271 Morningstar Jobs - Page 5

Title: Associate Team Lead Location: Vashi, Navi Mumbai Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Business Unit: Sustainalytics provides high-quality, analytical environmental, social and governance (ESG) research, ratings and data to institutional investors and companies that help them identify, understand and manage ESG-driven risks and opportunities. Our mission is to provide the insights required to make more informed decisions that lead to a more just and sustainable global economy. Team: The ESG Research team is responsible for delivering Sustainalytics’ suite of strategically important ESG research and data products which includes ESG risk ratings, climate and impact solutions, and sustainable finance solutions. Alongside producing high-quality research content, the team is also responsible for continuously developing new research products, providing meaningful insights that help our clients in their investment decisions. Role: The role manages research activities for a set of analysts conducting risk rating research through different indicators. The position will oversee the output and quality of the research performed by the team. The ideal candidate would communicate clearly, form strong relationships with stakeholders, proactively identify and manage risks while improving the group’s performance, productivity, and efficiency. Responsibilities: Participate in the selection and recruitment process. Provide coaching and mentoring to team members. Report team members’ progress and performance on a regular basis. Monitor quality, in collaboration with the quality control team. Organize trainings to stimulate capacity building in the team. Implement efficient research processes. Participate in internal projects and process improvements. Adapts own behavior and supports analysts to perform effectively amidst complexity, constant change, and ambiguity. Qualifications: At least two-four years of relevant work experience in financial services and/or in a role in which process and quality management skills were required. Certifications from relevant trainings such as leadership, communication, project management or quality management (or a willingness to obtain them). Excellent planning, project management and organizational skills. Ability to prioritize and manage multiple workflows within a dynamic work environment. Strong interpersonal, communication and writing skills. Ability to build consensus among team members, surface conflicts and constructively support their resolution. Ability to interact and build relationships with senior management. Highly structured thinker, who is meticulous and attentive to detail. Ability to clearly communicate, monitor and reinforce the vision, goals and objectives for the team in line with the MIRT’s mandate. Self-starter, problem solver, able to work independently, pragmatic. Has intermediate skills in one or more of Excel, Power BI and can use databases to download/extract/analyze/process large amounts of complex data. 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

Title: Data Consultant Location: Vashi, Navi Mumbai Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. Team: Morningstar Managed Investment Data Team seeks a Data Consultant to champion Morningstar data capabilities in Australasia. The employee will represent Morningstar’s data and return the voice of the local markets (Australia and New Zealand) back to the Global data teams. In this role you are responsible for identifying opportunities to build more coverage, quality and remove friction in the data collection process – and foster deep relationships with small to medium size fund managers. Role: Data Consultant plays a significant role in ensuring that Morningstar’s offering in the managed investments space exceeds industry expectations. The managed investments space includes, but is not limited to, Managed Funds, Super and Pension funds, ETF’s, LIC’s, Strategy Data, Models, Platforms, and other emerging investment vehicles and marketplaces. All data sets including returns, portfolio and ESG data are within the scope of this role. The position will be based in Mumbai, India, and report to the team leader in local office. No data set or managed investment type is off limits – it’s a truly go anywhere role. Shift: AU Responsibilities: Data expert on investment data points, processes, methodologies, calculations & different fund structures Manage business relationships between fund companies. Email and call to set up acquisition channels as well as act as a point of escalation when such channels are failing. Collaborate with external and internal teams to align priorities based upon local business requirements. Conduct business analysis & assist projects focused on enhancing our database in order to meet changes in our industry and client’s needs. Bring back the voice of client for data or process enhancement. Monitor local asset management industry trends, regulatory movements, and transform them into implications to Morningstar data business. Requirements: Candidates should have a strong interest in the investment world, strong analytical skills, and excellent communication skills. More details as follows. A minimum of 3 years of relevant investment data experience, with demonstrated ability to foster successful external relationships with asset managers and third-party data providers. Expertise in Morningstar managed investment data, methodology, quality and processes. Ability to gain a solid understanding of the financial industry and is passionate about investment data. Ability to demonstrate client centric approach. Excellent English written and verbal communication skills. Strong learning ability; interested to learn the complex structure of numerous investment vehicles. Self-motivated, independent, strong organizational and problem-solving skills. A bachelor’s degree in finance, economics, or equivalent is required. Excellent capabilities with MS office and Advance Microsoft Excel are required. Prior experience in process improvement and project management skills is a plus. Prior experience in Morningstar products and services is a plus. Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Responsibilities Serve as scrum master by planning, leading & facilitating scrum ceremonies with objective of delivering working & Quality software: Quarterly/Iteration planning, daily standups, backlog refinement, sprint planning, sprint retrospective, Scrum of Scrum and sprint review / showcase Create & track project plan & milestones, Identify project risks, issues, blockers & dependency in collaboration with QAs, developers/tech leads & product owner. Assist team to come up with appropriate risk mitigation and contingency plans in timely manner Work with Product Owner & Tech leads to ensue product roadmap & backlog is created & prioritized for effective backlog refinement & sprint planning events. Ensure timely release planning (with specific cadence) for various environment is (Prod & Non-prod) done & communicated transparently to stakeholders & team. Share & track project status/milestones/reports to provide transparency & visibility to Squad & stakeholders Coordinate and collaborate with stakeholders (Mumbai & Chicago office) including Program managers, Technical managers &Product Managers Driver & advocate of continuous gradual improvement by streamlining various practices & processes so as to help improvise overall efficiency of team Ensuring right practices, tools & processes are followed as per definition of done & definition of release. Ensuring definition of done is evolving & updated as and when team finds any improvements Train and/or educate product owner & dev team on Scrum processes/practices Promote & ensure Morningstar’s development framework and operational best practices are followed in team Foster a collaborative and safe environment for all team members Encourage scrum team to become self-organizing & accountable Able to lead multiple projects simultaneously along with scrum master role for squads. Requirement A bachelor’s degree is required 8+ years of overall IT industry including project management experience Atleast 3 to 5 years of relevant hands on experience as a Scrum Master for delivering software using Scrum framework Should be a strong team player capable of building trust within the squad Hands on experience of facilitating story estimation exercise using tool like planning poker Exhibit strong project management skills Understanding of software development life cycle and idea of practices or tools followed by development, QA & DevOps for building quality software Excellent communication, time management/organization, collaboration and team building skills Ability to facilitate team decision-making processes and foster an environment of healthy team discussion and collaboration Ability to deal with ambiguity to seek clarity from stakeholders / teams Ability to negotiate with team / stakeholders to ensure focus on already committed goal is intact. Ability to drive sprint, iteration planning & program level initiative (in collaboration with various discipline) with full ownership & accountability to ensure sprint goal and quarterly committed goals of deliverables are met. Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

