About the Role: Morningstar DBRS Structured Finance Analytics team is looking for candidate with good problem solving, analytical & technical mindset. As a Lead Quant Analyst, you will be responsible for managing a team of offshore Quant Analysts providing support on automating data analysis processes, building and running data analytics to aid rating, research, and surveillance process, developing and enhancing data analysis, data visualization and workflow optimization tools. We are looking for an individual having strong understanding of Structured Finance products (RMBS, ABS, CMBS etc.,) coupled with technical skills and leverage them to build efficient technical infrastructure for evolving FinTech solutions. Expertise in Python, Tableau, AWS, Athena, SQL and VBA will be needed. This position is based in our Navi Mumbai office and work shift will be EMEA.Responsibilities:Manage and mentor a team of 6-8 Quant Analyst, providing guidance on technological enhancement and fostering a collaborative work environment.Managing work priorities of the team including quality & timeliness of delivery schedules, periodic reporting on work performance, project reporting and interact regularly with onshore teamLead and mentor the team on critical processes to achieve the business goalsMaintain regular and open communication with the Global Structured Finance Analytics team and Credit Technology team about assigned tasks, priorities and ensure applications under development meet the defined requirements and pass the UAT prior to its release.Lead the team with transforming, improving and integrating data, depending on the business requirementsUnderstand core concepts around data storage and access specifically in structured data systems such as databases (SQL, Athena, AWS S3)Understand the domain and implement quick fix solutions to align the development activities with dynamic business needsParticipate actively in the design and build phases, to aim at producing high quality deliverablesHave a mindset to bring about process efficiencies and ideate automationsCollect, organize, and study data from internal and external sources for use in criteria development, ratings, and research reportsTake ownership of the tasks with focus on quality and accuracy of the deliverablesHighly organized and efficient, with ability to multi-task and meet tight deadlinesEnsure compliance with regulatory and company policies and procedures.Requirements:Minimum of 9-11 years of relevant experience working in Credit Modeling / Model Validation roles.Qualifications: MBA (Finance)/BTech/PHD (Math) from a Tier I college.Knowledge of finance, statistics, behavioral sciences.Strong Analytical skills. Experience with large databases / datasets preferred.Expertise in Python / Anaconda, Data science stack (Jupyter, Pandas, NumPy), Tableau, Microsoft Excel and MSSQLExperience with SAS/R is a plusFamiliarity with AWS infrastructure is considered an added advantage.Ability to manage multiple tasks at the same time and deliver results in a timely manner.Morningstar DBRS is an equal opportunity employer.

The Role : Morningstar seeks a Product Consultant to join our Global Client Support team in the ESG domain supporting Morningstar s ESG research, data and analytical products. Being a Front office role, you will be working directly with our Enterprise clients, you will join our client service group with the aim of resolving their critical and time sensitive issues. The team empowers investors to make more sustainable investment decisions. The Client Support team works alongside a diverse range of asset owners, asset managers, and some of the leading financial institutions around the world. You will support clients from the onboarding to daily technical and operational inquiries and other account management-related tasks, including account permissions and deliverable set up, as well as support on content-related questions on our research data. You will: Gain exposure to an international team, working closely with both Client Success Managers and Sales across regions Come together with your team, the primary and reliable point of contact for technical support. Escalate to the account owner where appropriate; and Support the team to maintain and improve client retention and client satisfaction. This position will allow you to obtain a broad understanding of how responsible investment strategies can be implemented by investors, be part of a fast-growing and successful organization, work in an entrepreneurial environment, expand your business network in a short period of time, and could quickly assume new responsibilities. We are looking for a dynamic team player who is process-focused and has strong customer service skills. Responsibilities Support the management of client relations in APAC, EMEA and North America involving a portfolio of asset owners, asset managers, banks, insurance companies, and other financial institutions. Ensure that clients have access to their subscribed research through our online platform and/or receive recurring or one-off standard services, reports, or deliverables. Respond quickly to client queries to resolve problems and ensure an effortless customer experience. Administrate client information in our internal relationship management system; and Support clients in accessing and understanding Sustainalytics suite of research products and ESG data for the purpose of incorporation into their investment processes and escalating appropriately. Requirements: 1-3 years of relevant work experience, especially related to customer service Undergraduate degree in a related discipline (business, finance, environment, and/or social sciences). With some experience in the ESG domain is a must. Strong customer service skills and process focused. Ability to understand and process client inquiries efficiently. Excellent interpersonal, communication, and writing skills. Meticulousness and attentiveness to detail. The desire to work for a company where individual contributions have significant impact on the success of the Team as a whole. A positive attitude is required. Experience working effectively with others in a team setting while under the pressure of deadlines. Willingness to work long hours at critical times (i.e., quarterly reporting) based on need. The ability to work independently, efficiently, and responsibly. Extreme attention to detail and an ability to document processes.

Provide best-in-class service to all incoming client queries related to Morningstar products and services. Maintain an expert knowledge of Morningstar products and services, features, benefits , serve as a resource to team members and act as a consultant to the client. Apply a professional, timely , and proactively approach to escalated issues and calls. Regularly follow up internally and externally for all outstanding client queries and requests. Meet required service levels for the process Demonstrate and promote strong client advocacy Provide and facilitate pertinent corporate, inter-departmental, and departmental communications as necessary Requirements: 3 - 4 years of proven experience in client support /service A proven track record of managing clients with contractual timelines and scope Good understanding of financial markets and investment products (especially stocks , mutual funds , commodities, currency ) with inclination to learning U nderstanding of networking, internet , communication concepts and complex software systems Excellent skills in Microsoft Excel Proven ability to develop effective working relationships with both local and international stakeholders including the capabilities to negotiate, develop rapport and establish trust Fast learner, self-starter, flexible and proven ability to work in a demanding environment with strong multi-tasking skills Educated to degree level, an advanced degree is a plus Excellent written and verbal communication in English

Provide best-in-class service to all incoming client queries related to Morningstar products and services. Maintain an expert knowledge of Morningstar products and services, features, benefits , serve as a resource to team members and act as a consultant to the client. Apply a professional, timely , and proactive approach to escalated issues and calls. Regularly follow up internally and externally for all outstanding client queries and requests. Work closely with our internal Data, Engineering and Implementation teams to ensure timely production, quality assurance, and the delivery of projects for new and existing clients. Ensure compliance with the required service levels for the process. Demonstrate and promote strong client advocacy Provide and facilitate pertinent corporate, inter-department al communications as necessary Requirements: 2-3 years of relevant experience. Experience in Financial Services/Capital markets is preferred A proven track record of managing clients with contractual timelines and scope . Effective analytical and decision-making skills. Good understanding of financial markets and investment products (especially stocks , mutual funds , commodities, currency , futures and options ) with an inclination to learning Tech savvy and being comfortable complex software systems Proven ability to develop effective working relationships with both local and international stakeholders including the capabilities to negotiate, develop rapport and establish trust Fast learner, self-starter / learner, flexible and proven ability to work in a demanding environment with strong multi-tasking skills. Professional attitude and strong service orientation Educated to degree level, an advanced degree is a plus Excellent written and verbal communication in English The ability to work independently, efficiently, and responsibly. Extreme attention to detail and an ability to document processes. The desire to work for a company where individual contributions have significant impact on the success of the t eam . A positive attitude is required . Experience working effectively with others in a team setting while under the pressure of deadlines. Willingness to work long hours at critical times (i.e., quarterly reporting) based on need.

Analyze the credit risk in Residential Mortgage backed securities by performing tasks that includes reviewing deal documents, legal documentation, analyzing periodic data and preparing / running cash flow models both in-house and external like Intex Calc. Assist the primary analyst in preparing rating committee note, rationale and building and maintaining various databases relating to mortgages Collect, organize, and study data from internal and external sources for use in criteria development, ratings, and research reports. Compile and prepare periodic portfolio reports for use by senior staff and identify material changes for research causes. Maintain regular and open communication with the operations team and technology team about assigned tasks, priorities and ensure applications under development meet the defined requirements and pass the user acceptance testing prior to its release. Take ownership of the tasks with focus on quality and accuracy of the deliverables Demonstrate strong learning curve and eagerness to move up the rating value chain Ensure compliance with all applicable policies and procedures. Highly organized and efficient, with ability to multi-task and meet tight deadlines Requirements: Postgraduate in Finance or CA or CFA charter holder or such equivalent qualification. Minimum of 1-2 years of relevant experience in capital markets, structured finance credit analysis, experience at a rating agency is a plus. Expertise on Microsoft Excel, Visual Basic for Applications (VBA), MSSQL. Knowledge on Python is a plus. Excellent writing, communication, and quantitative/analytical skills. Ability to communicate analytical thoughts in a crisp, concise, and precise manner. Creative thinker who is adept at taking an analytical approach to problem solving. Robust quantitative and analytical skills supported by strong attention to detail and accuracy. Good inter-personal skills and ability to participate/ contribute as a team player. Highly motivated, self-starter with a positive attitude and a strong work ethic.

