271 Morningstar Jobs - Page 8

Morningstar Managed Investment Data Group is seeking a seasoned Talent Development Specialist to lead and support the development of our task force, to largely upskill our task force to fit into our exciting global operating model. In this position, you will be working with the senior MID leadership team across regions, to streamline talent development needs and focuses for the organization, create a roadmap and people development framework, and implement a variety of people training programs. This position is based in Mumbai and functionally reports to Associate Director, MID Program and Product Management in Chicago. It will be in the UK shift. Work out the talent development strategy for the organization based on the understanding of business & organization strategy. Create a roadmap and talent development framework to fulfill the talent development strategy. Define and execute training programs within the MID organization, with a long-term focus on upskilling our task force as part of our “Data 2025” vision. Provide/deliver training or workshop in the global MID team to fulfill various people development needs (for example: working across border training/workshop). Measure and report the effectiveness of training programs. Facilitate orientation to new hires and support local and global onboarding processes through the employee talent lifecycle. Partner with HR leaders and global data leaders to drive a consistent application and continuous evolvement of the Global Data Competency model. Promote and keep updated on the market evolvement in terms of training tools (LinkedIn Learning, Trellis, etc.) and training practices (e.g. Artificial Intelligence). Support employee engagement and DEI initiatives. Requirements : 5+ years of professional work experience, including 2-3 years of relevant experience in the people development domain Passionate about people development Excellent strategic thinking skill Ability to lead projects related to talent development/training Ability to design and execute training programs and internal workshops for the organization's development needs Strong interpersonal skills and ability to build effective partnerships with cross-functional, cross-geographical stakeholders Open-minded and fearless self-starter with proven ability to handle multiple tasks in a fast-paced environment and can deliver high-performance results under pressure A bachelor’s degree is required, and an advanced degree is preferred Flexibility to work outside of the defined shift Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

The Area: Morningstar is looking for Accounts Executive for the Finance Shared Services. The Finance Shared Services is responsible for executing day to day Accounts payable and/ or Accounts receivable activities of Morningstar Global business in a process oriented and disciplined manner. The Role: Reporting to the Financial Shared Services Manager, executing day to day Accounts payable and/ or Accounts receivable activities of Morningstar Global business in a process oriented and disciplined manner. The Role will also include responsibility for the accounting contribution for the shared services responsibility that India plays as part of Morningstar’s global business. This role will be based in our Mumbai office. Key Responsibilities  Execute assigned AP and AR transactions in a timely manner with accuracy.  Cash Application and following up with clients for remittance advise.  Resolve customer queries through email and phone calls.  Review and select standard responses for answers or solutions  Report on work executed.  Track progress of assigned tasks, while at the same time adhering to Morningstar's set KPIs and KRAs.  Interact with global finance teams on doubt and error resolution.  Ensure good customer care and focus at all time.  Bank Reconciliation. Requirements  3+ years’ concrete experience as Accounts Receivable & Accounts Payable Executive.  Must have experienced on an ERP module. Knowledge of Oracle 11i / R12 will be preferable.  Able to prioritize assigned workload.  With numbers; Proficiency in use of MS Excel is a MUST.  Process focused and adhered to achieve SLA in best manner in day to day activities.  Experience to interact with foreign clients.  TAT orientated and understands the criticality of month end closing activities.  Desire for improvement and innovation.  Good verbal and written Communication skills. Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

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. T he Area: Morningstar is a leading global provider of independent investment insights. Our core competencies are data, research, and design, and we employ each of these to create products that clearly convey complex investment information. Our mission is to empower investor success and everything we do at Morningstar is in the service of the investor. Reporting to the Audit Committee of the Board of Directors, the purpose of the Global Audit and Assurance (GAA) function is to strengthen Morningstar's ability to create, protect, and sustain value by providing the Company with organizationally independent, risk-based, and objective assurance and consulting services to evaluate and improve Morningstar's governance, risk management and control processes. The Role: Morningstar's GAA function seeks a highly motivated Senior Internal Auditor who thrives on new experiences and challenges. As a Senior Internal Auditor, you will play an integral role in evaluating the company's business and information technology processes and effectiveness of internal controls. You will have the opportunity to work on a variety of operational, compliance, financial, and information technology reviews as well as evaluate the effectiveness of internal controls over external financial reporting as part of the company's Sarbanes-Oxley Section 404 compliance activities. Based in Mumbai, the Senior Internal Auditor may be required to travel to a number of domestic and international locations in support of our annual internal audit plan. You will work closely with all levels of management across the organization, recommending changes to strengthen controls for increased efficiencies and reduced risks. The Senior Internal Auditor will have the opportunity to utilize and reference world-class audit tools and audit methodologies in the performance of his or her duties. Key Responsibilities Planning and execution of financial, operational, compliance; and information technology related reviews. Perform walkthroughs of complex business and information technology processes and test the design and effectiveness of internal controls. Execute audit procedures in accordance with audit objectives and document work in accordance with professional standards. Preparation of observations and recommendations for corrective action and documentation of work Effectively apply the COSO internal control framework, COBIT IT governance framework, IIA Global Internal Audit Standards and US GAAP accounting principles. Assist audit management with the execution of continuous risk assessment and audit plan development. Serve as an independent advisor and business partner with management. Requirements Action-oriented, self-starter with strong verbal and written communication skills. Comfortable working both independently or in teams and working within a complex environment. Ability to diagnose problems, determine root causes, and recommend solutions to complex challenges. Undergraduate degree in accounting, business, information technology, management information systems, or a related field. Minimum of 5 years of internal or external audit experience. Experience in working for a Big 4 or Tier-Two public accounting firm highly preferred. Experience in performing data analytics and using data extraction and analysis software Professional accreditation (e.g., CIA, CPA, CISA) highly preferred. Understanding of the technical aspects of accounting and financial reporting. Experience in performing multiple projects and working with varying team members. Flexibility/ adaptability to work a non-standard schedule as needed to accommodate various time zones where some process owners are located. Willingness to travel to domestic and international offices. Morningstar is an equal opportunity employer Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

