271 Morningstar Jobs - Page 7

Title : Senior Manager of Software Engineering The Group: The AdviserLogic group builds solutions and capabilities that enable financial advisors to deliver compliant and comprehensive financial advice so that their retail clients and investors meet their goals. The solutions leverage Morningstar’s extensive data and research capabilities across all stages of financial advice making the advice process compliant, efficient and effective. The Role: We are improving our financial planning solutions with the overall idea to build a set of solutions and capabilities that allow advisers to search for new clients and engage with their existing clients in a better way and provide relevant, low cost, data backed compliant financial advice to them. The impact we are striving for is a multifold increase in the adviser’s client base without compromising on the quality of financial advice. As you will be working on building the product from scratch, and manage its dependency on our existing product lines, you should have: Natural temperament required for product development which includes a persistent focus on product implementation with a long-term view of iterative product delivery. Good communication skills - Written and verbal to understand the current application and working with the Product team to understand the future functional and scalability needs. Good people and initiative management skills Experience in defining engineering best practices and providing technical mentorship to other members of the engineering team. The ability to build good working relationships within the team by communicating clearly both verbally and in writing Experience and understanding of Agile Development methodologies especially Scrum. Fast learner, open to learning new technologies when needed. Responsibilities : Own the end-to-end development of the team and the product Own technical specifications (including architecture) of the product Refactor subsystems/components of the product along with maintaining the current version Ensure smooth migration from the older subsystems to the newer ones Ensure scalability and testability of the product and its subsystems Requirements : Technical abilities showcasing a breadth and depth of technical knowledge: Good understanding of how modern web apps are architectured with JavaScript driving the application flow and APIs as the backend. Good knowledge and experience of working on both front-end and back-end technologies. Deep expertise in either of the following: Creating APIs - In JavaScript on NodeJS, In C# on .NET core. Creating JS Apps - Using pure JavaScript, React.js or Vue.js. Expertise in working with relational and non-relational databases. People management capabilities with an ability to lead, align and mentor senior engineers (10+ years experience) Basic Qualifications Minimum Bachelor's Degree in Computer Science or a related field. Minimum 10 years of professional experience in software development. Computer Science fundamentals in object-oriented design, data structures, algorithm design, problem-solving, and complexity analysis. Proficiency in, at least one modern programming language such as Java, C#, JavaScript, Python. Proficiency and experience in building cloud native solutions, preferably AWS Preferred Skill Set Experience building complex software systems that have been successfully delivered to customers. Knowledge of professional software engineering practices & best practices for the full software development life cycle, including coding standards, code reviews, source control management, build processes, testing, and operations using cutting edge methodologies. Ability to take a project from scoping requirements through actual launch of the project. Experience in Data Engineering, especially with modern distributed data stack Experience in communicating with users, other technical teams, and management to collect requirements, describe software product features, and technical designs. Experience managing a team of senior leaders (3+ years) Morningstar is an equal opportunity employer. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

The Position: Specialist, Level II The Department: Data Level II Shift : US The Group: Morningstar is one of the largest independent sources of fund, equity, credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company. We provide independent analysis on individual securities, funds, markets, and portfolios. We also provide data on hundreds of thousands of investment offerings, including stocks, mutual funds, and alternative vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. In this role as Data Specialist, will work on collecting operational, document, performance, and portfolio data from various vendor sources. You will adhere to the company goals, policies and procedures and work in a focused manner to achieve the overall objectives. You will be responsible for, with the help of leaders, ensuring and improving the performance, productivity and efficiency and the delivery of the operational performance KPIs. You will effectively manage your performance and development to support our continuous operational success. Responsibilities: Actively work with Managed Investment data teams, Level 1 And CSM teams, and ensure data timelines, completeness, and accuracy to meet business goals. Work with product teams, technical teams to identify and solve data issues. Manage relationships between Morningstar and Asset Management companies, insurance companies and other data vendors. Closely work with quality assurance, products, and technical departments to resolve clients’ data issues timely and effectively. Participate in the Center of Excellence initiative focused on reducing resource costs, consolidating global data collection platforms, and supporting database integration projects. Establish and achieve the set SMART goals with the direction of team lead. Continuously improve data collection and quality assurance process using LSS 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. Requirements: Bachelor’s degree or above in finance/ business with knowledge in fund investment data. Good command in MS Office (Excel, PowerPoint etc.); advanced users preferred. Proficient with the data management policies, procedures and common technical tools. A minimum of 1-3 years of experience working in similar profiles or roles aligned to manage client expectations. Strong analytical, problem-solving capabilities, and excellent communication written as well as verbal & reporting skills. Strong learning ability and equipped with self-motivation in an independent, fast-paced work environment. Ability to exercise control over the executed tasks with the planned activities. Able to work under tight deadlines and handle pressure during peak seasons. 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