Position : Compliance Manager The Role: The position provides compliance support for Mumbai-based staff who perform credit rating analysis, data, criteria or model - related work in support of Morningstar DBRS Credit Ratings. Morningstar DBRS India is a branch of DBRS Ratings GmbH and this position reports to the Regional Compliance Officer for EU. Responsibilities: Responsible for assisting the Regional Compliance Officer for EU in his administration of the firm s compliance program. Responsible for providing compliance advisory support for Mumbai-based staff and maintaining strong relationships with key business stakeholders Perform monitoring/surveillance activities as assigned by the Regional Compliance Officer for EU or other relevant Compliance Officers. Assist with compiling regulatory filings within a timeframe prescribed by the Regional Compliance Officer for EU Perform tasks or projects as assigned by the Regional Compliance Officer for EU or other relevant Compliance Officers. Assist in the development, implementation and maintenance of the compliance policies and procedures, in particular, for Mumbai-based staff working/supporting Morningstar DBRS credit ratings Assist in conducting trainings sessions relating to regulatory and compliance matters. Requirements: A minimum of 5 years in a compliance, audit or internal control role. A motivated, detail-oriented, and independent thinker able to interact with employees of all levels. Strong writing and communications skills. Strong organizational and time management skills. A high level of proficiency and comfort with all aspects of Microsoft Office applications along with Internet Search ability. A Bachelor Degree in Business, Finance, Accounting or related field. Prior training and/or project management experiences preferred Experience, Skills and Knowledge: The preferred qualifications of an ideal candidate include: Compliance or internal control experience. An understanding of governance matters pertaining to outsourced activities. A general understanding of financial services markets is required; knowledge of credit ratings is extremely helpful. R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entity

Represent fund day-to-day data collection processes and issues, and work with Data Scientists to identify potential areas for improvement where Machine Learning models can be applied for better process efficiency and data quality. Facilitate applying of Machine Learning models in data collection processes to support business growth. Contribute to AI-enhanced data collection activities and future data flow discussions as a domain expert. Partner with Data Scientists to build/tune the Machine Learning models, monitor the performance of ML models, and analyze ML results. Work closely with global data collection teams across various functions to achieve the desired outcome Build maintain the documentation on ML models. Diagnose data issues in daily processes, identify root causes, and relay the issue to Data Scientists if necessary. Formulate and refine data annotation scheme and annotate training data. Requirements: Current role of Senior Data Research Analyst (SDRA) Applicant should be AI/ML Practitioner program certified. Proven ability to articulate the problem statement and business requirements for building ML models. Understand Morningstar data collections processes and the methodologies for collecting those data points. Advanced Excel and SQL skills are required, basics of Python and regex is preferred. Proven ability to automate data collection, tasks/reports by using excel macros, SQL queries or data automation projects, is a plus. Good English verbal/written communication skills. Good people and project management skills. Self-motivated, detail-oriented, and organized. Bachelor/master s degree in finance/business/mathematics with an exceptional academic record or other professional certificates like PMP and/or CFA is valued.

The Team: DBRS Morningstar is a global credit ratings business with about 800 employees in eight offices globally. Formed through the acquisition of DBRS by Morningstar, Inc., the credit ratings business is the fourth-largest provider of credit ratings in the world. DBRS Morningstar is committed to empowering investor success, serving the market through leading-edge technology, and raising the bar for the industry. DBRS Morningstar is a market leader in Canada, the U.S. and Europe in multiple asset classes. DBRS Morningstar rates more than 4,000 issuers and 56,000 securities worldwide, and is driven to bring more clarity, diversity, and responsiveness to the ratings process. Visit https://www.dbrsmorningstar.com/learn/dbrsmorningstar to learn more.About the Role: As a member of the CMBS team, you will conduct thorough quantitative and qualitative research on the underlying loans and properties that collateralize Commercial Mortgage Backed Securities transactions. In addition, you will assist the onshore team with setting up Net Cash flow models; assist with special projects/initiatives, as needed. With some seasoning, you also will be expected to have thorough understanding underwriting and support on various other task across the ratings value chain. This position is based in our Navi Mumbai office.Responsibilities:Analyze the credit risk in SF securities by performing tasks that includes reviewing deal documents, analyzing periodic data and setting up net cashflow templates.Collect, organize and analyze data from internal and external sources for use in criteria development, ratings and research reports.Accurate and timely retrieval, analysis, research and reporting of CMBS pool level and property level performance, including:Identifying and analyzing risky assets based upon qualitative and quantitative factorsIdentifying macro and micro risk factors, including market, property type, tenant, and borrower, to determine and measure exposure within the CMBS pools and loan portfolios.Monitoring, analysis, and executive summary reporting on CMBS transactions, including an investigation of potential default or loss scenarios for underlying real estate loan collateral.Compile and prepare periodic portfolio reports for use by senior staff and identify material changes for research causes.Maintain regular and open communication with the operations team and technology team about assigned tasks, priorities and ensure applications under development meet the defined requirements and pass the user acceptance testing prior to its release.Take ownership of the tasks with focus on quality and accuracy of the deliverablesDemonstrate strong learning curve and eagerness to move up the rating value chainEnsure compliance with regulatory and company policies and procedures. Requirements:3 to 5 years of experience in a credit research domain, with knowledge of CMBS, experience at a rating agency is a plus.Bachelors degree in Accounting, Economics, Finance or Management StudiesMasters, CFA or CFA program enrollment are a plusFluent in English, with good verbal and written communication skillsStrong attention to detail and accuracyHighly motivated, self-starter who is keen to learn, has a positive attitude and a strong work ethicAbility to manage multiple tasks at the same time and deliver results in a timely mannerGood inter-personal skills and ability to participate/ contribute as a team playerExperience with Intex, REIS and CBRE is a plusMorningstar DBRS is an equal opportunity employer.

Job Title - Team LeaderTeam Name - MID-Operations-Fund ExpenseShift: UK/US: Should be fine with both shiftsResponsibilities: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.CompetenciesAttention 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/Masters degree in finance/business with an exceptional academic record.Professional degree (CA, CA-Inter, ICWA, ICWA-Inter) preferred.5+ years of professional work experience at various levels of seniority.Strong people and project management skills.Ability to effectively communicate with local and international teams.Proven experience optimizing processes.Eager and ready to work in a high-performance culture.Ability to take calls early or late nights once or twice a week based on the requirements.Prior experience leading teams of 10+ people will be an additional advantage.Demonstrated ability to develop talent.Morningstar is an equal opportunity employer.

