271 Morningstar Jobs - Page 9

Role - TL/ATL Shift - AU/US 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 performance KPIs, for team engagement, morale, and supporting the build for growth ladders of members. This role will functionally report to MID Data Leader, based in Shenzhen, and matrix report to MID Data Director, based in Mumbai. 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. Prior experience leading teams of 10+ people will be an additional advantage. Demonstrated ability to develop talent. Knowledge on Python and SQL would be an add on 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

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 Java and 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. Job Details Job Posting Title: QA Automation Engineer Job Profile: QA Automation Engineer (TB) 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. Job Description 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 or JavaScript as programming language. Good experience in JavaScript libraries JQuery, Ember, Angular 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 Skill: Very good hands-on and good knowledge of Automation using Selenium Web driver. Experience in Manual & Automation Testing of API’s using RESTAssured. Exposure to test management and bug tracking tool (like ALM, Testrail, JIRA or others), Agile methodologies. 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

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

Title – Product Manager Experience: 4 to 8 years Skills required: Business Analysis, Managed products developed using AWS services like S3, API Gateway, Lambda, DynamoDB, Redshift, Stakeholder Management, Backlog Prioritization Job Description The Area: Data Lake is a smart object store on AWS that allows storage and access. The files in Data Lake are stored in raw or unstructured format, as compared to a structured DB, and are accessible to run a variety of analytics as needed on the available data. As a roadmap, Data Lake would be used across Morningstar to store and access all their structured and unstructured data across the teams to make it a single source of information. The Role: We are looking for an experienced, enthusiastic, results-driven individual to help advance our offerings to Morningstar's internal users. The ideal candidate will deeply understand the financial markets and financial data. The candidate should have worked extensively on developing new products and digital propositions from concept through to launch. This business visionary will work with internal partners in Product, Research, and Investment Management to drive innovation in our product offerings. This position is based in our Mumbai office. Responsibilities: Work within an Agile software development framework, develop business requirements and user stories refined and validated with customers and stakeholders, prioritize the backlog queue across multiple projects and workstreams and ensure high-quality execution working with development and business analyst squad members. Work with external and internal project stakeholders to define and document project scope, plan product phases/ versions, Minimum Viable Product, and overall product deliveries Work with other product and capability owners from across the organization to develop a product integration vision that supports and advances their business goals Work with cross-functional leaders to determine technology, design, and project management resource requirements to execute and deliver on commitments. Proactively communicate project delivery risks to key stakeholders to ensure timely deliverables Own the tactical roadmap, requirements, and product development lifecycle for a squad to deliver high-performing Enterprise Components to our end clients Understand business, operations, and technology requirements, serving as a conduit between stakeholders, operations, and technology teams Defines and tracks key performance indicators (KPIs) and measurements of product success. Requirements: Candidates must have a minimum of a bachelor`s degree with excellent academic credentials. MBA highly desired. At least five years of business experience in the financial services industry. Candidates must have domain expertise, particularly in developing products using the AWS platform. Superior business judgment; analytical, planning, and decision-making skills; in addition, to exemplary communication and presentation abilities. An action-oriented individual possessing an entrepreneurial mindset. Demonstrated ability to lead and build the capabilities of a driven and diverse team. Able to thrive in a fast-paced work environment, exhibit a passion for innovation, and harbor a genuine belief in, and acceptance of Morningstar`s core values. Ability to develop strong internal and external partnerships; and work effectively across different business and functional areas. AWS Certification is a big plus Morningstar is an equal-opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Show more Show less

