271 Morningstar Jobs - Page 6

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. As a Senior Employee Support Analyst, you will support a diverse set of Products and Services within an agile cross-functional product development team. A willingness to take ownership of products running in production and providing frictionless experience to end-users is a key part of this role along with providing feedback and input to help shape the modernizing and building better products. The team is passionate about keeping our systems modern, reusable, and maintainable. You will be shaping the future of Morningstar DBRS's Products and helping to make Morningstar DBRS a technology-first environment. The role will be to work with team members in North America and Mumbai and support DBRS Morningstar's global offices. Responsibilities Support a diverse set of Products and Services; applying technical knowledge to assist end-users and stakeholders. Research to identify issues; provide timely resolution, and communication of outcomes to all appropriate team members. Communicate effectively to convey complex technical information, via email, chat, ticketing system and attendance in bridge calls. Understand and educate end-users on complex user experiences. Build a knowledge base for end-users and support analysts Make software improvement recommendations to enhance user experience and increase support analyst autonomy. Track, evaluate, and determine resolution approach for credit products and underlying data issues. Demonstrate a high sense of ownership of the issues in the product ticket queue. Be responsive and provide timely updates, follow-up, expedition, and resolution. Articulate and evangelize the strength, quality, and value of the product, acting as a subject matter expert where necessary. Think strategically when it comes to understanding client requirements, problem-solving, and project management skills Requirements 3+ years of experience in Application Production L1 (Level 1) & L2 (Level 2) support. 2+ years of experience of managing applications involving technologies such as.net/ python/ AWS / JavaScript/Any JavaScript framework 2+ years of experience debugging SQL Queries and Stored Procedures in a relational database management system (RDBMS). Ability of troubleshooting applications independently with multiple concurrent priorities. Ability to collaborate successfully with team members & teams (end users, functional teams, release manager, development team) Knowledge of Service Level Agreement management, Incident management, Service request handling, Application Monitoring (alerts, logs), etc. Experience with any service desk tool, such as BMC Remedy, ServiceNow, JIRA, Redmine, CA Service Desk etc. Excellent communication skills - verbal, listening, reading, writing Availability to work on rotation shifts between NA American & Australian shifts Qualifications A bachelor's degree in computer science or related field Good To Have Demonstrated domain knowledge in financial/investment data, and/or analytics Working knowledge of monitoring tools e.g., Splunk, New Relic etc. Morningstar is an equal opportunity employer About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 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. Role: Software Engineer, Direct Platform Quality, EDP The Group : Morningstar's The Enterprise Data Platform (EDP) is the central nervous system of consolidating, normalizing, calculating, and distributing Morningstar's high-quality data and capabilities around that data for internal and external consumers. EDP is the data provider as well as business enabler. The individuals in this group thrive to enable faster business growth, better scale and improve customer experience by maximizing full commercial and brand value of data sets in their entirety. The Role : You will be accountable for working with a quality engineering team dedicated to implementing and maintaining data quality solutions that focuses on Morningstar's client experience. You will take ownership of developing technical solutions to automate the creation of specific and targeted client scorecard and data-specific audit and benchmarking activities. Partnering with key stakeholders like Product Manager, Team Lead, and Senior Engineers withing the team, you will also develop and execute data quality control suites to catch potential data errors. We believe in the philosophy of learning every day is the key to success so you will be expected to keep pace with software engineering, computer science, cloud and data science, and financial research trends. You will be expected to autonomously contribute to a comprehensive technology strategy that results in greater products, more robust processes, better communication, and faster delivery times. Our products are global, so you need to think globally. Responsibilities Developing and deploying quality solutions leveraging best practices of Software Engineering. Build Applications and Services - Deployment/implementation and maintenance of solutions for Data Quality Benchmarking, Data Consistency Solutions. Add new features and solutions per the Direct Platform Quality initiatives' product roadmap. to participate in periodic calls during US or European hours is a necessity. Following standards and guidelines of coding is a must. Requirements Minimum of 3 years of hands-on experience in software engineering specifically building and deploying applications for data analytics and data manipulation. Good knowledge of Python, Object Oriented Programming, SQL & AWS Cloud (AWS certification preferred). Expertise in big data open-source technologies, Analytics & ML/AI, public cloud services and cloud-native architectures Breadth in both established and emerging technologies like Big Data, NoSQL, Hadoop, Data Warehousing, Data Lakes, Data Visualization, data sciences and predictive analytics is preferred Experience working on Data Analytics and Data Quality projects for AMCs, Banks, Hedge Funds etc. Experience designing and deploying complex data pipelines in Cloud Environment An advanced degree in engineering, computer science, or a related field. Preferably having experience in Financial Domain managing both projects and operations. Experience with Agile software engineering practices. Familiarity with the mutual fund, fixed income, and equity data is a plus. Intellectual curiosity for the world of Finance & mutual funds research. Fluent in both oral and written English. 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. 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

