Data Analyst at Morningstar

Morningstar, Inc. is a leading provider of independent investment research. In our mission to empower investor success, we offer an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. We provide data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private companies, fixed-income securities, private credit, and bank loans. Morningstar is looking for Data Analysts, an entry-level opportunity to join our Data and Operations group. This role will help you gain practical experience by working with diverse datasets, including public equity filings, private market transactions, ESG taxonomies, Managed Investment Data (Funds), and reference entity data. You'll build your knowledge about investment management, grow your skills in Excel, SQL, and Power BI, and benefit from structured training to support your growth, setting you up for long-term success. This position will be permanently based in our Mumbai office; therefore, preference will be given to candidates residing in Mumbai. Candidates in this role may need to work in rotational shifts, including night shifts. Key Responsibilities: Search, collect and verify data of basic and intermediate levels of complexity Attend to internal/client queries and requests to ensure data captured is aligned with data methodologies and policy guidelines Quickly learn our research methods and process standards to ensure productivity, quality and timeliness Collaborate with your team, cross-functional and external (if required) parties to resolve data issues. You also get opportunities to innovate and improve processes/tools or participate in stretch projects and/or tasks besides your core responsibilities. Requirements: Hold a Bachelor's degree (preferably in finance) with 60% marks Demonstrate English communication skills (written/oral/comprehension) Are proficient in MS Office tools, especially Excel and Word Learn quickly and process with ease Possesses attention to detail, a proactive mindset, and natural curiosity Effectively prioritize tasks and perform well under tight deadlines The role is open to fresh graduates as well as professionals with up to 1 year of experience.

Morningstar, Inc. is a leading provider of independent investment research. In our mission to empower investor success, we offer an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. We provide data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private companies, fixed-income securities, private credit, and bank loans.