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. The Role : 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 architectures 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. 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. 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

Department Profile Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $1.66 Trillion in assets under management or supervision as of December 2024. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. Team Profile The Product Analyst serves as an extension of the Institutional Portfolio Managers and Product Managers for the Emerging Markets Debt investment tea. The Product Analyst works closely with the Product Managers focused on data needs for the team’s strategies spanning currency, interest-rate and credit markets around the world. The Product Analyst is responsible for marketing and client-service-related functions on a subset of the investment team’s strategies. The Product Analyst assists with product-related data matters for the sales, marketing, RFP, legal and compliance teams. Responsibilities include coordinating and updating presentations, data needs for RFPs, separate account client books, client reporting, sales ideas, and marketing data for websites. Responsibilities also include ad hoc client and prospective client requests. Primary Responsibilities Maintain a comprehensive and ongoing understanding of all Emerging Markets Debt investment strategies and markets, serving as a partner to the IPMs and Product Managers. Interface with internal audiences and responds to product-related questions and data requests. Oversee the quality and integrity of client- and market-facing investment communications and marketing material. Provide sales and marketing support for assigned investment products. Update and maintain regular monthly/quarterly client data requirements. Assist with the creation of presentation materials for sales meetings and client requests. Respond to ad hoc requests for portfolio attribution, characteristics, holdings, etc. Qualifications Bachelor’s degree with strong academic record. Strong knowledge of global fixed-income markets. Highly effective communication capabilities Ability to prioritize and handle competing requests. A strong attention to detail and ability to adapt in a dynamic environment. Strong technical skills: Excel, Aladdin, Zephyr, eVestment, Morningstar Direct; Tableau programming skills preferred. 1-2 years related experience preferred. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents What You Can Expect From Morgan Stanley We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Show more Show less

The Role : 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 architectures 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. 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. 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

T he Area: Morningstar is a leading global provider of independent investment insights. Our core competencies are data, research, and design, and we employ each of these to create products that clearly convey complex investment information. Our mission is to empower investor success and everything we do at Morningstar is in the service of the investor. Reporting to the Audit Committee of the Board of Directors, the purpose of the Global Audit and Assurance (GAA) function is to strengthen Morningstar’s ability to create, protect, and sustain value by providing the Company with organizationally independent, risk-based, and objective assurance and consulting services to evaluate and improve Morningstar’s governance, risk management and control processes. The Role: Morningstar’s GAA function seeks a highly motivated Senior Internal Auditor who thrives on new experiences and challenges. As a Senior Internal Auditor, you will play an integral role in evaluating the company’s business and information technology processes and effectiveness of internal controls. You will have the opportunity to work on a variety of operational, compliance, financial, and information technology reviews as well as evaluate the effectiveness of internal controls over external financial reporting as part of the company’s Sarbanes-Oxley Section 404 compliance activities. Based in Mumbai, the Senior Internal Auditor may be required to travel to a number of domestic and international locations in support of our annual internal audit plan. You will work closely with all levels of management across the organization, recommending changes to strengthen controls for increased efficiencies and reduced risks. The Senior Internal Auditor will have the opportunity to utilize and reference world-class audit tools and audit methodologies in the performance of his or her duties. Key Responsibilities Planning and execution of financial, operational, compliance; and information technology related reviews. Perform walkthroughs of complex business and information technology processes and test the design and effectiveness of internal controls. Execute audit procedures in accordance with audit objectives and document work in accordance with professional standards. Preparation of observations and recommendations for corrective action and documentation of work Effectively apply the COSO internal control framework, COBIT IT governance framework, IIA Global Internal Audit Standards and US GAAP accounting principles. Assist audit management with the execution of continuous risk assessment and audit plan development. Serve as an independent advisor and business partner with management. Requirements Action-oriented, self-starter with strong verbal and written communication skills. Comfortable working both independently or in teams and working within a complex environment. Ability to diagnose problems, determine root causes, and recommend solutions to complex challenges. Undergraduate degree in accounting, business, information technology, management information systems, or a related field. Minimum of 5 years of internal or external audit experience. Experience in working for a Big 4 or Tier-Two public accounting firm highly preferred. Experience in performing data analytics and using data extraction and analysis software Professional accreditation (e.g., CIA, CPA, CISA) highly preferred. Understanding of the technical aspects of accounting and financial reporting. Experience in performing multiple projects and working with varying team members. Flexibility/ adaptability to work a non-standard schedule as needed to accommodate various time zones where some process owners are located. Willingness to travel to domestic and international offices. Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Job Role : Financial Analysts and Advisors 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. Domain Expertise Required : Collect market and company data, build/maintain financial models, craft decks, track portfolios, run risk and scenario analyses, develop client recommendations, and manage CRM workflows. Tools & Technologies You May have Worked: Commercial Software ‑ Bloomberg Terminal, Refinitiv Eikon, FactSet, Excel, PowerPoint, Salesforce FSC, Redtail, Wealthbox, Orion Advisor Tech, Morningstar Office, BlackRock Aladdin, Riskalyze, Tolerisk, eMoney Advisor, MoneyGuidePro, Tableau, Power BI. Open / Free Software ‑ LibreOffice Calc, Google Sheets, Python (Pandas, yfinance, NumPy, SciPy, Matplotlib), R (QuantLib, tidyverse), SuiteCRM, EspoCRM, Plotly Dash, Streamlit, Portfolio Performance, Ghostfolio, Yahoo Finance API, Alpha Vantage, IEX Cloud (free tier). Show more Show less

