Jobs at Morningstar

Leads month-end and quarterly close activities for the Americas, ensuring accurate, compliant, and audit-ready financial records. Responsibilities include reviewing financial statements, analyzing variances, preparing reconciliations, supporting GL, AP, AR, billing, revenue, accruals, intercompany, and expense accounting, and advising on complex transactions. The role partners with shared services and cross-functional finance teams while driving standardization, automation, close-cycle improvements, and technology adoption.

Owns product quality frameworks and governance for ESG products across the product lifecycle. Defines quality standards, KPIs, dashboards, controls, and assurance plans; validates features, releases, and methodologies; monitors performance; leads root cause analysis and corrective actions; and drives automation, AI-enabled quality controls, process improvement, and cross-functional transformation with Product, Research, Technology, Data Operations, and Client Services.

Build and maintain enterprise data pipelines, ELT processes, data models, reporting structures, and analytics solutions. Cleanse, deduplicate, normalize, and govern data across warehouses and data lakes, including Snowflake. Develop dashboards and business intelligence models, ensure data quality and compliance, apply business logic, and collaborate with technical and non-technical stakeholders to deliver accurate insights and improve operational performance.

Lead AI use-case discovery, design, prototyping and delivery. Partner with business leaders to frame outcomes, design architectures (RAG, LLMs, cloud AI), build MVPs using Python/APIs and low-code tools, and drive adoption with governance and responsible AI practices.

Design, develop, and maintain cloud-native features and APIs, ensuring performance and scalability. Write clean, tested code, optimize systems, document changes, and collaborate with product, QA, and senior engineers within Agile/Scrum processes.

Join the Asia Controllership team as a CA Industrial Trainee to assist with month-end close, financial reporting, reconciliations, statutory audits, tax and regulatory compliance, treasury operations, internal controls, fixed assets, and finance automation initiatives across Asia. Gain hands-on exposure to ERP systems, US GAAP and local reporting, audit coordination, and process improvement while collaborating with finance stakeholders and auditors.

Build and own end-to-end NLP and ML solutions (including LLMs, RAG, embeddings) to extract structured information from documents. Responsibilities include problem definition, data exploration, model development, evaluation, productionization, monitoring, and cross-team collaboration to improve data quality and coverage.

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.

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.

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.

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.

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.

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.