The RoleAt Morningstar, empowering investors is what brings us together and drives our work. We are looking for software engineers who are experienced in .Net, Vue.JS, SQL and AWS to join our team, grow with us, introduce us to new ideas and develop products that empower our users. Morningstar is a technology agnostic company, and as an engineer focused on .Net, Vue.JS, SQL and AWS F, and Full-Stack web development you may be working on set of curated, interactive views that are geared towards user productivity across the individual investor, advisor, and institutional segments globally and extract the full value of Morningstars data and editorial perspective. Every day, youll work with team members across disciplines developing products for investors and advisers. You’ll interact daily with our product managers to understand our domain and create technical solutions that push us forward. We want to work with other engineers who bring knowledge and excitement about our opportunities. These positions are based in our Mumbai office. ResponsibilitiesBuild well designed, well-engineered, stable, scalable products across a variety of marketsEnforce good Agile practices (using JIRA) including test-driven development and continuous integration.Solve investors’ problems with technology, understanding market chaos at work and crafting technically appropriate interactive experiences to communicate effectively with individual investors.Take ownership of the success of the team with a "gets things done" attitude; the ability to understand and leverage new technologies.Analyze and remediate production issues and build instrumentation and operational readiness into the systems architecture.work with existing backends to consume APIs (full Stack preferred)Stay up to date on emerging technologies.Promote usability and coding best practices.RequirementsA bachelor's degree in computer science or a related field4-7 years of software development experience.Be passionate about quality, process, programming, and investing in general, seeing opportunities for improvement, seizing them, and then sharing your findings with others.3 years of hands on experience on developing commercial quality web applications using JavaScript framework/libraries – Vue.js, Node.js, .Net Core, OOJS, HTML, CSS, JQuery, AJAX, Cross Browser Compatibility, Responsive DesignsGood Experience in HTML5/CSSExperience with DevOps engineering concepts.An understanding of how to protect web applications from common security vulnerabilities.Knowledge of object-oriented design, domain modeling, design patterns, and building highly scalable and available systems.Be organized and able to remain productive even when you have multiple deliverables.Experience working in Scrum-based methodologies will be a plus.Experience in .Net framework and/or .Net Core will be a plusExperience on Cloud with AWS Lambdas, S3, DynamoDB, Jenkins will be plusHighly motivated individual with the potential and desire to learn new technologies and take on an increasing level of responsibility within the technology team..Morningstar is an equal opportunity employer.

The Role: As the Lead Site Reliability Engineer, you will take charge of developing and implementing strategies that ensure the reliability, scalability, and performance of our systems. Your leadership will guide the team in adopting cloud technologies, optimizing costs, and enhancing operational workflows across the organization. Responsibilities Oversee and enhance the reliability and performance of production applications and infrastructure. Lead and mentor a team of Site Reliability Engineers, fostering a culture of accountability and continuous improvement. Design and manage AWS infrastructure, utilizing services such as EC2, S3, Lambda, and RDS, ensuring best practices in cloud architecture and security. Drive automation of deployment, monitoring, and incident response processes using CI/CD tools and methodologies. Establish and implement monitoring and alerting frameworks to proactively manage system health and uptime. Analyze operational metrics and AWS usage to identify opportunities for cost optimization and performance enhancement. Collaborate closely with development, security, and operations teams to improve workflows and support a DevOps culture. Develop and maintain documentation for systems architecture and operational procedures. Participate in strategic planning to align technology initiatives with business goals. Requirements Bachelor s degree in Computer Science, Information Technology, or a related field. Minimum of 7 years of experience in Site Reliability Engineering, DevOps, or a related field, with at least 3 years in a leadership or mentoring role. Extensive experience with AWS services and cloud infrastructure management. Strong proficiency in scripting and automation tools (e.g., Python, Bash, Terraform). Hands-on experience with container orchestration tools (e.g., Kubernetes, Docker). Expertise in setting up and managing monitoring and logging tools (e.g., CloudWatch, ELK stack, Prometheus). Deep understanding of networking, security principles, and best practices. Proven track record in technical project management and implementing operational improvements. AWS certifications (e.g., AWS Certified Solutions Architect, AWS Certified DevOps Engineer). Familiarity with configuration management tools (e.g., Ansible, Chef, Puppet). Experience in agile software development methodologies and practices. Strong analytical and problem-solving skills, with a focus on proactive solutions. Morningstar is an equal opportunity employer. Morningstar s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We ve found that we re at our best when we re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

The 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 is looking for a Manager of GAA to play a critical role in the Mumbai Internal Global Audit Assurance function. This dynamic position offers an exciting opportunity to administratively lead a focused team of experienced auditors and to also execute a variety of projects, including risk assessments, audit engagements, advisory reviews, and special projects aimed at enhancing risk management, control, and governance. The role reports to the Global Audit Assurance Director and will be a key member of the functional leadership team. This is a full-time position and is based in Morningstar s Mumbai office. The manager may be required to travel to a number of domestic and international locations in support of our annual internal audit plan. Responsibilities Develop, schedule, and execute the risk-based audit plan that addresses the relevant and evolving business risks facing the company. Prepare and/or review the audit planning documents, audit programs, and supporting work papers. Prepare and/or review audit reports ensuring that all significant risk and internal control weaknesses are identified and that effective recommendations to address deficiencies are provided. Monitor the status of management corrective action plans and follow up as appropriate. Assist in managing the department s Quality Assurance and Improvement Program and external quality review. Provide guidance to management on internal control, governance, risk, and compliance activities. Promote high levels of ethical awareness and conduct and assist in the performance of investigations when appropriate. Implement data analytics and automation initiatives within internal audit activities to enhance efficiencies and increase audit effectiveness. Administratively manage a professional audit team with sufficient knowledge, skills, expertise, and professional certification to meet the audit requirements. Contribute to the continuous improvement of the overall IA methodology to ensure adherence to best practices. Ensure the professional development of the team through coaching and internal and external training. Assist in preparing reports to the audit committee. Coordinate with the Company s external audit firm co-source partners and cultivate external relationships. Partner with the SOX program to ensure key controls are tested in alignment with the audit plan. Perform other related duties as assigned. Requirements A bachelor s degree or equivalent in Accounting or Finance is required. A master s degree is a plus. CIA and/or CPA required; CISA and CFE considered a plus. Minimum of 8 years of progressive industry or public accounting experience (preferably with the Big 4 or national CPA firm and/or similar experience in corporate Internal Audit). Exceptional knowledge of internal audit standards, procedures, and techniques. Experience in executing and managing operational, financial, compliance, and IT audits and advisory engagements related to Risk Management, Governance, and controls. Strong understanding of COSO and GAAP. Strong experience performing data analytics and driving automation to realize efficiencies (preferably using tools such as Alteryx, Tableau, Power BI, UI Path, Automation Anywhere). Experience with electronic work paper tools (TeamMate, Workiva etc.) desired. Ability to effectively execute and manage several projects in multiple locations and manage time and the team effectively. Effective oral and written communication skills and the ability to write clear and concise audit reports. Proven ability to build and foster high-performance teams; build relationships with team members, business leaders, and global business functions. 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. R08_DBRSLtdCanada DBRS Limited - Canada Legal Entity

The 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 Morningstars 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 Morningstars governance, risk management, and control processes. The Role:Morningstar is looking for a Manager of GAA to play a critical role in the Mumbai Internal Global Audit & Assurance function. This dynamic position offers an exciting opportunity to administratively lead a focused team of experienced auditors and to also execute a variety of projects, including risk assessments, audit engagements, advisory reviews, and special projects aimed at enhancing risk management, control, and governance. The role reports to the Global Audit & Assurance Director and will be a key member of the functional leadership team. This is a full-time position and is based in Morningstars Mumbai office. The manager may be required to travel to a number of domestic and international locations in support of our annual internal audit plan.Responsibilities:Develop, schedule, and execute the risk-based audit plan that addresses the relevant and evolving business risks facing the company.Prepare and/or review the audit planning documents, audit programs, and supporting work papers.Prepare and/or review audit reports ensuring that all significant risk and internal control weaknesses are identified and that effective recommendations to address deficiencies are provided.Monitor the status of management corrective action plans and follow up as appropriate.Assist in managing the departments Quality Assurance and Improvement Program and external quality review.Provide guidance to management on internal control, governance, risk, and compliance activities.Promote high levels of ethical awareness and conduct and assist in the performance of investigations when appropriate. Implement data analytics and automation initiatives within internal audit activities to enhance efficiencies and increase audit effectiveness. Administratively manage a professional audit team with sufficient knowledge, skills, expertise, and professional certification to meet the audit requirements.Contribute to the continuous improvement of the overall IA methodology to ensure adherence to best practices.Ensure the professional development of the team through coaching and internal and external training.Assist in preparing reports to the audit committee.Coordinate with the Company’s external audit firm & co-source partners and cultivate external relationships.Partner with the SOX program to ensure key controls are tested in alignment with the audit plan.Perform other related duties as assigned.Requirements:A bachelor’s degree or equivalent in Accounting or Finance is required. A master’s degree is a plus.CIA and/or CPA required; CISA and CFE considered a plus.Minimum of 8 years of progressive industry or public accounting experience (preferably with the Big 4 or national CPA firm and/or similar experience in corporate Internal Audit).Exceptional knowledge of internal audit standards, procedures, and techniques.Experience in executing and managing operational, financial, compliance, and IT audits and advisory engagements related to Risk Management, Governance, and controls.Strong understanding of COSO and GAAP.Strong experience performing data analytics and driving automation to realize efficiencies (preferably using tools such as Alteryx, Tableau, Power BI, UI Path, Automation Anywhere).Experience with electronic work paper tools (TeamMate, Workiva etc.) desired.Ability to effectively execute and manage several projects in multiple locations and manage time and the team effectively. Effective oral and written communication skills and the ability to write clear and concise audit reports.Proven ability to build and foster high-performance teams; build relationships with team members, business leaders, and global business functions.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.

