Jobs at Morningstar

Supports corporate credit ratings through financial modeling, data reconciliation, credit-document review, industry research, monitoring material events, and preparation of analytical reports. Maintains operational databases and company and peer-group financial metrics, researches filings and industry publications, and collaborates with global analysts. Ensures compliance with regulatory and company policies while managing multiple tasks accurately and contributing effectively to the team.

Designs and maintains automated data quality frameworks, validation controls, anomaly monitoring, and source-to-target reconciliation processes for large-scale financial datasets. The role validates data from market-data providers, embeds quality controls into ETL/ELT pipelines, supports new dataset onboarding, and performs profiling and root-cause analysis. Requires advanced Python, SQL, and PySpark skills, financial data expertise, and exposure to AWS-based platforms and AI productivity tools.

Develops investment analytics, portfolio monitoring, performance measurement, risk reporting, benchmark analytics, and financial data dashboards. Builds scalable reporting solutions using Power BI, Tableau, or Qlik Sense, and processes large multi-asset datasets with Python, PySpark, and SQL. Automates reporting, integrates APIs and financial data providers, and collaborates with investment and technology teams to support portfolio management and investment decisions.

Build scalable data pipelines and investment data platforms supporting quantitative research, backtesting, and deployment of multi-asset investment models. Responsibilities include processing market and fundamental data, integrating third-party providers, maintaining databases and research datasets, automating workflows with CI/CD and infrastructure-as-code, and supporting cloud-based and event-driven architectures. The role collaborates closely with quantitative researchers and portfolio managers and explores AI/ML and generative AI applications.

Own the roadmap and backlog for managed investment calculation capabilities. Translate financial methodologies and business needs into detailed specifications, user stories, and acceptance criteria. Analyze investment datasets using SQL, prototype and validate calculations, investigate discrepancies, and coordinate with research, engineering, QA, and stakeholders. Ensure calculation accuracy, data quality, traceability, release readiness, and effective communication across global teams.

Edit, proofread, and fact-check complex structured-finance research, ratings, and presale reports covering mortgage-backed and asset-backed securities. Ensure content follows style standards, is accurate and logically organized, and meets strict deadlines. The role also edits marketing, compliance, and client materials, collaborates across teams, and requires strong financial writing, basic math, and communication skills.

Supports enterprise clients using Morningstar’s research, data, and analytical products. Resolves time-sensitive product issues, manages escalations, coordinates with Data, Engineering, Implementation, Product Management, and Sales teams, and ensures service-level compliance. Acts as a product expert and client consultant while identifying opportunities to expand solutions. The role requires financial markets knowledge, technical troubleshooting skills, strong communication, documentation, and rotating weekend and public-holiday availability for global 24x7 support.

Manage office experience and workplace operations in PitchBook Mumbai, including facilities readiness, space planning, workplace technology, events, inventory, vendors, procurement, communications, business continuity, safety, and employee feedback. Coordinate issues and improvements across Facilities, IT, Infrastructure, Finance, Procurement, and Communications while maintaining operational trackers and ensuring actions are completed.

Monitor and administer Morningstar’s global conflicts of interest compliance program, including securities trading, gifts and entertainment controls, restricted-list processes, documentation, reporting, training, and regulatory examination support. Operate the global Conflicts Management System, escalate issues, maintain records, and collaborate with international compliance teams on projects. The role requires working in the office four days per week.

Supports Morningstar’s global conflicts-of-interest compliance program across multiple business units. Responsibilities include monitoring securities trading, gifts and entertainment, administering the conflicts management system, maintaining control documentation, preparing management reports, delivering compliance training, supporting regulatory examinations, developing procedures, and supervising team members. The role requires four days per week in the Mumbai office.

Manage global HR operations, employee queries, Workday transactions, ServiceNow cases, HR data audits, reporting, dashboards, and process improvements. Support HR stakeholders with standardized processes, automation, and AI-enabled efficiencies while maintaining confidentiality and data accuracy. The role requires collaboration with global teams and functions including Legal, Compliance, Finance, Talent Management, and Total Rewards.

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.

Supports quality assurance and compliance for global structured finance rating teams. Responsibilities include streamlining processes, remediating issues, gathering regulatory examination documents, reviewing rating files against policies and methodologies, creating management and training reports, and collaborating with Compliance and Information Technology teams on projects.

Owns technology product initiatives supporting Morningstar Indexes applications and platforms. Responsibilities include defining and prioritizing backlogs, translating business needs into requirements and user stories, coordinating Agile delivery, partnering with engineering and QA, supporting UAT and releases, analyzing workflows, and recommending scalable product improvements. The role requires technical fluency in APIs, databases, cloud platforms, architecture, SQL, and data analysis, along with strong stakeholder communication skills.

Develop and maintain automated testing strategies and frameworks for modernized investment calculation and data platforms. Validate data quality across file-based, PostgreSQL, on-premises Microsoft SQL, and AWS-hosted systems; investigate discrepancies and root causes; build Python utilities; analyze complex data flows and business logic; and translate requirements into maintainable automated tests while guiding QA practices.

Entry-level data and operations role supporting collection, verification, and maintenance of investment-related datasets. Respond to internal/client queries, follow research methods and policies, collaborate cross-functionally to resolve data issues, and learn Excel, SQL, and Power BI through structured training during a 6–12 month apprenticeship.

Support global credit analysts by performing fundamental analysis of high-yield corporate borrowers: monitor news, update financial models and historical results, maintain industry data, summarize credit and legal documents, and assist in drafting rating memos and reports while ensuring compliance with policies.

Perform quantitative and qualitative analysis of residential mortgage-backed securities: review deal/legal documents, analyze collateral and loan data, run cashflow and sensitivity models (in-house and Intex), prepare rating committee materials, maintain databases, support research/special projects, liaise with ops/tech, and mentor junior analysts while ensuring compliance and timely delivery.

Perform quantitative and qualitative analysis of CMBS transactions, set up net cashflow models, monitor pool and property performance, identify risks, prepare reports, support research publications, coordinate with operations and tech teams, and manage and develop a team of analysts.

Leads Morningstar’s India Platform Services support organization, managing managers and a 29-person global support team. Oversees incident and ticket management, escalation response, recruitment, coverage, process standardization, KPI reporting, dashboards, automation, and AI-driven operational improvements. Partners with global engineering and Platform Services teams across regions while advancing technical infrastructure and cloud support capabilities.