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 The Team: The Information Security department is responsible for setting enterprise security policies and standards that are designed to protect the confidentiality, integrity, and availability of Morningstar information. The security team offers guidance and technical expertise in areas like application security, infrastructure and cloud security, policies and procedures, disaster recovery and compliance/regulation. We analyze emerging security threats and conduct risk and vulnerability assessments to ensure that our information remains secure. The Role: The Senior Application Security Architect will be part of the central information security team and act as a subject matter expert to all of Morningstar’s product teams by provide security guidance and creating application security standards and patterns. The successful candidate will contribute to maintaining Morningstar’s security posture by performing threat modeling, security architecture reviews of Morningstar products and ensure that major projects receive appropriate architectural security guidance, requirements setting, and review. The Application Security Architect will also partner with the Director of Product Security to define the direction of the application security program as well as on improving security processes and tooling. The position will be based in our Chicago or Toronto office. We follow a hybrid policy of 3 days onsite and 2 days remote work. Job Responsibilities: Collaborate with development teams across the organization to secure products Contribute to secure reference architectures and patterns for all product teams to leverage Develop, maintain, and communicate future and current product security initiatives Develop and enhance internal security processes, programs, and procedures Conduct risk assessments, threat modeling, and product security reviews on Morningstar systems Work directly with internal business units to communicate risk, provide security remediation advice, and deliver education as needed. Document secure coding guidelines and assist execution by internal development personnel Identify web/mobile/api application security vulnerabilities and offer remediation advice Qualifications: A bachelor’s degree and 5+ years’ experience in a development or software security / penetration testing role, or equivalent experience We are looking for someone who enjoys breaking code, solving puzzles, and diagnosing problems Excellent communication skills and a strong understanding of software development, architecture, and application security An ability to improve system development security across diverse technical teams and technologies Strong understanding of risk management and the real-world impacts of architectural decisions Experience architecting and deploying applications securely in cloud environments Nice to have: Strong understanding of common authentication models and protocols (SAML, OAuth, OpenID, etc.) preferred Prior development experience preferred Vulnerability management experience preferred 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.

Key Responsibilities: Manage defects, performing root cause analysis, troubleshooting, and resolution to maintain platform health. Monitor and support overnight processes, ensuring system readiness for next-day trading. Collaborate with operational teams to address ad-hoc requests and ensure customer satisfaction. Build and maintain low-latency, high-performance systems leveraging SQL Server, VB.NET, and C# .NET. Perform platform health checks, diagnosing and addressing reliability issues, and proposing scalable solutions. Develop automation tools and processes to improve system efficiency and reduce recurring incidents. Ensure compliance with architectural guidelines for all development and change requests. Maintain and update service documentation Own and be responsible for defects end-to-end through to being implemented into production Participate actively in Agile ceremonies, including sprint planning, retrospectives, and daily stand-ups. Contribute to a culture of learning by mentoring team members and sharing knowledge on best engineering practices and tools. Requirements: Bachelor’s degree in computer science or a related field with 5+ years of experience supporting large-scale platforms with a strong focus on databases and performance optimization. Strong development experience in SQL Server, including query performance tuning. Proficiency in .NET development, with experience in VB.NET, C#, and system debugging. Hands-on experience with Azure or other cloud platforms. Knowledge of non-relational databases like CosmosDB and RavenDB is an added plus Knowledge of tools like Splunk for monitoring and logging platform health is highly desirable. Experience in automation and a proactive mindset for resolving systemic issues. Familiarity with Agile methodologies, including Scrum, and tools such as Jira. Ability to collaborate across teams to understand stakeholder requirements and implications. A fast learner with curiosity and passion for continuous improvement and innovation. Morningstar is an equal opportunity employer If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Direct Sales Specialist (India) The Group: Morningstar’s Business Development group is responsible for helping our institutional clients strengthen their businesses with the goal of providing better outcomes for investors. The group primarily serves the following client segments: Advisor, Asset Management, Retirement, Alliances & Redistributor. The Role: Morningstar's Business Development Team seeks a highly motivated Direct Sales Specialist (DSS) focused on growing revenue and building relationships within our accounts. Aligned with the Business Development representatives for those accounts, you will work opportunistically to deepen our footprint of Morningstar Direct. This role covers opportunities across India and will be based in our Mumbai office. You will align closely with the India Sales team to leverage existing relationships and identify new buying centers across global institutions operating in India, along with a few select, high-potential local institutions that align strategically with our Direct growth priorities. The position will focus on both new business acquisition and growing the existing Direct footprint within assigned accounts. A strong understanding of India’s asset management, wealth, and advisory landscape will be critical. Additionally, collaboration with local client success, product, research and marketing teams will be important to deliver results. Responsibilities: Exceed growth targets. Work with Business Development to bring Morningstar Direct opportunities from trial to close. Identify new business groups and opportunities within the accounts, and work to replicate success across the team. Employ winning strategies to maintain and grow adoption of Morningstar Direct and leverage the installed user base to deploy additional solutions. Master product demonstrations and knowledge of product capabilities and benefits. Develop growth plans for accounts and territory. Document daily activities in SFDC. Requirements: Candidates should have 5+ years of business development, client service consultant (CSC) and/or account management experience in the finance and investment industry. Proven track record of exceeding prior targets. Hands-on, organized individuals who can build long-term client relationships. Strong leadership, long-range planning, and time-management skills are essential. Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations. Ability to understand complex investment requirements. A bachelor’s degree required; MBA or CFA a plus. English language speaker. 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

