Jobs at Morningstar

Design and develop rules-based benchmark and strategic-beta indexes across asset classes; lead the full index development lifecycle (ideation, data analysis, back-testing, operationalization, launch); build portfolio construction and analytics tools using statistical and ML techniques; collaborate with research and product teams; and support client-facing materials, white papers, roadshows, and seminars.

Lead engineering and hands-on development for Finance platform automation: design scalable cloud-native integrations across Finance, Sales, and Customer Success systems; mentor engineers; drive architecture, automation, test coverage, and security; partner with product and business teams to deliver reliable, high-performance automation and data solutions.

Support month‑ and quarter‑end close for Wealth entities across EMEA West, prepare regulatory and board reporting, model regulatory capital and stress tests, maintain financial risk register, collaborate with compliance, and improve controllership and reporting processes.

Lead a 300-400 FTE Mumbai data operations organization delivering high-fidelity ESG & Climate datasets. Drive consolidation of global operations into Mumbai, deploy AI-native automation, re-engineer production workflows, strengthen data governance, and improve quality, throughput and unit economics. Partner with Product, Technology and Research to implement enterprise-wide quality frameworks, scorecards and audit controls while ensuring continuity of client delivery during transformation.

Collect, validate, and manage fund and portfolio data from vendors; resolve data issues with product and technical teams; maintain vendor relationships; improve data collection and QA using LSS tools; support database integration and related projects; meet KPIs and SMART goals while working shifts in a hybrid environment.

Manage product ticket queue, prioritize and resolve issues using Salesforce and Jira; perform investment platform administration, reconciliations, corporate actions, and reporting; liaise with stakeholders, ensure data security, and drive process improvements.

Lead a squad to design, build, and operate scalable full-stack applications (backend-focused Java/Spring Boot). Own delivery end-to-end, mentor engineers, improve engineering quality, drive CI/CD/observability, modernize legacy systems, and collaborate with product and stakeholders to deliver reliable, production-ready solutions.

Lead global tax accounting, compliance, and provision preparation under US GAAP (ASC 740); support tax filings, audits, transfer pricing, and tax aspects of transactions; drive tax process standardization, automation, and tax technology optimization; partner with regional teams and external advisors; mentor junior team members.

Provide expert post-sales support for Morningstar research, data and analytics products; resolve escalated client issues; collaborate with Product, Data, Engineering and Implementation teams to ensure timely delivery and quality; maintain product knowledge, document processes, and advocate for clients while meeting service levels and supporting global 24x7 operations.

Support global conflicts of interest program: develop and review procedures, monitor policy compliance (trading, gifts), administer conflicts system, maintain records, prepare management reports, assist regulatory exams, deliver training, and collaborate on global projects.

Analyze credit risk of CMBS by reviewing deal documents, setting up net cashflow models, and monitoring pool and property performance. Collect and analyze data, identify risk drivers, prepare reports, liaise with operations and tech, ensure compliance, and support rating processes and special projects.

Own daily treasury operations (cash positioning, bank account administration, controls, reconciliations) and lead projects to automate and standardize treasury processes. Partner with Corporate Treasury, local finance, banks, IT and vendors on implementations, testing, and global standardization. Ensure audit-ready controls, resolve banking exceptions, and deliver measurable improvements in reporting and operational efficiency.

Manage and maintain Atlassian JIRA and Confluence, develop and maintain JQL, support Linux/Windows systems, assist with Active Directory and Office 365 apps, troubleshoot platform issues, and participate in an on-call rotation.

Lead UX Designer responsible for end-to-end product design: discovery, wireframes, prototypes, user research, and working with product and engineering to deliver scalable solutions using the Morningstar Design System.

Lead index reconstitution, rebalancing, and methodology implementation across asset classes; manage a global quantitative team; drive data quality, automation, and AI-enabled analytics; engage stakeholders and support client communications.

Support global credit analysts on REITs by monitoring news, maintaining financial and industry data, preparing and updating financial models, summarizing credit/legal documents, and assisting with credit memos and operational databases to support the rating process.

Provide global client support for ESG research products and data, managing onboarding, account permissions, deliverables, and methodology/data queries. Triage cases, maintain SLAs, update CRM, and collaborate with Client Success and Sales to ensure client retention and satisfaction.

Support month- and quarter-end close, produce timely regional financial reports, maintain internal controls for a U.S. public company, manage statutory reporting and audits, coordinate cross-border accounting across multiple legal entities, lead country and global transformation projects, and provide financial analysis and commentary to regional stakeholders.

Provide expert post-sales client support for Morningstar research and analytical products, resolve escalations, maintain product knowledge, meet service levels, advocate for clients, and coordinate with internal teams to ensure timely responses and excellent client experience.

Provide operational HR support for onboarding, terminations, probation, employee queries, ServiceNow ticketing, process updates, reports/dashboards and P&C events, ensuring accurate HR data and documentation.