK market Are motivated for a career within the financial services industry Are a strong organiser with the ability to prioritise and have a positive self-motivated attitude Have a keen eye for detail and a solid grasp of UK grammar Can speak clear and fluent English Enjoy working within a team or at times as an individual whilst managing your own workflow and tasks independently and efficiently Are willing to keep up to date with UK based technical, taxation, legislation, product and provider changes Responsibilities The UK based Paraplanning team will assign work to the Mumbai based Paraplanning Assistant, who’s specific daily duties will include: Collation (via email/telephone) of UK pension and investment product data for analysis Preparation of product research to support financial recommendations Compile client facing research summary document to include the accurate presentation of data New business document preparation Financial report preparation Business submission via online portals Updating workflow management systems Other duties as assigned Full training on all relevant product and research software systems will be provided to you by the UK based Paraplanning team, who will also be available to assist with any queries that you may have. Career Opportunity It is the company’s intention to support successful candidates through a series (6 x RO exams) of UK based financial planning exams accredited to the Chartered Insurance Institute (CII), which will achieve a Level 4 Diploma in Regulated Financial Planning: RO1 Financial services, regulation, and ethics RO2 Investment principles and risk RO3 Personal Taxation RO4 Pensions and retirement planning RO5 Financial protection RO6 Financial planning practice Show more Show less

Business Unit: OLPG Reporting To: Manager, Financial Reporting Shift: EMEA (1:30 pm - 10:30 pm IST) (India) About Russell Investments, Mumbai: Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 88-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm has over $1 trillion in assets under advisement (as of December 31, 2023) and $302.7 billion in assets under management (as of March 31, 2024). Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai, and Mumbai. Joining the Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm’s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world. For more information, please visit https://www.russellinvestments.com. Job Description: About The Adviser Support Hub (TASH) And Associated Companies The Adviser Support Hub Ltd (TASH) is a subsidiary of the On-Line Partnership Group Limited (OPGL), who are owned by Russell Investments Services Limited. Job Description The Adviser Support Hub Ltd is a UK based financial services business providing a range of outsourced administration support services to the UK Independent Financial Adviser market. TASH’s primary service is Paraplanning support (collation of financial product data to enable the research of financial products, investment fund strategies, and preparation of financial suitability reports) to clients of Independent Financial Advisers across the UK. As a Mumbai based Paraplanning Assistant you will be focused on supporting the UK based Paraplanning team in the following areas of their work: UK Pensions (PPPs, SIPPs, GPPs, EPPs, Occupational). UK Investments (ISAs, Bonds, Collectives, VCT, EIS). UK Protection products (LTA, PHI, GLA, PMI). UK Taxation (IHT, Corporate, Personal). Candidate Requirements Preferably have 1-2 years’ experience of the UK financial services market to include UK pensions, investments and protection products I.T. literate and ideally have some working knowledge of one or more of the following research software systems: Selectapension, Synaptics, Defaqto, FE Analytics and Morningstar Workstation (although training will be provided) Preferably have paraplanning experience within the UK market Are motivated for a career within the financial services industry Are a strong organiser with the ability to prioritise and have a positive self-motivated attitude Have a keen eye for detail and a solid grasp of UK grammar Can speak clear and fluent English Enjoy working within a team or at times as an individual whilst managing your own workflow and tasks independently and efficiently Are willing to keep up to date with UK based technical, taxation, legislation, product and provider changes Responsibilities The UK based Paraplanning team will assign work to the Mumbai based Paraplanning Assistant, who’s specific daily duties will include: Collation (via email/telephone) of UK pension and investment product data for analysis Preparation of product research to support financial recommendations Compile client facing research summary document to include the accurate presentation of data New business document preparation Financial report preparation Business submission via online portals Updating workflow management systems Other duties as assigned Full training on all relevant product and research software systems will be provided to you by the UK based Paraplanning team, who will also be available to assist with any queries that you may have. Career Opportunity It is the company’s intention to support successful candidates through a series (6 x RO exams) of UK based financial planning exams accredited to the Chartered Insurance Institute (CII), which will achieve a Level 4 Diploma in Regulated Financial Planning: RO1 Financial services, regulation, and ethics RO2 Investment principles and risk RO3 Personal Taxation RO4 Pensions and retirement planning RO5 Financial protection RO6 Financial planning practice Show more Show less