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

This job is with Morningstar, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Structured Finance (SF) Senior Data Research Analyst (SDRA) (Mumbai) The Team : DBRS Morningstar is a global credit ratings business with about 800 employees in eight offices globally. Formed through the acquisition of DBRS by Morningstar, Inc., the credit ratings business is the fourth-largest provider of credit ratings in the world. DBRS Morningstar is committed to empowering investor success, serving the market through leading-edge technology, and raising the bar for the industry. DBRS Morningstar is a market leader in Canada, the U.S. and Europe in multiple asset classes. DBRS Morningstar rates more than 4,000 issuers and 56,000 securities worldwide, and is driven to bring more clarity, diversity, and responsiveness to the ratings process. Visit: https://www.dbrsmorningstar.com/learn/dbrsmorningstar to learn more. About the Role : DBRS Morningstar Structured Finance team is looking for candidate with good problem solving and analytical mindset. As a SDRA, you will assist onshore team with uploading & downloading documents, extracting data from reports, document retention, regulatory reporting and quality control checks; assist with special projects/initiatives, as needed. With some seasoning, you also will be expected to have thorough understanding towards functioning of Structured Finance transactions along with comprehension of primary deal documents & trustee reports. This position is based in out of Navi Mumbai. Responsibilities Analyze the credit risk in Structured Finance securities by performing tasks that include reviewing deal documents and investigating periodic data Assist the onshore team with document retention, regulatory reporting and quality control Extracting data from trustee reports in a pre-defined format & getting accustomed to SF related terminologies Own ancillary tasks including administrative and streamlining of the ratings workflow Have a mindset to bring about process efficiencies and ideate automations Organize and study data from internal and external sources for use in criteria development, ratings and research reports. Take ownership of the tasks with focus on quality and accuracy of the deliverables Ensure compliance with regulatory and company policies and procedures Interaction with onshore stakeholders on timely basis & understanding their requirements Requirements Bachelor's Degree in Accounting, Economics, Finance or Management Studies, CFA level 1/2 cleared or FRM Level 1 cleared preferred. 2-4 years of Relevant Financial Data experience, experience at a rating agency is a plus. Expertise on Microsoft Excel (Advance excel proficiency is a plus). Knowledge on Visual Basic for Applications (VBA), MSSQL, Python is a plus Strong attention to detail and accuracy Highly motivated, self-starter who is keen to learn, has a positive attitude and a strong work ethic Ability to manage multiple tasks at the same time and deliver results in a timely manner Good inter-personal skills and ability to participate/ contribute as a team player. Morningstar DBRS is an equal opportunity employer. About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entity

This job is with Morningstar, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Analyst - Corporate (Private Credit Ratings Team) The Team : Morningstar DBRS - Credit Operations Mumbai Analytics The Group: Morningstar DBRS (MDBRS) is a global credit ratings business with about 800 employees in eight offices globally. Formed through the acquisition of DBRS by Morningstar, Inc., the credit ratings business is the fourth-largest provider of credit ratings in the world. Morningstar DBRS is committed to empowering investor success, serving the market through leading-edge technology, and raising the bar for the industry. Morningstar DBRS is a market leader in Canada, the U.S. and Europe in multiple asset classes. Morningstar DBRS rates more than 4,000 issuers and 60,000 securities worldwide, and is driven to bring more clarity, diversity, and responsiveness to the ratings process. Visit: https://dbrs.morningstar.com/about to learn more. Credit Operations Mumbai Analytics team enables and supports the efficient and effective delivery of credit ratings/information to the market with its specialized skills and assets, consistent frameworks, and economies of scale. We collaborate with MDBRS global stakeholders to build creative, impactful solutions and offer services for the business and the market. The Role: Morningstar DBRS's Corporate team is looking for a motivated individual with good analytical skills and a desire to learn. This role will provide unique opportunities for learning key aspects of the credit ratings process including in-depth fundamental analysis of Corporate borrowers across multiple industries in support of analysts based in North America & Europe. You will be responsible for providing data, research and financial modeling support utilized to produce company and sector specific credit reports that incorporate creative insights and support activities across the ratings value chain. This position is based in our Navi Mumbai office. Key Responsibilities Develop an understanding of and build proficiency in credit analysis Provide support to global analytical teams in monitoring news, announcements, or other material events impacting corporate credits Assist in preparing financial models, including, but not limited to, updating financial information, reconciling data, maintain company and peer group historical financial results and credit metrics, etc. Maintain industry data through ongoing research/ review of company filings, presentations, and industry publications Provide research support and help collect, organize, and analyze data from internal and external sources for use in company-specific and industry commentaries and reports authored by the global analytical team Review and summarize credit & legal documentation, etc. Assist the global analytical teams or senior analysts in preparing credit rating memos, rationales, etc. or parts thereof Track, review and maintain documentation and various operational databases to help support the credit rating process Ensure compliance with regulatory and company policies and procedures Requirements Master's or Postgraduate in Management (Finance) or CA or CFA Level 3 or any such equivalent qualification Minimum of 2-3 years of relevant experience in capital markets, corporate credit analysis, analyzing credit risk of high yield or leveraged loan issuers, etc. or experience in auditing corporate financial statements at a nationally recognized accounting firm with CPA license Good understanding of core finance and accounting concepts Knowledge of U.S. GAAP and/ or IFRS accounting rules is strongly desired Robust quantitative and analytical skills supported by strong attention to detail and accuracy Fluent in English, with good verbal and written communication skills Highly motivated, self-starter who is keen to learn, has a positive attitude and a strong work ethic Ability to manage multiple tasks at the same time and deliver results in a timely manner Good inter-personal skills and ability to participate/ contribute as a team player Morningstar DBRS is an equal opportunity employer. Hybrid model - partial work from home option where employee will from Morningstar's Navi Mumbai offices 3 days a week (subject to change as per organizational directive). 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

Analyst – Corporate (Private Credit Ratings Team) The Team : Morningstar DBRS – Credit Operations Mumbai Analytics The Group: Morningstar DBRS (MDBRS) is a global credit ratings business with about 800 employees in eight offices globally. Formed through the acquisition of DBRS by Morningstar, Inc., the credit ratings business is the fourth-largest provider of credit ratings in the world. Morningstar DBRS is committed to empowering investor success, serving the market through leading-edge technology, and raising the bar for the industry. Morningstar DBRS is a market leader in Canada, the U.S. and Europe in multiple asset classes. Morningstar DBRS rates more than 4,000 issuers and 60,000 securities worldwide, and is driven to bring more clarity, diversity, and responsiveness to the ratings process. Visit: https://dbrs.morningstar.com/about to learn more. Credit Operations Mumbai Analytics team enables and supports the efficient and effective delivery of credit ratings/information to the market with its specialized skills and assets, consistent frameworks, and economies of scale. We collaborate with MDBRS global stakeholders to build creative, impactful solutions and offer services for the business and the market. The Role: Morningstar DBRS’s Corporate team is looking for a motivated individual with good analytical skills and a desire to learn. This role will provide unique opportunities for learning key aspects of the credit ratings process including in-depth fundamental analysis of Corporate borrowers across multiple industries in support of analysts based in North America & Europe. You will be responsible for providing data, research and financial modeling support utilized to produce company and sector specific credit reports that incorporate creative insights and support activities across the ratings value chain. This position is based in our Navi Mumbai office. Key Responsibilities: Develop an understanding of and build proficiency in credit analysis Provide support to global analytical teams in monitoring news, announcements, or other material events impacting corporate credits Assist in preparing financial models, including, but not limited to, updating financial information, reconciling data, maintain company and peer group historical financial results and credit metrics, etc. Maintain industry data through ongoing research/ review of company filings, presentations, and industry publications Provide research support and help collect, organize, and analyze data from internal and external sources for use in company-specific and industry commentaries and reports authored by the global analytical team Review and summarize credit & legal documentation, etc. Assist the global analytical teams or senior analysts in preparing credit rating memos, rationales, etc. or parts thereof Track, review and maintain documentation and various operational databases to help support the credit rating process Ensure compliance with regulatory and company policies and procedures Requirements: Master’s or Postgraduate in Management (Finance) or CA or CFA Level 3 or any such equivalent qualification Minimum of 2-3 years of relevant experience in capital markets, corporate credit analysis, analyzing credit risk of high yield or leveraged loan issuers, etc. or experience in auditing corporate financial statements at a nationally recognized accounting firm with CPA license Good understanding of core finance and accounting concepts Knowledge of U.S. GAAP and/ or IFRS accounting rules is strongly desired Robust quantitative and analytical skills supported by strong attention to detail and accuracy Fluent in English, with good verbal and written communication skills Highly motivated, self-starter who is keen to learn, has a positive attitude and a strong work ethic Ability to manage multiple tasks at the same time and deliver results in a timely manner Good inter-personal skills and ability to participate/ contribute as a team player Morningstar DBRS is an equal opportunity employer. Hybrid model – partial work from home option where employee will from Morningstar’s Navi Mumbai offices 3 days a week (subject to change as per organizational directive). About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entity