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

The Group: The Client Service group is the face of Morningstar post sales. The individuals in this group work towards enabling our clients efficiently use our products that provide high-quality data, independent research, and technological expertise through well-designed products. The group collaborates with Product Development, Product Management and Sales teams to build up an excellent client service model ensuring clients best-in-class experience using our products to achieve their goals. The Role : Morningstar seeks a Product Consultant to join our Global Client Support team for supporting Morningstar’s research and analytical products. This will be a key role in our mission to provide exceptional client experience by helping advisor/retail/institutional clients use our products to meet their goals. This position is based in our Mumbai office. Responsibilities Provide best-in-class service to all incoming client queries related to Morningstar products and services. Maintain an expert knowledge of Morningstar products and services, features, benefits, serve as a resource to team members and act as a consultant to the client. Apply a professional, timely, and proactively approach to escalated issues and calls. Regularly follow up internally and externally for all outstanding client queries and requests. Meet required service levels for the process Demonstrate and promote strong client advocacy Provide and facilitate pertinent corporate, inter-departmental, and departmental communications as necessary Requirements: 3-4 years of proven experience in client support/service A proven track record of managing clients with contractual timelines and scope Good understanding of financial markets and investment products (especially stocks, mutual funds, commodities, currency) with inclination to learning Knowledge of networking, internet, communication concepts and complex software systems Excellent skills in Microsoft Excel Proven ability to develop effective working relationships with both local and international stakeholders including the capabilities to negotiate, develop rapport and establish trust Fast learner, self-starter, flexible and proven ability to work in a demanding environment with strong multi-tasking skills Educated to degree level, an advanced degree is a plus Excellent written and verbal communication in English Morningstar is an equal opportunity employer. Availability to work on Saturdays, Sundays & Public holidays (on a rotational basis) is a key requirement for this role as part of a global 24x7 support operation. 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: Infrastructure Engineer Location: Gurugram, Haryana Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. Role: As a Infrastructure Engineer, you will be at the forefront of deploying, and maintaining the core infrastructure that powers the organization's technology landscape. This role requires a strategic thinker with hands-on expertise in infrastructure technologies, a strong grasp of project execution, and the ability to communicate cross-functional efforts. You'll ensure that systems are resilient, secure, scalable, and high-performing, while driving innovation and efficiency. Shift: General Responsibilities Infrastructure Design & Architecture Design and maintain robust, scalable, and secure infrastructure solutions that align with business goals. Partner with cross-functional teams to gather infrastructure requirements and recommend optimal solutions. System Implementation & Operations Deploy, configure, and manage infrastructure components including compute, storage, networking, and virtualization platforms. Monitor infrastructure health and performance, troubleshoot issues, and optimize systems for peak efficiency. Team Collaboration Work closely with DevOps, Security, and Development teams to ensure seamless delivery of infrastructure services. Security & Compliance Implement infrastructure security best practices, patch management, and hardening techniques. Support compliance initiatives and participate in internal and external security audits. Project Management Maintain documentation and drive continuous communication among stakeholders. Automation & Innovation Drive automation of infrastructure provisioning and management using tools like Terraform, Ansible, or similar. Stay current with emerging infrastructure trends and recommend improvements or adoptions that drive efficiency. Disaster Recovery & Business Continuity Design, implement, and regularly test disaster recovery and backup strategies to ensure system resiliency. Maintain and improve business continuity plans to minimize downtime and data loss. Qualifications 3-5 years of relevant professional experience in Infrastructure and Cloud services Strong hands-on experience with AWS services including EC2, S3, IAM, Route 53, Lambda, Kinesis, ElastiCache, DynamoDB, Aurora, and Elasticsearch. Proficient in infrastructure automation using Terraform, AWS CloudFormation. Hands-on experience with configuration management tools such as Ansible, Chef, or Puppet. Strong working knowledge of CI/CD tools, particularly Jenkins. Proficient with Git and other version control systems. Hands-on experience with Docker and container orchestration using Amazon EKS or Kubernetes. Proficient in scripting with Bash and PowerShell. Solid experience with both Linux and Windows Server administration. Experience setting up monitoring, logging, and alerting solutions using tools like CloudWatch, Nagios, etc. Working knowledge of Python and the AWS Boto3 SDK. Morningstar is an equal opportunity employer. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Job Description: About Us At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Global Business Services Global Business Services delivers Technology and Operations capabilities to Lines of Business and Staff Support Functions of Bank of America through a centrally managed, globally integrated delivery model and globally resilient operations. Global Business Services is recognized for flawless execution, sound risk management, operational resiliency, operational excellence and innovation. In India, we are present in five locations and operate as BA Continuum India Private Limited (BACI), a non-banking subsidiary of Bank of America Corporation and the operating company for India operations of Global Business Services. Process Overview* Wealth Management is aligned to the Global Wealth and Investment Management (GWIM) segment of Bank of America. It assists onshore (US) Portfolio Managers and Investment Strategists working for Bank of America Private Bank, Chief Investment Office (CIO) and Investment Solutions Group (ISG) with respect to Investments and Wealth Management related work. Job Description* (Provide a high level overview of the role and scope of responsibilities) The nature of work involves portfolio administration encompassing client presentations, performance measurement, updating contractual agreements on internal tools; as well as performing research work (both equities and fixed income) alongside working on adhoc work requests. Market data tools like Bloomberg, FactSet and MorningStarDirect alongside other internal and external tools are extensively used to produce various reports Responsibilities* The candidate would be supporting various Line of Businesses within Investment Solutions Group (ISG), Bank of America Private Bank and Chief Investment Office (CIO) which varies from but are not limited to PMs (Portfolio Managers), PMAs (Portfolio Manager Assistants), Investment Strategists and Investment Supervision Managers/Executives The candidate would be expected to provide support in areas related to CIO Portfolios and Due Diligence, Thought Leadership, Investment Products, AI Content Management, SAM Client Reporting, MAA Analytics, Periodic Portfolio Performance Reporting, Investment Proposals & Portfolio Analytics, Investment Oversight and Reporting, Institutional Strategists Support and among other similar activities. The candidate would be required to work on portfolio administration work that spans across Client Presentations, Portfolio Performance, Wealth Planner Reports and Proposals, Manager Blends and Manager Comparisons; and Overlap Analysis among other similar activities The candidate would also be expected to produce adhoc reports as well as perform research based activities across equities and fixed income on a need basis. Working familiarity with tools like Bloomberg, Factset and Morningstar would be an advantage Other responsibilities would involve need based interaction with our onshore business partners – PMs / PMAs, Investment Strategists, Performance Analysts or Line of Business. Ensure to adhere to predefined parameters in terms of quality and timeliness of work and exceed Expected to actively participate in key process improvement/operational initiatives Education* Graduate / Postgraduate / MBA / ICFP / CFA Certifications If Any Experience Range* Over 5 Years of experience in Portfolio Management or Wealth Advisory Services Foundational skills* Knowledge of Wealth & Portfolio Management Good verbal and written communication skills Desired Skills Should possess a sound understanding of Capital Markets and Investment Management. Knowledge of VBA, Macros, Sharepoint and Database Management Conversant with Data tools like Bloomberg, Factset, Morningstar Work Timings* 13:30 / 14:30 To 22:30 / 23:30 Job Location* Hyderabad

