603 Morningstar Jobs - Page 9

Job Information Industry Financial Services Current Openings 1 Job Type Full time Work Experience 0-1 years Date Opened 09/15/2025 Salary INR 3,00,000 onwards City NA State/Province Punjab Country India Zip/Postal Code 160103 Job Description Technical Competency: - Solid understanding of Financial Markets Research and Analyze Investment strategies Review client portfolios Excellent in reporting and MIS Develop Financial Planning Strategies Conduct Risk Analysis and Insurance Planning Create Retirement Planning Strategies Investment Planning Tax Planning Estate Planning Employee Benefits Professional Competency: - Be Passionate about Financial Planning and Wealth Management. Have a strong Ana...

Title: Associate Team Lead, Mumbai Location: Vashi, Navi Mumbai Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. Team: Morningstar’s Research group provides independent analysis on individual securities, managed investments, portfoli...

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: Business Analyst 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-...

The Group : Morningstar Indexes team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar`s intellectual property to create indexes that empower investors’ success at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity and asset allocation indexes. The Role : Morningstar Indexes seeks intelligent and creative professionals for its Client Services and Implementation team. We are looking for candidates who are interested in Pre-Sales and Client service function. The primary...

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 key responsibility of this role is to conduct Electronic Communications review to detect inappropriate communications, potential conflicts of interest, potential complaints, etc. for two regulated Morningstar business groups, Morningstar Indexes and Morningstar Sustainalytics. Additionally, This Person Will Contribute To Below Functions Execute general monitoring and testing activities in-scope and ensure timely and effective execution of each of the activities. Ensure proper documentation of monitoring ...

Product Consultant, Client Service 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 k...

The key responsibility of this role is to conduct Electronic Communications review to detect inappropriate communications, potential conflicts of interest, potential complaints, etc. for two regulated Morningstar business groups, Morningstar Indexes and Morningstar Sustainalytics. Additionally, This Person Will Contribute To Below Functions Execute general monitoring and testing activities in-scope and ensure timely and effective execution of each of the activities. Ensure proper documentation of monitoring and testing results for all activities in-scope. Communicate results within Compliance and with key business stakeholders. Ensure completion of any follow-ups resulting from the general m...

Title: Business Analyst Location: Vashi, Navi Mumbai Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years. The Group : The Index business leverages Morningstar's intellectual property to create indexes that empower investors to achieve th...

Company description - SBNRI – Redefining NRI Banking Experience for a niche Indian segment. At SBNRI, we are reimagining and building how the new-age NRI Banking should be. Team of Second-time Entrepreneurs, Bankers and growth Fanatics. Role Overview: We are seeking a highly analytical and detail-oriented Portfolio Research Analyst with strong expertise in portfolio rebalancing and deep knowledge of investment products such as Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS) . The candidate will play a key role in analyzing client portfolios, supporting portfolio managers with actionable insights, and ensuring alignment with client objectives a...

Senior Associate, Data Management & Quantitative Analysis At BNY, our culture allows us to run our company better and enables employees growth and success.As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this...

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something ...

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 Data Team Lead oversees the management of the day-to-day activities for a sub-team of managed investment data (MID) that powers the Morningstar products and platforms. Typically, the Data Team Lead works closely with Global Process Owners, MID Data Leaders and Global Data Director, as well as with the global stakeholders to ensure that all the agreed deliverables from the team are met, and that the team is fully equipped in terms of training and documentation. He or she, together with M...

Job Title: Team Member - Zonal Training Manager Department: Sales L&D Position Grade Range: Basis eligibility and evaluation Location: Lower Parel, Mumbai Who we Are? Axis Asset Management Company Ltd (Axis AMC), founded in 2009, is one of India's largest and fastest-growing mutual funds. We proudly serve over 1.3 crore customers across 100+ cities with utmost humility. Our success is built on three founding principles: Long Term Wealth Creation Customer-Centric Approach Sustainable Relationships Our investment philosophy emphasizes risk management and encourages partners and investors to move from transactional investing to fulfilling critical life goals. We offer a diverse range of investm...

Job Description – The Data Team Lead oversees the management of the day-to-day activities for a sub-team of managed investment data (MID) that powers the Morningstar products and platforms. Typically, the Data Team Lead works closely with Global Process Owners, MID Data Leaders and Global Data Director, as well as with the global stakeholders to ensure that all the agreed deliverables from the team are met, and that the team is fully equipped in terms of training and documentation. He or she, together with MID Data Leaders and Global Data Director, will be accountable for ensuring and improving the performance, productivity and efficiency of the teams and the delivery of the operational perf...