Product Manager - Annotation, DAP, DCG & Acq Product Manager Mumbai #1 (Core Services ) The Group: Investment Services The Role: Morningstar Investment Services is looking for a P roduct M anager to lead the development of multiple data entry tools across the Core Services platfor m , which supports the Managed Investment Data Group . Product Managers design, develop, and manage activities for a specific product from conceptualization, definition, and planning through implementation, release, enhancement, and eventual sun-setting - the product lifecycle. As a P roduct M anager, you will lead a cross-functional squad to maintain the current version of the products and help to innovate and build a new modern experience for product users and thus help deliver user satisfaction and business success. This position is based in Mumbai. Responsibilities: Work as the owner of collection system products (data entry tools) Be the point of escalation and responsible for product communication (issues/new features) Lead to develop and deliver meaningful software experiences to our customers/users Own and lead the roadmap, requirements, and product development lifecycle for a squad of related products Align stakeholders around the vision for the product & prioritize product features and capabilities Demonstrate product capabilities to clients/users, including functionality and methodology Manage relationship with stakeholders, especially tech team and users Understand and represent user needs, continuously improve user experience Keep up to speed with market for external functionality integration Requirements: 2+ years of relevant experience in software product management Understanding and experience in working with the Agile development framework Excellent oral and written communication, planning, and analytical skills Ability to develop strong internal and external partnerships, and work effectively across different business and functional areas Strong mindset of client/user focus Proven track record of Commit & Deliver Solid financial knowledge or experience working with Morningstar internal tools is a plus A bachelor s degree is required , an advanced degree is preferred Flexibility to work outside of the defined shift Morningstar is an equal opportunity employer Morningstar s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We ve found that we re at our best when we re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Position: Product Manager The Group: Morningstar s Quantitative Research , Manager Research , and Equity Research groups create independent investment research and data-driven analytics designed to help investors and Morningstar achieve better outcomes by making better decisions. Our research encompasses hundreds of thousands of securities within a large breadth of asset classes including equities, fixed income, structured credit, and funds. Morningstar is one of the largest independent sources of fund , equity, and credit data and research in the world, and our advocacy for investors interests is the foundation of our company. The Role: This role, housed in Morningstar Investment Services , will support both Hubble and R esearch Publishing System (RPS) . Hubble is our internal webapp which facilitates the Manager Research a nalyst w orkflow from start to finish , while RPS facilities the Equity Research a nalyst w orkflow . The Product Manager will coordinate the product roadmap, technical requirements, day-to-day scrum ceremonies, and stakeholder communications. The Product Manager will be responsible for the full vertical implementation of Manager Research-specific data and analytics surfacing in Hubble and an integrated workflow design for Manager Research analysts. The Product Manager will write user stories and provide detailed acceptance criteria, lead backlog grooming, estimations, retrospectives, and sprint plannings. Through collaboration with our central technology teams, our content management system, and our analysts, Hubble will improve analyst efficiency; provide scale, consistency, and quality to the ratings process; enable a more dynamic coverage model based on data; and allow the Manager Research team to deploy human capital on the most marginally valuable research tasks. The Hubble Product Manager reports to the Director of Product Management, Analytics Technology & Solutions. Qualifications 3-5 years of experience working in program or product management, strategy/operations, engineering, or technical support 1-3 years of experience working with AWS technologies, and working with agile development teams Experience creating roadmaps from conception to launch, partnering with stakeholders to drive strategic product integration vision Interest in finance, managed investments, and/or quantitative research Excellent problem-solving, organizational and analytical skills Ability to achieve strategic goals and evolve strategy based on data and user feedback Experience coordinating work with distributed teams in remote regions Excellent written and verbal communication An eye for process improvement and organization Nice to have Scaled agile, scrum, and AWS practitioner certifications a plus Morningstar is an equal opportunity employer Morningstar s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We ve found that we re at our best when we re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

The Compliance Analyst will be expected to Support the implementation of operating procedures for the general operation of the global conflicts of interest compliance program within Wealth Research Retirement. Monitor compliance with the firm s conflicts of interest policies, including securities trading, gifts entertainment and escalate issues to management as necessary. Administer the firm s Conflicts Management System for Wealth Research Retirement globally. Document and keep records 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. Ability to work with a global team and interact with employees at various levels of an organization. Requirements A minimum of 2 years experience in compliance and/or regulatory analysis developed in Financial Services, Accounting or Legal professions. Prior experience with Control Room functions, including preclearance of employee trades and management and use of restricted lists, is a plus. Bachelor s degree in Finance, Accounting, Commerce or Business Administration. Proficiency with Excel. Experience in implementation and monitoring adherence to corporate policies, procedures and other guidance documents. Ability to manage multiple projects concurrently in conjunction with the Compliance team. A team player with positive and proactive attitude. Strong organizational and communication skills (verbal and written). Excellent command over the English language essential (written and verbal). Strong analytical and investigative skills.

The Position: Specialist, Level II The Department: Data Level II Shift: AU The Group: Morningstar is one of the largest independent sources of fund, equity, credit data and research in the world, and our advocacy for investors interests is the foundation of our company. We provide independent analysis on individual securities, funds, markets, and portfolios. We also provide data on hundreds of thousands of investment offerings, including stocks, mutual funds, and alternative vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. In this role as Data Specialist, will work on collecting operational, document, performance, and portfolio data from various vendor sources. You will adhere to the company goals, policies and procedures and work in a focused manner to achieve the overall objectives. You will be responsible for, with the help of leaders, ensuring and improving the performance, productivity and efficiency and the delivery of the operational performance KPIs. You will effectively manage your performance and development to support our continuous operational success. Responsibilities: Actively work with Managed Investment data teams, Level 1 And CSM teams, and ensure data timelines, completeness, and accuracy to meet business goals. Work with product teams, technical teams to identify and solve data issues. Manage relationships between Morningstar and Asset Management companies, insurance companies and other data vendors. Closely work with quality assurance, products, and technical departments to resolve clients data issues timely and effectively. Participate in the Center of Excellence initiative focused on reducing resource costs, consolidating global data collection platforms, and supporting database integration projects. Establish and achieve the set SMART goals with the direction of team lead. Continuously improve data collection and quality assurance process using LSS tools. Actively discover and raise issues in work (including system, process, and collection methodology) and propose enhancement suggestions to further improve system functionality, process efficiency and data quality. Participate in data and process related projects such as industry/market research, market expansion, process certification, new product development support, etc. Requirements: Bachelor s degree or above in finance/ business with minimum 60% in final year, with knowledge in fund investment data. Good command in MS Office (Excel, PowerPoint etc.); advanced users preferred. Proficient with the data management policies, procedures and common technical tools. A minimum of 1-3 years of experience working in similar profiles or roles aligned to manage client expectations. Strong analytical, problem-solving capabilities, and excellent communication written as well as verbal & reporting skills. Strong learning ability and equipped with self-motivation in an independent, fast-paced work environment. Ability to exercise control over the executed tasks with the planned activities. Able to work under tight deadlines and handle pressure during peak seasons. Flexibility to work in shifts. Morningstar is an equal opportunity employer. Morningstar s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We ve found that we re at our best when we re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