The Role: At Morningstar, helping investors is what brings us together and drives our work. We are looking for software engineers who specialize in .Net, Javascript and AWS to join our team, grow with us, introduce us to new ideas and develop products that empower our users. This role is with India Managed Portfolios team and You will have product ownership and responsibility for ensuring process and quality adherence through peer reviews, code reviews, test coverage and best practices. You will act as the software guardian, owning non-functional requirements, architectural direction, and the quality of the code while addressing technical debt. Every day, you’ll manage a team and work with team members across disciplines developing products for investors. You’ll interact daily with our product owners/managers to understand our domain and create technical solutions that push us forward. We want to work with other engineers who bring knowledge and excitement about our opportunities. This position is based in our Mumbai office. Responsibilities Design & develop web and enterprise solutions to be flexible, scalable & extensible. Enforce good agile practices like test driven development, CI. Hands-on development will be an integral part of the responsibilities. Introduce and follow good development practices, innovative frameworks and technology solutions that help business move faster. Follow best practices like estimation, planning, reporting and improvement brought to processes in everyday work. Participation in full life-cycle system development with teams of developers, analysts, and testers. Be a Role Model to the team to collaborate on well designed applications. Take ownership of the success of the team with a "gets things done" attitude; the ability to understand and leverage new technologies, potentially wearing many hats including business analyst, DBA, QA, and project manager. Help to shape product vision. Requirements 2-3 yrs of hands-on experience in .Net technologies .net core , Asp.Net, C#, MS MVC or Python Strong knowledge on OO design including design patterns & their applicability. Experience on front end technologies. Vue.Js is preferred Very Strong knowledge of databases- complex queries, stored procedure a must. Working knowledge of cloud technologies. AWS is preferred. Understanding of the concepts of CI/CD. Good to have hands on experience with DevOps tools like Jenkins, Docker etc Good to have experience with NO SQL databases like DynamoDb, MongoDB etc Excellent listening, written and verbal communication skills. Leadership qualities. Experience with .Net, Linux, and Tomcat, AWS/cloud technologies as well as experience with full-stack web development. 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: The Team: India finance team is an exciting and challenging place that manages and / or executes the stewardship, control, reporting, tax compliance and decision support functions for the India region. The team touches almost every operational area of the organization with almost every activity translating into financial actions, implications or decision support. A gist of various activities performed by the team: Accounting and validations: Employee compensation – payroll review, cost accruals and costs accounting, Expense accounting, Employee reimbursements, Intercompany cross charge, Monthly and periodic reporting Compliances: Income Tax, including corporate tax, transfer pricing, withholding taxes, and Compliance support to other functions such as secretarial and T&C (other payroll taxes) End to end Payroll processing including employee related statutory compliances (PF/ PT/ ESIC/LWF/S&E etc) Decision support on various organizational options, providing commercial-legal support. Ensuring financial controls and a risk management framework. Dissemination of financial and management information, Budgeting/forecasting,g Banking operations Responsibilities: We are looking to hire an energetic and driven individual with prior experience of handling end-to-end payroll for an organization of around 3000 employees. The goal is to provide a seamless experience to employees from a payroll perspective to ensure timely credit of salaries every month The role will be responsible for a combination of the following activities as assigned from time to time Payroll Assist in payroll processing for Morningstar India Operations by Assisting in preparation and validations of payroll inputs from the HRIS system and the ServiceNow ticketing system. Working with our payroll vendor to make sure that salary processing is done as per set timelines. Resolving employee queries on ServiceNow – our online HR ticketing system – by working closely with other teams. Responsible for conducting the first level of validation of payroll output files to ensure accurate processing of payroll transactions, including salaries, benefits, taxes, and other deductions, including timely full & final settlement of exits. Conduct Monthly Payroll Office Hours to address additional payroll queries, if any. Helping with payroll-related weekly employee induction and ensuring all the employee-related documents pertaining to payroll have been duly updated/ uploaded to the Payroll Vendor systems as needed. Assisting in coordination for year-end payroll processing, along with helping in communications with employees on Investment Proofs. Assist in timely full & final settlement of ex-employees, as per set TAT. Assist in payroll accounting and responsible for uploading all necessary payroll entries in Oracle , maintaining the necessary supporting document trail, preparing GL reconciliation, commenting on variance file, and Blackline reporting. Provide Annual Actuarial Valuation data to the Actuary and Gratuity, Leave, and Sabbatical provisioning. Well-versed with the filing of Quarterly and Annual TDS returns and issuance of Form 16 Working with our Food coupon vendor partner for timely food voucher uploads on the Vendor portal and handling employee queries. Working with our NPS vendor partner for the timely upload of NPS contribution on a monthly basis and handling employee queries. Develop, implement payroll processes to ensure adherence to internal controls, efficiency, and a great employee experience. Drive cross-functional coordination and communications to help achieve seamless payroll processing. Vendor management and timely vendor invoice payment. Compliances: Assist in sending data to labour law consultants for timely payments towards statutory taxes like PF/PT/ESIC/LWF/ Income Tax, and any other statutory payments Ensuring that Monthly registers as required for PF, PT, ESIC & LWF are duly maintained under applicable Labour laws. Coordinating with labour law consultants to ensure the necessary filing of various Labour law forms Assisting in any inspection related to PF, PT, ESIC & LWF Assisting is providing the necessary information as requested by internal and external auditors Responsible for liaising with Government authorities - PF, PT,ESIC, Labour office, etc Requisites: A Bachelor's degree in Human Resources/ Finance with relevant experience in payroll of 4-5 years. Logical, analytical, and process-oriented. Good communication skills. Should be well-versed in advanced Excel, Power BI, and PowerPoint. Organised, result-oriented. Should be a good team player with the ability to collaborate across teams. 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: 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: 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