Morningstar Indexes - http://indexes.morningstar.com Position : Quantitative Analyst – New Product Development – Morningstar Indexes The Area : Morningstar Indexes Team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar’s intellectual property to create indexes that empower investors to achieve their goals at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity and asset allocation indexes. The Role : As a part of the Indexes New Product Development Team, you will partic...

Support a leading APAC based asset managment firm in RFP/DDQ preparation and related activities Key Responsbilities RFP Delivery Support core sales channels globally (Institutional / Retail / Internal) by delivering high quality, compelling RFPs, DDQs with accuracy , consistency, and timeliness Manage the end-to-end RFP process from initial kick-off to final submission, ensuring quality control, compliance, crafting persuasive and compelling content, and manage critical time path towards delivery Coordinate with cross-functional teams and utilise a wide range of tools, and sources to gather information/responses for each RFP Maintain proper RFP records in respect of housekeeping rules for fu...

Key Accountabilities As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior Management. Review performance and portfolio analytics for use in client reports Attend to queries on fund and/or benchmark returns, asset returns or attribution results. Attend to requests from fund managers, client portfolio managers, sales & marketing on performance and attribution Produce peer fund comparison analysis based on Morningstar Direct Provide support to the Transition team and the Sales team for all transition act...

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. At PitchBook, our Product & Engineering team is made up of big thinkers, innovators, and problem-solvers who aim to make a meaningful impact on our customers and company every day. We value curiosity, customer empathy, and the drive to find better ways of doing things. Our work blends creativity with technical expertise to deliver world-class customer experiences through product innovation. As a Senior Salesforce Engineer in our Engineering Revenue Platform division, you will design, build, and optimize scal...

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. At PitchBook, our Product & Engineering team is made up of big thinkers, innovators, and problem-solvers who aim to make a meaningful impact on our customers and company every day. We value curiosity, customer empathy, and the drive to find better ways of doing things. Our work blends creativity with technical expertise to deliver world-class customer experiences through product innovation. As a Senior Salesforce Engineer in our Engineering Revenue Platform division, you will design, build, and optimize scal...

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. At PitchBook, our Product & Engineering team is made up of big thinkers, innovators, and problem-solvers who aim to make a meaningful impact on our customers and company every day. We value curiosity, customer empathy, and the drive to find better ways of doing things. Our work blends creativity with technical expertise to deliver world-class customer experiences through product innovation. As a Senior Software Development Engineer in our Engineering Revenue Platform division, you will design, develop, simpl...

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 - Lead Software Development Engineer, Marketing Platform Automation Shift - General Company: As a member of the Product and Engineering team at PitchBook, you will be part of a team of big thinkers, innovators, and problem solvers who strive to deepen the positive impact we have on our customers and our company every day. We value curiosity and the drive to find better ways of doing things. We thrive on customer empathy, which remains our focus when creating excellent customer experiences through produ...

This job is with Morningstar, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. As a member of the Product and Engineering team at PitchBook, you will be part of a team of big thinkers, innovators, and problem solvers who strive to deepen the positive impact we have on our customers and our company every day. We value curiosity and the drive to find better ways of doing things. We thrive on customer empathy, which remains our focus when creating excellent customer experiences through product innovation. As a Senior Engineer in the Marketing Platform Automation division, you'll lead the ...

Job Description As a member of the Enterprise Data Platform team and Enterprise Technology organization within Technology & Engineering at PitchBook, you will be part of a team of big thinkers, innovators, and problem solvers who strive to deepen the positive impact we have on our customers and our company every day. We value curiosity and drive to find better ways of doing things. We thrive on customer empathy, which remains our focus when creating excellent customer experiences through product innovation. We know that greatness is achieved through collaboration and diverse points of view, so we work closely with partners around the globe. As a team, we assume positive intent in each others...

Position Title: Principle Software Architect The Area : The Morningstar Indexes Team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar’s intellectual property to create indexes that empower investors to achieve their goals at every stage of the investment process—market monitoring, benchmarking, and asset allocation. The fast-growing business offers a broad suite of global equity, bond, commodity and asset allocation indexes. The Role : We are seeking an experienced Principal Software Architect to own and evolve the technical vision for a global, product-led organization ru...

Product Consultant, Client Service 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 Sr Product Consultant to join our Global Client Support team for supporting Morningstar’s research and analytical products. This will be a...