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 IT Internal Auditor who thrives on new experiences and challenges. As a Senior IT Internal Auditor, you will play an integral role in evaluating the company s information technology and information security processes and effectiveness of internal controls. You will have the opportunity to work on a variety of information technology integrated reviews as well as evaluate the effectiveness of IT general controls over external financial reporting as part of the company s Sarbanes-Oxley Section 404 compliance activities. Based in Mumbai, the Senior IT Internal Auditor may be required to travel to a number of domestic and international locations in support of our IT 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 IT 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 information technology and integrated audit reviews. Perform walkthroughs of complex information technology and information security processes and test the design and effectiveness of internal controls. Document work and prepare observations and recommendations for corrective action. Supervise audit staff and/or external consultants, review workpapers, and provide appropriate coaching and feedback. Effectively apply the COSO internal control framework, COBIT IT governance framework, NIST Cybersecurity framework and IIA International Professional Practices Framework. Assist audit management with the execution of continuous risk assessment and audit plan development. Serve as a consultant 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. Strong understanding of information technology general computer controls, system development life cycle, and IT auditing techniques; including a broad knowledge of IT technologies, operating systems, databases, and application platforms. Knowledge of recognized IT audit and governance frameworks such as COBIT, ITIL, NIST, ISO, etc. Knowledge of General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA). Undergraduate degree in information technology, management information systems, or a related field. Minimum of 7 years of internal or external audit experience assessing information technology/security controls and/or internal controls over financial reporting. Proven ability 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. Experience in working for a Big 4 or Tier-Two public accounting firm is highly preferred. Experience performing data analytics and using data analysis or automated audit software is highly preferred. Professional accreditation (e.g., CIA, CISA, CPA) is highly preferred . Morningstar is an equal opportunity employer. Morningstar s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We ve found that we re at our best when we re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

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

Title: Indexes Client Experience Analyst Client Service and Implementation The Group: Morningstar Indexes team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar`s intellectual property to create indexes that empower investors success at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity and asset allocation indexes. The Role: Morningstar Indexes seeks intelligent and creative professionals for its Client Services and Implementation team. We are looking for candidates who are interested in Pre-Sales and Client service function. Candidate should be open to shift rotation (Morning Shift - 5:30 am to 2:30 pm, Day Shift - 12:30 pm to 9:30 pm, UK Shift - 3.00 pm to 12.00 am). The primary function of the team is to support the Indexes internal/external clients and sales group by providing data, research and analytics for more than 700 unique Morningstar indexes across asset classes (Equity, Fixed Income, Alternatives, Multi-Asset). The secondary focus area would be to provide operational support and lead selected non-technical projects to support the growth of Morningstar business. It s an individual contributor role and the selected candidate would be required to work independently outside of Mumbai operational hours to provide continuous coverage to Morningstar Indexes global sales clients and operational efforts. This role provides a balanced exposure to both back-end index operations and front-end, either directly or through sales organization. This position will be in Vashi, Navi Mumbai (India). Responsibilities: Be a product expert on Morningstar Indexes to satisfactorily respond to client and sales related queries with quick turnaround time Enable sales team with presentations, marketing collaterals, data, research & analytics Coordinate with Product Management, Operations and prospective client to launch and operationalize Morningstar Indexes Oversee daily publishing and deliveries of end of day index values, portfolios and other files to internal and external clients and third parties in a timely manner Escalation of bottleneck issues to vendors and liaise with them Work with vendors and monitor daily index calculation and ensure seamless dissemination of daily files. Work with Robotic Process Automation team within Morningstar to automate manual tasks and further streamline the process Create self-help modules/templates on Morningstar Direct to equip sales team to quickly respond to general data related queries on their own Manage non-technical projects to support the growth of index business Requirements A Bachelor s or master s degree in Engineering, Finance, Management, Economics, etc. and a strong interest in Finance. 1-3 years of work experience preferably in financial services company Some progress towards CFA is preferable Comfortable with basics of MS Office, SQL (preferred) Excellent written and verbal communication skills and work as a team player Ability to collaborate with the global team and deliver quality outcomes under tight deadlines The candidate should exhibit a passion for innovation, and harbor a genuine belief in, and acceptance of mission to empower investors success 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

Responsibilities Serve as scrum master by planning, leading & facilitating scrum ceremonies with objective of delivering working & Quality software: Quarterly/Iteration planning, daily standups, backlog refinement, sprint planning, sprint retrospective, Scrum of Scrum and sprint review / showcase Create & track project plan & milestones, Identify project risks, issues, blockers & dependency in collaboration with QAs, developers/tech leads & product owner. Assist team to come up with appropriate risk mitigation and contingency plans in timely manner Work with Product Owner & Tech leads to ensue product roadmap & backlog is created & prioritized for effective backlog refinement & sprint planning events. Ensure timely release planning (with specific cadence) for various environment is (Prod & Non-prod) done & communicated transparently to stakeholders & team. Share & track project status/milestones/reports to provide transparency & visibility to Squad & stakeholders Coordinate and collaborate with stakeholders (Mumbai & Chicago office) including Program managers, Technical managers &Product Managers Driver & advocate of continuous gradual improvement by streamlining various practices & processes so as to help improvise overall efficiency of team Ensuring right practices, tools & processes are followed as per definition of done & definition of release. Ensuring definition of done is evolving & updated as and when team finds any improvements Train and/or educate product owner & dev team on Scrum processes/practices Promote & ensure Morningstar s development framework and operational best practices are followed in team Foster a collaborative and safe environment for all team members Encourage scrum team to become self-organizing & accountable Able to lead multiple projects simultaneously along with scrum master role for squads. Requirement A bachelor s degree is required 8+ years of overall IT industry including project management experience Atleast 3 to 5 years of relevant hands on experience as a Scrum Master for delivering software using Scrum framework Should be a strong team player capable of building trust within the squad Hands on experience of facilitating story estimation exercise using tool like planning poker Exhibit strong project management skills Understanding of software development life cycle and idea of practices or tools followed by development, QA & DevOps for building quality software Excellent communication, time management/organization, collaboration and team building skills Ability to facilitate team decision-making processes and foster an environment of healthy team discussion and collaboration Ability to deal with ambiguity to seek clarity from stakeholders / teams Ability to negotiate with team / stakeholders to ensure focus on already committed goal is intact. Ability to drive sprint, iteration planning & program level initiative (in collaboration with various discipline) with full ownership & accountability to ensure sprint goal and quarterly committed goals of deliverables are met. Good to Have : Past hands-on experience for development and/or product management responsibilities Experience in capital market or financial services industry 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

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 IT Internal Auditor who thrives on new experiences and challenges. As a Senior IT Internal Auditor, you will play an integral role in evaluating the company s information technology and information security processes and effectiveness of internal controls. You will have the opportunity to work on a variety of information technology integrated reviews as well as evaluate the effectiveness of IT general controls over external financial reporting as part of the company s Sarbanes-Oxley Section 404 compliance activities. Based in Mumbai, the Senior IT Internal Auditor may be required to travel to a number of domestic and international locations in support of our IT 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 IT 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 information technology and integrated audit reviews. Perform walkthroughs of complex information technology and information security processes and test the design and effectiveness of internal controls. Document work and prepare observations and recommendations for corrective action. Supervise audit staff and/or external consultants, review workpapers, and provide appropriate coaching and feedback. Effectively apply the COSO internal control framework, COBIT IT governance framework, NIST Cybersecurity framework and IIA International Professional Practices Framework. Assist audit management with the execution of continuous risk assessment and audit plan development. Serve as a consultant 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. Strong understanding of information technology general computer controls, system development life cycle, and IT auditing techniques; including a broad knowledge of IT technologies, operating systems, databases, and application platforms. Knowledge of recognized IT audit and governance frameworks such as COBIT, ITIL, NIST, ISO, etc. Knowledge of General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA). Undergraduate degree in information technology, management information systems, or a related field. Minimum of 7 years of internal or external audit experience assessing information technology/security controls and/or internal controls over financial reporting. Proven ability 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. Experience in working for a Big 4 or Tier-Two public accounting firm is highly preferred. Experience performing data analytics and using data analysis or automated audit software is highly preferred. Professional accreditation (e.g., CIA, CISA, CPA) is highly preferred . Morningstar is an equal opportunity employer. Morningstar s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We ve found that we re at our best when we re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Position: Senior Quantitative Analyst Index Management and Analytics – Morningstar IndexesThe Area: Morningstar Indexes Team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar`s intellectual property to create indexes that empower investors to achieve their goals at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity, and asset allocation indexes.The Role: Morningstar Indexes seeks an intelligent and creative professional for its Index Management and Analytics team. As a fixed income specialist, your primary responsibility would be the maintenance of Morningstar Fixed Income Indexes, including monthly rebalancing, periodic methodology review/enhancements, providing research & analytics for the client. The candidate is also responsible for the equity index reconstitution process. We are looking for a team member with basic knowledge of financial markets, statistical packages, data analytics or decision science. This position will be in Vashi, Navi Mumbai (India).Responsibilities:End-to-end ownership of index methodology and index rebalancing processes of fixed income indexes Be a subject matter expert on Index construction methodologies and investment thesis and propose enhancements to the methodology. Ensure accurate and timely calculation of index levels and daily portfolios. Also, manage the restatement of indexes in case of any data issues and communicate to the clients. Launch fixed income indexes that are based on existing methodologies. Act as a subject matter expert for client requests on index analytics, index methodology and reconstitution processes. Clearly and thoroughly communicate with internal and external clients, calculation agents, and data/service providers regarding index methodology, data and portfolio compositions, sales and client inquiries, and issue resolution. Work collaboratively with internal and external teams to continually identify and implement process improvements, reduce external data dependencies, support new product development, and establish standard operating procedures.Requirements:A Bachelor’s or master’s degree in Engineering, Finance, Economics, Management etc. and a strong interest in finance Some progress towards CFA is preferable. At least 4 years of relevant work experience Comfortable with basics of MS office, SQL, and Python Excellent written and verbal communication skills Ability to collaborate with the global team and deliver quality outcomes under tight deadlines. The candidate should exhibit a passion for innovation, and harbor a genuine belief in, and acceptance of Morningstar’s core valuesMorningstar is an equal opportunity employer.