Senior Project Manager – India Growth & Innovation Hub Senior Project Manager is a key role in the organization that requires working with stakeholders both in India and globally to support execution of strategic initiatives and cross functional projects. Role involves managing operational projects and supporting governance meetings delivering value to India center and the global organization. Responsibilities: Drive impact by managing / supporting India level projects that may cut across different business lines and functions Lead / contribute to India-wide initiatives focused on implementing objectives and key results from the three-year plan Collaboratively work with global stakeholders and India leaders and teams on engagements to deliver impactful results for the organization Ensure projects are executed as per scope, and timelines by coordinating and collaborating with multiple teams/ individuals, periodic follow up and oversight, stakeholder communication and reporting. Act as a change agent and manage delivery of workstreams on projects working with leaders and cross-functional teams to achieve project goals Lead or facilitate cross functional project level initiatives/ events/ meetings Support / deliver thought leadership on future state operating models and processes with focus on Global Capability Centers competitive landscape. Support in governance meetings by capturing and following up on action items to closure Skill Requirements Expertise – Must have hands on experience in working on cross functional projects Leadership - Must be able to lead projects and work well with leaders Communicative and facilitative - Must be able to communicate well with all levels of the organization from team members to senior leaders. Assertive - Must be able to ensure project timelines and scope are adhered to, must be able to be a voice of reason and authority. Must be able to manage conflicts Analytical Skills – Must have demonstrated strong analytical skills across professional experience Qualifications: 7 to 11 years of professional experience Experience working on cross functional projects / programs 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

Morningstar’s mission is to empower investor success . Key to helping us fulfill that mission are the products and services that allow investors, and the professionals that serve them to make better investment decisions. The Morningstar ByAllAccounts aggregation platform enables investment firms and fintech developers to build next generation investment solutions. The investment industry is evolving into an open-data ecosystem where investment enterprises and fintech firms compete and collaborate to provide investors better digital financial services. As data intermediaries between financial institutions, wealth-tech firms, and investors, ByAllAccounts plays a critical role providing connectivity and movement of data throughout the investment ecosystem. At ByAllAccounts our goal is to turn investor data into our customers’ most valuable asset, inspiring great product innovation and client and advisor experiences that drive growth. We are passionate about harnessing technology and data to make a meaningful impact in people’s financial lives. The Role: The Software Engineer will serve as an individual technical contributor and mentoring Junior Engineers on the team. He/she will be responsible for developing and maintaining ByAllAccounts’ state-of-the-art web crawling engine and its U.S.-patented financial account data extraction, normalization, and enrichment system that handles files and pages in a variety of formats. This work involves reverse engineering websites, emulating browsers, using various web technologies and open-source packages, and much more. Job Responsibilities: Individual technical contributor Participate in the sprint planning activities Apply Object-Oriented analysis & design using common design patterns Adhere to established guidelines through peer reviews for design and code, unit test results Analyze existing code and expand test coverage Mentor junior team members Requirements: B.S. in Computer Science, Software Engineering, or an equivalent discipline 2+ years’ experience in a software development or software services environment Good conceptual knowledge of OOPS and Java Good understanding of how a web application works Must have worked on a web-based project involving JAVA Experience with, or demonstrable knowledge of: Object-oriented programming Regular Expressions/text stream pattern matching Web technologies (HTML, JavaScript) HTTP protocol Good communication skills Ability to work collaboratively with a team 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