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 We are looking for a software engineer who specializes in the Java/JVM platform to join our Identity and Access Management (IAM) team. You will be responsible for analyzing integration requirements for our clients, implementation, operation, and documentation for the platform. You will work closely with both internal and external stakeholders across Morningstar Technology, Data, Products, Sales/Service, and Research. We want to work with other engineers who bring knowledge and excitement about working with us. This position is based in our Mumbai office. Job Responsibilities Take ownership of the IAM product with a "gets things done" attitude. Analyze and remediate production issues and build instrumentation and operational readiness into the systems architecture. Build and maintain well designed, well-engineered, stable, scalable products across a variety of markets. Maintain architectural direction, security and quality standards in your designs. Enforce good Agile practices (using JIRA) including test-driven development and continuous integration. Apply DevOps practices in area of continuous and automated deployment. Help to shape product vision. Qualifications Completed Bachelor's degree in Computer Science or related field. Minimum of 3 years of experience developing software solutions, preferably in a Unix environment. Excellent listening, written and verbal communication skills. Organized and able to remain productive even when you have multiple deliverables. Ability to understand and leverage new technologies, potentially wearing many hats including business analyst, DBA, QA, and project manager. Passionate about quality, process, programming, and investing in general, seeing opportunities for improvement, seizing them, and then sharing your findings with others. Understanding of how to protect web applications from common security vulnerabilities. Experience supporting software products serving over 100M monthly requests. Experience with cloud computing (preferably AWS) Experience with DevOps tools (e.g. CodeDeploy, CodePipeline, Splunk, Git, Jenkins). Experience with modern development practices in areas of product design, requirement analysis, test driven development, and test automation Experience in Java, Spring Boot, JUnit, Maven, XML, JSON, Tomcat, IDEA/Eclipse is preferred. Experience with Agile methodology and tools like Jira. Nice to Haves Experience full-stack web development is preferred. Experience with functional programming concepts & reactive design would be a plus. Shift Timings One position for morning shift and other position in second shift. 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. Title: Quality Assurance Team Lead, 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 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. The Role The Quality Assurance Team Lead plays a pivotal role in driving a culture of quality excellence, innovation , and proactive service transformation across Morningstar's global Managed Investment Data (MID) operations. This strategic position is critical in ensuring the accuracy, consistency, and timeliness of data that powers Morningstar's flagship products and platforms used by millions of investors worldwide. In this role, person will lead analytics-driven initiatives , translate client feedback into actionable improvements , and spearhead process transformation using Lean, Six Sigma, and Agile methodologies. Your work will shift operations from reactive issue handling to a proactive, insight-led approach that enhances service delivery, operational agility, and end-to-end accountability. Collaboration will be at the heart of your work, as you engage with diverse global teams to introduce best practices, streamline workflows, and embed specialization in our ongoing processes. You will also play a key role in fostering team development, elevating process knowledge, and ensuring audit-readiness through robust documentation and governance. This role reports to the Quality & Transformation Manager and offers significant visibility, ownership, and the opportunity to drive high-impact outcomes in a fast-paced, data-centric environment. Shift: General Responsibilities Data Quality & Governance: Ensure consistent and accurate data output by embedding quality standards, early-warning systems, and risk detection models. Client Feedback Integration: Operationalize client and internal stakeholder feedback into structured process enhancements and continuous improvement cycles. Process Improvements & Innovation: Lead cross-functional improvement initiatives using Lean, Six Sigma, and Agile practices to optimize workflows and eliminate inefficiencies. Analytics Leadership: Utilize tools like SQL, Power BI, and Python to surface actionable insights and support data-driven decision-making. Knowledge & Capability Building: Develop and maintain SOPs, process playbooks, and training materials to enhance operational maturity and readiness. Global Collaboration: Partner with cross-regional teams to introduce specialization, drive harmonization, and elevate quality benchmarks across geographies. Team Development: Mentor and guide team members to build analytical, problem-solving, and process transformation capabilities. Client Issue Resolution: Engage with internal teams to investigate client concerns, gather operational insights, and ensure timely issue resolution. Root Cause Analysis (RCA): Lead RCA exercises for recurring issues, document learnings, and track closure of corrective actions to prevent reoccurrence. Workflow Mapping & Simplification: Utilize tools like Gliffy to visualize and optimize workflows, enhancing operational agility and frontline efficiency. KPI & SLA Management: Define, monitor, and improve operational KPIs, SLAs, and SLOs, working closely with process owners and delivery teams to ensure consistent performance. Requirements Data Analytics Tools: Hands on experience in SQL, Power BI, and Python for data analysis and reporting Ability to create dashboards, generate insights, and build early-warning systems Process Improvement Frameworks: Working knowledge of Lean, Six Sigma (Green Belt/Yellow Belt preferred) Experience applying Agile methodology for continuous improvement Workflow Mapping & Optimization: Proficiency in Gliffy to visualize and redesign processes Documentation & Governance: Expertise in creating SOPs and audit-ready documentation Quality Assurance: Strong grasp of data quality metrics, control mechanisms, and root cause analysis (RCA) 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. Title: Team Lead, 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: Morningstar's Research group provides independent analysis on individual securities, managed investments, portfolios, and markets. The group also collects and maintains high-quality data on the equities, managed investments, and fixed-income investments we cover in our database, one of the largest investment databases in the world. Morningstar is one of the largest independent sources of manager, equity, and credit research in the world. We transform data into insights that investors can use to reach their financial goals. Role : Team Lead oversees the management of the day-to-day activities for a sub-team of managed investment data (MID) that powers the Morningstar products and platforms. Typically, the Data Team Lead works closely with Global Process Owners, MID Data Leaders and Global Data Director, as well as with the global stakeholders to ensure that all the agreed deliverables from the team are met, and that the team is fully equipped in terms of training and documentation. He or she, together with MID Data Leaders and Global Data Director, will be accountable for ensuring and improving the performance, productivity and efficiency of the teams and the delivery of the operational performance KPIs, for team engagement, morale, and supporting the build for growth ladders of members. This role will functionally report to MID Data Leader, and matrix report to MID Data Director, based in Mumbai. Shift: AU/UK Responsibilities Assist in managing and developing a team of 10+ Data Research Analysts by providing clear direction, establishing SMART goals, and optimizing resource allocation for processes/projects. Working closely with multiple global teams and across various functions. Participate regularly in global calls and meetings. Assist the team to identify and eliminate roadblocks by partnering with technology teams and other database teams. Should be able to research complex projects leading to actionable recommendations and solutions. Fair product knowledge, both upstream and downstream. Assist in promoting LEAN Six Sigma tools and methodologies as an analyst framework for assessing the root cause of issues and improving processes. Ensure appropriate methods and techniques to improve and maintain the highest quality standards in the data collected by the team. Acts as main point of contact/manager for his or her entire team for all questions, comments and concerns. Tracks, measures and reports on agreed daily, monthly and quarterly metrics to all stakeholders. Provides coaching and training to team members as appropriate and according to the specific needs of the individual and the group. Identifies areas for improvement across the team and proactively takes steps to improve upon these weaknesses by offering ideas for individual and group training and conducting or arranging individual and group training sessions as appropriate. Sets goals and priorities for the individuals in the team in consultation with the Global Process Owner, MID Data Leaders and Global Data Director. Effectively motivates and rewards the team insuring good overall morale. Conducts performance reviews of each team member and explains/sets career development paths and opportunities for team members. Monitors Data Research Analysts availability to guarantee minimum staffing requirements are met/exceeded. Qualifications Bachelor/master's degree in finance/business with an exceptional academic record. Professional degree (CA, CA-Inter, ICWA, ICWA-Inter) preferred. 5+ years of professional work experience at various levels of seniority. Strong people and project management skills. Ability to effectively communicate with local and international teams. Proven experience optimizing processes. Prior experience leading teams of 10+ people will be an additional advantage. Demonstrated successful leadership in building a high-performing team and developing talents. Experience in business analysis is preferred. SQL or Python skills would be a plus. A bachelor's degree is required; professional certificates like CFA or Certificate in lean, Six Sigma would be 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

