Morningstar | The Job

Morningstar

http://www.morningstar.com/company/

About

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $286 billion in assets under advisement and management as of Dec. 31, 2023. The Company operates through wholly- or majority-owned subsidiaries in 32 countries.

Active Jobs

2 Jobs

Category

Financial Services

Headquarters

Chicago, Illinois, United States

Recent jobs

Data Research Analyst

Morningstar

Navi Mumbai, Maharashtra, India

Posted: 15 days ago

Data Research Analyst, Credit Operations Mumbai Analytics About Us: Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and structured finance instruments globally. Currently with 700 employees in eight offices globally. Formed through the July 2019 acquisition of DBRS by Morningstar, Inc., the ratings business is the fourth-largest provider of credit ratings in the world. Morningstar DBRS is committed to empowering investor success, serving the market through leading-edge technology and raising the bar for the industry. Morningstar DBRS is a market leader in Canada, the U.S. and Europe in multiple asset classes. Morningstar DBRS rates more than 4,000 issuers and 60,000 securities worldwide and is driven to bringing more clarity, diversity of opinion, and responsiveness to the ratings process. Morningstar DBRS approach and size provide the agility to respond to customers’ needs, while being large enough to provide the necessary expertise and resources.  About the Role : Morningstar DBRS is seeking a Data Research Analyst to join the Credit Operations Mumbai Analytics. The Data Research Analyst is part of the team responsible for maintaining critical ratings and origination data. In this role, you will be asked to gather and interpret data requirements, perform research and analysis, and mappings from multiple sources. The Data Research Analyst will partner with our technology team to assist in the development and testing of new requirements when necessary.   Responsibilities: Assisting with collection and organization of security level data from various data sources Mapping of CUSIP and ISIN to corresponding Morningstar DBRS ratings Maintenance and troubleshooting of scheduled and automated reports Completing various data related inquiries and requests from internal and external parties Collaborate with Global Team to ensure accuracy, quality and reliability of the security ratings database Communicating with and maintaining a strong relationship with rating analysts to adhere with compliance and regulatory matters   Requirements: Bachelor’s degree in Accounting, Economics, Finance or Management Studies 1-2 years of Relevant Financial Data experience, experience at a rating agency is a plus Proficient in using data collection and analytical tools Experience working with SQL (MS SQL Server) is a plus Experience working with large data sets Exposure to database management Excellent verbal and written communication and interpersonal skills Strong attention to detail and accuracy Highly motivated, self-starter who is keen to learn, has a positive attitude and a strong work ethic Ability to manage multiple tasks at the same time and deliver results in a timely manner Ability to participate/ contribute as a team player   Recommended Skillsets: Experience with Bloomberg and/or Thomson Reuters terminal Knowledge of fixed income or capital markets Experience with Python

Data Research Analyst

Morningstar

Navi Mumbai, Maharashtra, India

Posted: 5 months ago

Title : Data Analyst – 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. The primary function of the team is to maintain Morningstar indexes across asset classes, periodic methodology enhancements and provide research and analytics for client support. The team is also responsible for handling complex corporate events, regulatory compliance, and production automation. 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:   Have a very good understanding of market and Reference data – Total outstanding shares, free float, reference data.  Have knowledge about the various stock exchanges, boards, holiday calendars etc.  To source and ensure quality of input data used in index development and maintenance.  Know the treatment of different corporate actions on entity, price, shares, and float 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 Morningstar's set KPIs and KRAs  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.   0-2 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.  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  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