107 Morningstar Jobs - Page 5

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

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

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

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

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

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

The JIRA/Atlassian Administrator’s primary role is to manage and maintain Morningstar’s JIRA and Confluence environment. While this position will focus primarily on JIRA and Confluence, it may also include work with Active Directory and Office 365 hosted applications such as Exchange Online. The Administrator will be expected to be ‘hands on’ with the systems and individual tasks in support of the applications and the servers/infrastructure on which they reside. Candidates must possess proficient technical skills around the Linux and Windows operating system. The full-time position is a day shift, with being on-call as an escalation contact. Responsibilities Management and support of Atlassian JIRA and Confluence as an administrator. Development and maintenance of JQL for custom JIRA processes. Proficient technical skills around the Linux and Windows operating system. Follow guides to implement best practices, develop efficiencies, and improve platform scalability and performance. The ability to work in a fast-paced environment with minimal supervision and major responsibility. Work closely with user groups to resolve problems, deploy and release new products and create solutions to provide world class service, solutions and support. Assist as needed with the management and support of Active Directory, Exchange, Skype for Business, Office 365 platform and several other employee tools. Participate in an on-call rotation. Requirements Bachelor of Science in Computer Science, Engineering, or equivalent. Experience managing Atlassian tools (JIRA and Confluence) as an administrator is required. Experience developing and maintaining JQL 3 years or more of System Administration experience. Experience with Office 365 Administration is a plus. Experience with Active Directory and Domain Administration is preferred. Knowledge of networking, DNS, Exchange, Active Directory is required. Knowledge and experience of working with Monitoring agents and systems. Exceptional customer service, organization, interpersonal, time-management and written and verbal communication skills. High degree of self-motivation. The ability to adapt quickly to new tasks. The ability to learn custom applications, support, and troubleshoot. Experience with virtual machines (Windows Server, Red Hat, Centos). 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