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

CMBS Structured Finance (SF) Senior Analyst (Mumbai) The Team : DBRS Morningstar is a global credit ratings business with about 800 employees in eight offices globally. Formed through the acquisition of DBRS by Morningstar, Inc., the credit ratings business is the fourth-largest provider of credit ratings in the world. DBRS Morningstar is committed to empowering investor success, serving the market through leading-edge technology, and raising the bar for the industry. DBRS Morningstar is a market leader in Canada, the U.S. and Europe in multiple asset classes. DBRS Morningstar rates more than 4,000 issuers and 56,000 securities worldwide, and is driven to bring more clarity, diversity, and responsiveness to the ratings process. Visit https://www.dbrsmorningstar.com/learn/dbrsmorningstar to learn more. About the Role : DBRS Morningstar CMBS team is looking for candidate with good problem-solving skills and analytical thinking in the securitization space with experience in the credit rating process and basic understanding of SQL/VBA. Knowledge of Python is a plus. This role will provide unique opportunities for mastering the key aspects of the credit ratings business including in-depth collateral and deal analysis. Responsibilities Analyze the credit risk in CMBS securities by performing tasks that include reviewing deal documents, investigating periodic data, setting up net cashflow templates Underwriting of loans for all property types in CMBS Assist the primary analyst in preparing rating committee note, rationale and building and maintaining various databases relating to mortgages Collect, organize, and study data from internal and external sources for use in criteria development, ratings, and research reports. Compile and prepare periodic portfolio reports for use by senior staff and identify material changes for research causes. Maintain regular and open communication with the operations team and technology team about assigned tasks, priorities and ensure applications under development meet the defined requirements and pass the user acceptance testing prior to its release. Take ownership of the tasks with focus on quality and accuracy of the deliverables Demonstrate strong learning curve and eagerness to move up the rating value chain Ensure compliance with all applicable policies and procedures. Highly organized and efficient, with ability to multi-task and meet tight deadlines Requirements Postgraduate in Finance or CA or CFA charter holder or such equivalent qualification Minimum of 3-5 years of relevant experience in capital markets, structured finance credit analysis, experience at a rating agency is a plus. Expertise on Microsoft Excel, Visual Basic for Applications (VBA), MSSQL. Knowledge on Python is a plus Excellent writing, communication, and quantitative/analytical skills. Ability to communicate analytical thoughts in a crisp, concise, and precise manner Creative thinker who is adept at taking an analytical approach to problem solving. Experience with REIS, Intex, and Bloomberg is a plus. Robust quantitative and analytical skills supported by strong attention to detail and accuracy Good inter-personal skills and ability to participate/ contribute as a team player Highly motivated, self-starter with a positive attitude and a strong work ethic. Morningstar DBRS is an equal opportunity employer. About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entity

Title: Team Lead, 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: Morningstar’s Research group provides independent analysis on individual securities, managed investments, portfolios, and markets. The group also collects and maintains high-quality data on the equities, managed investments, and fixed-income investments we cover in our database, one of the largest investment databases in the world. Morningstar is one of the largest independent sources of manager, equity, and credit research in the world. We transform data into insights that investors can use to reach their financial goals. Role : Team Lead oversees the management of the day-to-day activities for a sub-team of managed investment data (MID) that powers the Morningstar products and platforms. Typically, the Data Team Lead works closely with Global Process Owners, MID Data Leaders and Global Data Director, as well as with the global stakeholders to ensure that all the agreed deliverables from the team are met, and that the team is fully equipped in terms of training and documentation. He or she, together with MID Data Leaders and Global Data Director, will be accountable for ensuring and improving the performance, productivity and efficiency of the teams and the delivery of the operational performance KPIs, for team engagement, morale, and supporting the build for growth ladders of members. This role will functionally report to MID Data Leader, and matrix report to MID Data Director, based in Mumbai. Shift: AU/UK Responsibilities: Assist in managing and developing a team of 10+ Data Research Analysts by providing clear direction, establishing SMART goals, and optimizing resource allocation for processes/projects. Working closely with multiple global teams and across various functions. Participate regularly in global calls and meetings. Assist the team to identify and eliminate roadblocks by partnering with technology teams and other database teams. Should be able to research complex projects leading to actionable recommendations and solutions. Fair product knowledge, both upstream and downstream. Assist in promoting LEAN Six Sigma tools and methodologies as an analyst framework for assessing the root cause of issues and improving processes. Ensure appropriate methods and techniques to improve and maintain the highest quality standards in the data collected by the team. Acts as main point of contact/manager for his or her entire team for all questions, comments and concerns. Tracks, measures and reports on agreed daily, monthly and quarterly metrics to all stakeholders. Provides coaching and training to team members as appropriate and according to the specific needs of the individual and the group. Identifies areas for improvement across the team and proactively takes steps to improve upon these weaknesses by offering ideas for individual and group training and conducting or arranging individual and group training sessions as appropriate. Sets goals and priorities for the individuals in the team in consultation with the Global Process Owner, MID Data Leaders and Global Data Director. Effectively motivates and rewards the team insuring good overall morale. Conducts performance reviews of each team member and explains/sets career development paths and opportunities for team members. Monitors Data Research Analysts availability to guarantee minimum staffing requirements are met/exceeded. Qualifications: Bachelor/master’s degree in finance/business with an exceptional academic record. Professional degree (CA, CA-Inter, ICWA, ICWA-Inter) preferred. 5+ years of professional work experience at various levels of seniority. Strong people and project management skills. Ability to effectively communicate with local and international teams. Proven experience optimizing processes. Prior experience leading teams of 10+ people will be an additional advantage. Demonstrated successful leadership in building a high-performing team and developing talents. Experience in business analysis is preferred. SQL or Python skills would be a plus. A bachelor’s degree is required; professional certificates like CFA or Certificate in lean, Six Sigma would be 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