Morningstar India is looking for a “Lead Infrastructure Engineer” based in our Vashi, Navi Mumbai office. The ideal candidate should be someone who thrives on delivering high quality operational output, new experiences, and technical challenges. As a “Lead Infrastructure Engineer” working in Morningstar’s IT infrastructure team, you will be involved in the support of our Wired and Wireless LAN, WAN and Datacenter Networks for Morningstar’s growing IT infrastructure that currently covers over 33 offices and 6 Datacenter’s worldwide. You will also be involved in the transition process and will work in collaboration with third line engineering teams based in Chicago, London, and Shenzhen. Interested candidates should have a proven track record of supporting significant Network Infrastructures. The successful candidate for this role should have at least 6-8 years’ experience in Network Lead support role and should have experience and knowledge of Cisco Switches, Routers, Firewalls, Cisco IOS, NX-OS, ASA, Cisco ACI, Cisco Wireless and Cisco Identity Service Engine. A CCNP or higher certification is required, and experience of Cisco Umbrella, Cisco DNAC, Cisco ACI and Zscaler ZIA & ZPA technology would be advantageous. Candidates should have an appreciation of security standards, best practices, and principals. Candidate should have excellent verbal and written communication skill in English, also bachelor’s degree or Diploma in Computer Science or Information Technology with strong academic credentials. Preference will be given to applicants with relevant IT industry technology certifications. (E.g., CCNP/CCIE Wireless, CCNP/CCIE R&S, ITIL v3/4) Candidate should be willing to work in UK shift (01:00PM – 10:30PM IST). Must have Experience People Management Expert, 5-6 years Network Lead Expert, 5-6 years Cisco Routing, Switching & Firewall Expert, 6-8 years English verbal and written communication Expert, 6-8 years Cisco Wireless Intermediate, 4-6 years Cisco ISE Intermediate, 4-6 years Palo Alto Intermediate, 3-4 years. Good to have Experience Cisco ACI Intermediate, 1-2 years Cisco DNAC Intermediate, 1-2 years Cisco Umbrella Intermediate, 1-2 years Zscaler ZIA and ZPA Intermediate, 1-2 years Cloud Networking in AWS & Azure Intermediate, 1-2 years. Day to Day responsibilities: People manager who has a passion and understanding for providing outstanding support Lead a team of Network Engineers who are responsible for handling 24X7 network support. Clarify performance expectations and help team members achieve success through coaching, mentoring, and providing effective and timely feedback, recognizing accomplishments, and providing discipline when appropriate. Monitor & Manage resolution SLAs for tickets. Create / update / maintain Standard Operating Procedure & wiki pages. Interface with other teams of Morningstar as a network lead to resolve incidents Participation in the delivery of IT projects as required. Create RCAs for Severity 1 & 2 incidents. Collaborate and contribute with team members, vendors, and other technical staff to develop, design, implement, and continuously improve systems. Manage shift schedules & resource availability for maintenance, projects & other tasks. Provide technical inputs for weekly/monthly reviews & reports. Create & execute plans for Maintenance activities, upgrades & new deployment. Experience in managing and troubleshooting of Cisco ISE, Cisco Wireless Controllers Access Points Experience in Riverbed and Symantec Bluecoat and ability to provide the reports of top users are who are consuming the most bandwidth. Actively participate in monthly maintenance activities which includes IOS, Cisco Nexus Upgrades, Wireless controller & ASA Upgrades Managing and maintaining the operational integrity of our systems Assist with the transition of Knowledge and support processes to the infrastructure support team. Use critical thinking and project management discipline, tools and techniques in the day-to-day execution of responsibilities and in resource and workload planning. Well-developed communication skills, with the ability to understand, make recommendations on, and convey technical issues and solutions to a range of stakeholders, both internal and external Skills and Requirements: Experience in managing a 24X7 support team. Bachelor’s Degree or Diploma in Computer Science or Information Technology At least 6-8 years of Experience in a networking focused Enterprise Networks Hands-on experience in a Large and complex network environment Good English communication and presentation skills (written & verbal) Team Lead who has a passion and understanding for providing outstanding support An ability to demonstrate a focus on attention to detail and high-quality results. Excellent English communication and presentation skills (written & verbal) Good understanding of wireless site surveys and network assessments tools and processes Expertise in Network Management and Troubleshooting via Cisco DNAC and Assurance will be advantageous. Hands-on experience in a complex network environment Strong technical subject matter expertise on Cisco Routers, Switches, Firewalls & other Networking equipment’s Strong technical expertise with Switching (VLAN, Trunking, Dot1x, various flavours of STP) protocols and Routing protocols (RIP, EIGRP, OSPF, BGP) Strong knowledge & good experience on Site-2-Site VPN, Remote VPN, Data Protection, URL filtering, NAT, QOS, IPSEC Experience in Monitoring tools. Expertise in Cisco Identify Service Engine (ISE) Knowledge of Jira and ServiceNow ticketing system Knowledge on Cisco Umbrella and Zscaler will be advantageous. Knowledge on Palo Alto Firewall will be advantageous. Knowledge on AWS and Azure networking concepts will be advantageous. Experience in QoS for wireless and voice over wireless will be advantageous. Advantageous: In depth knowledge of Cisco Wireless Suite and 802.11 family of protocols ITIL foundation (v4) certification CCNP/CCIE in R&S/Wireless certifications Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