Program Oversight: Manage and track all platform enhancements across the portfolio of change, ensuring that product increments are delivered on time and with the right quality. Stakeholder Management: Work closely with product owners, implementation managers, marketing, compliance, engineers, and testers to ensure all stakeholders are engaged, informed, and aligned throughout the delivery process. Communication and Reporting: Develop and deliver high-quality reporting packs for senior management, providing clear and concise updates on the status of platform changes. Ensure timely internal and external communications regarding each change. Process Setup: Establish a cadence for delivery management, define processes for managing change, and create effective communication strategies for both internal and external stakeholders . Agile Methodologies: Coordinate across multiple agile teams to ensure alignment with the overall product roadmap and business objectives, using tools such as Jira and Confluence. Risk Management: Identify potential risks and work proactively to resolve issues that could affect the timely delivery of platform enhancements. Training and Support: Ensure that necessary training and support materials are in place for internal teams and clients to fully understand and adopt the changes being rolled out. Requirement 8 years experience in a project manager role, or similar. Strong experience in stakeholder management, with the ability to engage, influence, and communicate effectively with diverse teams. Solid project management background, with the ability to oversee multiple changes and ensure they land effectively. Strong understanding of agile methodologies and experience working in an agile environment. Excellent written and verbal communication skills, with a proven ability to create high-quality reporting packs. Proficiency in using Confluence and Jira for project tracking and communication. A self-starter who is proactive and capable of establishing their own processes in a new role. Ability to manage cross-functional teams and work collaboratively to ensure successful delivery Financial services industry experience and/or Wealth Management experience highly desirable but not essential.

Morningstar Indexes - http://indexes.morningstar.com Position : Quantitative Analyst - New Product Development - Morningstar Indexes The Area : Morningstar Indexes Team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar s intellectual property to create indexes that empower investors to achieve their goals at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity and asset allocation indexes. The Role : As a part of the Indexes New Product Development Team, you will participate in the full development cycle including ideation, design, development, presentations to global research team and clients, leading up to implementation. The ideal candidate will have a good grasp of investment concepts, possess strong analytical skills, good communication skills . Technical proficiency with at least one programming language (Python, R or MATLAB) in addition to SQL is desirable . This position is based in our Navi Mumbai office. Responsibilities: The successful candidate will Collaborate effectively with Morningstar research organization including equity, quantitative, manager or sustainability research teams, and product management to develop novel thematic and smart beta indexes that leverage Morningstar IP. Work on the entire product development lifecycle from ideation, design, development, and validation, leading up to launch. Work closely with other index teams to operationalize index methodologies. Develop new tools and capabilities to perform portfolio construction or analytics independently, including the use of statistical and machine learning techniques. Publish white papers, factsheets, client presentations, and other collateral to support go-to-market plans. Requirements: Up to 2 years of experience . Bachelor s degree in a quantitative, financial discipline, or engineering . MBA from a premier institute is preferred. CFA charter or candidature (at least passed Level I I) is preferred . Hands on experience with creating Strategic Beta (Factor), ESG Indexes or similar rules-based quantitative investment strategies is preferred. Knowledge of institutional investing, modern portfolio theory, and portfolio construction processes . Excellent documentation habits, oral and written communication and presentation skills including ability to distil complex ideas into simple explanations .

Position : Senior Quantitative Analyst - Index Management and Analytics - Morningstar Indexes The Area: Morningstar Indexes Team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar`s intellectual property to create indexes that empower investors to achieve their goals at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity, and asset allocation indexes. The Role : Morningstar Indexes seeks an intelligent and creative professional for its Index Management and Analytics team. As a fixed income specialist, your primary responsibility would be the maintenance of Morningstar Fixed Income Indexes, including monthly rebalancing, periodic methodology review/enhancements, providing research analytics for the client. The candidate is also responsible for the equity index reconstitution process. We are looking for a team member with basic knowledge of financial markets, statistical packages, data analytics or decision science. This position will be in Vashi, Navi Mumbai (India). Responsibilities: End-to-end ownership of index methodology and index rebalancing processes of fixed income indexes Be a subject matter expert on Index construction methodologies and investment thesis and propose enhancements to the methodology. Ensure accurate and timely calculation of index levels and daily portfolios. Also, manage the restatement of indexes in case of any data issues and communicate to the clients. Launch fixed income indexes that are based on existing methodologies. Act as a subject matter expert for client requests on index analytics, index methodology and reconstitution processes. Clearly and thoroughly communicate with internal and external clients, calculation agents, and data/service providers regarding index methodology, data and portfolio compositions, sales and client inquiries, and issue resolution. Work collaboratively with internal and external teams to continually identify and implement process improvements, reduce external data dependencies, support new product development, and establish standard operating procedures. Requirements: A Bachelor s or master s degree in Engineering, Finance, Economics, Management etc. and a strong interest in finance Some progress towards CFA is preferable. At least 4 years of relevant work experience Comfortable with basics of MS office, SQL, and Python Excellent written and verbal communication skills Ability to collaborate with the global team and deliver quality outcomes under tight deadlines. The candidate should exhibit a passion for innovation, and harbor a genuine belief in, and acceptance of Morningstar s core values

Job Description Role - Team Lead Shift - AU/UK 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.

Job Overview As the Lead Software Development Engineer at PitchBook , you play a pivotal role as the engineering voice for a stream aligned team. PitchBook s Lead Software Development Engineer is responsible for being the engineering voice for a stream aligned team, make the suite of products we offer the very best by building systems that are a combination of cutting-edge frameworks, tools, languages, cloud technologies, and people. Th is role drive s projects from design to implementation to maintenance with an eye for scalability, reducing technical debt, and accomplishing company goals. Team Overview As a member of the Product and Engineering team at PitchBook , you will be part of a team of big thinkers, innovators and problem solvers who strive to deepen the positive impact we have on our customers and our company every day. We value curiosity and the drive to find better ways of doing things. We thrive on customer empathy, which remains our focus when creating excellent customer experiences through product innovation . We know that greatness is achieved through collaboration and diverse points of view, so we work closely with partners around the globe. As a team, we assume positive intent in each other s words and actions, value constructive discussions, and foster a respectful working environment built on integrity, growth and business value. We invest heavily in our people, who are eager to learn and constantly improve. Join our team and grow with us! Outline of Duties and Responsibilities Manage, mentor, and lead a small team of software engineers. Evangelizes better technical practices and continually raises the bar for technical excellence across the company . Enhanc e large-scale distributed systems for website crawling and information extraction . Us e cloud technology to create robust and scalable software systems . Work directly with Product, UX, and Data Science teams to build cutting edge tools . Helping establishes best practices around software development, microservices, and devops . Support the vision and values of the company through role modeling and encouraging desired behaviors. Participate in various company initiatives and projects as requested . Experience, Skills and Qualifications Bachelors degree in computer science , Information Systems, or a similar field. 8 + years in Software Development or Engineering roles. 8 + years of experience developing web services using C#/.NET, Web API, Dot Net Core. Experience and desire to work directly across function and geography with product and design counterparts and be the point of contact for all technical related activities for the team. Highly proficient in RESTful API design. Highly experienced working within a development team in an Agile environment. Ability to handle a project through the entire software development lifecycle, end to end. Demonstrate ability to lead and/or provide guidance to junior peers within the team. Experienced with web technologies and standards (e.g., JSON, JWT). Experienced with Relational Databases (MSSQL, Postgres). Experienced with Amazon Web Services (AWS) and/or Google Cloud Platform (GCP). Familiarity with Container orchestration software (e.g., Kubernetes). Excellent communication skills, written and verbal. Strong problem-solving ability. Familiarity with architecture trade-off analysis methods and domain-driven design preferred. Working Conditions The job conditions for this position are in a standard office setting . Employees in this position use PC and phone on an on-going basis throughout the day . Limited corporate travel may be required to remote offices or other business meetings and events.