T he Area: Morningstar is a leading global provider of independent investment insights. Our core competencies are data, research, and design, and we employ each of these to create products that clearly convey complex investment information. Our mission is to empower investor success and everything we do at Morningstar is in the service of the investor. Reporting to the Audit Committee of the Board of Directors, the purpose of the Global Audit and Assurance (GAA) function is to strengthen Morningstar’s ability to create, protect, and sustain value by providing the Company with organizationally independent, risk-based, and objective assurance and consulting services to evaluate and improve Morningstar’s governance, risk management and control processes. The Role: Morningstar’s GAA function seeks a highly motivated Senior Internal Auditor who thrives on new experiences and challenges. As a Senior Internal Auditor, you will play an integral role in evaluating the company’s business and information technology processes and effectiveness of internal controls. You will have the opportunity to work on a variety of operational, compliance, financial, and information technology reviews as well as evaluate the effectiveness of internal controls over external financial reporting as part of the company’s Sarbanes-Oxley Section 404 compliance activities. Based in Mumbai, the Senior Internal Auditor may be required to travel to a number of domestic and international locations in support of our annual internal audit plan. You will work closely with all levels of management across the organization, recommending changes to strengthen controls for increased efficiencies and reduced risks. The Senior Internal Auditor will have the opportunity to utilize and reference world-class audit tools and audit methodologies in the performance of his or her duties. Key Responsibilities Planning and execution of financial, operational, compliance; and information technology related reviews. Perform walkthroughs of complex business and information technology processes and test the design and effectiveness of internal controls. Execute audit procedures in accordance with audit objectives and document work in accordance with professional standards. Preparation of observations and recommendations for corrective action and documentation of work Effectively apply the COSO internal control framework, COBIT IT governance framework, IIA Global Internal Audit Standards and US GAAP accounting principles. Assist audit management with the execution of continuous risk assessment and audit plan development. Serve as an independent advisor and business partner with management. Requirements Action-oriented, self-starter with strong verbal and written communication skills. Comfortable working both independently or in teams and working within a complex environment. Ability to diagnose problems, determine root causes, and recommend solutions to complex challenges. Undergraduate degree in accounting, business, information technology, management information systems, or a related field. Minimum of 5 years of internal or external audit experience. Experience in working for a Big 4 or Tier-Two public accounting firm highly preferred. Experience in performing data analytics and using data extraction and analysis software Professional accreditation (e.g., CIA, CPA, CISA) highly preferred. Understanding of the technical aspects of accounting and financial reporting. Experience in performing multiple projects and working with varying team members. Flexibility/ adaptability to work a non-standard schedule as needed to accommodate various time zones where some process owners are located. Willingness to travel to domestic and international offices. Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

About Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: Enhance AI capabilities in finance by contributing expertise in financial modeling, investment planning, and strategic analysis. Key Responsibilities: Build and update financial models Analyze financial statements and market data Prepare investment recommendations and reports Perform portfolio tracking and performance reporting Conduct macroeconomic and risk analysis Use planning tools for retirement and goal-based scenarios Manage client data and onboarding through CRM systems Requirements: At least 2 years of experience in financial analysis or advisory services Strong Excel modeling and data visualization skills Familiarity with CRM and financial planning platforms Ability to analyze financial statements and market trends Preferred Experience: Investment analyst, financial advisor, or client portfolio manager Experienced with Bloomberg, Morningstar, eMoney Advisor, or similar tools Certified (e.g., CFA, CFP) or working toward certification Perks of Freelancing With Turing: Work in a fully remote environment. Opportunity to work on cutting-edge AI projects with leading LLM companies. Potential for contract extension based on performance and project needs. Offer Details: Commitments Required : at least 4 hours per day and minimum 20 hours per week with 4 hours of overlap with PST. (We have 3 options of time commitment: 20 hrs/week, 30 hrs/week or 40 hrs/week) Engagement type : Contractor assignment/freelancer (no medical/paid leave) Duration of contract : 4 weeks Evaluation Process : Shortlisting based on qualifications and relevant professional experience. Shortlisted candidates will be sent an automated analytical challenge (approximately 30 mins) Once you clear these online assessments, you are ready to go! Show more Show less

About Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: Enhance AI capabilities in finance by contributing expertise in financial modeling, investment planning, and strategic analysis. Key Responsibilities: Build and update financial models Analyze financial statements and market data Prepare investment recommendations and reports Perform portfolio tracking and performance reporting Conduct macroeconomic and risk analysis Use planning tools for retirement and goal-based scenarios Manage client data and onboarding through CRM systems Requirements: At least 2 years of experience in financial analysis or advisory services Strong Excel modeling and data visualization skills Familiarity with CRM and financial planning platforms Ability to analyze financial statements and market trends Preferred Experience: Investment analyst, financial advisor, or client portfolio manager Experienced with Bloomberg, Morningstar, eMoney Advisor, or similar tools Certified (e.g., CFA, CFP) or working toward certification Perks of Freelancing With Turing: Work in a fully remote environment. Opportunity to work on cutting-edge AI projects with leading LLM companies. Potential for contract extension based on performance and project needs. Offer Details: Commitments Required : at least 4 hours per day and minimum 20 hours per week with 4 hours of overlap with PST. (We have 3 options of time commitment: 20 hrs/week, 30 hrs/week or 40 hrs/week) Engagement type : Contractor assignment/freelancer (no medical/paid leave) Duration of contract : 4 weeks Evaluation Process : Shortlisting based on qualifications and relevant professional experience. Shortlisted candidates will be sent an automated analytical challenge (approximately 30 mins) Once you clear these online assessments, you are ready to go! Show more Show less

About Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: Enhance AI capabilities in finance by contributing expertise in financial modeling, investment planning, and strategic analysis. Key Responsibilities: Build and update financial models Analyze financial statements and market data Prepare investment recommendations and reports Perform portfolio tracking and performance reporting Conduct macroeconomic and risk analysis Use planning tools for retirement and goal-based scenarios Manage client data and onboarding through CRM systems Requirements: At least 2 years of experience in financial analysis or advisory services Strong Excel modeling and data visualization skills Familiarity with CRM and financial planning platforms Ability to analyze financial statements and market trends Preferred Experience: Investment analyst, financial advisor, or client portfolio manager Experienced with Bloomberg, Morningstar, eMoney Advisor, or similar tools Certified (e.g., CFA, CFP) or working toward certification Perks of Freelancing With Turing: Work in a fully remote environment. Opportunity to work on cutting-edge AI projects with leading LLM companies. Potential for contract extension based on performance and project needs. Offer Details: Commitments Required : at least 4 hours per day and minimum 20 hours per week with 4 hours of overlap with PST. (We have 3 options of time commitment: 20 hrs/week, 30 hrs/week or 40 hrs/week) Engagement type : Contractor assignment/freelancer (no medical/paid leave) Duration of contract : 4 weeks Evaluation Process : Shortlisting based on qualifications and relevant professional experience. Shortlisted candidates will be sent an automated analytical challenge (approximately 30 mins) Once you clear these online assessments, you are ready to go! Show more Show less

About Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: Enhance AI capabilities in finance by contributing expertise in financial modeling, investment planning, and strategic analysis. Key Responsibilities: Build and update financial models Analyze financial statements and market data Prepare investment recommendations and reports Perform portfolio tracking and performance reporting Conduct macroeconomic and risk analysis Use planning tools for retirement and goal-based scenarios Manage client data and onboarding through CRM systems Requirements: At least 2 years of experience in financial analysis or advisory services Strong Excel modeling and data visualization skills Familiarity with CRM and financial planning platforms Ability to analyze financial statements and market trends Preferred Experience: Investment analyst, financial advisor, or client portfolio manager Experienced with Bloomberg, Morningstar, eMoney Advisor, or similar tools Certified (e.g., CFA, CFP) or working toward certification Perks of Freelancing With Turing: Work in a fully remote environment. Opportunity to work on cutting-edge AI projects with leading LLM companies. Potential for contract extension based on performance and project needs. Offer Details: Commitments Required : at least 4 hours per day and minimum 20 hours per week with 4 hours of overlap with PST. (We have 3 options of time commitment: 20 hrs/week, 30 hrs/week or 40 hrs/week) Engagement type : Contractor assignment/freelancer (no medical/paid leave) Duration of contract : 4 weeks Evaluation Process : Shortlisting based on qualifications and relevant professional experience. Shortlisted candidates will be sent an automated analytical challenge (approximately 30 mins) Once you clear these online assessments, you are ready to go! Show more Show less

About Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: Enhance AI capabilities in finance by contributing expertise in financial modeling, investment planning, and strategic analysis. Key Responsibilities: Build and update financial models Analyze financial statements and market data Prepare investment recommendations and reports Perform portfolio tracking and performance reporting Conduct macroeconomic and risk analysis Use planning tools for retirement and goal-based scenarios Manage client data and onboarding through CRM systems Requirements: At least 2 years of experience in financial analysis or advisory services Strong Excel modeling and data visualization skills Familiarity with CRM and financial planning platforms Ability to analyze financial statements and market trends Preferred Experience: Investment analyst, financial advisor, or client portfolio manager Experienced with Bloomberg, Morningstar, eMoney Advisor, or similar tools Certified (e.g., CFA, CFP) or working toward certification Perks of Freelancing With Turing: Work in a fully remote environment. Opportunity to work on cutting-edge AI projects with leading LLM companies. Potential for contract extension based on performance and project needs. Offer Details: Commitments Required : at least 4 hours per day and minimum 20 hours per week with 4 hours of overlap with PST. (We have 3 options of time commitment: 20 hrs/week, 30 hrs/week or 40 hrs/week) Engagement type : Contractor assignment/freelancer (no medical/paid leave) Duration of contract : 4 weeks Evaluation Process : Shortlisting based on qualifications and relevant professional experience. Shortlisted candidates will be sent an automated analytical challenge (approximately 30 mins) Once you clear these online assessments, you are ready to go! Show more Show less

About Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: Enhance AI capabilities in finance by contributing expertise in financial modeling, investment planning, and strategic analysis. Key Responsibilities: Build and update financial models Analyze financial statements and market data Prepare investment recommendations and reports Perform portfolio tracking and performance reporting Conduct macroeconomic and risk analysis Use planning tools for retirement and goal-based scenarios Manage client data and onboarding through CRM systems Requirements: At least 2 years of experience in financial analysis or advisory services Strong Excel modeling and data visualization skills Familiarity with CRM and financial planning platforms Ability to analyze financial statements and market trends Preferred Experience: Investment analyst, financial advisor, or client portfolio manager Experienced with Bloomberg, Morningstar, eMoney Advisor, or similar tools Certified (e.g., CFA, CFP) or working toward certification Perks of Freelancing With Turing: Work in a fully remote environment. Opportunity to work on cutting-edge AI projects with leading LLM companies. Potential for contract extension based on performance and project needs. Offer Details: Commitments Required : at least 4 hours per day and minimum 20 hours per week with 4 hours of overlap with PST. (We have 3 options of time commitment: 20 hrs/week, 30 hrs/week or 40 hrs/week) Engagement type : Contractor assignment/freelancer (no medical/paid leave) Duration of contract : 4 weeks Evaluation Process : Shortlisting based on qualifications and relevant professional experience. Shortlisted candidates will be sent an automated analytical challenge (approximately 30 mins) Once you clear these online assessments, you are ready to go! Show more Show less

About Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: Enhance AI capabilities in finance by contributing expertise in financial modeling, investment planning, and strategic analysis. Key Responsibilities: Build and update financial models Analyze financial statements and market data Prepare investment recommendations and reports Perform portfolio tracking and performance reporting Conduct macroeconomic and risk analysis Use planning tools for retirement and goal-based scenarios Manage client data and onboarding through CRM systems Requirements: At least 2 years of experience in financial analysis or advisory services Strong Excel modeling and data visualization skills Familiarity with CRM and financial planning platforms Ability to analyze financial statements and market trends Preferred Experience: Investment analyst, financial advisor, or client portfolio manager Experienced with Bloomberg, Morningstar, eMoney Advisor, or similar tools Certified (e.g., CFA, CFP) or working toward certification Perks of Freelancing With Turing: Work in a fully remote environment. Opportunity to work on cutting-edge AI projects with leading LLM companies. Potential for contract extension based on performance and project needs. Offer Details: Commitments Required : at least 4 hours per day and minimum 20 hours per week with 4 hours of overlap with PST. (We have 3 options of time commitment: 20 hrs/week, 30 hrs/week or 40 hrs/week) Engagement type : Contractor assignment/freelancer (no medical/paid leave) Duration of contract : 4 weeks Evaluation Process : Shortlisting based on qualifications and relevant professional experience. Shortlisted candidates will be sent an automated analytical challenge (approximately 30 mins) Once you clear these online assessments, you are ready to go! Show more Show less

About the Opportunity Job TypeApplication 20 June 2025 Title Lead - Multi-Asset Investment Research (SMA) Department Global Investment Research - Research Specialist Team Location Gurgaon, India Reports To Team Lead - Multi-Asset Investment Research Level Research Analysis - 5 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our Global Investment Research - Research Specialist Team and feel like youre part of something bigger. About the Global team Fidelity Solutions & Multi-Asset (SMA) is a global team with assets under management on behalf of retail and institutional clients. The team manages investment strategies across various franchises, including Income, Volatility Managed, Absolute & Total Return, and Risk Rated & Open Architecture, designed to deliver specific outcomes for clients across market cycles. Portfolio Managers at FIL SMA draw on an extensive toolkit for delivering investment objectives, including a large and well-resourced investment research team (comprising Manager Research , Tactical Allocation Research and Quantitative Research), as well as a dedicated Risk & Analytics team and implementation specialists. These resources support investment decision-making across various portfolio construction disciplines, including tactical asset allocation, strategy selection and risk management. About your team Multi-Asset Investment Research Specialist team works with the Manager Research Analyst team (mentioned above) in their role of identifying the right strategies that go into the multi asset portfolios to implement the investment views of the SMA team. This team is a part of the broader Investment Research Specialist team, which provides fundamental research support to all FIL Equity and Credit analysts and select Portfolio Managers. About your role The job involves providing comprehensive research support to FILs Manager Research Analyst team, including screening funds based on quantitative and qualitive analysis; preparing agendas for fund manager meeting and taking meeting notes; contributing to draft research notes to be published by the Analysts; and streamlining databases which make the research process more efficient and robust. The role requires a good understanding of passive and active fund management space in at least one asset class, with specific knowledge on Fixed Income being a plus. It also entails expertise in using advanced excel tools in analysing large amounts of data and drawing inferences from the same, in addition to ability and willingness to learn quickly on the job, incorporating any new systems or AI tools that become available. Knowledge of visualization tools and coding skills would be advantageous. Key Responsibilities Provide all-round research support to FIL Manager Research Analysts covering a broad universe of funds and fund managers across asset classes - Equities, Fixed Income, Alternative. Prepare fund screening tools based on performance, risk, style/factor bias, ESG and other fund parameters. Prepare for and take meeting notes of the Analysts meetings with fund managers. Provide quality data and analysis on Funds ESG characteristics. Provide research inputs and authoring support for the publication of Multi-Asset research notes. Provide quality data and analysis to make the research process more efficient and robust. Keep track of emerging risks, and investment opportunities in one or more asset classes assigned. Keep abreast of significant trends and developments in the global fund management space and current market events. Build and maintain strong relationships with FIL analysts and within the local team. Make regular presentations to the team on relevant topics/areas of expertise. Experience and Qualifications Required 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 Masters in Finance from a prominent institute or CA CFA charter or progress towards any level of CFA will be preferred Feel rewarded For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