Role - Senior Infrastructure Engineer Shift - Rotational Job Description - The ideal candidate should be someone who thrives on delivering high quality operational output, new experiences, and technical challenges. As a “Senior Infrastructure Engineer” working in Morningstar’s IT infrastructure team, you will be involved in the support of LAN, WAN and Datacenter Networks for Morningstar’s growing IT infrastructure that currently covers over 33 offices and 6 Datacenter’s worldwide. You will also be involved in the transition of second line support processes and functions to the new team in Mumbai. Interested candidates should have a proven track record of supporting significant Network Infrastructures. The successful candidate for this role should have at least 6-8 years’ experience in an IT support role and should have experience and knowledge of Cisco Switches, Routers, Firewalls, Cisco ACI, Palo Alto Firewall and AWS/Azure Cloud Networking. A CCNP or higher-level certification is required, and experience of Cisco Wireless & ISE, Zscaler ZIA & ZPA, Cisco Umbrella and Palo Alto Firewall and DNAC technology would be advantageous. Candidates should have excellent English, strong communication skills and a degree in Electronics and Telecommunication or computer science with strong academic record. Preference will be given to applicants with relevant IT industry technology certifications. (CCNP Data Center, CCIE R&S/Data Center & ITIL v4) Candidate should be willing to work in 24X7 rotational shifts. Day to Day responsibilities: Monitor, Support and Administration of Morningstar’s Global WAN, Wired and Wireless LAN of Corporate Offices and Datacenter networks Routine review and implementation of Firewall ACL changes Routine review and implementation of URL filtering requests using Cisco Umbrella and Zscaler ZIA Cloud based solutions. Routine review and implementation of Cisco ACI requests Routine review and implementation of NACL, SG and AWS firewall requests Networking task related to Azure and AWS cloud networking Work with SD-WAN provider for AWS direct-connect and Azure Express-Route connectivity issues Managing and maintaining the operational integrity of our systems Prepare, review, and maintain standard operating procedure document Troubleshoot issues related to WAN optimization and its policy implementation Routine maintenance of network devices – Router, Switches and Firewalls by following device lifecycle management Planning of major task related to network changes like routing, firmware upgrades etc. Peer review change and SOP’s prepared by infrastructure engineers Responding to escalations related to incidents and alerts escalated by Morningstar’s NOC or automated alerting Follow change, problem, and incident management process Analyze and act on WAN and Internet link bandwidth utilization reports Planning of routine WAN and internet link failover testing Troubleshoot Cisco ISE and Wireless related issues and escalate to third line engineers if required Ensure SLA for requests & Incident are met Co-ordination and followup with Cisco TAC on issues related to Cisco products Asist with the transition of Knowledge and support processes to the infrastructure engineers Technical Skills and Requirements: Bachelor’s Degree or Diploma in Electronics and Telecommunications, Computer Science or Information Technology or any equivalent field with strong academic credentials is required. At least 6-8 years of experience in a networking focused second line support role Good English communication and presentation skills (written & verbal). An ability to demonstrate a focus on attention to detail and high-quality results. Knowledge of Jira ticketing system Solid understanding of networking fundamentals and concepts. Hands-on experience on Cisco ACI Hands-on experience on AWS Firewall, NACL, SG and Direct-connect. Good Understanding on Azure Express Route, vWAN, firewall, routing Hands on Palo Alto firewall Knowledge on monitoring and troubleshooting of Cisco Wireless technologies. Knowledge on Cisco Identify Service Engine (ISE) Knowledge on Network Management tools like Entuity Knowledge on WAN optimizers like Riverbed Knowledge on URL filtering and monitoring of Cisco Umbrella environment Hands on experience on Cisco Data center switches, routers and firewalls and knowledge on routing protocols like EIGRP, OSPF and BGP Strong knowledge & good experience on Site-2-Site VPN, Remote VPN, Data Protection, URL filtering, NAT, QOS, IPSEC Basic knowledge on SD-WAN & Cisco DNAC Cisco CCNP Data Center or higher-level certification Advantageous: ITIL Foundation certification Cisco DNAC and ACI Zscaler ZIA and ZPA CCNP Data Center or CCIE R&S/Data Center Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