Title: Quality Assurance Team Lead, 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 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. The Role The Quality Assurance Team Lead plays a pivotal role in driving a culture of quality excellence, innovation , and proactive service transformation across Morningstar’s global Managed Investment Data (MID) operations. This strategic position is critical in ensuring the accuracy, consistency, and timeliness of data that powers Morningstar’s flagship products and platforms used by millions of investors worldwide. In this role, person will lead analytics-driven initiatives , translate client feedback into actionable improvements , and spearhead process transformation using Lean, Six Sigma, and Agile methodologies. Your work will shift operations from reactive issue handling to a proactive, insight-led approach that enhances service delivery, operational agility, and end-to-end accountability. Collaboration will be at the heart of your work, as you engage with diverse global teams to introduce best practices, streamline workflows, and embed specialization in our ongoing processes. You will also play a key role in fostering team development, elevating process knowledge, and ensuring audit-readiness through robust documentation and governance. This role reports to the Quality & Transformation Manager and offers significant visibility, ownership, and the opportunity to drive high-impact outcomes in a fast-paced, data-centric environment. Shift: General Responsibilities: Data Quality & Governance: Ensure consistent and accurate data output by embedding quality standards, early-warning systems, and risk detection models. Client Feedback Integration: Operationalize client and internal stakeholder feedback into structured process enhancements and continuous improvement cycles. Process Improvements & Innovation: Lead cross-functional improvement initiatives using Lean, Six Sigma, and Agile practices to optimize workflows and eliminate inefficiencies. Analytics Leadership: Utilize tools like SQL, Power BI, and Python to surface actionable insights and support data-driven decision-making. Knowledge & Capability Building: Develop and maintain SOPs, process playbooks, and training materials to enhance operational maturity and readiness. Global Collaboration: Partner with cross-regional teams to introduce specialization, drive harmonization, and elevate quality benchmarks across geographies. Team Development: Mentor and guide team members to build analytical, problem-solving, and process transformation capabilities. Client Issue Resolution: Engage with internal teams to investigate client concerns, gather operational insights, and ensure timely issue resolution. Root Cause Analysis (RCA): Lead RCA exercises for recurring issues, document learnings, and track closure of corrective actions to prevent reoccurrence. Workflow Mapping & Simplification: Utilize tools like Gliffy to visualize and optimize workflows, enhancing operational agility and frontline efficiency. KPI & SLA Management: Define, monitor, and improve operational KPIs, SLAs, and SLOs, working closely with process owners and delivery teams to ensure consistent performance. Requirements Data Analytics Tools: Hands on experience in SQL, Power BI, and Python for data analysis and reporting Ability to create dashboards, generate insights, and build early-warning systems Process Improvement Frameworks: Working knowledge of Lean, Six Sigma (Green Belt/Yellow Belt preferred) Experience applying Agile methodology for continuous improvement Workflow Mapping & Optimization: Proficiency in Gliffy to visualize and redesign processes Documentation & Governance: Expertise in creating SOPs and audit-ready documentation Quality Assurance: Strong grasp of data quality metrics, control mechanisms, and root cause analysis (RCA) 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: Quality Assurance Analyst, 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 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. The Role The Quality Assurance Analyst is responsible for maintaining the quality and reliability of data through audits, reviews, and operational assessments. This role focuses on monitoring data processes, conducting manual and semi-automated audits, and enhancing operational efficiency. The candidate will collaborate closely with operations, data management, and governance teams to uphold high data quality and compliance standards. Success in this role requires keen attention to detail, strong auditing skills, and the ability to drive operational improvements without deep technical involvement. Responsibilities Conduct research on complex projects to develop actionable recommendations and solutions. Collaborate with global teams across multiple functions to identify user needs and ensure the accuracy, timeliness, and completeness of key data universes, aligning with established operational standards and definitions. Actively participate in global and local calls and meetings, maintaining effective communication with teams such as MID operations, methodology, project teams, and management. Perform broad-scope audits to identify anomalies or outliers that deviate from established logic. Conduct end-to-end analysis to determine the root causes ofomalies and validate results. Provide structured recommendations, including verbal and written feedback, to the Calculation team for logic modifications. Implement lean practices across the value stream to optimize performance and drive continuous improvement in the audit process, leveraging Lean Six Sigma and other process improvement methodologies. Track, measure, and report key daily, monthly, and quarterly metrics to stakeholders. Analyze client feedback, emails, and responses to ensure factual accuracy. Review client requirements and collaborate with Operations to ensure they are effectively addressed. Continuously evaluate processes and identify opportunities for improvement. Requirements Bachelor’s or Master’s degree in Finance or Business with a strong academic background. Lean Six Sigma Green Belt certification is preferred. 5+ years of professional experience in progressively responsible roles, including data collection and quality control. Strong knowledge of finance and accounting, with a problem-solving mindset grounded in statistical analysis. Proven project management skills, including leading large-scale data quality initiatives and presenting findings to senior leadership. Experience managing multiple projects in a fast-paced, dynamic environment with evolving priorities. Excellent communication, interpersonal, and project management abilities. A lean mindset focused on maximizing value, minimizing waste, and fostering a culture of continuous improvement. Passion for data research, investing, and data management. Strong analytical skills to research and evaluate information for informed decision-making. Prior experience leading teams of 10 or more is a plus. Demonstrated ability to mentor and develop talent. Proficiency in Power BI, VBA, SQL, Python, and PostgreSQL is an added 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

Product Manager - Annotation, DAP, DCG & Acq Product Manager Mumbai #1 (Core Services) The Group: Investment Services The Role: Morningstar Investment Services is looking for a Product Manager to lead the development of multiple data entry tools across the Core Services platform, which supports the Managed Investment Data Group. Product Managers design, develop, and manage activities for a specific product from conceptualization, definition, and planning through implementation, release, enhancement, and eventual sun-setting – the product lifecycle. As a Product Manager, you will lead a cross-functional squad to maintain the current version of the products and help to innovate and build a new modern experience for product users and thus help deliver user satisfaction and business success. This position is based in Mumbai. Responsibilities: Work as the owner of collection system products (data entry tools) Be the point of escalation and responsible for product communication (issues/new features) Lead to develop and deliver meaningful software experiences to our customers/users Own and lead the roadmap, requirements, and product development lifecycle for a squad of related products Align stakeholders around the vision for the product & prioritize product features and capabilities Demonstrate product capabilities to clients/users, including functionality and methodology Manage relationship with stakeholders, especially tech team and users Understand and represent user needs, continuously improve user experience Keep up to speed with market for external functionality integration Requirements: 2+ years of relevant experience in software product management Understanding and experience in working with the Agile development framework Excellent oral and written communication, planning, and analytical skills Ability to develop strong internal and external partnerships, and work effectively across different business and functional areas Strong mindset of client/user focus Proven track record of Commit & Deliver Solid financial knowledge or experience working with Morningstar internal tools is a plus A bachelor’s degree is required, an advanced degree is preferred Flexibility to work outside of the defined shift 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

Wealth Research Analyst – Mutual Funds, PMS & AIF 📍 Gurgaon | 🧠 2–5 Years Experience | 💼 Full-Time | 🌐 SBNRI Join SBNRI , a cutting-edge wealth-tech platform transforming how NRIs invest globally. We're seeking a market-obsessed Research Analyst with deep expertise in Mutual Funds, PMS, and AIFs to fuel our data-driven advisory engine. What You’ll Do: Dive deep into MF/PMS/AIF products and market trends Decode complex financial instruments into actionable insights Build high-impact research reports and model portfolios Leverage tools like Morningstar, PMS Bazaar, etc. for analysis Collaborate with product, advisory & tech teams on research-led innovation Stay sharp on SEBI/RBI updates & macro trends Prepare detailed research reports, fund comparisons, and investment recommendations. Assist in building investment strategies aligned with client risk profiles and market outlook. Maintain up-to-date knowledge of regulatory changes (SEBI, RBI, etc.) impacting investment products. Engage in periodic fund manager interactions, webinars, and industry events to gather insights. What You Bring: 2–5 yrs experience in investment/wealth research Passion for markets, data, and fintech disruption CFA/MBA/CA preferred Tech-savvy mindset with strong analytical skills 🚀 Be part of India’s fastest-growing NRI wealth-tech revolution. Apply now!