About Us: NJ India Invest is one of India's largest B2B mutual fund distribution platforms, serving over 47000 distributors all over the country. We are now looking to hire a Senior Research Analyst to lead our mutual fund research team and strengthen our research capability across equity, debt, hybrid, and alternative investment products. Role Overview: We’re seeking a highly skilled and experienced professional to lead our mutual fund research function , delivering actionable insights and recommendations to support our distributors, clients, and internal teams. This role involves in-depth fund analysis, performance tracking, market monitoring , and contributing to product evaluation and education. Key Responsibilities: Conduct in-depth research and due diligence on mutual funds across categories – equity, debt, hybrid, etc. Evaluate fund performance, risk metrics, strategy, TER , and fund manager track records. Develop model portfolios suited to different risk profiles and investment needs Monitor market trends, SEBI/AMFI regulations , and fund industry developments. Assist in empanelment of new AMCs and products on the NJ platform. Create and maintain research reports, fact sheets , and presentations for distributor education. Compare funds against benchmarks and peers to identify relative strengths and weaknesses. Prepare research reports, fact sheets, presentations, and monthly/quarterly fund review notes. Support the sales and distribution team with insights, training, and investor communication strategies. Periodically review and track recommended fund performance and suggest changes where required. Desired Qualifications & Experience: MBA (Finance), CFA preferred (completed or in progress). 10+ years of experience in mutual fund research, investment analysis, or portfolio advisory . Strong understanding of the Indian mutual fund landscape and regulatory frameworks (SEBI, AMFI). Familiarity with tools like Excel, Value Research, Morningstar India, Bloomberg . Skills: Strong analytical and communication skills (written & verbal). Ability to translate research into distributor-friendly recommendations . Collaborative, client-centric, and solution-oriented approach. Comfort working in a fast-paced, distributor-driven ecosystem.

Morningstar is a financial services company committed to helping people achieve financial security through trusted investment research and data. Our Managed Investment Data (MID) team plays a crucial role in this mission by working directly with asset management companies, which send us comprehensive data on their funds. This data includes information on portfolios, ownership stakes, investment styles, NAVs (net asset values), holdings, and operations. Our team’s responsibility is to collect, organize, and standardize this data, adding value with Morningstar’s own analytics to help investors make better-informed decisions. The work of the MID team supports individual investors, financial advisors, and institutional clients by ensuring they have access to clear, accurate, and compliant investment data across Morningstar’s software and data platforms. Since 2020, the team has grown significantly, expanding from just five people to over 380. This growth reflects the increasing importance of our work and the high demand for reliable managed investment data in the financial industry. By managing new fund activations and essential documentation, the MID team helps ensure data accuracy and regulatory compliance, which are essential for effective fund management and supporting the broader financial ecosystem. Responsibilities The Senior Data Quality Assurance Engineer will be responsible for ensuring the accuracy, integrity, and consistency of data across our systems. This role involves designing and implementing quality frameworks, conducting data quality assessments, and performing advanced statistical validations. The ideal candidate will leverage AI/ML techniques to detect patterns and anomalies in financial and investment data. Additionally, this position focuses on automating data quality processes to uphold robust data governance and ensure compliance with industry regulations. Lead the design and implementation of quantitative data quality frameworks, including statistical checks and anomaly detection systems. Utilize advanced statistical methods (e.g., linear and non-linear modelling, Bayesian analysis) to evaluate data quality across large, complex datasets. Develop and integrate AI/ML models for predictive data quality checks and to improve data accuracy over time. Improvement in data collection Ensure compliance with financial regulations and industry standards related to data governance, including managing data privacy and security risks. Mentor junior quantitative analysts, promoting best practices in data quality management and statistical analysis. Communicate findings, data quality trends, and proposed solutions to senior leadership, ensuring data-driven decision-making. Lead the creation and maintenance of automated test scripts to improve test efficiency. Ensure continuous integration of automated tests into the CI/CD pipeline. Identify gaps in testing coverage and propose solutions. Requirements Statistical Expertise: Advanced knowledge of statistical methods, including linear/non-linear modelling, hypothesis testing, and Bayesian techniques. AI/ML Integration: Strong skills in applying AI/ML algorithms (e.g., neural networks, random forest, anomaly detection) for data quality checks and predictive analysis. Experience with cloud-based environments (AWS, Azure, etc.). Quantitative Finance: Deep understanding of financial instruments, market data, and the use of quantitative methods in portfolio management and risk analysis. Programming Skills: Proficiency in statistical programming languages (Python, R, SQL) and experience with tools like MATLAB, SAS, or similar platforms. Automation: Experience in developing and implementing automated data validation processes, including real-time monitoring and alert systems. Data Governance: Strong knowledge of data management principles, regulatory compliance, and data governance practices, particularly in the context of financial services. Leadership & Mentorship: Ability to mentor and guide junior team members, sharing expertise in statistical analysis, AI/ML, and data quality best practices. Problem-Solving: Excellent analytical skills to identify root causes of data quality issues and implement long-term solutions. Collaboration: Strong ability to work with cross-functional teams, including data scientists, engineers, and financial experts, to enhance overall data quality. Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Job Description The Area: Morningstar is a leading global provider of independent investment insights. Our core competencies are data, research, and design, and we employ each of these to create products that clearly convey complex investment information. Our mission is to empower investor success and everything we do at Morningstar is in the service of the investor. Reporting to the Audit Committee of the Board of Directors, the purpose of the Global Audit and Assurance (GAA) function is to strengthen Morningstar’s ability to create, protect, and sustain value by providing the Company with organizationally independent, risk-based, and objective assurance and consulting services to evaluate and improve Morningstar’s governance, risk management, and control processes. The Role: Morningstar’s GAA function seeks a highly motivated Senior IT Internal Auditor who thrives on new experiences and challenges. As a Senior IT Internal Auditor, you will play an integral role in evaluating the company’s information technology and information security processes and effectiveness of internal controls. You will have the opportunity to work on a variety of information technology integrated reviews as well as evaluate the effectiveness of IT general controls over external financial reporting as part of the company’s Sarbanes-Oxley Section 404 compliance activities. Based in Mumbai, the Senior IT Internal Auditor may be required to travel to a number of domestic and international locations in support of our IT internal audit plan. You will work closely with all levels of management across the organization, recommending changes to strengthen controls for increased efficiencies and reduced risks. The Senior IT Internal Auditor will have the opportunity to utilize and reference world-class audit tools and audit methodologies in the performance of his or her duties. Key responsibilities: Planning and execution of information technology and integrated audit reviews. Perform walkthroughs of complex information technology and information security processes and test the design and effectiveness of internal controls. Document work and prepare observations and recommendations for corrective action. Supervise audit staff and/or external consultants, review workpapers, and provide appropriate coaching and feedback. Effectively apply the COSO internal control framework, COBIT IT governance framework, NIST Cybersecurity framework and IIA International Professional Practices Framework. Assist audit management with the execution of continuous risk assessment and audit plan development. Serve as a consultant and business partner with management. Requirements: Action-oriented, self-starter with strong verbal and written communication skills. Comfortable working both independently or in teams and working within a complex environment. Ability to diagnose problems, determine root causes, and recommend solutions to complex challenges. Strong understanding of information technology general computer controls, system development life cycle, and IT auditing techniques; including a broad knowledge of IT technologies, operating systems, databases, and application platforms. Knowledge of recognized IT audit and governance frameworks such as COBIT, ITIL, NIST, ISO, etc. Knowledge of General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA). Undergraduate degree in information technology, management information systems, or a related field. Minimum of 7 years of internal or external audit experience assessing information technology/security controls and/or internal controls over financial reporting. Proven ability in performing multiple projects and working with varying team members. Flexibility/ adaptability to work a non-standard schedule as needed to accommodate various time zones where some process owners are located. Willingness to travel to domestic and international offices. Experience in working for a Big 4 or Tier-Two public accounting firm is highly preferred. Experience performing data analytics and using data analysis or automated audit software is highly preferred. Professional accreditation (e.g., CIA, CISA, CPA) is highly preferred . Morningstar is an equal opportunity employer.