Job Title: Communication and Content Management Analyst Type - FTE- Contractual The Role : Internal Communications Content and Design Analyst is part of the Internal Communication team at Morningstar India. Role entails developing and designing engaging content for various mediums such as digital signage screens within our India Offices and supporting employee communications and campaigns. Responsibilities: Communication Development and Coordination Update and maintain Asana and the India commuxnications calendar to streamline incoming briefs and requirements. Draft and distribute communications for employee initiatives, ensuring clarity and alignment with organizational messaging. Develop, design, and manage dynamic content for digital screens, ensuring all assets align with brand guidelines. Schedule and update content across screens in the Morningstar India offices to maintain fresh, relevant, and engaging visuals. Collaborate with internal teams to translate marketing campaigns and messaging into compelling digital screen content. Stay on top of trends in digital design, screen management, to keep our campaigns fresh. Requirements: Exceptional written and verbal communication skills to effectively convey ideas and information. Highly organized with the ability to manage multiple projects, prioritize tasks, and meet deadlines. Knowledge of typography, layout, and design principles for creating visually appealing assets (preferred) Attention to detail to ensure all tasks and communications meet professional and compliance standards. Experience: 1-2 years as communication analyst Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

The Role: At Morningstar, helping investors is what brings us together and drives our work. We are looking for a Senior Data Engineer to join the Corporate Systems Data Enablement team to support Morningstar’s Business Intelligence Reporting, grow with us, introduce us to new ideas and develop products that empower our users. Every day, you’ll partner with team members across disciplines developing products for investors. You’ll interact daily with product managers, and business stakeholders to understand our domain and create technical solutions that push us forward. You will be a member of a vibrant technical community and share your technical knowledge while also learning from your fellow technologist. This position is based in our Mumbai office. Responsibilities Design, develop, and optimize data pipelines to support data integration, transformation, and storage in a modern data warehouse. Manage and maintain cloud-based data infrastructure on AWS. Maintain SQL Server-based data models and Informatica ETL processes. Support the migration of data pipelines from SQL Server to a modern data warehouse like Snowflake. Optimize SQL queries, stored procedures, indexing strategies, and data models for efficiency and scalability Work closely with data analysts, data scientists, product manager and other stakeholders to understand business requirements and provide efficient data solutions. Write efficient, reusable, and scalable Python code to automate data workflows. Monitor data quality and ensure data integrity, governance and security in the data pipelines. Troubleshoot and optimize performance issues across data systems. Mentor and collaborate with junior data engineers to improve overall team capabilities. Work closely with analytics and BI teams to support reporting and dashboarding needs. Requirements A bachelor's degree in Computer Science or a related field. Over eight years of experience in data engineering, building end-to-end data integration and data warehousing solutions for analytics teams. Experience in designing and implementing ETL/ELT frameworks for complex data warehouses/marts. Proficiency in handling large data sets, with experience in performance tuning and troubleshooting. Experience with AWS compute technologies (Lambda, ECS/ECR, EC2, API Gateway, IAM, S3). Experience with data visualization tools like Tableau or Power BI. Experience with Snowflake, DBT and DataHub is a plus. Proficiency in Python programming for data engineering tasks (e.g., data wrangling, automation, and ETL). Expert-level SQL skills. Experience with version control (e.g., Git) and collaborative development practices. Strong understanding of data governance practices. Proven experience working within a global agile team. Strong problem-solving skills and the ability to work in a fast-paced environment. A flexible team player who remains organized and productive while managing multiple deliverables. Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