Our Team: Technology drives our business. Our team is made up of talented software engineers, infrastructure engineers, leaders and UX professionals. We care about technology as a craft and a differentiator. We bring our global products to market with a mix of software, cloud, data centers, infrastructure, design and grit. The Role: At Morningstar, helping investors is what brings us together and drives our work. We are seeking an experienced and motivated Senior Software Developer with strong Java expertise and comprehensive AWS cloud services knowledge. In this role, you will design, develop, and implement high-quality software solutions that drive our business forward. As a key technical leader on our team, you will collaborate with cross-functional teams to deliver scalable, secure, and high-performance applications while mentoring junior developers and ensuring best practices are followed throughout the development lifecycle. You’ll interact daily with our product managers to understand our domain and create technical solutions that push us forward. We want to work with other engineers who bring knowledge and excitement about our opportunities. This position is based in our Mumbai office. Key Responsibilities: Architect, design, and implement robust Java-based applications, microservices, and backend systems using modern development practices and frameworks for example JPA, Hibernate, Springboot etc. Develop and integrate RESTful APIs and services to support various business functionalities, ensuring seamless communication between distributed systems. Continuously improve the application’s performance, reliability, and security by applying sound engineering principles and industry best practices. Leverage AWS services (such as EC2, Lambda, S3, RDS, DynamoDB, CloudFormation, and more) to build and deploy scalable, cost-effective solutions. Collaborate with DevOps teams to integrate CI/CD pipelines, automate deployment processes, and monitor application health using AWS CloudWatch, X-Ray, and other monitoring tools. Design and implement cloud-native architectures ensuring high availability, fault tolerance, and security across applications. Lead code reviews, ensuring adherence to coding standards, design patterns, and best practices while fostering a culture of continuous improvement. Proactively identify opportunities to streamline development processes and drive architectural improvements. Work closely with Product Managers, QA Engineers, and UX/UI Designers to gather requirements, define technical specifications, and ensure successful project delivery. Participate in Agile/Scrum ceremonies, including sprint planning, stand-ups, and retrospectives, contributing innovative ideas to enhance team productivity. Stay up-to-date with emerging technologies, tools, and best practices in Java development and AWS cloud computing. Champion a culture of innovation by exploring new approaches and continuously evolving our technology stack to maintain a competitive edge. Contribute to internal knowledge sharing through documentation, technical talks, or workshops. Required Skills & Qualifications: Bachelor’s or Master’s degree in Computer Science, Information Technology, or a related field. 5+ years of proven experience in Java software development, with strong knowledge of object-oriented programming and design patterns. Solid hands-on experience with AWS cloud services, including designing and deploying production-level applications. Proficient in developing and consuming RESTful APIs and working with microservices architectures. Experience with build tools (e.g., Maven, Gradle), version control systems (e.g., Git), and Agile methodologies. Strong problem-solving skills with the ability to analyze complex systems and troubleshoot technical issues effectively. Excellent communication and interpersonal skills, with a demonstrated ability to work collaboratively in a team environment. Familiarity with containerization technologies (e.g., Docker, Kubernetes) and DevOps practices is a plus. Knowledge of additional programming languages ( eg. React, Vue.JS ) or frameworks is beneficial. Morningstar is an equal opportunity employer. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Position Title: Software Engineer The Area: Morningstar® Data for equities provides comprehensive coverage of global stock markets from as early as 1975. We are continuously broadening our coverage and creating new products to help clients prepare for regulatory changes and other industry shifts. Our data features proprietary statistics and is developed using stringent quality screens to ensure accuracy. From APIs to data feeds, our solutions are delivered quickly to help institutions meet a broad range of functions. The Role: In this role, you will collaborate with technology manager, scrum Master, functional experts, and developers to build technology solutions for Morningstar`s Equity applications. The team is looking for forward-thinking problem solvers who thrive in a fast-paced environment. The Lead is responsible in mentoring the team members, provide guidance and opportunities for the team members to expand their capabilities and skills. They will have to coordinate and work with the members in a global team. We are looking for an individual that can apply discipline, create solid software products and hold their team accountable for deliverables while providing visibility into the organization. Responsibilities: Design & develop web and enterprise solutions to be flexible, scalable & extensible. Improve complex data flow, data structures and db design to move to next platform. Enforce good agile practices like test driven development, Continuous Integration. Hands-on development will be an integral part of the responsibilities. Develop areas of continuous and automated deployment. Introduce and follow good development practices, innovative frameworks and technology solutions that help business move faster. Follow best practices like estimation, planning, reporting and improvement brought to processes in every-day work. Analyses and reviews system requirements. Uses requirement and other design documents to gain overall understanding of the functionality of the new or enhanced application. Participate actively in the design, architecture and build phases, to aim at producing high quality deliverables. Provide recommendations on product and development environment improvements. Requirements: These are the most important skills, qualities, etc. that we’d like for this role. 2–3 years of experience as a Front-End Developer in a professional setting Bachelor of Science in Computer Science, Engineering, or equivalent. Proficient in ReactJS and VueJS. Strong understanding of JavaScript (ES6+), HTML5, and CSS3, NodeJS. Familiarity with state management libraries (Redux, Vuex, or Pinia) Highly proficient with Vue.js framework and its core principles such as components, reactivity, and the virtual DOM. Experience working with RESTful APIs and handling asynchronous data Very Strong knowledge of databases and hands on PostgreSQL or NoSQL DB DynamoDB/MongoDB. Experience in analysis, design, coding and implementation of large-scale, n-tier Java based platforms. Be aware of activity in the open-source world. Contributing back to open source is a big plus. Distributed computing, with experience in cloud computing (Amazon Web Services platform and associated technologies) Experience on agile practice. Experience with modern development practices in areas of Product design, Requirement Analysis, Test Driven Development, Automation & Unit Testing, in a product development environment. Excellent listening, written and verbal communication skills. Good to Have: Experience with TypeScript Familiarity with testing frameworks like Jest or Cypress Knowledge of data visualization libraries (e.g., Chart.js, D3.js, Recharts) Understanding of financial services platforms or products Experience working with micro frontends or modular front-end architectures Machine Learning knowledge. Exposure to Capital Market domain preferred (Indexes, Equity etc.) 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