Role: Lead Quantitative Analyst, Quantitative Research The Group: Morningstar’s Quantitative Research Group is an integral part of the Data & Analytics Team with the aim of creating independent investment research and data-driven analytics designed to help investors and Morningstar achieve better outcomes by making better decisions. We utilize statistical rigor and large data sets to inform the methodologies we develop. Our research encompasses hundreds of thousands of securities across a broad range of asset classes, including equities, fixed income, structured credit, and funds. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company. The Role: As a Lead Quantitative Analyst, you will work in the Calc Services and Portfolio Analytics Group, which is part of the Data & Analytics team dedicated to researching data-intensive products for the investment management industry. Most of the research is integrated into Morningstar’s core products (Direct, Advisor Workstation, etc.) and teams such as Morningstar Investment Management, Morningstar Indexes, Morningstar Credit Ratings, Pitchbook, Sustainalytics, etc. The ideal candidate will blend financial knowledge, investment and portfolio construction expertise, quantitative modeling skills, and operational know-how. This position reports to the Manager of Quantitative Research. Responsibilities: Support methodology development, quantitative model builds, and enhancements for core quantitative products and calculations such as Risk Model, Asset Flows Forecast, Quant Ratings, Equity Style Box, Portfolio Construction, etc. The ability to independently lead projects with limited hand-holding by taking ownership of key projects. Drive independent research and publish research papers in asset allocation analysis, portfolio optimization, risk models, ESG, fund flows, etc., using principles of modern portfolio theory and statistics. Leverage new structured and unstructured datasets to build new quantitative frameworks that will help investors make informed decisions. Highly organized and efficient, with the ability to multi-task and meet tight deadlines. Ensure compliance with regulatory and company policies and procedures. Participate in client conversations to understand ongoing investor issues while increasing the reach of Morningstar's quantitative offerings. Requirements: 5+ years of relevant investment/quantitative research experience with an emphasis on quantitative finance, mutual fund analysis, asset allocation, and/or portfolio construction. CFA, FRM, CQF, or postgraduate degrees in finance, economics, mathematics, or statistics are preferable. Good experience in developing finance/statistics-based applications using proven technologies such as R, Python, PySpark, and comfort in using Jupyter Notebooks. Understanding of both business and technical requirements, and the ability to serve as a conduit between product, research, technology, and external clients. Knowledge of statistical models (e.g., regression, forecasting, optimization, Monte Carlo simulations, etc.). Experience developing financial engineering/statistical applications on the cloud (AWS). 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

ServiceNow Developer, Morningstar India Pvt Ltd Morningstar India Pvt Ltd is seeking a ServiceNow Developer to work within the Corporate Systems teams. The Area: The Corporate Systems team manages and supports Morningstar's Corporate platforms like ServiceNow, Oracle ERP, Salesforce etc. used globally across IT Operations, HR, Marketing, Sales and Finance. Our primary responsibilities include: Providing day to day support for Morningstar employees in the platforms and technologies they use to effectively market, sell, provide service and collect revenue for our products. Offer guidance and technical expertise to all employees and business units as it relates to use of Corporate applications. Implement system improvements for improved operational efficiencies and compliance alignment across teams and business units. Maintain and update Corporate systems to keep them updated from a security and release perspective. Work with application vendors and internal resources to ensure ongoing integrity and availability of applications. Provide a centralized way of tracking and managing Corporate systems processes and procedures. The Role: We are seeking a skilled and experienced ServiceNow Developer to join our dynamic ServiceNow team in Corporate Systems. The ideal candidate should possess a strong technical background in ServiceNow development and IT/HR Service Management practices. You will collaborate with cross-functional teams to analyze requirements, design solutions, and implement enhancements to our ServiceNow instances, ensuring seamless integration with existing systems and business processes. This position is based in our Mumbai location at Vashi, Navi Mumbai and we follow a hybrid work policy. Responsibilities ServiceNow Configuration and Development: Experience with the design, configuration, and development of ServiceNow applications, modules, flows, and interfaces to meet the organization's HRSD, ITSM, HAM. and/orCMDB requirements. Strong knowledge and experience across ServiceNow product and process areas; HRSD, Hardware Asset Management, and ITSM preferred. Service Catalog Development: Create and maintain a user-friendly Service Catalog, including service offerings, request workflows, and service-level agreements (SLAs). Collaborate across the ServiceNow platform team and business stakeholders to understand business needs and translate them into technical specifications and functional requirements for ServiceNow solutions Integration and Data Migration: Collaborate with other teams to integrate ServiceNow with other IT systems and third-party applications. Manage data migration tasks when required. Reporting and Dashboards: Develop custom reports, performance analytics, and executive dashboards in ServiceNow to provide real-time insights into IT/HR service performance and key metrics. Experience with Performance Analytics a plus. Continuous Learning: Stay up-to-date with the latest ServiceNow features, tools, and best practices. Proactive Improvement: Identify opportunities for improvements and provides recommendations for improvements to optimize ServiceNow solutions. Testing and Quality Assurance: Conduct thorough testing of ServiceNow configurations and developments to ensure system stability, reliability, and accuracy. Lead and drive for test automation. Documentation: Maintain comprehensive technical documentation for all ServiceNow configurations, customizations, and developments. Qualifications Bachelor's degree in Computer Science, Information Technology, or a related field. Minimum 3.5 years of working experience as a ServiceNow Developer, preferably with HRSD and/or ITAM product expertise. ServiceNow Certified Application Developer (CAD) certification is highly desirable. Proficiency in JavaScript, HTML, CSS, and XML with hands-on experience in ServiceNow scripting and development. In-depth knowledge of ITIL processes and best practices for IT Service Management. Strong analytical and problem-solving skills to design effective ServiceNow solutions. Ability to work collaboratively in a team-oriented environment, effectively communicating complex technical concepts to both technical and non-technical stakeholders. Excellent organizational and time management skills to handle multiple projects simultaneously. Understanding of Agile development methodologies 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