About Morningstar Morningstar is a leading innovator in the financial industry, dedicated to developing and maintaining high-quality, innovative financial products. Our International Wealth Product’s leverage extensive data, independent research, and advanced technology to create exceptional products that meet the diverse needs of our global clients. Working closely with our Client Solutions team, we ensure that our offerings are relevant and integrated solutions for our clients. Job Summary As a Product Specialist, you will play a crucial role in bridging the gap between data analysis and business strategy. This position is ideal for a detail-oriented professional with a passion for product management and data analysis. Your responsibilities will include: Key Responsibilities Data Analysis: Collect, analyze, and interpret product performance data from various sources. Create and maintain dashboards and reports to track key performance indicators (KPIs) and product metrics. Conduct market research and competitive analysis to identify trends and opportunities. Use data insights to support product development and marketing strategies. Present data findings to stakeholders in a clear and actionable manner. Business Analysis: Assist in gathering and documenting business requirements from stakeholders. Work with the Product Manager to define product features and specifications. Collaborate with cross-functional teams (engineering, marketing, sales, customer support) to ensure product alignment with business goals. Participate in user testing and feedback collection to refine product features. Product Management and Support: Respond to internal and external product inquiries and provide product-related support. Track, evaluate, and resolve complex product and data issues escalated from Product Support and Client Success Manager teams, primarily using the Salesforce Service Cloud tracking tool. Demonstrate ownership of issues, providing timely updates, follow-ups, and resolutions. Prioritize issues based on severity and impact. Ensure adherence to issue management processes. Understand the roles and expertise of internal stakeholders (developers, QA analysts, data analysts, product managers, project managers) to expedite issue resolution. Generate business solution suggestions for remediation of problems. Identify and address root causes of repetitive issues through collaboration with development and product management teams. Collaborate with the Development team to create tools/documentation for automating and speeding up issue investigation. Contribute to efforts to streamline and improve processes. Qualifications A Bachelor’s degree in business, finance, computer science, MIS, or a related field is preferred. An MBA in finance is also a plus. Ideal candidates possess a blend of financial knowledge (70%) and basic IT skills (30%). Strong customer service focus and experience in customer support are considered advantageous. Excellent communication, problem-solving, organizational, and analytical skills are essential. Ability to work collaboratively in a cross-functional environment. Quick learner with the ability to develop broad and deep expertise in products. Prior experience in product management, business analysis, or related roles Familiarity with financial products and industry trends is a plus. Experience with JIRA and Salesforce Service Cloud is valued. Morningstar 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 Show more Show less

Location : Madrid, Spain Working Pattern : Hybrid (3 days in office) About This Role We’re looking for driven German, French, Dutch, Danish, Swedish, Norwegian, Finnish, Italian, Spanish, Portuguese , Thai, Japanese and Korean speakers to join our team as an Associate Data Research Analyst. We are a team of data analysts taking pride in delivering top-quality financial data to Empower Investors’ Success. In this role, you will work closely with the Global Data Team and Local Business Representatives to ensure the accuracy and timeliness of financial data across global markets, collaborating with a dynamic team and gaining expertise in data acquisition and management. Help us shape the future of financial data and join us now! What You'll Do Collaborate closely with the global data teams Data expert on investment data points, processes, methodologies, calculations & different fund structures Manage business relationships with fund companies. Connecting with providers & setting up acquisition channels as well as acting as a point of escalation Meet the predetermined production deadlines for internal and external clients Continuously evaluate procedures, create and enhance analytical tools, and implement process improvement projects. Utilize project management methodologies such as LEAN Six Sigma to track, evaluate and determine resolution approach for complex data issues. Collect and maintain Morningstar data, ensuring high levels of data accuracy, completeness and coverage. Demonstrate a high sense of ownership of the issues in the data ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution. Understand roles, responsibilities, and expertise of internal partners to expedite issue resolution. Translate requests from internal clients into detailed written specifications and user stories. Improve and document client use cases to ensure any new functionality meets and exceeds client expectations Who You Are Multilingual Communicator: You are fluent in English and minimum two other languages (such as Spanish, German, French, Dutch, Danish, Swedish, Norwegian, Finnish, Italian, Spanish, Portuguese, 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 Show more Show less