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

Title: Infrastructure Engineer Location: Gurugram, Haryana Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. Role: As a Infrastructure Engineer, you will be at the forefront of deploying, and maintaining the core infrastructure that powers the organization’s technology landscape. This role requires a strategic thinker with hands-on expertise in infrastructure technologies, a strong grasp of project execution, and the ability to communicate cross-functional efforts. You'll ensure that systems are resilient, secure, scalable, and high-performing, while driving innovation and efficiency. Shift: General Responsibilities: Infrastructure Design & Architecture Design and maintain robust, scalable, and secure infrastructure solutions that align with business goals. Partner with cross-functional teams to gather infrastructure requirements and recommend optimal solutions. System Implementation & Operations Deploy, configure, and manage infrastructure components including compute, storage, networking, and virtualization platforms. Monitor infrastructure health and performance, troubleshoot issues, and optimize systems for peak efficiency. Team Collaboration Work closely with DevOps, Security, and Development teams to ensure seamless delivery of infrastructure services. Security & Compliance Implement infrastructure security best practices, patch management, and hardening techniques. Support compliance initiatives and participate in internal and external security audits. Project Management Maintain documentation and drive continuous communication among stakeholders. Automation & Innovation Drive automation of infrastructure provisioning and management using tools like Terraform, Ansible, or similar. Stay current with emerging infrastructure trends and recommend improvements or adoptions that drive efficiency. Disaster Recovery & Business Continuity Design, implement, and regularly test disaster recovery and backup strategies to ensure system resiliency. Maintain and improve business continuity plans to minimize downtime and data loss. Qualifications : 3-5 years of relevant professional experience in Infrastructure and Cloud services Strong hands-on experience with AWS services including EC2, S3, IAM, Route 53, Lambda, Kinesis, ElastiCache, DynamoDB, Aurora, and Elasticsearch. Proficient in infrastructure automation using Terraform, AWS CloudFormation. Hands-on experience with configuration management tools such as Ansible, Chef, or Puppet. Strong working knowledge of CI/CD tools, particularly Jenkins. Proficient with Git and other version control systems. Hands-on experience with Docker and container orchestration using Amazon EKS or Kubernetes. Proficient in scripting with Bash and PowerShell. Solid experience with both Linux and Windows Server administration. Experience setting up monitoring, logging, and alerting solutions using tools like CloudWatch, Nagios, etc. Working knowledge of Python and the AWS Boto3 SDK. Morningstar is an equal opportunity employer. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Title : Senior Manager of Software Engineering The Group: The AdviserLogic group builds solutions and capabilities that enable financial advisors to deliver compliant and comprehensive financial advice so that their retail clients and investors meet their goals. The solutions leverage Morningstar’s extensive data and research capabilities across all stages of financial advice making the advice process compliant, efficient and effective. The Role: We are improving our financial planning solutions with the overall idea to build a set of solutions and capabilities that allow advisers to search for new clients and engage with their existing clients in a better way and provide relevant, low cost, data backed compliant financial advice to them. The impact we are striving for is a multifold increase in the adviser’s client base without compromising on the quality of financial advice. As you will be working on building the product from scratch, and manage its dependency on our existing product lines, you should have: Natural temperament required for product development which includes a persistent focus on product implementation with a long-term view of iterative product delivery. Good communication skills - Written and verbal to understand the current application and working with the Product team to understand the future functional and scalability needs. Good people and initiative management skills Experience in defining engineering best practices and providing technical mentorship to other members of the engineering team. The ability to build good working relationships within the team by communicating clearly both verbally and in writing Experience and understanding of Agile Development methodologies especially Scrum. Fast learner, open to learning new technologies when needed. Responsibilities : Own the end-to-end development of the team and the product Own technical specifications (including architecture) of the product Refactor subsystems/components of the product along with maintaining the current version Ensure smooth migration from the older subsystems to the newer ones Ensure scalability and testability of the product and its subsystems Requirements : Technical abilities showcasing a breadth and depth of technical knowledge: Good understanding of how modern web apps are architectured with JavaScript driving the application flow and APIs as the backend. Good knowledge and experience of working on both front-end and back-end technologies. Deep expertise in either of the following: Creating APIs - In JavaScript on NodeJS, In C# on .NET core. Creating JS Apps - Using pure JavaScript, React.js or Vue.js. Expertise in working with relational and non-relational databases. People management capabilities with an ability to lead, align and mentor senior engineers (10+ years experience) Basic Qualifications Minimum Bachelor's Degree in Computer Science or a related field. Minimum 10 years of professional experience in software development. Computer Science fundamentals in object-oriented design, data structures, algorithm design, problem-solving, and complexity analysis. Proficiency in, at least one modern programming language such as Java, C#, JavaScript, Python. Proficiency and experience in building cloud native solutions, preferably AWS Preferred Skill Set Experience building complex software systems that have been successfully delivered to customers. Knowledge of professional software engineering practices & best practices for the full software development life cycle, including coding standards, code reviews, source control management, build processes, testing, and operations using cutting edge methodologies. Ability to take a project from scoping requirements through actual launch of the project. Experience in Data Engineering, especially with modern distributed data stack Experience in communicating with users, other technical teams, and management to collect requirements, describe software product features, and technical designs. Experience managing a team of senior leaders (3+ years) Morningstar is an equal opportunity employer. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