Job Title: Family Office – Associate Firm: TAM India Family Office Advisors Tenure: Full-Time Location: 100% Remote Experience Level: upto 2 years (Freshers with passion for capital markets can apply) Senior candidates need not apply. Start Date: Immediate Reporting To: Chief Investment Officer To Apply: Please send your to Tushar@tamindiamfo.com Resume, Current and expected salary and A short note on how this role helps you in your long term career success. About TAM India Family Office Advisors At TAM India Family Office Advisors , we are on a mission to build India’s leading full-service multi-family office advisory firm. We serve as trusted stewards of wealth for high-net-worth families, blending deep investment expertise with a values-driven approach. Our work spans investment management, strategic planning, and client engagement—anchored in integrity, transparency, and long-term thinking. Role Overview We’re looking for a sharp, curious, and proactive Associate to join our Family Office team. This is a full-time, fully remote opportunity designed for freshers who are eager to learn and contribute across investment research, client servicing, and digital engagement. You’ll work directly with senior leadership and gain exposure to the inner workings of a modern multi-family office. Key Responsibility Areas (KRAs) A. LinkedIn Management (30–40%) – The 3 Cs Content Creation : Assist in drafting thought leadership posts, carousels, and newsletters Connections : Identify and engage with HNWIs, family offices, and industry professionals Comments : Monitor and contribute to relevant discussions to enhance visibility and engagement B. Research & Analysis (30–40%) Analyze investment products: Mutual Funds, ETFs, AIFs, listed equities, and private opportunities Track global macro trends: Gold, oil, currencies, USD treasuries, and multi-asset views Review and synthesize insights from: Research reports, commentaries, and investment literature Platforms like Bloomberg, Morningstar, Finalyca, CAMS, Screener.in, CNBC, Yahoo Finance C. Client Services (15–20%) Assist in preparing client reports and portfolio recommendations Support smooth execution of transactions via MFU, CAMS, and AMC platforms Coordinate client communications and follow-ups D. Email, Calendar & General Management (5–10%) Schedule meetings, prepare documents, and manage follow-ups Handle email communications and assist with daily operational tasks What We’re Looking For A strong interest in investment management, capital markets, and family office advisory Excellent written and verbal communication skills Proficiency in Excel, PowerPoint, and financial research tools (or willingness to learn) Self-starter with a collaborative mindset and attention to detail Freshers with a hunger to learn and grow are encouraged to apply What You’ll Gain Hands-on exposure to investment strategy, client servicing, and digital branding Mentorship from seasoned professionals in wealth management Opportunity to contribute to thought leadership and strategic initiatives A front-row seat to the evolution of a modern multi-family office

This job is with Morningstar, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Title: Data Specialist Team Lead, Level II, Mumbai Location: Vashi, Navi Mumbai Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. Role : As the Data Level II Team Lead, you will manage a team of Level II support in APAC shift for complex data cases escalated from the Level I support teams. You will work closely with Client Service Support and Data Operations to ensure resolution of these issues. Your team will be required to research identified issues, ensure cycle time requirements are met, and communicate outcomes to all appropriate team members. Timely resolution requires coordinating across various data teams. By managing this Level II team, you will greatly influence the client experience in a positive way. The position is based in our Mumbai office. You will report directly to the Senior Manager. Shift : AU Responsibilities Lead the team to achieve operational excellence, process efficiency and data quality control. Support process improvement by applying LEAN Six Sigma tools and implementing process automation. Understand priorities and organize team workload based on business requirement. Provide the team with the requisite knowledge on Morningstar business, products and finance industry and create a learning culture in the team. Conducts performance reviews of each team member and explains/sets career development paths and opportunities for team members Responsible for working together with the team on a queue of data questions within the prescribed cycle times and track ongoing progress of cases via the CRM tools. Identify process defects, defined as, for example, the amount of time required to respond to data cases, to help improve overall responsiveness to Level II cases. Contribute to ongoing education of Morningstar Client Service teams on common issues, which may involve data processing and calculations, to reduce Level II ticket volumes. Qualifications Master's/bachelor's degree in finance/business with an exceptional academic record. 3-5 years of professional work experience at various levels of seniority, prior team management experience would be a plus Understanding of the financial industry, curious and passionate about investment data. Excellent writing, communication, problem solving, organizational, analytical and interpersonal skills. Commitment to deliver honest, high quality and personal service to our clients. Experience in process improvement and project management is preferred. Proficiency in Microsoft Suite, especially Excel; knowledge of SQL, Power BI will be an advantage. Morningstar is an equal opportunity employer. Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

