Data Analyst

Job Summary: Data Analyst at Morningstar

Morningstar is seeking a Data Analyst, an entry-level opportunity within our Data and Operations group. This role offers practical experience with diverse datasets, including public equity filings, private market transactions, ESG taxonomies, Managed Investment Data (Funds), and reference entity data. You will enhance your knowledge of investment management, develop skills in Excel, SQL, and Power BI, and benefit from structured training for long-term success.

Work Location & Schedule

This position is permanently based in our Mumbai office, with preference for local candidates. The role requires flexibility for rotational shifts, including night shifts, supporting global operations. The work location is specifically Vashi, Navi Mumbai.

A Typical Day as a Data Analyst

• Search, collect, and verify data of basic and intermediate complexity levels.
• Address internal and client queries to ensure data alignment with methodologies and policy guidelines.
• Rapidly learn research methods and process standards to maintain productivity, quality, and timeliness.
• Collaborate with internal teams, cross-functional partners, and external parties to resolve data issues.

You will also have opportunities to innovate, improve processes/tools, and participate in stretch projects beyond core responsibilities.

Who You Are

You might be a strong candidate if you:

• Hold a Bachelor’s degree (preferably in finance) with at least 60% marks.
• Demonstrate strong English communication skills (written, oral, comprehension).
• Are proficient in MS Office tools, especially Excel and Word.
• Possess a quick learning ability and process information with ease.
• Show attention to detail, a proactive mindset, and natural curiosity.
• Effectively prioritize tasks and perform well under tight deadlines.

This role is open to fresh graduates and professionals with up to one year of experience.

Hiring Process at Morningstar

Once you apply, the hiring process includes:

• Online Assessment: Covers domain knowledge (finance), cognitive ability, English language, and a typing test.
• Candidate Information Session: For those who clear the assessment, an overview of Morningstar, business areas, and expectations will be provided.
• Interviews: Shortlisted candidates will undergo two rounds of interviews. This is also an opportunity for you to ask questions.

Please note that only shortlisted candidates will be contacted.

What Morningstar Offers

At Morningstar, you can expect:

• Development Opportunities: As an Early Career hire, you will receive hands-on experience, stretch projects, mentoring, and career development workshops to foster your passion.
• Meaning, Belonging, and Flexibility: We encourage you to bring your whole self to work, offering individual flexibility and work-life integration.
• Work Schedule & Shifts: We promote a strong in-office culture (four days in-office per week) while allowing remote work up to two days. Rotational shifts, including early morning, general, afternoon, and night shifts, are part of the operational practice, with shift allowances provided.
• Recognition: Your talents are recognized, and your voice is heard in a community where ideas matter and contributions are rewarded.

About Morningstar

Morningstar is a global leader in independent investment research, empowering investors across 32+ countries with over $300 billion in assets under management. Our mission is to empower investor success through data, research, and technology, built on principles of independence, transparency, and long-term thinking. We are committed to helping people achieve financial security.

Key skills/competency

• Data Analysis
• Financial Data
• Microsoft Excel
• SQL
• Power BI
• Investment Management
• Data Verification
• Problem Solving
• Attention to Detail
• Communication Skills