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

Title – Software Engineer, 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. In this role, you will collaborate with Team Leader, Scrum Master, data analysts, and developers to build technology solutions for Morningstar platforms. You should have hands on experience on Core Java and Python. Also, you should have experience in component-based architecture and create scalable, flexible technical solutions. You would create new components, support existing systems, study their enterprise complexities and develop/implement better systems with modern software development practices. Developing good understanding of existing systems on other platforms and its database is a beginning step. The Role: At Morningstar, helping investors is what brings us together and drives our work. Our Quality Assurance Organization is looking for Software Engineer who specializes in Data Engineering, Python, SQL and AWS to join our team, grow with us, introduce us to new ideas and develop products that empower our users. Every day, you will work with team members across disciplines and geographic locations, developing products for investors. You will interact daily with our product managers to understand our domain and create technical solutions that push us forward. We want to work with other engineers who bring knowledge and excitement about our opportunities. This position is based in our Mumbai office. Responsibilities: Design, develop, and maintain scalable ETL pipelines for data extraction, transformation, and loading. Write efficient SQL queries and stored procedures to manage and manipulate large datasets in SQL Server. Implement data validation and integrity checks to ensure accuracy across all pipelines. Collaborate with business stakeholders and business analysts to deliver data solutions that support business goals. Work with Python to automate data workflows and integrate with third-party systems. Optimize data pipelines for performance, scalability, and cost-efficiency. Troubleshoot, debug, and resolve issues related to data processing. Leverage AWS services for cloud-based ETL processes (e.g., S3, Lambda, Glue) and storage solutions. Collaborate in an agile environment with product managers, data analysts, and engineering teams. Must Have Skills: These are the most important skills, qualities, etc. that we’d like for this role. 3-5 years of experience in Data Engineering or related field. Proficiency in Python for building data pipelines and automation scripts. Strong experience with SQL Server including complex queries, stored procedures, and optimization techniques. Expertise in ETL processes and data modeling. Knowledge of version control and CI/CD pipelines for data projects. Good to have – Java, Spring and MongoDB Qualifications: Bachelor’s degree in computer science, Information Technology, or a related field. Strong analytical and problem-solving skills. Good communication and teamwork abilities. 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

2 to 5 years work experience in Fund Research or Manager Research analyst or other similar industry-roles. Good understanding of passive and active fund management space in at least one asset class, with specific knowledge on Fixed Income being a plus. Strong systems experience, for e.g. Morningstar, Style Research, FactSet, Bloomberg combined with strong numerical and computer (Excel) skills Working knowledge of visualization tools such as PowerBI, Tableau, etc. and coding skills such as Python, will be advantageous. Analytical / problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. High level of attention to detail and accuracy. Strong time management skills and ability to multi task. Excellent relationship management and strong communication and presentation skills. Education MBA or Master’s in Finance from a prominent institute or CA CFA charter or progress towards any level of CFA will be preferred

