Software Engineer

The Group: The Investment Management group consists if our investment advice, multi asset investment portfolios and sub-advisory investment products businesses. Through our registered investment advisor subsidiaries, we use our expertise in asset allocation, risk management and portfolio construction to create innovative investment solutions for institutions, advisors, and their clients.
 

The Investment Management Group’s Business Intelligence team embraces this data driven ethos by delivering key analytics and insights internally to every facet of our business. Our work is manifested as tools and data to help the enterprise grow and run more efficiently, at both strategic and tactical levels. Simply put, we believe that the data we build, across many sources, is our competitive advantage for making the most of our resources while we bring the most compelling product possible to market.
 

To that end, we’re looking for a person with the ability to work with a range of data and reporting technologies (eg Tableau, Power BI, Morningstar BI Platform, Salesforce and others) in order to enhance and sustain a strong foundation of rigor and efficient business insights discovery process for our internal stakeholders across Sales, Marketing, Research, Product, and Operations and Management. The position is based in our Mumbai office.

Duties:
• You’ll be the expert at building and maintaining unified data tech to support advanced and automated business analytics.
• Design, develop, document and maintain database and reporting structures used to compile insights.
• Define, develop, maintain and review ETL processes and data modeling solutions.
• Consistently evolve data processes and techniques in accordance with industry best practices.
• Contribute to ongoing improvement of quality assurance standards and procedures.

MINIMUM QUALIFICATIONS
• Bachelor's degree in Engineering, Statistics, Computer Science or related fields
• 5+ years of relevant working experience as a software engineer, business intelligence engineer, or equivalent
• Understanding of advanced data warehousing concepts and track record of applying these concepts on the job
• Advanced SQL and data blending skills, with experience querying large datasets from multiple sources and developing automated reporting, DBA experience preferred.
• .Net, C# and/or Python skills for scripting, data manipulation, custom ETLs, and UX development.
• Experience with Tableau BI software program.
• Capable of investigating, familiarizing and mastering new data sets quickly
• Excellent interpersonal skills, with the ability to communicate complex data issues correctly and clearly to both internal and external customers
 
PREFERRED QUALIFICATIONS
• Experience with Amazon Web Service(AWS) and/or other Cloud platforms
• Experience with Salesforce, JIRA API, and ChatBot Webhook API development
• Experience with building data warehouse, data cleansing techniques and portfolio risk analysis visualization
• Experience with Managed Portfolios business operations

Education: Bachelor's degree in Engineering, Statistics, Computer Science or related fields

Experience: 4+ years of relevant working experience as a software engineer, business intelligence engineer, or equivalent

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically 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.