This job is with Morningstar, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. About the role: The Compliance Associate will report into the Global Head of Internal Controls, located in Compliance function of DBRSM. Job responsibilities: Main activity Monitoring the emails / MS teams messages in order to comply with the Electronic Communications Global Policy Others Execute general monitoring activities in-scope and ensure timely and effective execution of each of the activities. Ensure proper documentation of monitoring results for all monitoring activities in-scope. Communicate results within Compliance and with key business stakeholders. Ensure completion of any follow-ups resulting from the general monitoring activities. Identify opportunities for improvement and automation in order to execute the program more effectively and efficiently. Qualifications: A bachelor's degree is required. A degree in finance, accounting, or economics and an advanced degree is preferred. Compliance related professional certifications are recommended. Nice to have: Experience in executing a comprehensive compliance monitoring or testing program. Experience drafting procedures and internal communications. Experience performing compliance reviews or testing, developing findings and recommendations Prior experience and specialized knowledge in products and process pertaining to the credit ratings business is a plus. Strong analytical and investigative skills. Good critical thinking and sound judgement skills. Strong interpersonal skills, with the ability to effectively influence and collaborate with diverse teams. High degree of professionalism and integrity with demonstrated ability to handle confidential issues in a professional manner. 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. R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entity

The Group: The Software products group is the home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed products that delight our clients. The group’s product management, product development, and service teams collaborate with our Client Solutions group to help provide clients with relevant products and bundled solutions. The Role: As a Product Specialist within the Product Level II Support capacity group, you will work with the Product Support, Client Success Manager teams to provide second-level support for complex product functions and data issues that escalate to be reviewed by the Product Development teams which including QA and technology resources. We expect the specialist to develop deep subject expertise over time for the assigned product/capability and have opportunity to rotate and or support other product/capability if desired. Product Specialists ensure the quality of the data and code for software products in the production environment in a manner defined by product service level agreements. Our specialists are required to research identified issues, ensure timely resolution, and communicate outcomes to all appropriate team members. Timely resolution requires coordinating resources across teams including programmers, quality assurance analysts, data analysts, product managers, and project managers/scrum masters across multiple locations. All analysts are following Level II support process and Product Management business guidance to support the following products: Advisor Workstation, Annuity Intelligence, Direct, and Direct Advisory Suite. Responsibilities Track, evaluate, and determine resolution approach for complex product and data issues that escalate from the Product Support and Client Success Manager teams. Demonstrate a high sense of ownership of the issues in the queue to be responsive and provide timely updates, follow-up, expedition, and resolution. Prioritize issues properly by severity and impact. Ensure issue management processes are followed. Understand roles, responsibilities, and expertise of internal stakeholders (developers, quality assurance analysts, data analysts, product development managers, project managers/scrum masters) in order to expedite issue resolution. Generate business solution options to problems needing remediation. Recognize patterns among repetitive problems and work to resolve the root causes by collaboration with development and product management teams. Work with development team to create tools/documentations that automate/help issue investigation. Contribute to ongoing efforts to streamline and improve processes. Provide cross-products support when needed within the team. Requirements Familiarity with Morningstar products and data. Excellent writing, communication, problem solving, organizational, and analytical skills. Ability to work independently and manage competing priorities and deadlines. Ability to learn quickly and develop broad and deep expertise on the Product. Prior experiences with one or more of following products is preferred: Advisor Workstation, Annuity Intelligent, Direct and Direct Advisory Suite products. Strong customer service focus and experience in customer support is a plus. Prior experience in project management or business analysis is a plus. Familiarity with Database and API is a plus. Knowledge of the investment industry is a plus. Prior experience with JIRA and Salesforce Service Cloud is a plus. A bachelor’s degree in computer science, MIS, or a related field is preferred. 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

Responsibilities: Independently maintain a high sense of ownership of the issues in the product ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution. Independently prioritize issues and workload by severity and impact, while ensuring quality and meeting deadlines. Independently analyse, recreate, document, communicate and monitor escalated issues using Salesforce, Jira, and other internal applications and reporting tools. Develop and maintain expertise in Wealth Management operation products, supported platform, Standard Operating Procedures for workflows, and client related documentation. Recognize patterns among repetitive problems and work to resolve the root causes by collaboration with other teams. Contribute to ongoing efforts to streamline and improve processes. Maintaining all security procedures mandated by management to ensure safekeeping of critical client data. Work with external and internal stakeholders to ensure the production is timely and meet required quality standards. Identify areas of improvement across the team and proactively take steps to improve those processes by offering ideas. Complete administration functions as required on the Investment platform: including (but not limited to): deposits, withdrawals, client account maintenance, management information and reports for clients, checking data is accurate and clean on the platform. Monitor discrepancies and liaise with the onshore team. Internal and external client money & custody asset reconciliations. Process corporate action events and income distributions. Assist other staff with additional workload time allows. Competencies: Strong communication skills. Strong analytical and quantitative skills. Attention to Detail. Methodical Problem-Solving Skills. Excellent Organization Skills (Email, Task Management, Follow-up). Self-Motivated. Goal Oriented. Team Player. Requirements: 3+ years of experience in the financial services industry. An understanding of the Financial Services marketplace that applies to Wealth Managers. Proactive with a strong initiative, excellent organizational skills, and the ability to manage multiple priorities. Excellent organisation and time management skills. Ability to multi-task and prioritise effectively. Knowledge of investment instruments across all asset classes would be advantageous. Focuses on meeting commitments and delivering results to a high standard. Robust analytical and problem-solving skills with detail orientation and accuracy. Excellent computer & Excel skills. Demonstrate self-motivation in an independent, fast-paced work environment. Excellent oral, written, and interpersonal communication skills. 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

About the role: The Compliance Associate will report into the Global Head of Internal Controls, located in Compliance function of DBRSM. Job responsibilities: Main activity Monitoring the emails / MS teams messages in order to comply with the Electronic Communications Global Policy Others Execute general monitoring activities in-scope and ensure timely and effective execution of each of the activities. Ensure proper documentation of monitoring results for all monitoring activities in-scope. Communicate results within Compliance and with key business stakeholders. Ensure completion of any follow-ups resulting from the general monitoring activities. Identify opportunities for improvement and automation in order to execute the program more effectively and efficiently. Qualifications: A bachelor’s degree is required. A degree in finance, accounting, or economics and an advanced degree is preferred. Compliance related professional certifications are recommended. Nice to have: Experience in executing a comprehensive compliance monitoring or testing program. Experience drafting procedures and internal communications. Experience performing compliance reviews or testing, developing findings and recommendations Prior experience and specialized knowledge in products and process pertaining to the credit ratings business is a plus. Strong analytical and investigative skills. Good critical thinking and sound judgement skills. Strong interpersonal skills, with the ability to effectively influence and collaborate with diverse teams. High degree of professionalism and integrity with demonstrated ability to handle confidential issues in a professional manner. 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. R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entity