Title: Infrastructure Engineer Location: Gurugram, Haryana Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. Role: As a Infrastructure Engineer, you will be at the forefront of deploying, and maintaining the core infrastructure that powers the organization’s technology landscape. This role requires a strategic thinker with hands-on expertise in infrastructure technologies, a strong grasp of project execution, and the ability to communicate cross-functional efforts. You'll ensure that systems are resilient, secure, scalable, and high-performing, while driving innovation and efficiency. Shift: General Responsibilities: Infrastructure Design & Architecture Design and maintain robust, scalable, and secure infrastructure solutions that align with business goals. Partner with cross-functional teams to gather infrastructure requirements and recommend optimal solutions. System Implementation & Operations Deploy, configure, and manage infrastructure components including compute, storage, networking, and virtualization platforms. Monitor infrastructure health and performance, troubleshoot issues, and optimize systems for peak efficiency. Team Collaboration Work closely with DevOps, Security, and Development teams to ensure seamless delivery of infrastructure services. Security & Compliance Implement infrastructure security best practices, patch management, and hardening techniques. Support compliance initiatives and participate in internal and external security audits. Project Management Maintain documentation and drive continuous communication among stakeholders. Automation & Innovation Drive automation of infrastructure provisioning and management using tools like Terraform, Ansible, or similar. Stay current with emerging infrastructure trends and recommend improvements or adoptions that drive efficiency. Disaster Recovery & Business Continuity Design, implement, and regularly test disaster recovery and backup strategies to ensure system resiliency. Maintain and improve business continuity plans to minimize downtime and data loss. Qualifications : 3-5 years of relevant professional experience in Infrastructure and Cloud services Strong hands-on experience with AWS services including EC2, S3, IAM, Route 53, Lambda, Kinesis, ElastiCache, DynamoDB, Aurora, and Elasticsearch. Proficient in infrastructure automation using Terraform, AWS CloudFormation. Hands-on experience with configuration management tools such as Ansible, Chef, or Puppet. Strong working knowledge of CI/CD tools, particularly Jenkins. Proficient with Git and other version control systems. Hands-on experience with Docker and container orchestration using Amazon EKS or Kubernetes. Proficient in scripting with Bash and PowerShell. Solid experience with both Linux and Windows Server administration. Experience setting up monitoring, logging, and alerting solutions using tools like CloudWatch, Nagios, etc. Working knowledge of Python and the AWS Boto3 SDK. Morningstar is an equal opportunity employer. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Title: Infrastructure Engineer Location: Gurugram, Haryana Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. Role: As a Infrastructure Engineer, you will be at the forefront of deploying, and maintaining the core infrastructure that powers the organization’s technology landscape. This role requires a strategic thinker with hands-on expertise in infrastructure technologies, a strong grasp of project execution, and the ability to communicate cross-functional efforts. You'll ensure that systems are resilient, secure, scalable, and high-performing, while driving innovation and efficiency. Shift: General Responsibilities: Infrastructure Design & Architecture Design and maintain robust, scalable, and secure infrastructure solutions that align with business goals. Partner with cross-functional teams to gather infrastructure requirements and recommend optimal solutions. System Implementation & Operations Deploy, configure, and manage infrastructure components including compute, storage, networking, and virtualization platforms. Monitor infrastructure health and performance, troubleshoot issues, and optimize systems for peak efficiency. Team Collaboration Work closely with DevOps, Security, and Development teams to ensure seamless delivery of infrastructure services. Security & Compliance Implement infrastructure security best practices, patch management, and hardening techniques. Support compliance initiatives and participate in internal and external security audits. Project Management Maintain documentation and drive continuous communication among stakeholders. Automation & Innovation Drive automation of infrastructure provisioning and management using tools like Terraform, Ansible, or similar. Stay current with emerging infrastructure trends and recommend improvements or adoptions that drive efficiency. Disaster Recovery & Business Continuity Design, implement, and regularly test disaster recovery and backup strategies to ensure system resiliency. Maintain and improve business continuity plans to minimize downtime and data loss. Qualifications : 3-5 years of relevant professional experience in Infrastructure and Cloud services Strong hands-on experience with AWS services including EC2, S3, IAM, Route 53, Lambda, Kinesis, ElastiCache, DynamoDB, Aurora, and Elasticsearch. Proficient in infrastructure automation using Terraform, AWS CloudFormation. Hands-on experience with configuration management tools such as Ansible, Chef, or Puppet. Strong working knowledge of CI/CD tools, particularly Jenkins. Proficient with Git and other version control systems. Hands-on experience with Docker and container orchestration using Amazon EKS or Kubernetes. Proficient in scripting with Bash and PowerShell. Solid experience with both Linux and Windows Server administration. Experience setting up monitoring, logging, and alerting solutions using tools like CloudWatch, Nagios, etc. Working knowledge of Python and the AWS Boto3 SDK. Morningstar is an equal opportunity employer. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Job Title : Security Analyst L1 Job Description: The Area: 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 Morningstar’s Infrastructure, Data, and People. The Role: 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. Responsibilities: 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. Requirements A bachelor’s 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. 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