About This Role Your team The Investment and Portfolio Solutions (IPS) team is a key part of BlackRock's Global Product Solutions group. We work closely with global clients to help them achieve their desired portfolio outcomes using a range of BlackRock products, including alpha-seeking, factor, and index options. Our team is made up of experts in portfolio construction and financial markets, and we use this knowledge to deliver investment research, Multi-Asset portfolios, and portfolio consulting capabilities. Your role and impact Seeking an enthusiastic and quantitively minded software developer, the team is looking for an Associate to become a founding member of the IPS Technology Team in Mumbai. With a focus on business impact, the ideal candidate will build highly efficient, sophisticated applications. These must be crafted in a modular fashion for deployment in multiple environments. Although predominantly a Python role, demonstrable experience across multiple technologies is a plus, focusing on the best tool for the job! Situated in a fast-paced environment, this role will give significant exposure to BlackRock's client businesses as well as a fantastic platform to learn about portfolio analytics and construction techniques. Previous experience in a highly collaborative role is beneficial, as it will allow the successful candidate to contribute to the team's culture and play an active part in the business. The how is as important as the what! Your Responsibilities Understand the business to devise both short term and long-term software solutions to improve efficiency and drive future business growth. Plan and scope technology projects with a forward-looking approach to software architecture. Provide meaningful contribution to strategy, planning and be able to independently drive and deliver execution phases of strategic projects within the team. Team accomplishments are celebrated by all members and the success of the team is prioritised. Stay up to date with the latest technology improvements within BlackRock, finance and the wider technology industry to ensure quality of work remains high and the technology being built is cutting edge. Ideally, you should have… 3-6 years’ experience as a self-sufficient software developer. Strong knowledge of Python/SQL is a must, TypeScript/UI knowledge is a plus. Experience in any of the following technologies would be beneficial: Snowflake, Flask API, Streamlit, Angular/React, Azure, Redis, Docker Understanding of agile project management frameworks Flexibility and willingness to accepting new challenges; ability to work effectively and efficiently on multiple projects at a time in a dynamic, demanding and constantly evolving environment, while maintaining the highest standards and attention to detail Outstanding communication skills and a great teammate Interest in working with financial data platforms like Aladdin, MPI, Bloomberg, Morningstar & FactSet Our Benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.

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

CMBS Structured Finance (SF) Senior Analyst (Mumbai) The Team : DBRS Morningstar is a global credit ratings business with about 800 employees in eight offices globally. Formed through the acquisition of DBRS by Morningstar, Inc., the credit ratings business is the fourth-largest provider of credit ratings in the world. DBRS Morningstar is committed to empowering investor success, serving the market through leading-edge technology, and raising the bar for the industry. DBRS Morningstar is a market leader in Canada, the U.S. and Europe in multiple asset classes. DBRS Morningstar rates more than 4,000 issuers and 56,000 securities worldwide, and is driven to bring more clarity, diversity, and responsiveness to the ratings process. Visit https://www.dbrsmorningstar.com/learn/dbrsmorningstar to learn more. About the Role : DBRS Morningstar CMBS team is looking for candidate with good problem-solving skills and analytical thinking in the securitization space with experience in the credit rating process and basic understanding of SQL/VBA. Knowledge of Python is a plus. This role will provide unique opportunities for mastering the key aspects of the credit ratings business including in-depth collateral and deal analysis. Responsibilities Analyze the credit risk in CMBS securities by performing tasks that include reviewing deal documents, investigating periodic data, setting up net cashflow templates Underwriting of loans for all property types in CMBS Assist the primary analyst in preparing rating committee note, rationale and building and maintaining various databases relating to mortgages Collect, organize, and study data from internal and external sources for use in criteria development, ratings, and research reports. Compile and prepare periodic portfolio reports for use by senior staff and identify material changes for research causes. Maintain regular and open communication with the operations team and technology team about assigned tasks, priorities and ensure applications under development meet the defined requirements and pass the user acceptance testing prior to its release. Take ownership of the tasks with focus on quality and accuracy of the deliverables Demonstrate strong learning curve and eagerness to move up the rating value chain Ensure compliance with all applicable policies and procedures. Highly organized and efficient, with ability to multi-task and meet tight deadlines Requirements Postgraduate in Finance or CA or CFA charter holder or such equivalent qualification Minimum of 3-5 years of relevant experience in capital markets, structured finance credit analysis, experience at a rating agency is a plus. Expertise on Microsoft Excel, Visual Basic for Applications (VBA), MSSQL. Knowledge on Python is a plus Excellent writing, communication, and quantitative/analytical skills. Ability to communicate analytical thoughts in a crisp, concise, and precise manner Creative thinker who is adept at taking an analytical approach to problem solving. Experience with REIS, Intex, and Bloomberg is a plus. Robust quantitative and analytical skills supported by strong attention to detail and accuracy Good inter-personal skills and ability to participate/ contribute as a team player Highly motivated, self-starter with a positive attitude and a strong work ethic. Morningstar DBRS is an equal opportunity employer. About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entity