Performance Reporting Analyst - C10 GPC-IPS Performance-Fund Accounting Analyst 2 Description You will be part of the middle office operations team providing performance calculation and attribution analysis for our clients in the region. As a Team leader, you will be responsible for ensuring that you and your team is producing and validating performance returns, risk and attribution reports. You will be responsible for reporting all the MIS for operation as well as for team management. You will also work closely with the onshore counterparts to establish global operating models and processes. Key responsibilities include: Manage your team and ensure that all deliverables are completed as per the agreed SLA. Identify training needs of your team members and provide it to the team members as per requirement. Producing, reviewing and validating portfolio account performance calculations and performance reports associated with accounts, composites and managers Creating customized reporting based on clients’ requirements; maintain, produce and review client composites according to SLAs and GIPS standards Participating in department projects and ensuring completion, as well as assist new clients on boarding and implementation processes Provide scheduled/Ad-Hoc reports or MIS to Management as and when required. Reviewing, updating and implementing new processes and procedures as required, to enhance operational controls Interfacing with performance and index vendors Experience in resolving data issues using Accounting systems and ability to understand the flow between accounting and performance systems. Qualifications Education: Master degree in Accounting, Finance or related field Pursuing/completed CIPM (Preference – not mandatory) Performance Job Experience: 5-7 years experience in performance measurement operations or experience with account/security level performance in a related field Familiarity/Understanding of Segment, Security and Attribution Performance Reporting Familiarity/Understanding of Global Investment Performance Standards (GIPS) Performance System Experience – Factset/Statpro/MorningStar (Preferred) Skills: Proficient in people management and conflict management Proficiency with EXCEL (macros, pivot tables etc.) Attention to detail Proven Problem solving skills Effective time management skills Excellent interpersonal and communication skills Outstanding organizational skills A proven ability to multi-task Initiative in Self Development Team player Works well under pressure Flexibility to work in all shifts Education Level : Master Degree in Accounting/Finance Primary Location : APAC-IND-MH-Pune Job Category : Operations Schedule : Full-time Shift : Rotating Employee Status : Regular Travel : No Grade/Level: C10 Relocation: No ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Fund Accounting ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. Show more Show less