Title: Associate Team Leader of RED (Reference & Entity Data), Mumbai Location: Vashi, Navi Mumbai Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. The Team: Morningstar's Central Reference and Entity Data team is a global team, responsible to leverages its expertise in equity research for strategy and operations of Reference Data, which touches across Morningstar products and is strategically crucial for Morningstar’s Data Governance strategy. It uses Morningstar`s intellectual property to create Entity level data that empower investors’ success at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, corporate hierarchy, Private securities and Funds. The team partners with multiple lines of business and contributes towards developing new services. The Role : The Central Reference & Entity Data team is looking for a knowledgeable, enthusiastic, creative, and results-driven candidate with 3-5+ years of experience in operations with exposure to Reference and/or Entity Data. The primary function of the team is to source, validate and maintain input data for the Data operations covering reference data, Entity data, corporate actions and other attributes that define a security, across different asset class like Equity, Fixed Income and Funds. We are looking for a content researcher with expertise in Reference and Entity data. The team’s mandate is to develop new capabilities around Entity-Security data, serving multiple product lines. This role will work closely with the business units to enable new revenue opportunities. As a Associate Team Leader, you will oversee operations with managing 8-13 team members which include coordination with Content and methodology design, project & stakeholder management, particularly covering Entity and Reference Data and timely data collection and delivery. You will work in a global environment, managing stakeholders in multiple regions. Job Description Summary The Associate Team Leader oversees the management of the day-to-day activities of the Central Reference & Entity Data team, that powers the Morningstar products and platforms. Typically, the Associate Team Lead will work closely with his or her team of analyst and Manager, 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 Leader 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. Shift: General General Job Responsibilities: Assisting managing and developing a team of 10+ data analysts by providing clear direction, establishing SMART goals, and optimizing resource allocation. Creating, maintaining, and improving data collection and processing methodology Primarily responsible for team productivity and quality as per SLA to deliver clients Ensure appropriate methods and techniques to improve and maintain the highest quality standards in the data collected by the team. Acts as the main point of contact for his or her entire team for all questions, comments, and concerns. Monitors metrics dashboards and ensures consistent usage of the tools. Tracks, measures, and reports on agreed daily, monthly, and quarterly metrics to all stakeholders. Ensures entire team has the tools and resources needed to meet their goals. Capable of converting business need into tech specs and direct tech team to develop or improve tools and techniques. Identifies areas for improvement across the team and proactively takes steps to improve upon these weaknesses by offering ideas, provides coaching and training to team members as appropriate and according to the specific needs of the individual and the group. Sets goals and priorities for the team members and researchers in consultation with the Manager & Senior Manager/Director and ensures performance standards are consistently met or exceeded. Effectively motivates and rewards the team insuring good overall morale. Emphasize on employee engagement and psychological safety within team. Conducts performance reviews of each team member and explains/sets career development paths and opportunities for team members. Should inculcate the first-time right concept within the team members. Providing timely resolution of complex Data Collection and Client queries Actively participating and contributing to Automation/Process simplification efforts in Data Collection Develop and maintain JIRA dashboards to track and analyze Operation and Client Queries Daily Job Responsibilities/Deliverables Workflow management and assignment of tasks as per process priorities. Production and Quality management Resources allocation to the tasks; assure team members engagement and psychological safety. Must be excellent in business communications and negotiations. Conduct team huddles, meetings, Check-in to assure issues resolution on time. Communicate any questions, issues or recommendations with regards to process, workflow, technology, methodology, team morale etc. all stakeholders. Provide floor support by answering questions, solving issues that come up throughout the day and observing the dynamics of the team. Stakeholder management and Team Leave management to see no impact on BAU and SLAs. Accept/reject leave requests. Arrange for job shifts based on daily staffing requirements. Ensure adequate engagement levels of the staff to drive business results Desired Candidate Profile: Bachelor/Master’s degree in finance/business with an exceptional academic record Professional degree (CA, CFA) preferred Around 3+ years of professional work experience at seniority level and people management Prior experience managing diverse teams of 10+ people Strong understanding of Reference Data- Entity-Security mapping and Entity legal structure Able to take the initiative and work without detailed guidance or supervision Eager and ready to work in a high-performance culture. Strong interpersonal & analytical skills with pro-active & positive attitude Strong people, process, and project management skills Intermediate or Advance knowledge of SQL and Excel Ability to take calls early or late some nights of the week. Strategic thinking and problem solving 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

KEY ACCOUNTABILITIES As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior Management. Review performance and portfolio analytics for use in client reports Attend to queries on fund and/or benchmark returns, asset returns or attribution results. Attend to requests from fund managers, client portfolio managers, sales & marketing on performance and attribution Produce peer fund comparison analysis based on Morningstar Direct Provide support to the Transition team and the Sales team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc.) Manage the performance-specific change process with our partners (includes raising change requests, follow-up, testing and validation) Maintain the list of GIPS® composites and provide assurance that the firm complies with the GIPS® standards Maintain stakeholder relationships and manage expectations. Identify and execute continuous process improvement and automation. Maintain portfolio data to ensure accurate performance calculations. EXPERIENCE / QUALIFICATIONS 3 to 9 years relevant experience in a performance analysis, risk analysis or similar role CIPM or CFA is preferred (or working towards) Strong understanding of portfolio analysis including performance and attribution calculation methodologies Experience in using FactSet (B-one, SPAR and PA) is a plus. Experience in using Morningstar Direct, Aladdin or Bloomberg is an advantage. Strong Excel skills and programming language (particularly Power Query or SQL) is highly desirable. GENERAL CANDIDATE ATTRIBUTES Strong understanding of various investment processes (equity, fixed income, multi-asset, alternatives) Well-rounded knowledge of asset management operational workflows Highly organized and proactive Ability to multi-task and with strong attention to detail Ability to interact and communicate effectively. Ability to work in a high-pressure environment with tight deadlines. Audit and controls focused. Must be a team player.

Key Accountabilities As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior Management. Review performance and portfolio analytics for use in client reports Attend to queries on fund and/or benchmark returns, asset returns or attribution results. Attend to requests from fund managers, client portfolio managers, sales & marketing on performance and attribution Produce peer fund comparison analysis based on Morningstar Direct Provide support to the Transition team and the Sales team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc.) Manage the performance-specific change process with our partners (includes raising change requests, follow-up, testing and validation) Maintain the list of GIPS® composites and provide assurance that the firm complies with the GIPS® standards Maintain stakeholder relationships and manage expectations. Identify and execute continuous process improvement and automation. Maintain portfolio data to ensure accurate performance calculations. Experience / Qualifications 3 to 9 years relevant experience in a performance analysis, risk analysis or similar role CIPM or CFA is preferred (or working towards) Strong understanding of portfolio analysis including performance and attribution calculation methodologies Experience in using FactSet (B-one, SPAR and PA) is a plus. Experience in using Morningstar Direct, Aladdin or Bloomberg is an advantage. Strong Excel skills and programming language (particularly Power Query or SQL) is highly desirable. GENERAL CANDIDATE ATTRIBUTES Strong understanding of various investment processes (equity, fixed income, multi-asset, alternatives) Well-rounded knowledge of asset management operational workflows Highly organized and proactive Ability to multi-task and with strong attention to detail Ability to interact and communicate effectively. Ability to work in a high-pressure environment with tight deadlines. Audit and controls focused. Must be a team player.