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Senior Analyst Empower Investments Reporting is responsible for building and enhancing reporting and data solutions for Empower Investments across a various proprietary products. Reporting Analyst also needs the technical know-how to code and build the queries, automation processes, and reports themselves, as well as drive strategic initiatives and best practices across the department. ESSENTIAL FUNCTIONS: Responsible for project work related to automation opportunities and internal process modernization, with an emphasis on technical process enhancements. This includes developing and writing system specific message files to support processes using Alteryx, robotics, and other tools available. Develop new reporting tools in areas such as committee oversight and governance, marketing materials, competitive intelligence, etc. Work as needed with internal IT and systems development resources to research process flow issues in Investment Operations and make recommendations for system enhancements. Mentor team members to build on their experience and efficiency. Establish and maintain procedures and best practices for the organization, including reviewing, recommending, and implementing changes to improve processes and workflow. QUALIFICATIONS: Bachelor’s Degree in Computer Science/Information Systems, Finance or Accounting, or equivalent experience. 4-7 years working at a financial firm, ideally in a technical/reporting or investment analysis capacity. Familiarity with many different types of financial instruments and products. General familiarity and understanding of regulatory and compliance requirements and investment mandates. Knowledge and experience working with investment data and investment attributes. Experience and proficiency working with different financial database technologies for analytical and reporting needs. Experience working with and understanding the needs of stakeholders from different areas of the firm (portfolio management, investment administration, compliance, etc.). Advanced Microsoft Office skills (Excel, Access, and PowerPoint). Experience using additional software such as Bloomberg, PAM, PLM, Alteryx, Microsoft Power BI, SAP, Morningstar Direct, eVestment, and Oracle. Ability and capacity to transition and learn others as needed. Coding abilities using SQL, VBA, Python, Power Query, DAX. Ability and capacity to transition and learn others as needed. We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Role : Security Analyst L1 The Information Security Team is a central function governing corporate and product security globally. We have built a strong team of high performing security experts and are creating a new team within Information Security here at Morningstar. As a member of our new Security Operations Center Team, you will get to be a part of a growing and well supported program protecting Morningstars Infrastructure, Data, and People. As an analyst on our Security Operations Center Team, you will monitor and analyze threats, provide security monitoring, and incident response services. Day to day you will work with the team to understand, mitigate, and respond to threats quickly, restoring operations and limiting impact. You will analyze incidents to determine scope and impact and assist in recovery efforts. You will combine threat intelligence, event data, and assessments from recent events, to identify patterns to understand attackers' goals and stop them from succeeding. This position is based in our Mumbai office. Provide 24x7 monitoring operations for security alerts Detect, analyze, report and respond to cyber security events and incidents using a combination of technology solutions and processes Review and escalate alerts Examine and operationalize new adversary detection methods to defend Morningstar Assess the security impact of security alerts and traffic anomalies to identify malicious actions. Generate reports for both technical and non-technical staff and stakeholders. A bachelors degree and 2-3+ years experience in Information Security. Excellent communication skills and an understanding of cyber security fundamentals. Candidates should be interested in keeping up with the latest security trends. Experience with security tools Add-on Certification like Security+, CompTIA+, Splunk. (ref:hirist.tech)

This job is with Invesco, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day! Job Description Primary Duties/Responsibilities : Investigate faults relating to applications and their configuration, identify and implement appropriate solutions. Respond promptly and effectively to calls concerning any query or issue regarding software and hardware used within Invesco that Infra CX has responsibility for. Demonstrate and deliver excellent service to all clients at all times. Complete software/hardware installs, upgrades, adhoc project activity, moves and roll outs as and when requested, to the satisfaction of all parties involved. This includes patching and first-line telephony responsibilities. Maintain a central library for the applications that the Infra CX group has responsibility for, including reference manuals, installation guides, etc. This includes keeping our hardware inventories, application profiles, procedure databases and the Technology knowledge centre up to date and current. Call management, includes logging and taking ownership, updating, closing calls correctly, using the appropriate categories and escalating when appropriate. Analysis of calls, this includes proactively monitoring and investigating statistics, looking for trends and patterns to identify recurring problems to enable root cause analysis. Liaise regularly with Technology management, all Technology support areas, the Service Desk and business partners in pursuit of best working practice for our team and user base. Assist when instructed to deliver our BR obligations. When requested provide intelligent hands-on support for all areas of the Infrastructure Services Group. Work closely with the Business Support Analysts to ensure all business critical issues are escalated promptly, that service level agreements and escalation procedures are met within agreed deadlines and future escalations are prevented. Active contribution in streamlining existing CX Asset Management Process. Ability to work under high pressure and demanding situation and fulfilling the requirements and concerns of Traders, Dealers, Fund Managers, etc. Remote support to client. Should have ability to work on multiple tasks in accordance with already setup IT policy and regulations Hands-on experience with Ticketing tool and Inventory management (ServiceNow) Should be able to support on trading and Finance applications like Bloomberg, Bloomberg Gateway, MarketView Terminal, MFI Explorer, MorningStar, CCIL (TREPS, CROMS, NDS-OM, eKuber), IRIS, ARCL Dealing System, Report Browser, Refinitiv, ACE Equity, SunSystems, Vision, TdsPac etc. Complete printer support to users Formal Education Formal college degree or equivalent experience. MCSE grade or equivalent experience, preferred. Work Experience Specialist experience in a business partners facing desktop support role, preferably gained within the Financial Services sector and/or a highly pressured environment. Should possess Asset management company IT experience 5+ years experience in a desktop support role or equivalent technical role. Knowledge/ Abilities Up to date knowledge of the technologies, equipment and software appropriate to the business, including Windows operating systems, Smart devices, Microsoft Applications and Network Fundamentals. Should show highest availability and active contribution in the current working model Fundamentals on Mac devices and Operating Systems Network and Telephony patching experience. Basic Audio Visual experience Leadership and coaching skills. Subject Matter Expert in at least one desktop support related discipline. Proven track record of success coupled with proven knowledge of industry best practice for desktop support and service delivery. Demonstrate commitment and ability to provide exceptional service to internal clients, at all levels. Knowledge of ITIL V3 Foundation. Excellent communication skills with the ability to understand and converse in English. Self motivated, enthusiastic, approachable and people orientated. Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) No Workplace Model At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with two days working outside an Invesco office. Why Invesco In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other's identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs). What's in it for you? As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. Our Benefit Policy Includes But Not Limited To Competitive Compensation Flexible, Hybrid Work 30 days' Annual Leave + Public Holidays Life Insurance Retirement Planning Group Personal Accident Insurance Medical Insurance for Employee and Family Annual Health Check-up 26 weeks Maternity Leave Paternal Leave Adoption Leave Near site Childcare Facility Employee Assistance Program Study Support Employee Stock Purchase Plan ESG Commitments and Goals Business Resource Groups Career Development Programs Mentoring Programs Invesco Cares Dress for your Day In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence. To Know More About Us About Invesco: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html Apply for the role @ Invesco Careers : https://careers.invesco.com/india/