Title: Lead Software Engineer The Group: The IWPT Data Platform team at Morningstar is seeking an experienced Lead Software Engineer to spearhead the development and maintenance of our Datafeed applications built using Node.js and ASP.NET. These applications are essential for delivering timely and accurate data to our clients, ensuring the smooth operation of their financial systems. The Role: As a Lead Software Engineer, you will be responsible for overseeing the end-to-end development, reliability, and performance of our Datafeed applications. You will lead and manage engineering teams, drive strategic initiatives, and collaborate closely with clients and internal stakeholders to enhance functionality, troubleshoot issues, and ensure continuous improvement. Responsibilities: Lead the development and maintenance of Investor and DFD applications using Vue.js, Nuxt.js, Storybook, Javascript and Node.js, GraphQL or C# (ASP.NET), deployed on a cloud platform.• Collaborate with clients and internal teams to diagnose and resolve complex issues across both FrontEnd and BackEnd applications.• Design and implement improvements to enhance the reliability, performance, and user experience of our applications.• Mentor and guide junior engineers, providing support to help them advance their development skills. Code Review of the Juniers developer to maintaine the best code quality• Document development processes, troubleshooting techniques, and solutions to promote knowledge sharing and continuous improvement.Technical Skills:Advanced proficiency in Vue.js, Nuxt.js, React.js, or any JavaScript platform, along with Node.js, GraphQL or ASP.NET, for developing and maintaining Morningstar applications.Deep understanding of application development and architecture.Extensive knowledge of data processing and data manipulation techniques.Familiarity with relational and non-relational databases and queries.Mastery of troubleshooting and debugging techniques.Soft Skills:Exceptional communication skills, both written and verbal.Strong problem-solving and analytical skills.Proven ability to lead and manage engineering teams.Customer-focused mindset with a commitment to delivering high-quality solutions.Basic Qualifications:Bachelors degree in Computer Science, Engineering, or related field.Minimum 7 years of experience in software development or a related field.Experience leading the development and support of UI and backend applications or similar financial systems is a plus.Preferred Qualifications:Experience with cloud platforms such as AWS or Azure.Knowledge of financial markets.Experience with DevOps, CI/CD practices and tools.Morningstar is an equal opportunity employer committed to diversity and inclusion. We welcome and encourage applications from all qualified individuals regardless of race, ethnicity, religion, gender, sexual orientation, age, disability, or veteran status.

The JIRA/Atlassian Administrators 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.

Job OverviewAs a Senior Software Development Engineer, Machine Learning (ML) Operations in the Technology & Engineering division, you will be responsible for enabling PitchBook's Machine Learning teams and practitioners by providing tools that optimize all aspects of the Machine Learning Development Life Cycle (MLDLC). Your work will support projects in a variety of domains, includingGenerative AI (GenAI), Large Language Models (LLMs), Natural Language Processing (NLP), Classification, and Regression. Team Overview Your teams goal will be to reduce friction and time-to-business-value for teams building Artificial Intelligence (AI) solutions at PitchBook. You will be essential in helping to build exceptional AI solutions relied upon and used by thousands of PitchBook customers every day. You will work with PitchBook professionals around the world with the collective goal of delighting our customers and growing our business. While demonstrating a growth mindset, you will be expected to continuously develop your expertise in a way that enhances PitchBooks AI capabilities in a scalable and repeatable manner. You will be able to solve various common challenges faced in the MLDLC while providing technical guidance to less experienced peers. Outline of Duties and Responsibilities Serve as a force multiplier for development teams by creating golden paths that remove roadblocks and improve ideation and innovation.Collaborate with other engineers, product managers, and internal stakeholders in an Agile environment.Provide mentorship, technical guidance, and perform code reviews for team members.Design and deliver on projects end-to-end with little to no guidance. Provide support to teams building and deploying AI applications by addressing common pain points in the MLDLC. Learn constantlyand be passionate about discovering new tools, technologies, libraries, and frameworks (commercial and open source), that can be leveraged to improve PitchBook’s AI capabilities.Support the vision and values of the company through role modeling and encouraging desired behaviors. Participate in various cross-functional company initiatives and projects as requested.Contribute to strategic planning in a way that ensures the team is building exceptional products that bring real business value. Evaluate frameworks, vendors, and tools that can be used to optimize processes and costs with minimal guidance. Experience, Skills and Qualifications Degree in Computer Science, Information Systems, Machine Learning, or a similar field preferred (or commensurate experience).5+ years of experience in hands-on development of Machine Learning algorithms.5+ years of experience in hands-on deployment of Machine Learning services 5+ years of experience supporting the entire MLDLC, including post-deployment operations such as monitoring and maintenance 5+ years of experience with Amazon Web Services (AWS) and/or Google Cloud Platform (GCP) Experience with at least 80%: PyTorch, Tensorflow, LangChain, scikit-learn, Redis, Elasticsearch, Amazon SageMaker, Google Vertex AI, Weights & Biases, FastAPI, Prometheus, Grafana, Apache Kafka, Apache Airflow, MLflow, KubeFlow Ability to break large, complex problems into well-defined steps, ensuring iterative development and continuous improvement Experience in cloud-native delivery, with a deep practical understanding of containerization technologies such as Kubernetes and Docker, and the ability to manage these across different regions. Proficiency in Git Ops and creation/management of CI/CD pipelines.Demonstrated experience building and using SQL/NoSQL databases. Demonstrated experience with Python (Java is a plus) and other relevant programming languages and tools. Excellent problem-solving skills with a focus on innovation, efficiency, and scalability in a global context. Strong communication and collaboration skills, with the ability to engage effectively with internal customers across various cultures and regions. Ability to be a team player who can also work independently.Experience working across multiple development teams is a plus. Morningstar is an equal opportunity employer.

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.

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

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

About the Role At Morningstar, helping investors is what brings us together and drives our work. We are looking for a software developer who s an expert with C# .NET and SQL to join our team and grow with us. Every day, you ll work with team members across disciplines developing products for investors. You ll interact daily with our product managers to understand our domain and create technical solutions that push us forward. We want to work with other engineers who bring knowledge and excitement about our opportunities. This position is based in our Toronto office. Job Responsibilities Build well designed, well-engineered, stable, scalable products across a variety of markets Good working experience in OO analysis & design using common design patterns Follow software design best practices such as continuous integration, test-driven development, and regular deployments. Solve investors problems with technology, understanding market chaos at work and crafting technically appropriate interactive experiences to communicate effectively with individual investors. Be passionate about quality, process, programming, and investing in general, seeing opportunities for improvement, seizing them, and then sharing your findings with others. Familiarity or desire to become an AWS certified developer 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. Be part of on-call rotation for support as needed Help to shape product vision. Qualifications A bachelors degree in computer science or a related field. Three plus years of experience developing commercial quality applications. Have a solid foundation in C# Experience with Amazon Web Services technologies like Lambdas , SQS, API- GateWay , S3 , ECS I mplementing application business logic using stored procedures, views, and functions Exposure and/or experience with supporting database technologies: (Databases: SQL Server, AWS Aurora, MySQL, Postgres) Experience with Agile methodology and tools like JIRA. An understanding of how to protect web applications from common security vulnerabilities Knowledge of object-oriented design, domain modeling, and building highly scalable and available systems. Be organized and able to remain productive even when you have multiple deliverables Familiar with code unit testing and automated testing of APIs Knowledge of source control tools (Git, Code Commit, SVN, TFS), build/release tools (Jenkins, CodeBuild , CodeDeploy , CodePipeline ), and infrastructure as code tools (Terraform, CloudFormation) Strong organizational, analytical, and communication skills, both oral and written, are required . Nice to Haves Python and/or Java Experience Web Development experience Machine Learning Familiarity 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