Provide technical solutions that meet user needs and improve business performance by assisting with the technical analysis of business requirements, problem solving and troubleshooting as part of a product management team. Accountable for ensuring that clear, concise requirements have been captured. Participate in testing and reporting of UAT with internal partners and vendor, reporting defects to vendor ensuring issue resolution, support the implementation check-out process and facilitate the end user communication and training documentation. Collaborating across the organization with business, architects, UX designers, product managers and software developers to improve Advisor and client facing tools. Track and evaluate feedback from users for multiple tools. Key Responsibilities Participate in SCRUM meetings and support of the Agile process Perform regression and user acceptance testing Analyze and interpret data to identify areas of improvement Maintain a broad understanding of business, business needs, and how assigned technologies drive and support the business. Develop detailed business requirements and user stories Tracking end user feedback on the system Occasionally provide Level 3 support for Applications Track and evaluate usage reporting Perform required AdTrax and FINRA filing when necessary Documentation review and updates Troubleshooting with end-users, internal tech partners and vendors Required Qualifications 4-7 years' experience as Business Systems Analyst Ability to effectively summarize data, present insights and reporting Experience working on Agile delivery Knowledge of Requirement collection and User Story logic (experience working in JIRA is a plus) Experience in creating and maintaining backlog Experience Working With Stakeholders Across Many Functions. Strong analytic skills including ability to identify patterns, potential issues and then translate those into functional and test requirements. Exceptional written and verbal communication skills. Preferred Qualifications Experience working in the financial services industry or other similar, highly regulated environment. Experience working with the following tools: JIRA, Morningstar Advisor Workstation Experience with AdTrax submissions Experience with vendor management Experience with market data / exchange data About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP. Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Timings (2:00p-10:30p) India Business Unit AWMPO AWMP&S President's Office Job Family Group Technology Show more Show less

Position Title: Automation QA The Area : Morningstar® Data for equities provides comprehensive coverage of global stock markets from as early as 1975. We are continuously broadening our coverage and creating new products to help clients prepare for regulatory changes and other industry shifts. Our data features proprietary statistics and is developed using stringent quality screens to ensure accuracy. From APIs to data feeds, our solutions are delivered quickly to help institutions meet a broad range of functions. The Role : In this role, you will collaborate with project manager, data analysts, and developers to build technology solutions for Morningstar`s Equity Data collection platforms. You should have understanding of C#, .Net, Component based architectures and who can create scalable, flexible technical solutions. You would support existing systems, study their enterprise complexities and develop/implement better systems with modern software development practices. Developing good understanding of existing systems on other platforms and its database is a beginning step. Responsibilities – Define and establish automation strategy and process Understand the Data Collection applications and come up with the automation testing framework Should understand the requirement, design and develop the automation test cases Mentor and help to upgrade the automation skill set of other QAs Requirements – These are the most important skills, qualities, etc. that we’d like for this role. 6-10 Years of working experience as an automation QA Proven experience developing automated test systems and scripts beyond record and playback. Specifically developing functions, adding control flow logic, loops etc. Hands on in any one of the testing tools like Selenium, QTP, JUnit, NUnit Proven understanding of white box, grey box and black box testing techniques Experience in at least two of the following languages; C#, VB.NET, ASP.NET, C++, Java Excellent understanding of object oriented design principles Experience of source control systems and configuration management Experience using SQL with regard to writing and understanding queries and procedures Proven ability to deliver quality results in a busy and dynamic business focused environment EOE Statement: Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

Job: Senior File Server Engineer Job Summary: We are seeking a skilled and detail-oriented Amazon FSx File Server Engineer to join our infrastructure team supporting a highly regulated financial services environment. This role is responsible for architecting, deploying, and managing enterprise file server solutions, including Amazon FSx for NetApp ONTAP, and handling traditional file server administration such as permissions management, GPO-based drive mapping, and compliance-aligned data governance. The ideal candidate brings a deep understanding of cloud file services and thrives in a high-security, audit-intensive environment. Key Responsibilities: Design, deploy, and manage enterprise-grade Amazon FSx for NetApp ONTAP file server environments Administer traditional file server functions including: Creating and managing file shares and NTFS permissions Implementing and maintaining Group Policy Objects (GPOs) to map network drives for users (e.g., drive letter assignments) Managing