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. Job Description The Role: This Support engineer role covers level 2 technical Support for all Morningstar applications, products and services and therefore requires both a structured service mindset together with strong technical focus. This role requires you to investigate, troubleshoot and drive issues to successful resolution in accordance with outlined service level agreements while actively communicating with various stakeholders and internal teams. Proactive monitoring, management and troubleshooting of business critical and operational processes is also an important aspect of this role. The ideal candidate is a self-starter who understands technology operations and prides in delivering exceptional customer service to Morningstar's clients by quickly and accurately diagnosing problems and coming up with quick solutions. This is a fantastic growth opportunity for service minded individuals with a knack for software development to gain a wealth of experience on a broad range of technologies with a potential to transition into a high performing development team at Morningstar and be part of a global company. This position is based in our Mumbai Office. Responsibilities Perform monitoring, intake, troubleshooting of reported application & product issues. Facilitate and demonstrate accountability for technical problems until resolution. Coordinate & undertake releases for bug fixes with the technology team members. Mobilize fast response & resolution of production/client issues in co-ordination with Client Services, Operations, Product and Technology Teams. +Suggest & coordinate system enhancements and improvements through active feedback and co-ordination with product & development teams on repeat issues affecting production systems. Ensure outlined Service level agreements are understood and met. Become an expert on Morningstar methodology, functionality, and product features via various channels and programs. Collaborate with Morningstar's operations, development and product teams to resolve client issues in a timely manner and actively support the institutional & retail client base. Contribute to service improvement initiatives, and other related projects as needed. Communicate customer/product feedback to the Operations & Development teams. Requirements Bachelor's degree. 3-5 years of full-time work experience in a technical support role Hands-on experience/working knowledge of following technologies: Amazon Webservices toolset Java on Linux platform (Highly desirable) C#.NET on Windows platform (desirable) Javascript, XML, XSL, JSON, jQuery, LinQ, Spring (Desirable) T-SQL/SQL Server Linux operating system from an application investigation/troubleshooting perspective Experience troubleshooting & supporting applications in a production environment. Financial industry background or interest preferred. Ability to understand and convey client business requirements to Operations, Product & Development teams. Ability to integrate into a team and work well with others Good written and oral communication skills in English. Ability to perform under tight deadlines. Ability to adapt to different situations and thrive in a challenging, fast-paced environment Experience with Agile methodologies such as Extreme Programming (XP) and Scrum Can-do attitude with good multi-tasking skills. Morningstar is an equal opportunity employer Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

The Role : 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 architectures 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. 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. 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

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. Job Description: Implementation Consultant Morningstar is committed to empowering investor success. One way we accomplish this is by offering independent research and great software products to financial advisers and individual investors. We believe that when the investor wins, we all win. At Morningstar, your contributions have meaning and can drive change. We offer a place where talented, driven people can grow. Our differences are our strength; the fact that we don't all think the same way and encourage unique perspectives helps create great products and services for our clients. The Opportunity We're a seeking an Onboarding and Implementation Consultant. As an Onboarding and Implementation Consultant for Morningstar AdviserLogic and Licensee Solutions you will play a critical role in driving the success of our clients by ensuring a smooth and effective onboarding experience. Your primary role will be to ensure the successful onboarding of new clients to Morningstar technology, driving an engaging user experience and adoption in line with business objectives. Day to day, you will develop a deep understanding of our clients, ensuring user confidence in Morningstar solutions. You will act as key contact point during the onboarding process, guiding clients through system configuration, best practices, and tailored implementation. Ideally, you will have familiarity with the wealth and financial advice industry with an emphasis on CRM implementation, client engagement and data dissemination. Responsibilities Own the client relationship through Onboarding to ensure all requirements are met and aligned to business objectives. Establish a professional working relationship with clients and demonstrate ability to grow relationships and build credibility with key client's contacts at all levels. Proactively manage and increase client satisfaction. Understand business, operations and technology requirements, serving as a conduit between stakeholders, operations, and technology teams. Work closely with the Data & Consulting team to meet each client's unique business requirements. Work directly and effectively in a highly collaborative, Agile software implementation setting and provide input in the development of tools and processes to help increase team productivity. Provide quality formal and informal documentation consistent with documentation standards Facilitate decision making with both internal and external stakeholders and assess trade-offs to define the optimal solution that fulfil client's need and ensure a sustainable offering. Proactively identify risks and potential issues and develop mitigation plans. You will be responsible for smooth and timely hand-over to client Support and Customer Success teams. Qualifications & Experience Required A minimum of a bachelor's degree. 2-5 years' experience in Professional Services, Support or Consulting preferably in CRM space. Knowledge of Financial Planning is preferred. Experience in managing software as a service (SAAS) implementation. Proven track record of developing and maintaining profitable and reference-able customer relationships. Demonstrated ability to manage project scope and client expectations Demonstrated follow-through on assignments and issue resolution Experience with the full lifecycle of both implementations and upgrades. An ability to be creative and think strategically when it comes to understanding client requirements, problem solving and project management. Strong communication skills, both written and oral, and professional presentation capabilities with an aptitude to collaboratively build effective internal and external business relationships. Strong problem-solving, analytical, and planning skills, and the ability to excel in a fast-paced environment while delivering high-quality work. Ability to lead team decision-making processes and foster an environment of teamwork. Proficiency in MS Office, MS Excel. Excellent oral and written communication skills. High level of attention to detail together with good analytical skills and a responsive nature. 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 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

