Data Research Analyst

Title: Data Research 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.

Morningstar is an equal opportunity employer.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.