Active Directory (AD) integration, user access, and group-based permissions Monitor file server performance (IOPS, latency, usage) and perform capacity planning Implement and maintain backup and recovery strategies (e.g., FSx snapshots, 3rd-party backup tools) Troubleshoot issues such as file access errors, locked files, or performance bottlenecks Perform regular data hygiene tasks including quota enforcement, archiving stale data, and applying file screening policies Apply OS and platform patches to file servers in accordance with change management policies Support compliance, risk, and audit teams by producing logs, access reports, and detailed documentation Work closely with cybersecurity to ensure secure file sharing practices and data protection mechanisms Lead or assist in migrations from on-prem file servers to FSx and other cloud-based storage solutions Develop and maintain thorough operational documentation including SOPs, configuration baselines, and audit evidence Qualifications: 6+ years of experience in enterprise Windows file server administration, including NTFS, GPO, Active Directory, and permissions auditing 3+ years of hands-on experience with Amazon FSx for NetApp ONTAP, including setup, configuration, and performance tuning Deep understanding of GPO-based drive mapping and login script configuration in domain environments Strong familiarity with backup, disaster recovery, and data retention policies for file shares Knowledge of regulatory frameworks relevant to financial services (e.g., SOX, GLBA, PCI-DSS) and experience preparing for audits Proficiency in PowerShell scripting for automation of server tasks and policy deployments Solid troubleshooting skills related to file access, storage connectivity, and data integrity Preferred Qualifications: AWS certifications (e.g., AWS Certified SysOps Administrator or Solutions Architect) Experience with NetApp ONTAP CLI, System Manager, or Cloud Manager Familiarity with hybrid cloud storage integrations and tools (e.g., AWS Storage Gateway, Azure File Sync) Exposure to forensic investigations or SIEM tools in the context of file access About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entity Show more Show less

Job Description Role: Senior Employee Technology Support Analyst Shift - US As a Senior Employee Support Analyst, you will support a diverse set of Products and Services within an agile cross-functional product development team. A willingness to take ownership of products running in production and providing frictionless experience to end-users is a key part of this role along with providing feedback and input to help shape the modernizing and building better products. The team is passionate about keeping our systems modern, reusable, and maintainable. You will be shaping the future of Morningstar DBRS’s Products and helping to make Morningstar DBRS a technology-first environment. The role will be to work with team members in North America and Mumbai and support DBRS Morningstar’s global offices. Responsibilities Support a diverse set of Products and Services; applying technical knowledge to assist end-users and stakeholders. Research to identify issues; provide timely resolution, and communication of outcomes to all appropriate team members. Communicate effectively to convey complex technical information, via email, chat, ticketing system and attendance in bridge calls. Understand and educate end-users on complex user experiences. Build a knowledge base for end-users and support analysts Make software improvement recommendations to enhance user experience and increase support analyst autonomy. Track, evaluate, and determine resolution approach for credit products and underlying data issues. Demonstrate a high sense of ownership of the issues in the product ticket queue. Be responsive and provide timely updates, follow-up, expedition, and resolution. Articulate and evangelize the strength, quality, and value of the product, acting as a subject matter expert where necessary. Think strategically when it comes to understanding client requirements, problem-solving, and project management skills Requirements: 3+ years of experience in Application Production L1 (Level 1) & L2 (Level 2) support. 2+ years of experience of managing applications involving technologies such as.net/ python/ AWS / JavaScript/Any JavaScript framework 2+ years of experience debugging SQL Queries and Stored Procedures in a relational database management system (RDBMS). Ability of troubleshooting applications independently with multiple concurrent priorities. Ability to collaborate successfully with team members & teams (end users, functional teams, release manager, development team) Knowledge of Service Level Agreement management, Incident management, Service request handling, Application Monitoring (alerts, logs), etc. Experience with any service desk tool, such as BMC Remedy, ServiceNow, JIRA, Redmine, CA Service Desk etc. Excellent communication skills – verbal, listening, reading, writing Availability to work on rotation shifts between NA American & Australian shifts Qualifications: A bachelor’s degree in computer science or related field Good to have: Demonstrated domain knowledge in financial/investment data, and/or analytics Working knowledge of monitoring tools e.g., Splunk, New Relic etc. 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. R06_DBRSInc DBRS, Inc. - US Legal Entity Show more Show less