Data Analyst

1 Month ago • Upto 1 Years • Data Analysis

Job Summary

Job Description

Morningstar is seeking Data Analysts for an entry-level position in their Data and Operations group. This role offers practical experience with diverse datasets including public equity filings, private market transactions, ESG taxonomies, Managed Investment Data, and reference entity data. You will gain knowledge in investment management and enhance skills in Excel, SQL, and Power BI, with structured training provided. Responsibilities include searching, collecting, and verifying data, attending to internal/client queries, learning research methods, and collaborating with teams to resolve data issues. Opportunities for innovation and participation in stretch projects are also available. The role is based in Mumbai and requires candidates residing there, with potential for rotational shifts, including nights. This position is open to fresh graduates and professionals with up to 1 year of experience.
Must have:
  • Bachelor’s degree (preferably in finance) with 60% marks
  • Proficient in MS Office tools, especially Excel and Word
  • English communication skills (written/oral/comprehension)
  • Quick learner and ability to process information easily
  • Attention to detail, proactive mindset, and curiosity
  • Ability to prioritize tasks and perform well under deadlines
Good to have:
  • Experience with diverse datasets
  • Knowledge of investment management
  • Skills in SQL and Power BI
Perks:
  • Development through hands-on experience
  • Stretch projects
  • Mentoring
  • Career development workshops
  • Meaning, belonging, and flexibility
  • Work-life integration support
  • Shift allowances
  • Talent recognition
  • Tools and resources for global engagement

Job Details

Data Analysts

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, only shortlisted candidates will be contacted by the Morningstar recruitment team. 

Work Location: Vashi, Navi Mumbai.

Month of Joining: Aug 2025   

 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 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.

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