Job Description: Data Solutions Specialist The Role: Morningstar offers market data for more than 14 million global instruments including equities, futures, options, commodities, and precious metals on every major exchange worldwide. Brokerage firms, banks, and other institutions power their systems with our tailored data feeds or monitor relevant trading movements using our market data application. The Customer Support Representative will work as part of our dynamic global support team supporting the market data business. Covering one of three shifts that cover from 7am to 6pm, the Customer Support Representative will provide assistance and support to our clients globally. Responsibilities: Provide customer support to all incoming client queries during your shift. Understanding of financial data and global stock exchanges Deliver outstanding customer service by responding to and efficiently resolving client issues and requests. Investigate thoroughly all incoming queries and escalate to your team leader where necessary. Work with Senior staff to provide dedicated and specialist support to key clients. Document all actions in CRM (Salesforce) and create escalations for other teams in Jira. Provide regular follow-up to clients on all outstanding queries. Assist with creating documentation and knowledge sharing. Actively contribute to process improvement project work. Requirements Excellent written and oral communication, with excellent interpersonal skills. Excellent client service skills with a proactive approach, in order to take ownership of issues as they arise. Fast learner, self-starter, flexible and proven ability to work in a demanding environment with strong multi-tasking skills. Strong problem solving and analytical skills with high attention to detail, and excellent time management. Good understanding of market data or 1-2 years’ experience in a similar field, working with larger quantities of data. Bachelor’s degree or similar qualification in a technical or financial discipline. Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

What we do: Morningstar is a financial services company committed to helping people achieve financial security through trusted investment research and data. Our Managed Investment Data (MID) team plays a crucial role in this mission by working directly with asset management companies, which send us comprehensive data on their funds. This data includes information on portfolios, ownership stakes, investment styles, NAVs (net asset values), holdings, and operations. Our team’s responsibility is to collect, organize, and standardize this data, adding value with Morningstar’s own analytics to help investors make better-informed decisions. The work of the MID team supports individual investors, financial advisors, and institutional clients by ensuring they have access to clear, accurate, and compliant investment data across Morningstar’s software and data platforms. Since 2020, the team has grown significantly, expanding from just five people to over 380. This growth reflects the increasing importance of our work and the high demand for reliable managed investment data in the financial industry. By managing new fund activations and essential documentation, the MID team helps ensure data accuracy and regulatory compliance, which are essential for effective fund management and supporting the broader financial ecosystem. Job description: The Data Quality Assurance Engineer will ensure data accuracy, integrity, and consistency within our data systems. This role involves developing quality frameworks, executing data quality checks, and performing advanced statistical validations. The candidate will implement AI/ML-based data checks to identify patterns and anomalies in financial and investment datasets. The role also includes automating data quality processes to maintain high standards of data governance and compliance with industry regulations. Key Roles & Responsibilities: Develop and implement data quality frameworks and automated validation processes. Design and execute statistical checks on data to ensure accuracy and consistency across datasets. Perform routine checks on large datasets to detect anomalies, discrepancies, or inconsistencies. Perform root cause analysis on data discrepancies and drive resolutions. Develop and deploy AI/ML-based data quality checks for anomaly detection and trend analysis. Collaborate with data engineers and stakeholders to ensure data cleansing and transformation processes meet quality standards. Monitor and report data quality metrics and performance through automated systems. Participate in data governance and compliance initiatives to ensure adherence to industry standards and regulations. Support the continuous improvement of data quality processes by integrating machine learning and automation tools. Provide regular reports and dashboards on data quality metrics, identifying trends, risks, and areas for improvement. Required Competencies: Technical Skills: Proficiency in SQL, Python, and data analysis tools. Experience with machine learning algorithms for data quality improvement. Cloud-based data platforms (AWS, Azure, Google Cloud) and modern data architectures. Statistical Analysis: Strong understanding of statistical checks, hypothesis testing, and anomaly detection. AI/ML Integration: Experience in developing AI/ML-based quality checks for large datasets. Automation: Knowledge of test automation frameworks and tools for continuous data validation. Attention to Detail: Ability to detect data issues and inconsistencies through thorough testing and analysis. Collaboration: Effective communication with cross-functional teams, including data engineers and business analysts. Financial Data Expertise: Familiarity with financial services, investment data structures, and related compliance requirements Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

Job Title - TL/ATL Shift: US : Responsibilities : Assist in managing and developing a team of 10+ Data Research Analysts by providing clear direction, establishing SMART goals, and optimizing resource allocation for processes/projects. Working closely with multiple global teams and across various functions. Participate regularly in global calls and meetings. Assist the team to identify and eliminate roadblocks by partnering with technology teams and other database teams. Should be able to research complex projects leading to actionable recommendations and solutions. Fair product knowledge, both upstream and downstream. Assist in promoting LEAN Six Sigma tools and methodologies as an analyst framework for assessing the root cause of issues and improving processes. Ensure appropriate methods and techniques to improve and maintain the highest quality standards in the data collected by the team. Acts as main point of contact/manager for his or her entire team for all questions, comments and concerns. Tracks, measures and reports on agreed daily, monthly and quarterly metrics to all stakeholders. Provides coaching and training to team members as appropriate and according to the specific needs of the individual and the group. Identifies areas for improvement across the team and proactively takes steps to improve upon these weaknesses by offering ideas for individual and group training and conducting or arranging individual and group training sessions as appropriate. Sets goals and priorities for the individuals in the team in consultation with the Global Process Owner, MID Data Leaders and Global Data Director. Effectively motivates and rewards the team insuring good overall morale. Conducts performance reviews of each team member and explains/sets career development paths and opportunities for team members. Monitors Data Research Analysts availability to guarantee minimum staffing requirements are met/exceeded. Daily Job Responsibilities/Deliverables: Hold sessions with the team to communicate any changes, issues, procedures or reminders. Communicate any questions, issues or recommendations with regards to process, workflow, technology, methodology, team morale etc. to stakeholders. Operational matters. Accept/reject leave requests. Arrange for job shifts based on daily staffing requirements. Provide floor support by answering questions, solving issues that come up throughout the day and observing the dynamics of the team. Monitor production and quality for all Data Research Analysts onsite. Ensure adequate engagement levels of the staff to drive business results. Competencies Attention to Detail Methodical Problem-Solving Skills. Analytical (Must be able to interpret data and analytics in an operations environment). Excellent Organization Skills (Email, Task Management, Follow-up). Self-Motivated. Ability to Motivate and Build Relationships with Others. Ability to Both Take and Give Direction & Criticism. Willing and excited about working with and developing Team Members. Goal Oriented. Honesty & Integrity. Requirements : Bachelor/Master’s degree in finance/business with an exceptional academic record. Professional degree (CA, CA-Inter, ICWA, ICWA-Inter) preferred. 5+ years of professional work experience at various levels of seniority. Strong people and project management skills. Ability to effectively communicate with local and international teams. Proven experience optimizing processes. Eager and ready to work in a high-performance culture. Ability to take calls early or late nights once or twice a week based on the requirements. Prior experience leading teams of 10+ people will be an additional advantage. Demonstrated ability to develop talent. Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