The JIRA/Atlassian Administrator’s primary role is to manage and maintain Morningstar’s JIRA and Confluence environment. While this position will focus primarily on JIRA and Confluence, it may also include work with Active Directory and Office 365 hosted applications such as Exchange Online. The Administrator will be expected to be ‘hands on’ with the systems and individual tasks in support of the applications and the servers/infrastructure on which they reside. Candidates must possess proficient technical skills around the Linux and Windows operating system. The full-time position is a day shift, with being on-call as an escalation contact. Responsibilities Management and support of Atlassian JIRA and Confluence as an administrator. Development and maintenance of JQL for custom JIRA processes. Proficient technical skills around the Linux and Windows operating system. Follow guides to implement best practices, develop efficiencies, and improve platform scalability and performance. The ability to work in a fast-paced environment with minimal supervision and major responsibility. Work closely with user groups to resolve problems, deploy and release new products and create solutions to provide world class service, solutions and support. Assist as needed with the management and support of Active Directory, Exchange, Skype for Business, Office 365 platform and several other employee tools. Participate in an on-call rotation. Requirements Bachelor of Science in Computer Science, Engineering, or equivalent. Experience managing Atlassian tools (JIRA and Confluence) as an administrator is required. Experience developing and maintaining JQL 3 years or more of System Administration experience. Experience with Office 365 Administration is a plus. Experience with Active Directory and Domain Administration is preferred. Knowledge of networking, DNS, Exchange, Active Directory is required. Knowledge and experience of working with Monitoring agents and systems. Exceptional customer service, organization, interpersonal, time-management and written and verbal communication skills. High degree of self-motivation. The ability to adapt quickly to new tasks. The ability to learn custom applications, support, and troubleshoot. Experience with virtual machines (Windows Server, Red Hat, Centos). Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity 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. 001_MstarInc Morningstar Inc. Legal Entity Show more Show less

Financial Analysts and Advisors (Vet Existing Resources) 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. 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

About this role: Wells Fargo is seeking a senior Software Engineer We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow. In this role, you will: Lead moderately complex initiatives and deliverables within technical domain environments Contribute to large scale planning of strategies Design, code, test, debug, and document for projects and programs associated with technology domain, including upgrades and deployments Review moderately complex technical challenges that require an in-depth evaluation of technologies and procedures Resolve moderately complex issues and lead a team to meet existing client needs or potential new clients needs while leveraging solid understanding of the function, policies, procedures, or compliance requirements Collaborate and consult with peers, colleagues, and mid-level managers to resolve technical challenges and achieve goals Lead projects and act as an escalation point, provide guidance and direction to less experienced staff Required Qualifications: 4+ years of Software Engineering experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: ServiceNow experience At least 4 years of development experience within ServiceNow. Experience with ITSM, ITOM, Discovery, CMDB, Integration Hub, and/or Event Management modules a big plus. At least 4 years of experience integrating ServiceNow with other systems via APIs and Integration Hub. Job Expectations: At least 3 years of experience with Flow Designer. Knowledge of ServiceNow functionality such as business rules, scripts, and Access Control List (ACL) rules. Knowledge of business analysis processes and concepts. Experience with Agile development processes and methodologies. Experience working in a global setting. Experience working with implementation partners and managed service providers. Bachelor's degree in computer science, Information Technology, or a related field. Ability to successfully lead a team and drive the success of ServiceNow initiatives. Proven ability to successfully work in a matrix team environment that presents significant change and tight timeframes. Excellent communication skills (both written and verbal) Strong interpersonal skills. Ability to build positive relationships with key stakeholders. Strong analytical and problem-solving skills. Ability to quickly learn new concepts and functionality as Morningstar expands our ServiceNow footprint. Focus on quality and attention to detail. Posting End Date: 11 Jun 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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