QA Automation Engineer Build test automation framework, as well as play a part in maintaining our existing suite of automated tests to be used by the entire Agile squad. Develops and maintains functional test cases, System & Integration Test cases and test artifacts like test data, test cases and automated scripts used in SDLC. Reviews functional requirements and determines the data requirements for executing the use cases end to end from creating functional manual cases to automating the cases for regression. Executes manual or automated test cases that validate the functionalities, code quality and reports test results, following all formal test architectures and project processes. Ownership and autonomy to work on tasks and be pro-active in managing it end to end. Research emerging test tools, trends and methodologies and enhance existing systems and processes. Act as test lead in various work streams working closely with PMs, Devs and collaborate across teams. Mentor other SDETs on test methodologies, test automation, coding standards and best practices through code reviews and designing test plans. Requirements Bachelors degree in Computer Science or equivalent plus a minimum of 5 years of working experience in a related field. Strong experience with OO programming and concepts. Excellent understanding and knowledge of software quality assurance practice. Hands on experience in Java, C#, JUnit/TestNG, Jenkins, Selenium, FitNesse, SoapUI, Javascript, HTML5, CSS, one or two scripting languages Groovy, Python, Ruby, Git are required. Experience in TDD, continuous integration, and code review practice is strongly desired. Good engagement and collaboration skills and a strong team player. Pro-active, flexible and creative. Experience in handling multiple projects with changing priorities and meet concurrent deadlines. Morningstar is an equal opportunity employer. Morningstar s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We ve found that we re at our best when we re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

The Role: At Morningstar, we strive to empower investors by delivering innovative solutions that help achieve financial goals. We are seeking a Software Engineer to join our International Wealth Platform team, contributing to scalable and high-performance solutions that streamline financial advisor workflows and enhance the investor journey. As a Software Engineer, you will work alongside cross-functional teams to design, develop, and implement features, ensuring engineering excellence and alignment with business objectives. This role provides an opportunity to work with modern technologies, including cloud-native services like Azure, .NET Core, and relational/non-relational databases, within an Agile environment. Key Responsibilities: Design, develop, and implement features for new and existing products, ensuring scalability and performance. Write clean, maintainable, and efficient code while following engineering best practices. Perform testing to ensure logic, syntax, and outputs are accurate and meet requirements. Collaborate with cross-functional teams, including product owners, business analysts, and QA, to deliver high-quality solutions. Contribute to the performance optimization and scalability of systems. Document code changes and ensure alignment with architectural guidelines. Participate actively in Agile ceremonies, including stand-ups, sprint planning, and retrospectives. Work closely with senior team members and Principal Software Engineers to support the overall architecture and service improvements. Maintain technical documentation to ensure clarity and knowledge sharing.Requirements: Bachelors degree in computer science or a related field with 2-4 years of professional experience in software development. Experience in developing cloud-native applications using Azure. Proficiency in creating APIs using .NET Framework or .NET Core, with a strong understanding of REST principles. Knowledge of relational databases (SQL) and familiarity with non-relational databases (e.g., Raven, Cosmos) is a plus. Familiarity with modern front-end frameworks like Vue, React, or Angular is advantageous. Understanding of Test-Driven Development (TDD) and adherence to SOLID principles. Knowledge of CI/CD pipelines and experience integrating them into development workflows. Hands-on experience working in Agile environments, particularly Scrum. Strong problem-solving skills with a focus on delivering clean and maintainable code. Excellent communication skills, both written and verbal, with a collaborative mindset. A self-motivated learner with a passion for embracing new technologies and practices. Be a part of a dynamic team dedicated to empowering investors through innovative technology solutions. Morningstar is a equal opportunity employer

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 4-6 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

Title: Index Operations Analyst Indexes Data Operations No. of positions:1 Shift: Rotational The Group: Morningstar Indexes Team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar`s intellectual property to create indexes that empower investors success at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity, and asset allocation indexes. The Role: Morningstar Indexes seeks an intelligent and creative professional for its Data Operations team. The primary function of the team is to source, validate and maintain Morningstar corporate actions, Price, FX Rates, Holiday Calendar and Index Calculation and other data for the index portfolios. The team is also responsible for handling complex corporate events, regulatory compliance, and production automation. We are looking for a team member who is passionate about investing and with good knowledge about sourcing, maintaining, and validating reference and security level information (corporate actions, price data, float shares outstanding etc.) that is used as input to index portfolio construction and maintenance. This position will be in Vashi, Navi Mumbai (India). Responsibilities : Have a very good understanding of market data, shares and corporate actions. Have knowledge about the various stock exchanges, boards, holiday calendars etc. To source data required for index development and maintenance and run validations on the same Know the treatment of different corporate actions on entity, price, and shares data. UAT of system improvements, data validations Create and maintain data dictionaries and dashboards. Own and drive continuous improvement within the process through quality initiatives. Manage data as per client-specific requirements, while at the same time adhering to Morningstars set KPIs and OKRs Discover and raise issues in work (including system, process, and collection methodology) and propose enhancement suggestion to further improve system functionality, process efficiency and data quality. Requirements : Bachelor s degree in economics/ finance/business, master s degree would be an added advantage. 4+ years experience in the financial domain related to equity data particularly corporate actions and shares/price data. Proficient with the data management policies, procedures, and common technical tools. Strong collaborative and good in communication. Passion for investing and knowledge of securities markets. Basic to intermediate skills in SQL queries to understand database content and relationships. Excellent command over Excel and other collaboration tools 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

Responsibilities: Test Automation & Framework: Lead the development of automated test framework for financial data pipelines using PySpark/Python and AWS services (e.g., Glue, Athena, EMR, Redshift) Should be able to write test cases based on product requirement, execute them and report issues Data Validation: Automate data validation for financial data sets (like back test datasets, prices and returns data and other calculated metrics), ensuring data consistency and correctness across distributed systems Big Data Testing: Use PySpark / Python to test large financial datasets, validating performance, accuracy, and scalability in AWS environments Collaboration: Work with data analysts, portfolio managers, and quant researchers to define test requirements and ensure data quality in financial data sets like Back test universe, Risk Models and reports Continuous Improvement: Optimize test processes, creating reports and frameworks for efficiency, integrating new tools and best practices for cloud-based systems Requirements: Education: Bachelor s or MBA/Masters degree in a quantitative, financial discipline, or engineering 3+ years of hands-on experience in QA automation with a focus on data-driven financial solutions, preferably in AWS environment Technical Expertise: Automation Frameworks & Tools: Strong knowledge of a testing framework for API, and data-driven test automation Hands-on experience with integrating test automation into Code Pipeline or cloud-based CI/CD systems to ensure consistent and reliable testing Data Analysis & Financial Modeling Knowledge: Proficiency in SQL and MS Excel and ability to work with large financial datasets, performing data validation for downstream usage of financial calculations and reports. Performance Testing & Optimization: Experience in performance testing and load testing for large financial data applications, optimizing AWS-based systems for scalability and reliability Skill that would be a plus: Strong proficiency in Python, with extensive experience using PySpark to process large datasets and validate financial data across distributed systems Strong expertise in AWS services including S3, Glue, EMR to design and automate testing for financial data systems in the cloud Basic understanding of financial data analysis workflows and key financial metrics, including portfolio performance, risk management, and pricing models Experience with AWS CDK, CloudFormation, or Terraform for infrastructure automation, ensuring test environments are reproducible and scalable Personal Attributes: Excellent ability with a strong track record of fostering collaboration across multiple teams Exceptional problem-solving skills, with the ability to troubleshoot complex data issues and identify root causes in large-scale cloud-based systems Strong communication skills, with the ability to present technical information clearly to both technical and non-technical stakeholders Highly motivated, pro-active, and passionate about continuous learning, keeping abreast with emerging trends in cloud technologies, data analysis, and automation 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