Job Description Summary Responsibilities – Define and establish automation strategy and process Understand complex nature of the application and come up with the automation testing framework Should understand the requirement, design and develop the automation test cases Take ownership of QA requirements and provide testing guidance to the technology team Should also work as Individual Contributor Lead and coordinate the application enhancement and tech ops testing activities with technology and business teams Participate in team communication and collaborate in planning activities, including stand-ups, iteration planning meetings (IPM), and retrospectives. Manage and communicate regular updates on project status (e.g., work completed, work in progress, next steps, risks, quality, KPIs, and costs) to stakeholders, peers, Product managers, and others. Responsibilities – Define and establish automation strategy and process Understand complex nature of the application and come up with the automation testing framework Should understand the requirement, design and develop the automation test cases Take ownership of QA requirements and provide testing guidance to the technology team Should also work as Individual Contributor Lead and coordinate the application enhancement and tech ops testing activities with technology and business teams Participate in team communication and collaborate in planning activities, including stand-ups, iteration planning meetings (IPM), and retrospectives. Manage and communicate regular updates on project status (e.g., work completed, work in progress, next steps, risks, quality, KPIs, and costs) to stakeholders, peers, Product managers, and others. Requirements – These are the most important skills, qualities, etc. that we’d like for this role. Overall experience of 2 to 3 years in Quality Assurance and Testing with relevant hands on experience in Automation Strong experience in Manual & Automated Testing of web-based application. Expert in UI Automation using tools like Selenium Web driver, Automation framework development with HANDS-ON. Experience in Manual & Automation Testing of API’s using RESTAssured. Experience using SQL with regards to writing and understanding queries and procedures. Used Java as programming language. Exposure and know-how of performance testing and security testing tools Knowledge of Amazon Web Services / Cloud would be a plus Should be self-driven engineer with desire to use practical and professional concepts in QA along with application of QA standards and procedures to resolve routine issues Should be able to write use cases based on product requirements, execute them and report issues in bug tracking system Should be self-starter, lead and self-contributing to the QA team to build robust and flexible Automated Testing Framework Helps QA community to learn Automation, impart necessary technical knowledge Hands-on current experience authoring, building and adopting large scale, cross-functional automation frameworks with well-balanced coverage across back-end integration, database levels, UI. Integrate test automation into CI/CD process and instrument full SDLC automation Improve process and quality via test and process automation: defining right strategy and technology based on process and architecture assessment by engaging different roles and stakeholders. Mandatory Skills: Very good hands-on and good knowledge of Automation using Selenium Web driver. Hands-on experience in Java as programming language. Experience in Manual & Automation Testing of API’s using RESTAssured. Exposure to test management and bug tracking tool (like Testrail, JIRA or others), Agile methodologies. EOE Statement: Morningstar is an equal opportunity employer Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

Job Description Position Title: Automation QA The Area : Morningstar® Data for equities provides comprehensive coverage of global stock markets from as early as 1975. We are continuously broadening our coverage and creating new products to help clients prepare for regulatory changes and other industry shifts. Our data features proprietary statistics and is developed using stringent quality screens to ensure accuracy. From APIs to data feeds, our solutions are delivered quickly to help institutions meet a broad range of functions. The Role : In this role, you will collaborate with project manager, data analysts, and developers to build technology solutions for Morningstar`s Equity Data collection platforms. You should have understanding of C#, .Net, Component based architectures and who can create scalable, flexible technical solutions. You would support existing systems, study their enterprise complexities and develop/implement better systems with modern software development practices. Developing good understanding of existing systems on other platforms and its database is a beginning step. Responsibilities – Define and establish automation strategy and process Understand the Data Collection applications and come up with the automation testing framework Should understand the requirement, design and develop the automation test cases Mentor and help to upgrade the automation skill set of other QAs Requirements – These are the most important skills, qualities, etc. that we’d like for this role. 2-4 Years of working experience as an automation QA Proven experience developing automated test systems and scripts beyond record and playback. Specifically developing functions, adding control flow logic, loops etc. Hands on in any one of the testing tools like Selenium, QTP, JUnit, NUnit Proven understanding of white box, grey box and black box testing techniques Experience in at least two of the following languages; C#, VB.NET, ASP.NET, C++, Java Excellent understanding of object oriented design principles Experience of source control systems and configuration management Experience using SQL with regard to writing and understanding queries and procedures Proven ability to deliver quality results in a busy and dynamic business focused environment EOE Statement: Morningstar is an equal opportunity employer Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less