The Team: The Talent & Culture team, supports the development and growth of talent by effectively chalking out initiatives in conjunction with business leaders and global teams. We aim to implement human resource strategies in India to improve organizational effectiveness The Role: We believe that people are our most important asset. Our people—through their creativity, talent, and willingness to learn—are essential to the success of our company. Recruiting, developing and retaining Great People are critical to Morningstar’s future. For the role, we need a bright, energetic, and driven individual who, may or may not have prior T&C experience, but has a desire to learn about T&C domain while providing timely project and process support to employees, managers, and other T&C professionals. The goal is to provide a great service experience to employees and managers needing assistance from T&C and to make other T&C professionals on the team more productive by supporting their projects and day-to-day process tasks. This position is based at our Navi Mumbai office and reports to the Associate Director – T&C Operations. Responsibilities: Employee Lifecycle Management: Oversee end-to-end employee lifecycle processes, ensuring data accuracy and compliance. Maintain employee records in Workday, adhering to confidentiality and quality standards. Case Management & Consulting: Handle employee case management using ServiceNow, providing swift and effective resolutions. Serve as a consultant to P&C teams, advising on case improvement strategies and best practices. Process Automation & Technical Excellence: Develop innovative ideas to automate HR processes and workflows, reducing manual effort and improving accuracy. Utilize advanced technical skills in Power BI, Excel, Macros, and VBA code for data processing and analysis. Data Analysis & Reporting: Perform detailed data analysis to identify trends and actionable insights. Create dynamic dashboards and generate monthly reports using Power BI and Excel to track key HR metrics and drive decision-making. Collaborative Excellence: Act as a liaison between the Center of Excellence and other P&C teams to ensure seamless coordination. Support P&C teams with tailored solutions and resources to enhance their operations. Quality Auditing & Improvement: Conduct regular quality checks on processes and cases. Advise teams on enhancing efficiency and performance based on audit findings. Requirements A minimum of bachelor's degree or its equivalent. 3+ years of professional experience Proven ability to learn quickly, behave professionally, and proactively take responsibility. Ability to work collaboratively or independently Demonstrate high level of discretion and candor relating to confidential information. Self-motivated and can-do attitude Good Communication skills Must be proficient in MS Excel 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

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

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. 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. 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

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

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

The Team Morningstar’s Conflicts of Interest team is part of the Global Control function within the Compliance department and an integral part of the Compliance program that addresses how the firms manages conflicts of interests. The team has global scope with members based in Europe, Canada and India. The Role Morningstar is seeking a Compliance Officer based in Mumbai reporting to the Manager of Conflicts of Interest, Global Controls based in India (Mumbai). The Compliance Officer will support the Conflicts of Interest team in the management of the conflicts of interest program for our Wealth Research Retirement business. The successful candidate will operate the conflicts of interest controls within the scope of the global conflicts of interest team. Responsibilities The Compliance Officer will be expected to Develop, implement and review operating procedures for the general operation of the global conflicts of interest compliance program within Wealth Research Retirement business. Take responsibility for monitoring compliance with the firm’s conflicts of interest policies, including securities trading, gifts & entertainment and escalating issues to management as necessary. Administer the firm’s Conflicts Management System for Wealth Research Retirement globally. Ensure proper documentation and record-keeping of associated controls. Support the Compliance Department in creating reports to Senior Management on a monthly, quarterly and annual basis. Work with the Compliance Department to develop, maintain and deliver compliance training and other materials. Assist with the preparation for, and conduct of, regulatory examinations. Collaborate with a global team on multiple projects. Interact with employees at various levels of an organization on sensitive matters. Requirements A minimum of 5 years’ experience in compliance and/or regulatory analysis developed in Financial Services, Accounting or Legal professions. A minimum of 2 years’ experience with Control Room functions, including preclearance of employee trades and management and use of restricted lists. Bachelor’s degree in Finance, Accounting, Commerce or Business Administration is required. Completion of a professional examination conducted by ICAI, ICMA or ICSI, or post graduate degree/post graduate diploma is a plus. Experience in development, implementation and monitoring adherence to corporate policies, procedures and other guidance documents. Experience in project management of regulatory projects (SOP development experience is essential). Proficiency with Excel required (advanced level). Ability work under tight deadlines and manage multiple projects concurrently in conjunction with the Compliance team. Strong organizational and communication skills (verbal and written). Strong analytical and investigative skills. Excellent command over the English language essential (written and verbal). Highly developed interpersonal skills with the ability to develop and maintain effective relationships with diverse teams and across multiple time zones. 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 Details Job Description: QA Automation Engineer These are the most important skills, qualities, etc. that we’d like for this role. Overall experience of 2 to 4 years in Quality Assurance and Testing with relevant hands-on experience in Automation Strong experience in Automated Testing of web-based application Expert in UI Automation using tools like Selenium web driver & Automation framework development with HANDS-ON Used Java and JavaScript as programming language Expert in API testing (manual and automation) using Rest Assured frameworks and/or Ready API Exposure and know-how of performance testing and security testing tools Knowledge of Amazon Web Services / Cloud would be a plus Should be self-driven engineer with desire to use practical and professional concepts in QA along with application of QA standards and procedures to resolve routine issues Should be able to write use cases based on product requirements, execute them and report issues in bug tracking system Should be self-starter, lead and self-contributing to the QA team to build robust and flexible Automated Testing Framework Helps QA community to learn Automation, impart necessary technical knowledge Hands-on current experience authoring, building and adopting large scale, cross-functional automation frameworks with well-balanced coverage across back-end integration, database levels, UI. Integrate test automation into CI/CD process and instrument full SDLC automation Improve process and quality via test and process automation: defining right strategy and technology based on process and architecture assessment by engaging different roles and stakeholders Experience using SQL with regards to be writing and understanding queries and procedures 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. Mandatory Skill: Very good hands-on and good knowledge of API testing, RestAssured. Automation using Selenium Web driver, Exposure to test management and bug tracking tool (like ALM, Testrail, JIRA or others), Agile methodologies and Exposure to some performance testing tools. 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