Senior Product Consultant Client Support Representatives (CSRs) provide “smart, fast, and nice” end-user support on-demand via phone, email, chat or other “remote” tools. CSRs are considered the first line of support for our products, including Planit, SuitabilityPro, and FinaMetrica. They will engage with end-users across various customer segments, including individuals, advisors, and institutions. They are support specialists with a practical level of knowledge across our suite of Financial Planning products and expertise spanning usage, investment, and basic technical issues. Role & Responsibility: Responding to client inquiries via telephone, email and chat in a complete, accurate, and timely manner in accordance with service level standards (SLAs). Troubleshooting client issues and resolving or escalating appropriately. Managing occasionally unhappy client interactions and de-escalating emotionally charged situations when necessary. Balancing service-delivery efficiency with quality of care. Continuous process improvement, looking for smarter and better ways to serve clients. Ongoing education and skill-building (self-administered as well as centrally administered) with respect to service process, investing, product, and customer context. Ad hoc projects designed to leverage product/client knowledge while gaining exposure to other areas outside of customer service. Providing feedback to sales and product teams regarding potential business opportunities and product innovations, based on insights gained through service interactions with clients and analysis of support data/logs. Participating in the onboarding/training of new CSRs and other new hires who can benefit from product and client understanding. Working to resolve issues both independently, and as part of a larger team. Business Stakeholder Requirements: Excellent written and oral communication, with excellent interpersonal skills. Strong problem solving and analytical skills with high attention to detail, and excellent time management. Proficiency with Windows-based applications, including the Microsoft Office suite. Fast learner, flexible and proven ability to work in a demanding environment with strong multi-tasking skills. Sound client service skills with a proactive approach, and take ownership of issues as they arise. An understanding of financial terms and an interest in the investment industry. Bachelor’s degree is preferred. Morningstar is an equal opportunity employer. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Job Role : Investment Analyst for Workflow Annotation Specialist Project Type: Contract-based / Freelance / Part-time – 1 Month Job Overview: We are seeking domain experts to participate in a Workflow Annotation Project . The role involves documenting and annotating the step-by-step workflows of key tasks within the candidate’s area of expertise. The goal is to capture real-world processes in a structured format for AI training and process optimization purposes. Analyze tasks and processes within your domain of expertise. Clearly describe, document, and annotate each step of the workflow in detail. Identify the tools, systems, and decision points involved in task execution. Domain Expertise Required : Responsibilities: Track markets and execute trades Research investment opportunities Generate detailed client reports Uphold FINRA/SEC compliance standards Service and manage sophisticated investment portfolios Commercial Software Experience: Bloomberg Terminal MetaTrader 5 Thinkorswim E*TRADE Pro Morningstar Advisor Workstation Salesforce HubSpot FINRA Gateway Power BI Show more Show less

Job Role : Trading Analyst for Workflow Annotation Specialist Project Type: Contract-based / Freelance / Part-time – 1 Month Job Overview: We are seeking domain experts to participate in a Workflow Annotation Project . The role involves documenting and annotating the step-by-step workflows of key tasks within the candidate’s area of expertise. The goal is to capture real-world processes in a structured format for AI training and process optimization purposes. Analyze tasks and processes within your domain of expertise. Clearly describe, document, and annotate each step of the workflow in detail. Identify the tools, systems, and decision points involved in task execution. Domain Expertise Required : Responsibilities: Track markets and execute trades Research investment opportunities Generate detailed client reports Uphold FINRA/SEC compliance standards Service and manage sophisticated investment portfolios Commercial Software Experience: Bloomberg Terminal MetaTrader 5 Thinkorswim E*TRADE Pro Morningstar Advisor Workstation Salesforce HubSpot FINRA Gateway Power BI Show more Show less

Client Support Representatives (CSRs) provide “smart, fast, and nice” end-user support on-demand via phone, email, chat or other “remote” tools. CSRs are considered the first line of support for our products, including Planit, SuitabilityPro, and FinaMetrica. They will engage with end-users across various customer segments, including individuals, advisors, and institutions. They are support specialists with a practical level of knowledge across our suite of Financial Planning products and expertise spanning usage, investment, and basic technical issues. Role & Responsibility: Responding to client inquiries via telephone, email and chat in a complete, accurate, and timely manner in accordance with service level standards (SLAs). Troubleshooting client issues and resolving or escalating appropriately. Managing occasionally unhappy client interactions and de-escalating emotionally charged situations when necessary. Balancing service-delivery efficiency with quality of care. Continuous process improvement, looking for smarter and better ways to serve clients. Ongoing education and skill-building (self-administered as well as centrally administered) with respect to service process, investing, product, and customer context. Ad hoc projects designed to leverage product/client knowledge while gaining exposure to other areas outside of customer service. Providing feedback to sales and product teams regarding potential business opportunities and product innovations, based on insights gained through service interactions with clients and analysis of support data/logs. Participating in the onboarding/training of new CSRs and other new hires who can benefit from product and client understanding. Working to resolve issues both independently, and as part of a larger team. Business Stakeholder Requirements: Excellent written and oral communication, with excellent interpersonal skills. Strong problem solving and analytical skills with high attention to detail, and excellent time management. Proficiency with Windows-based applications, including the Microsoft Office suite. Fast learner, flexible and proven ability to work in a demanding environment with strong multi-tasking skills. Sound client service skills with a proactive approach, and take ownership of issues as they arise. An understanding of financial terms and an interest in the investment industry. Bachelor’s degree is preferred. Morningstar is an equal opportunity employer. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less