Experience Required : 3+ Years. Employment Type : Full-Time. Who We Are TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin T empleton, Motive Partners and a whos who of the financial service industry. We are creating engaging wealth experiences to better financial lives through AI and investment intelligence powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes. We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes. In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and planning divisions. Our Values Go with your GUT. Grow at the Edge. We are driven by personal growth. We get out of our comfort zone and keep egos aside to find our genius zones. With self-awareness and integrity we strive to be the best we can possibly be. No excuses. Understanding through Listening and Speaking the Truth. We value transparency. We communicate with radical candor, authenticity and precision to create a shared understanding. We challenge, but once a decision is made, commit fully. We believe in staying within our genius zones to succeed and we take full ownership of our work. We inspire each other with our energy and attitude. We fly in formation to win together. As part of TIFIN's technology division, you will play a critical role in enabling the company's growth by developing highly scalable applications that provide practical solutions to clients in the financial services domain. You will design, build, test, and maintain scalable and stable-the-shelf applications or custom-built technology solutions to meet business needs. About The Role We are looking for a proactive and detail-oriented Systems Administrator IT Operations to join our team in Mumbai. In this role, you will be responsible for managing IT infrastructure, ensuring system uptime, supporting end user devices, and maintaining a secure and efficient IT environment. Key Responsibilities Oversee daily IT operations, ensuring optimal performance of hardware, software, and networks. Manage laptop provisioning, software installation, upgrades, and maintenance. Handle user access management onboarding, offboarding, and role-based access control across systems and tools. Provide support for both Mumbai and Bangalore offices (~1000 users across locations). Support remote teams as well. Review IT infrastructure and provide improvement recommendations following best practices : Administer both Mac & Windows systems. Perform network administration and troubleshooting. Manage basic email and endpoint security administration. Handle laptop/desktop/printer setup and maintenance. Conduct NEO/LDO (New Employee Orientation/Last Day at Office) IT processes. Support end-user requests for application installation and issue resolution. Maintain and update service desk tickets and incident logs. Conduct quarterly checkpoint reviews to assess work and adjust scope of work as needed. Maintain accurate IT asset inventory including hardware and software licenses. Work with vendors for hardware procurement, licensing, and support. Ensure compliance with IT policies, audits, and data security protocols. Requirements Bachelors degree in Computer Science, IT, or related field. Minimum 3 years of experience in IT operations or system administration. Strong knowledge of Windows/macOS environments, SaaS tools, and endpoint security. Experience with network configuration, firewalls, VPNs, and IT security. Familiarity with IT ticketing and asset management platforms. Excellent communication and multitasking abilities. Good To Have Experience with identity and access management tools (e. , Okta, Azure AD, Google Workspace Admin). Familiarity with scripting (e. , PowerShell, Bash) for automation and system management. Exposure to cloud environments such as AWS, GCP , or Azure. (ref:hirist.tech)

The Role: At Morningstar, helping investors is what brings us together and drives our work. We are looking for software engineers who specialize in .Net, Javascript and AWS to join our team, grow with us, introduce us to new ideas and develop products that empower our users. This role is with India Managed Portfolios team and You will have product ownership and responsibility for ensuring process and quality adherence through peer reviews, code reviews, test coverage and best practices. You will act as the software guardian, owning non-functional requirements, architectural direction, and the quality of the code while addressing technical debt. Every day, you’ll manage a team and work with team members across disciplines developing products for investors. You’ll interact daily with our product owners/managers to understand our domain and create technical solutions that push us forward. We want to work with other engineers who bring knowledge and excitement about our opportunities. This position is based in our Mumbai office. Responsibilities Design & develop web and enterprise solutions to be flexible, scalable & extensible. Enforce good agile practices like test driven development, CI. Hands-on development will be an integral part of the responsibilities. Introduce and follow good development practices, innovative frameworks and technology solutions that help business move faster. Follow best practices like estimation, planning, reporting and improvement brought to processes in everyday work. Participation in full life-cycle system development with teams of developers, analysts, and testers. Be a Role Model to the team to collaborate on well designed applications. Take ownership of the success of the team with a "gets things done" attitude; the ability to understand and leverage new technologies, potentially wearing many hats including business analyst, DBA, QA, and project manager. Help to shape product vision. Requirements 4-6 yrs of hands-on experience in .Net technologies .net core , Asp.Net, C#, MS MVC or Python Strong knowledge on OO design including design patterns & their applicability. Experience on front end technologies. Vue.Js is preferred Very Strong knowledge of databases- complex queries, stored procedure a must. Working knowledge of cloud technologies. AWS is preferred. Understanding of the concepts of CI/CD. Good to have hands on experience with DevOps tools like Jenkins,Docker etc Good to have experience with NO SQL databases like DynamoDb, MongoDB etc Excellent listening, written and verbal communication skills. Leadership qualities. Experience with .Net, Linux, and Tomcat, AWS/cloud technologies as well as experience with full-stack web development. 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

Global Product Analyst About The Global Product Analyst Program The Global Product Analyst program is seeking a junior to mid-level analyst with some work experience to work in Pune as part of our global teams. Each analyst will own two remits (a “major” and “minor”) across a two to four-year period. Balancing multiple responsibilities requires the analyst to master a broad skill sets, have a wide understanding of business development in asset management, and complete projects that are critical to the success of the group, department or firm. On a biannual basis, the analyst will present learnings and contributions to the broader Global Business Development organization. Analysts will meet with their major and minor stakeholders regularly to collaborate on their responsibilities and will have the opportunity to become embedded in the teams they are supporting. After successfully completing two years in the program, the firm has the option based on performance and personnel needs to place the analyst in a full time position on the team they are supporting or in other areas in which the analyst expresses interest and where there is skills alignment. Throughout the program, the program sponsors invest in the analysts’ growth through intensive training, development opportunities, and mentorship. A non-exhaustive list of potential major and minor remits include: the various asset class business development teams, Request for Proposal, Client Response Center, Product Strategy and Development, and vehicle teams (ETF, SMA, etc). Specific Responsibilities May Include But Are Not Limited To Prepare and maintain marketing presentation materials: gather market data, portfolio characteristics, performance data, etc. to support product messaging across investment products Respond to ad hoc inquiries and requests for investment product views, portfolio attributes, and current positioning across products, as well as our firm’s asset class views and outlooks Analyze and report on the competitive positioning of our investment products as well as industry trends; help support our product development and commercial efforts Contribute to monthly portfolio performance commentaries and market outlooks. This involves an understanding of market events and investment products Attend relevant investment strategy meetings to stay current on investment strategies Actively seek ways to leverage technology for process improvements, presentation standardization, and automation Job Qualifications & Key Attributes The ideal candidate should have: Bachelor’s Degree 1-5 years of experience in the financial services industry Knowledge of and intellectually curious about finance and investing Must be very comfortable pulling and analyzing data from multiple systems and using data to drive sales and product positioning ideas Comfort working with many technology platforms, including a deep familiarity with Excel and PowerPoint. Experience with systems such as Morningstar Direct and Bloomberg a plus A team player with highly developed interpersonal skills, including collaboration, negotiation and consensus building. Highly motivated self-starter Ability to work effectively under pressure, adhering to tight deadlines and maintaining strategic relationships with internal partners and a demonstrated track record of collaboration across time zones with bias to proactively updating stakeholders Excellent communication skills, Strong writing skills, highly detail-oriented and organized Series 7 FINRA certification or willingness to obtain Current CFA or progressing towards preferred Creativity and a marketing “sense” is a distinct plus Pune, India