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

The Group: The Enterprise Data Platform (EDP) is the central data system for collecting, storing, consolidating, normalizing, calculating, and distributing Morningstar’s high-quality data and capabilities to internal and external consumers. EDP is a data provider as well as a business enabler. The individuals in this group thrive to enable faster business growth, better scale and improve customer experience by maximizing full commercial and brand value of data sets in their entirety. The Role: The portfolio calculation service group within EDP is seeking a passionate and data-centric product manager who can work closely with business analysts, senior product, and technology members of the group to build advanced portfolio calculations. As a portfolio analytics product manager, you will actively work with our methodology experts and quantitative research team to understand and deliver advanced portfolio analytics. One of the most immediate use-cases you will work on is the service build-out for our centralized optimizer capability to deliver the best of Morningstar's portfolio optimization IP (Intellectual Property). Ideally, we would want someone who has a financial background and is excited about Morningstar’s mission to empower investors through our advanced research and analytics capabilities. This role requires coordination across many internal/external teams and will be visible at the highest levels of the company. Responsibilities: Work within an Agile team to develop business requirements and user stories and get these validated with customers and stakeholders Prioritize the backlog queue across multiple projects and workstreams, and ensure high-quality execution working with squad members Work with external and internal project stakeholders to define and document project scope, plan product phases/ versions, Minimum Viable Product, and overall product deliveries Work with other product and capability owners from across the organization to develop a product integration vision that supports and advances their business goals Work with cross-functional leaders to determine technology, design, and project management resource requirements to execute and deliver on commitments. Proactively communicate project delivery risks to key stakeholders to ensure timely deliverables Own the tactical roadmap, requirements, and product development lifecycle for a squad to deliver high performing Enterprise Components to our end clients Understand business, operations, and technology requirements, serving as a conduit between stakeholders, operations, and technology teams Defines and tracks key performance indicators (KPIs) and measurements of the product success. Basic Requirements 8+ years of work experience in business analysis/data analysis/product management preferably in financial services industry. Excellent oral and written communication skills. Deep understanding of portfolio construction and portfolio-related analytics. Ability to learn new things quickly under limited supervision Ability to develop strong internal and external partnerships, and work effectively across different business and functional areas Superior business judgment; analytical, planning, and decision-making skills Action-oriented individual possessing an entrepreneurial mindset Able to thrive in a fast-paced work environment, exhibit a passion for innovation, and harbour a genuine belief in and acceptance of Morningstar`s core values Demonstrated ability to lead and build the capabilities of a driven and diverse global team Bachelor’s degree in business management, computer science, engineering, or related field Bonus points if you have AWS (Amazon Web Services) certification and/or knowledge of AWS services like S3, Athena and Redshift. Ability to use tools like Athena/SQL to perform data analysis CFA (Chartered Financial Analyst) or commensurate financial services experience 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