State Street - Investment Strategy & Research Intern State Street Global Advisors (SSGA), one of the world’s largest institutional asset managers, is the investment management arm of State Street Bank and Trust Company, a wholly owned subsidiary of State Street Corporation, a leading provider of financial services to institutional investors. Investment Strategy & Research is the investment team of State Street Global Advisors that conducts multi-asset class research, complex portfolio analytics and develops customized solutions to portfolio requirements for institutional clients globally. Responsibilities Holdings- and returns-based absolute & benchmark relative risk analysis on single asset class and multi asset class portfolios using risk models to understand exposure to factors Performance attribution, and custom client-driven analysis using proprietary tools Analysis of existing and proposed downside risk management portfolio overlays Constructing optimal strategic asset allocation as per target risk, return, yield requirements and investment and regulatory constraints and backtest them Perform forward looking simulations on various portfolio attributes and conduct historical stress testing and custom scenario analysis Producing capital market assumptions for various asset classes on a quarterly basis adding new asset classes and improvising existing forecasting methodology Develop a quantitative understanding of passive, smart beta, enhanced and active strategies for equity and fixed income and an investment intuition around markets and macro The role will expand over time to incorporate broader responsibility, to be accountable for timely deliverables on client portfolio research, analytics projects, to participate in long term thematic research and to maintain relationship with global stakeholders Qualifications: Master's Degree in finance, econometrics, science or another highly quantitative subject Understanding of investment analysis and investment process, investment styles such as value/growth investing, factor investing etc. Familiarity with Institutional Investment Practices and Buy Side Portfolio Management concepts Excellent interpersonal, communication and presentation skills Preference to 2-3 years of experience in the investment management industry Familiarity with investment research and data vendors (e.g., Bloomberg, Reuters, Factset, BarraOne, Axioma, Morningstar Direct and portfolio management systems) Proficiency with a statistical software package such as Matlab or R Experience of writing technical and research reports Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) certifications- completed or in progress Self-driven and initiative led behavior Preferred Coursework Mathematical & Statistical Methods Econometric Methods Applied Econometrics Security Analysis and Portfolio Management Derivatives & Risk Management Financial Engineering Quantitative Analysis of International Trade Introduction to Financial Mathematics About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers

Job Title: Senior Primary Research Associate – Company Primary Outreach (Private Markets) Location: Mumbai, India Team: PitchBook Company Primary Outreach Team About PitchBook: The PitchBook team performs web-based research and utilizes technology tools to capture hard to-find data on private capital markets, including private equity (PE), venture capital (VC) and mergers and acquisitions (M&A). This information allows PitchBook customers such as venture capital firms, private equity firms, limited partners, investment banks, law firms, and accounting firms to discover emerging companies, conduct research on potential investment opportunities, and gain a competitive edge in investment decision-making and negotiations. Position Overview: We’re looking for a Senior Primary Research Associate to join our dynamic Primary Outreach Team in Mumbai. This role focuses on building relationships and collecting proprietary data directly from industry professionals, including executives at private companies, investment firms, and service providers. You will play a key role in executing targeted outreach campaigns and ensuring high-quality data enrichment within the PitchBook platform. This role is ideal for someone who is curious, detail-oriented, great with communication, and passionate about delivering value through primary research and relationship management. This position will be with Pitchbook Primary Outreach team based at our Mumbai office. Key Responsibilities: Drive outreach initiatives to engage executives and key stakeholders across private equity, venture capital, and related industries. Design and execute email-based outreach campaigns to collect proprietary and high-impact data. Verify and enrich data for private companies, investors, and service providers featured in PitchBook’s platform. Leverage internal tools and applications to input and manage data with accuracy and efficiency. Collaborate with internal experts and cross-functional teams to resolve data discrepancies and improve workflows. Support improvements in research processes, outreach strategies, and productivity tools. Act as a subject matter expert on outreach workflows, supporting the team with training, mentoring, and quality reviews. Manage special projects, own key processes, and contribute to team OKRs and performance metrics. Provide support and assist team members in navigating complex research problems. Actively participate in cross-team initiatives and provide insights for strategic improvements. Requirements: 18 to 30 months of relevant work experience, preferably in financial research, data operations, or the broader financial services sector. Bachelor’s degree required. Strong verbal and written communication skills, with the ability to interact professionally with stakeholders at all levels, including C-suite executives. Proven ability to manage multiple tasks under tight deadlines while maintaining a high level of data accuracy. High attention to detail, strong analytical skills, and a commitment to data quality. Proactive and self-motivated, with the ability to work independently as well as collaboratively. Comfortable working in a fast-paced, evolving environment with a learning mindset and adaptability to new tools and processes. Demonstrated leadership potential through ownership of tasks, mentorship, and process improvement initiatives. Experience or familiarity with private markets (PE/VC/M&A) 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

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: Senior Data Research Analyst Location: Vashi, Navi Mumbai Shift: UK/AU/US The 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 Group Managed Investment Data is an integral pillar of Morningstar, with coverage extending to include hundreds of thousands of managed products, including our core investments across open and closed end funds, models and managed accounts, variable annuities and more, with consistency across investment universes for precise comparisons. MID is a global team with Operations in Mumbai, Madrid, Chicago and Greater China locations working on a 24*5 model providing innovative data solutions for retail and institutional audiences that span over 800,000 investment offerings. The Role As a Senior Data Research Analyst , will work on collecting performance data from various sources. You will adhere to the company goals, policies, and procedures and work in a focused manner to achieve the overall objectives. You will be responsible for, with the help of leaders, ensuring and improving the performance, productivity and efficiency, and the delivery of the operational performance KPIs. You will effectively manage your performance and development to support our continuous operational success. 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 errors 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 Qualifications > 3 years' experience in finance domain, with emphasis on collection systems and methodologies, senior data research analyst role or above. Fund Data experience would be preferred Good command of MS Office (Excel, PowerPoint etc.); advanced users preferred. SQL, or Python and exposure to AI / ML will be a plus. Should be a critical thinker and should possess good communication skills. Should be equipped with understanding of data competencies like data content expertise, data analysis etc. Strong analytical, problem-solving capabilities, and excellent written communication 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. Flexibility to work in shifts. Morningstar is an equal opportunity employer Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

This job is with Morningstar, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Title - Data Consultant Shift - UK The Group Morningstar's Data group provides data and analytics on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and treasury markets. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors' interests is the foundation of our company. The Role The Managed Investment Data Team requires a Data Consultant to drive Morningstar funds data coverage in European Offshore markets . The employee will collaborate with all global and local teams. The Data Consultant is responsible for the relationships with asset managers and other actors of the industry, demonstrate our capabilities and quality, and return the voice of the local market to the global and central teams. The consultant is the main point of contact between our centralized data team and the asset managers. Responsibilities Representing and explaining the Data workflows, processes and methodologies towards asset managers and clients. Take ownership of acquiring and onboarding new and complex data sets as we keep expanding the quality of analytics delivered to clients. Collaborate with members of the Data & Development Centres and global teams to align priorities based upon local business requirements. Manage projects focused on enhancing our database to meet changes in our industry and client's needs. This includes business analysis on market trends & regulatory changes to design data collection plans & bring back the voice of the market. Monitor competitor behaviour, trends and services in order Morningstar are well placed to act on any opportunities that may arise Requirements Solid understanding of the ever-evolving investment management industry and passionate about investment data. Excellent written and verbal communication, problem solving, organizational, and analytical skills. Ability to demonstrate Client centric approach Data expert on investment data points, processes, methodologies, calculations and different fund structures is a plus. Previous experience in project management and relationship management role is highly preferred. Previous experience within data methodology/quality and processes 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