The Role : In this role, you will be part of the development of enterprise and web applications within Search Services team. The candidate would need to be a solid individual contributor who has experience in doing agile development, who has worked on complex architecture like cloud, load balanced systems, Restful API, Search Engines, NoSQL databases, high-performing systems etc. An ideal candidate can create scalable, flexible technical solutions, understand and support existing systems, study their enterprise complexities and develop state of art systems with modern software development practices. The candidate needs to have good grasping abilities to pick up new technologies and frameworks. Responsibilities : Design & develop web and enterprise solutions to be flexible, scalable & extensible using Java/J2EE in AWS cloud environment. Good working experience in OO analysis & design using common design patterns Enforce good agile practices like test driven development, Continuous Integration and improvement. Implement enhancements to improve the reliability, performance, and usability of our applications. Motivation to learn innovative trade of programming, debugging and deploying Self-starter, with excellent self-study skills and growth aspirations A good team player with ability to meet tight deadlines in a fast-paced environment Excellent written and verbal communication skills. Flexible attitude, perform under pressure. Requirements: These are the most important skills, qualities, etc. that we’d like for this role. Hands-on in Java/ Web-services / Spring /Spring Boot Very Strong knowledge of databases and hands on MS SQL/MySQL/PostgreSQL and NoSQL DB Understanding of Open Search a big plus. Good understanding of Object oriented design, Design Patterns, Enterprise Integration Patterns Experience with troubleshooting and debugging techniques. Hands-on experience on AWS services. Has done development or debugging on Linux/ Unix platforms. Ability to work independently and as part of a team. Experience with DevOps practices and tools. Minimum 2 years of experience in software development or a related field. Good to Have: Machine Learning knowledge. Exposure to Capital Market domain preferred (Indexes, Equity etc.) Knowledge of RabbitMQ and Kafka 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

Title: Senior Data Research Analyst Location: Vashi, Navi Mumbai The Group: Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. The Role: As a Senior Data Research Analyst , you will be responsible for acquiring and validating portfolio holdings data from various vendor sources. Your core responsibilities will involve standardizing this data into agreed formats using internal collection tools and resolving exceptions through thorough validation processes. Working within the Portfolio Data Team, your role will focus on ensuring the accuracy and completeness of portfolio information, which is critical for downstream analytics and reporting. You will collaborate closely with leadership and cross-functional teams to support strategic goals, enhance operational performance, and contribute to the achievement of key KPIs. Shift: UK/AU/US Roles & Responsibilities: Actively collect managed investment data using Morningstar collection systems, and ensure data timelines, completeness and accuracy to meet business goals. Manage relationships between Morningstar and Asset Management companies, insurance companies and other data vendors. Partner with quality assurance, products, and technical departments to resolve clients’ data issues timely and effectively. Participate in the initiatives focused on consolidating global data collection platforms and supporting database integration projects. Establish and achieve the set Objectives & Key Results (OKRs) with the direction of team lead. Monitor, analyze and execute summary reports including an investigation of potential data error to continuously improve data collection and quality assurance process using Lean Six Sigma tools. Actively discover and raise issues in work (including system, process, and collection methodology) and propose enhancement suggestions to further improve system functionality, process efficiency and data quality. Participate in data and process related projects such as industry/market research, market expansion, process certification, new product development support, etc. Facilitate cross-team projects to implement approved solutions based on priority and impact. Demonstrate a high sense of ownership of the process, understand roles & responsibilities by acting as a process trainer and mentor Requirements: > 3 years’ experience in finance domain, with emphasis on collection systems and methodologies, senior data research analyst role or above. Fund Portfolio experience would be preferred Good command in MS Office (Excel, PowerPoint etc.); advanced users preferred. SQL, Macro or Python and machine learning will be a plus. Should be critical thinker and should possess good communication skill. Should be equipped with understanding of data competencies like data content expertise, data analysis etc. Strong analytical, problem-solving capabilities, and excellent communication written as well as verbal & reporting skills. Should be a good team player with good learning ability and equipped with self-motivation in an independent, fast-paced work environment. Ability to exercise control over the planned activities like training / mentoring new hires, doing quality checks etc. Able to work under tight deadlines and handle pressure during peak seasons. Good project management skills with proven track record of working on and delivering projects independently. Remote team working experience is a plus. Flexibility to work in shifts. Morningstar’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

Title: Senior Data Research Analyst Location: Vashi, Navi Mumbai The Group: Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. The Role: As a Senior Data Research Analyst , you will be responsible for acquiring and validating portfolio holdings data from various vendor sources. Your core responsibilities will involve standardizing this data into agreed formats using internal collection tools and resolving exceptions through thorough validation processes. Working within the Portfolio Data Team, your role will focus on ensuring the accuracy and completeness of portfolio information, which is critical for downstream analytics and reporting. You will collaborate closely with leadership and cross-functional teams to support strategic goals, enhance operational performance, and contribute to the achievement of key KPIs. Shift: UK/AU/US Roles & Responsibilities: Actively collect managed investment data using Morningstar collection systems, and ensure data timelines, completeness and accuracy to meet business goals. Manage relationships between Morningstar and Asset Management companies, insurance companies and other data vendors. Partner with quality assurance, products, and technical departments to resolve clients’ data issues timely and effectively. Participate in the initiatives focused on consolidating global data collection platforms and supporting database integration projects. Establish and achieve the set Objectives & Key Results (OKRs) with the direction of team lead. Monitor, analyze and execute summary reports including an investigation of potential data error to continuously improve data collection and quality assurance process using Lean Six Sigma tools. Actively discover and raise issues in work (including system, process, and collection methodology) and propose enhancement suggestions to further improve system functionality, process efficiency and data quality. Participate in data and process related projects such as industry/market research, market expansion, process certification, new product development support, etc. Facilitate cross-team projects to implement approved solutions based on priority and impact. Demonstrate a high sense of ownership of the process, understand roles & responsibilities by acting as a process trainer and mentor Requirements: > 3 years’ experience in finance domain, with emphasis on collection systems and methodologies, senior data research analyst role or above. Fund Portfolio experience would be preferred Good command in MS Office (Excel, PowerPoint etc.); advanced users preferred. SQL, Macro or Python and machine learning will be a plus. Should be critical thinker and should possess good communication skill. Should be equipped with understanding of data competencies like data content expertise, data analysis etc. Strong analytical, problem-solving capabilities, and excellent communication written as well as verbal & reporting skills. Should be a good team player with good learning ability and equipped with self-motivation in an independent, fast-paced work environment. Ability to exercise control over the planned activities like training / mentoring new hires, doing quality checks etc. Able to work under tight deadlines and handle pressure during peak seasons. Good project management skills with proven track record of working on and delivering projects independently. Remote team working experience is a plus. Flexibility to work in shifts. Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity