Data Analyst

Morningstar is seeking Data Analysts for an entry-level role in their Data and Operations group in Mumbai. This position offers practical experience with diverse datasets like public equity filings, private market transactions, ESG taxonomies, and Managed Investment Data. Successful candidates will develop skills in Excel, SQL, and Power BI through structured training, building a foundation in investment management for long-term career growth. The role requires working in rotational shifts, including night shifts.

Must Have

• 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
• Hold a Bachelor’s degree (preferably in finance) with 60% marks
• Demonstrate English communication skills (written/oral/comprehension)
• 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
• Residing in Mumbai (preference)
• Willingness to work in rotational shifts, including night shifts

Perks & Benefits

• Development through hands-on experience, stretch projects, mentoring, and career development workshops
• Individual flexibility and the ability to make choices that support work-life integration
• Hybrid work environment (work remotely up to two days per week)
• Shift allowances for adaptability and commitment to rotational shifts
• Recognition of talents and contributions
• Fostering a community where your voice is heard, your ideas matter, and your contributions are rewarded

Data Analyst

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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.

How does a typical day at work look?

• 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.

You might be a good fit if you -

• 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.

How does it work?

Once you apply to this role, here is how the hiring process looks -

• Online Assessment - This includes sections on domain knowledge(finance), cognitive ability, English language, and a typing test.
• Candidate Information Session - For those who clear the assessment, a session will be conducted to give an overview of Morningstar, our business areas, and what you can expect after joining.
• Interviews - Shortlisted candidates will go through two rounds of interviews. This is also your opportunity to ask any questions and learn more from our interviewers.

Please note that only shortlisted candidates will be contacted by the recruitment team.

Anticipated Joining: Q1 - 26

Shift Timings -

• Early Morning Shift (AU): 5:30 AM to 2:30 PM
• General Shift: 10 AM to 7 PM
• Afternoon Shift (UK): 3 PM to 12 AM
• Night Shift (US): 8 PM to 5 AM

What You Can Expect From Us?

Find your passion through development, not just a job. As an Early Career hire, you will receive development through hands-on experience, stretch projects, mentoring, and career development workshops.

Meaning, belonging, and flexibility - At Morningstar, we want you to bring your whole self to work. Individual flexibility and the ability to make choices that support work-life integration are central to our culture and operational practices.

Work Schedule & Shifts - At Morningstar, we foster a strong in-office culture because we believe collaboration and innovation thrive when we are together. Our current Workplace Flexibility Policy allows employees to work remotely up to two days per week, providing a balance between flexibility and in-person engagement. Given that most business units operate in rotational shifts, you are required to demonstrate flexibility in working across different shifts. Shift allowances will be provided as a recognition of your adaptability and commitment.

At Morningstar, your talents are recognized because people are our most important assets. Across our offices worldwide, we've invested in fostering a community where your voice is heard, your ideas matter, and your contributions are rewarded.

About Morningstar

Morningstar is a global leader in independent investment research, supporting investors in over 32 countries with $300+ billion assets under management. Our mission is to empower investor success through data, research, and technology. We build products and offer services that connect people to the investing information and the tools that they need. We are built on the principles of independence, transparency, and long-term thinking. By empowering investor success, we are constantly looking for new ways to help people achieve financial security.

Morningstar is an equal-opportunity employer.

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.

About Us

How to Apply for a Job at Morningstar

Step 1

When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please.

Step 2

You will receive an email notification to confirm that we've received your application.

Step 3

If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your interview—either with a job offer or to let you know our plans for the position.

Applicants With Disabilities Who Need Accommodation

Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email AskHR@morningstar.com and let us know the nature of your request and your contact information.

Please note:

• We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests.
• Please be sure to include the title and location of the open position you’re interested in when you leave a message.

US Applicants: Morningstar is an E-Verify program participant.

Learn more:

• This Organization Participates in E-Verify (English)
• This Organization Participates in E-Verify (Spanish)
• Right to Work (English)
• Right to Work (Spanish)
• EEO is the Law
• Pay Transparency Notice

Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.