Urwah Admin

Morningstar

<div><p><b>About the job</b></p><p><b>
The Group</b>: Morningstar, Inc.&rsquo;s mission is to empower investor success. We were founded on the simple idea that when people have good investment information, they make better choices that lead to better outcomes. The Investment Management group consists of our Managed Portfolios and Workplace solutions teams. Within Morningstar Investment Management, LLC, the Workplace group offers a range of retirement solutions, including managed accounts, custom models, and advice service by acting in a fiduciary capacity or as an independent financial expert, as defined by ERISA: IFE, 3(28), or 3(21) capacity. The flagship product is our Morningstar Retirement Manager which provides personalized advice on how much to save for retirement, asset allocation advice, and builds portfolios for individual investors. The Workplace team consists of the investment management team, the research team, the advice engines team, the operations team, and the client services team. The goal of these teams is to work together to provide investment solutions for the individual investor&rsquo;s retirement goals.<br>
<br>
<b>The Role:</b><br>
<br>
Morningstar is seeking a <b>Data Scientist</b> to join our team of product management professionals. This person will work across our Managed Accounts platforms, Wealth Forecasting Engine (WFE), Automated Portfolio Construction and Retirement Planning tools. You will collaborate with research, development, and marketing teams to ensure successful product support &amp; enhancements. If you are passionate about using your statistical skills in the financial domain, we invite you to apply for this exciting opportunity.<br>
<br>
This position reports to Quantitative Research Manager, Advice and Financial Planning.<br>
<br>
<b>Key Responsibilities:</b></p><br>
<ul><li>
Harness the capabilities of machine learning and generative AI to develop cutting-edge solutions that enhance the troubleshooting and problem-solving capabilities of our current products and methodologies.</li><li>
Leverage statistical and financial expertise in analytics projects to drive insights and support data-driven decision-making.</li><li>
Implement automated workflows, develop dashboards, and streamline processes to enhance operational efficiency.</li><li>
Integrate proprietary research and financial planning concepts into a global set of advice engines by working closely with Morningstar research, product managers, and developers to bring intellectual property and new methodology to market.</li><li>
Develop an in-depth understanding of the Wealth Forecasting Engine and Automated Portfolio Construction tool, its underlying methodologies and implementations.</li><li>
Support internal and external clients through product demonstrations, troubleshooting, methodological proofs, and timely communication.</li><li>
Create and implement automated processes leveraging cloud computing solutions like AWS, utilizing Python for scripting and workflow orchestration.</li><li>
Build dashboards to support Quality Checks(interactive/automated/visual) that improve the interpretability of Quant models.</li></ul><p><b><br>
Requirements:</b></p><br>
<ul><li>
Proven experience (2-4 years) implementing data science solutions, ideally within the financial domain.</li><li>
Candidates with experience in developing or working with state-of-the-art <b>Generative AI</b> solutions are highly desirable.</li><li>
Proficiency in <b>Python</b>, <b>R</b>, or <b>MATLAB</b> and Hands-on experience with <b>AWS </b>would be a plus.</li><li>
Demonstrated ability to visualize data using <b>Python/MATLAB/ R/Tableau</b> or experience with interactive frameworks like <b>Dash/Shiny</b> would be a plus.</li><li>
A good knowledge of a query language like <b>SQL</b> for data extraction and management is required.</li><li>
Possessing a robust foundation in machine learning and the practical skillset to leverage this knowledge by developing and deploying code-based solutions.</li><li>
Understanding of both business and technical requirements, and the ability to serve as a conduit between product, research, technology, and external clients.</li><li>
Excellent English-language oral and written communication.</li><li>
Bachelor&rsquo;s degree in finance, economics, mathematics, engineering, computer science or related field is required. A Master&rsquo;s degree or CFA are all highly desired.</li></ul><p><br>
Morningstar is an equal opportunity employer.<br>
<br>
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity</p><p></p><p>
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.</p><p></p><p>
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.</p><p></p>
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity</div>

Data Scientist

<div><div><div><p><b>Title:</b> <b>Business Intelligence Analyst</b></p></div><div><p><b>
Location: </b>Vashi, Navi Mumbai</p><p></p><p><b>
Company: </b>Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities.<br>
Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years.</p><p></p><p><b>
The Team:</b><b> </b>Morningstar&rsquo;s Finance team is responsible for planning, forecasting, and analyzing the company&rsquo;s financial results. The team works collaboratively with our business groups to support our strategy and growth initiatives and helps make informed business decisions to create value.</p></div><p></p><div><p><b>
The Role:</b> Morningstar&rsquo;s Finance Data &amp; Analytics Office team seeks a Finance Business Intelligence Analyst to support the growing Business Intelligence (BI) &amp; Financial Reporting functions within our Finance Organization. The function is focused on harnessing data and automation tools to reduce or eliminate manual processes, drive global standardization in processes impacting financial reporting and building and maintaining tools which will be leveraged by both Global Finance and our business partners for internal reporting.</p></div><div><p>
In this role, you will collaborate with global finance stakeholders to understand reporting requirements and support existing dashboards and reports. You will assist with data validation, issue identification, and resolution related to recurring financial reporting processes. Additionally, you will help build foundational dashboards and reporting assets using established templates and tools. You&rsquo;ll also perform ad hoc data analysis and support the creation of documentation, training, and user guides. Working under the guidance of senior analyst &amp; Finance Business Intelligence Manager, you will contribute to broader automation and analytics initiatives within the finance organization.</p></div><div><p>
This position reports to the Manager of Finance Business Intelligence.</p></div><p></p><div><p><b>
Shift: UK/US</b></p><p></p><p><b>
Responsibilities:</b></p></div><div><ul><li><p>
Executes tasks within the monthly close, quarterly update &amp; maintenance processes for the Finance BI Function.</p></li></ul></div><div><ul><li><p>
Maintain data cleanliness program, related reporting &amp; related follow ups with internal stakeholders.</p></li></ul></div><div><ul><li><p>
Assist with training &amp; onboarding new users for existing Tableau Dashboards and related processes</p></li></ul></div><div><ul><li><p>
Support budgeting and forecasting activities</p></li></ul></div><div><ul><li><p>
Lead small business intelligence projects as requested by internal clients</p></li></ul></div><div><ul><li><p>
Evaluate current BI &amp; Reporting processes and propose methods for improvement.</p></li></ul></div><div><ul><li><p>
Design and maintain Tableau datasets, workspaces and reporting structures used to compile insights.</p></li></ul></div><div><ul><li><p>
Interpret and analyze data from multiple sources, spot trends/anomalies/outliers, synthesize raw data and create models to test hypotheses.</p></li></ul></div><div><ul><li><p>
Provide design support for development of business intelligence solutions, build an in-depth understanding of the business, and serve as the primary owner of new report requests.</p></li></ul></div><div><ul><li><p>
Interpret business requirements and determine optimum BI solutions to meet business needs.</p></li></ul></div><div><ul><li><p>
Trains users and executives to use reports, metrics, and action-oriented information correctly.</p></li></ul></div><p></p><div><p><b><br>
Qualifications:</b></p></div></div><div><div><ul><li><p>
Ability to work with a range of data and reporting technologies to build upon a strong foundation of rigor, quantitative techniques, and efficient processing.</p></li></ul></div><div><ul><li><p>
Strong technical background is preferred</p></li></ul></div><div><ul><li><p>
Bachelor&rsquo;s degree from STEM fields such as Computer Science, Engineering, IT, Analytics, Finance etc. Specialized training/certification and master&rsquo;s degree preferred.</p></li></ul></div><div><ul><li><p>
Working knowledge or experience with Tableau Desktop or similar reporting tool</p></li></ul></div><div><ul><li><p>
Excellent analytical thinking and interpersonal skills, with the ability to communicate complex data issues correctly and clearly to both internal and external customers.</p></li></ul></div><div><ul><li><p>
Attention to detail. Ability to define and organize tasks, responsibilities &amp; priorities.</p></li></ul></div><div><ul><li><p>
Process focused and adhered to achieve SLA in best manner in day to day activities.</p></li></ul></div><div><ul><li><p>
Desire for improvement and innovation.</p></li></ul></div><div><ul><li><p>
Excellent communication skills and English proficiency, both written and verbal.</p></li></ul><p></p><p><b>
Morningstar is an equal opportunity employer.</b></p></div></div><p></p><p>
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.</p><p></p>
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity</div>

Business Intelligence Analyst

<div><div><div><p><b>A</b><b>bout the Company:</b></p></div><div><p>
Morningstar&rsquo;s mission is to empower investor success. The Data and Research team does this by creating products that help financial professionals and the investors they serve, achieve financial goals. The Direct Platform business is one of the largest business units, with a large pre-existing user group &ndash; still prime for market and wallet share growth globally. For the Data, Research and AI part of the business, this means delivering the data and research that help financial professionals be more efficient, innovative, and connect with their clients in a more meaningful way.<br>
<br>
<b>The Role:</b></p></div><div><p>
We are seeking a strategic and results-driven Senior Product Marketing Manager to lead the go-to-market strategy, positioning, and demand generation for our Licensed Data product. This role is ideal for a marketer who thrives at the intersection of data, storytelling, and customer insight, and who can translate product innovation into compelling value propositions.</p><p></p><p>
Reporting to the Director of Product Marketing for Data, Research and AI, this individual will partner with Campaign Marketing, Corporate Marketing and the Product, Research, Sales and Client Service teams. This role offers an excellent opportunity to make a real business impact for Morningstar.</p></div><p></p><div><p><b><br>
Position Location: </b>Chicago, IL (hybrid model with mandatory four days per week in office)</p></div><div><p><br>
<br>
<b>Responsibilities</b></p></div><div><ul><li><p>
Develop positioning, messaging, objection handling, content and sales tools that reflect the attributes and needs of key client segments &amp; personas. Develop ways to reach each segment with the right value proposition to help qualify and differentiate offers.</p></li></ul></div><div><ul><li><p>
Be ready and willing to dive into data driven initiatives that help define product marketing strategy, prioritization of projects, and development of persona-based assets. This includes the use of sales dashboards for a deep understanding of the part the business you cover, conducting market sizing, leading win-loss analysis and more.</p></li></ul></div><div><ul><li><p>
Work with client-facing teams and subject-matter experts to ensure client-feedback, investment insights and responses to sales objections are considered in our client and outcome-focused marketing materials.</p></li></ul></div><div><ul><li><p>
Craft and execute the go-to-market strategy for new product releases, including positioning, content development, and sales enablement to deliver business growth, which includes retaining existing clients and attracting new clients.</p></li></ul></div><div><ul><li><p>
Maintain and audit current portfolio of sales enablement and client-facing assets. Use findings to present a plan for on-going optimization as well as how to increase the engagement of sales teams.</p></li></ul></div><div><ul><li><p>
In alignment with the campaign manager, create compelling persona-based demand generation campaigns &amp; campaign resources.</p></li></ul></div><div><ul><li><p>
Partner with corporate and product marketing teams to leverage and extend thought leadership, research, and brand campaigns through our digital, event and media platforms.</p></li></ul></div><div><ul><li><p>
Perform other duties as necessary</p></li></ul></div><p></p><div><p><b>
Qualifications</b></p></div><div><ul><li><p>
Minimum of 5 years in a product marketing or management capacity &ndash; in the financial services industry</p></li></ul></div><div><ul><li><p>
Bachelor&rsquo;s degree</p></li></ul></div><div><ul><li><p>
Proven ability to communicate effectively, both verbally and in writing, to a wide variety of stakeholders at different levels, translating complex initiatives into materials and products that effectively communicate core values and goals.</p></li></ul></div><div><ul><li><p>
Must have an operational ability to effectively perform at various levels of the business with a proven track-record of excellence in engaging and building relationships.</p></li></ul></div></div><div><div><ul><li><p>
Organized, detail-oriented and capable of advancing projects simultaneously.</p></li></ul></div><div><ul><li><p>
Must be a strong writer and communicator that brings the voice of the customer front and center to all marketing deliverables.</p></li></ul></div><p></p><div><p><b>
Nice to have</b></p></div><div><ul><li><p>
Comfort with using data to make decisions, strong business acumen, and focus on metrics that drive revenue.</p></li></ul></div><div><ul><li><p>
A team player&rsquo;s attitude with a high threshold for quality.</p></li></ul></div><div><ul><li><p>
Empathy and the maturity to own and learn from challenges.</p></li></ul></div><div><ul><li><p>
Exceptional prioritization skills within a dynamic environment.</p></li></ul></div><div><ul><li><p>
Self-starter with a proven commitment to a test, learn, and iterate mindset</p></li></ul></div></div><p></p><p><b><br>
Compensation and Benefits</b></p><p>
At Morningstar we believe people are at their best when they are at their healthiest. That&rsquo;s why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:</p><ul><li>
Financial Health<ul><li>
75% 401k match up to 7%</li><li>
Stock Ownership Potential</li><li>
Company provided life insurance - 1x salary + commission</li></ul></li><li>
Physical Health<ul><li>
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages</li><li>
Additional medical Wellness Incentives - up to $300-$600 annual</li><li>
Company-provided long- and short-term disability insurance</li></ul></li><li>
Emotional Health<ul><li>
Trust-Based Time Off</li><li>
6-week Paid Sabbatical Program</li><li>
6-Week Paid Family Caregiving Leave</li><li>
Competitive 8-24 Week Paid Parental Bonding Leave</li><li>
Adoption Assistance</li><li>
Leadership Coaching &amp; Formal Mentorship Opportunities</li><li>
Annual Education Stipend</li><li>
Tuition Reimbursement</li></ul></li><li>
Social Health<ul><li>
Charitable Matching Gifts program</li><li>
Dollars for Doers volunteer program</li><li>
Paid volunteering days</li><li>
15+ Employee Resource &amp; Affinity Groups</li></ul></li></ul><p></p><p><b>
Total Cash Compensation Range</b></p>
$95,275.00 - 161,975.00 USD Annual<p><b>
Inclusive of annual base salary and target incentive</b></p><p>
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.</p><p></p>
001_MstarInc Morningstar Inc. Legal Entity</div>

Senior Product Marketing Manager

<div><p>Compliance Analyst, Conflicts of interest, Global Controls &ndash; Mumbai</p><p><b><br>
The Team</b><br>
Morningstar&rsquo;s Conflicts of Interest team is part of the Global Control function within the Compliance department and an integral part of the Compliance program that addresses how the firms manages conflicts of interests. The team has global scope with members based in Europe, Canada and India.</p><p><b><br>
The Role</b><br>
Morningstar is seeking a Compliance Analyst based in Mumbai reporting to the Head of Conflicts of Interest, Global Controls based in Paris (France). The Compliance Analyst will support the Conflicts of Interest team in the management of the conflicts of interest program. The successful candidate will operate the conflicts of interest controls within the scope of the global conflicts of interest team.</p><p><b><br>
Responsibilities</b></p><div>
The Compliance Analyst will be expected to<br>
<ul><li>Support the implementation of operating procedures for the general operation of the global conflicts of interest compliance program.</li><li>Monitor compliance with the firm&rsquo;s conflicts of interest policies, including securities trading, gifts &amp; entertainment and escalate issues to management as necessary.</li><li>Administer the firm&rsquo;s Conflicts Management System including the processing of transactions and holdings.</li><li>Document and keep records of associated controls.</li><li>Support the Compliance Department in creating reports to Senior Management on a monthly, quarterly and annual basis.</li><li>Work with the Compliance Department to develop, maintain and deliver compliance training and other materials.</li><li>Ability to work with a global team and interact with employees at various levels of an organization.</li></ul><b>
</b><br>
<b>Requirements</b><br>
<ul><li>A minimum of 2 years&rsquo; experience in compliance and/or regulatory analysis developed in Financial Services, Accounting or Legal professions.</li><li>Prior experience with Control Room functions, including preclearance of employee trades and management and use of restricted lists, is a plus.</li><li>Bachelor&rsquo;s degree in Finance, Accounting, Commerce or Business Administration.</li><li>Proficiency with Excel.</li><li>Experience in implementation and monitoring adherence to corporate policies, procedures and other guidance documents.</li><li>Ability to manage multiple projects concurrently in conjunction with the Compliance team.</li><li>A team player with positive and proactive attitude.</li><li>Strong organizational and communication skills (verbal and written).</li><li>Excellent command over the English language essential (written and verbal).</li><li>Strong analytical and investigative skills.</li></ul></div><p><br>
Morningstar is an equal opportunity employer.</p><p></p><p>
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.</p><p></p>
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity</div>

COI Compliance Analyst

<div><p><b>The Team: </b>Morningstar DBRS&rsquo; structured credit ratings and research subsidiary is a Nationally Recognized Statistical Ratings Organization (NRSRO) that has earned a reputation for innovation and excellence in the structured finance market. This group aims to increase market transparency and provides the highest quality ratings through securities research, monitoring services, data, and<br>
technology solutions.</p><p><b><br>
The Role:</b> We are looking for solid individual contributors with good problem solving, analytical thinking in the Collateralized Loan Obligations (CLO) backed securitization space. Basic experience in Python, SQL and VBA would also be required. This role will provide unique opportunities for mastering the key<br>
aspects of our business including in-depth collateral and deal analysis. You will be part of the US Structured Credit Group.</p><p><b><br>
Responsibilities:</b></p><div><ul><li><br>
Analyze the credit risk in structured credit by performing tasks that includes reviewing deal documents, legal documentation, analyzing periodic data and preparing / running cash flow models both in-house and external like Intex Calc.</li><li>Assist the rating analyst in preparing rating committee note, rationale and building and maintaining various databases relating to underlying collateral.</li><li>Collect, organize, and analyze data from internal and external sources for use in criteria development, ratings, and research reports. Also automate and improve data pipelines for the Research Platform.</li><li>Maintain regular and open communication with the operations team and technology team about assigned tasks, priorities and ensure applications under development meet the defined requirements and pass the user acceptance testing prior to its release.</li><li>Productionize and maintain Analytical Tools</li><li>Work with Credit Operations to ensure analytics governance compliance across Predictive Models, Cash Flow Engines, and Analytical Tools w.r.t. the SC business.</li><li>Understand the domain and implement quick fix solutions to align the development activities with dynamic business needs.</li></ul></div><p><b><br>
Requirements:</b></p><ul><li><br>
Academic background in mathematics, statistics, engineering or other quantitative discipline.</li><li>A master&rsquo;s degree required, CFA or FRM preferred.</li><li>3-5 years of experience in Structured Finance, experience on CLO/CDO/MML (Structured Credit) at a rating agency is a plus.</li><li>Expertise on Microsoft Excel, Visual Basic for Applications (VBA) and MSSQL. Knowledge on python will be a plus.</li><li>Excellent writing, communication, and quantitative/analytical skills.</li><li>Creative thinker who is adept at taking an analytical approach to problem solving.</li><li>Experience with Intex / any Cashflow Modelling platform is a plus.</li><li>Proficiency in other programming languages a plus</li></ul><p><br>
Morningstar DBRS is an equal opportunity employer.</p><p></p><p><b>
About Us</b><br>
<br>
Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.<br>
<br>
Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.<br>
<br>
Morningstar DBRS is the next generation of credit ratings.</p><p></p><p>
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.</p><p></p><p>
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.</p><p></p>
R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entity</div>

Analyst- Structured Finance (CLO)

<div><p><b>Position:</b> Senior Principal Quantitative Analyst</p><p><b>
Department:</b> Managed Investment Data (MID) &ndash; Quality &amp; Transformation</p><p><b>
No of Positions:</b> 1</p><p><b>
Shift:</b> General Shift</p><p></p><h3 class="jobSectionHeader"><b>
Job Description</b></h3><p></p><p>
The <b>Senior Principal Quantitative Analyst</b> plays a critical role in ensuring the accuracy, integrity, and reliability of quantitative data that powers Morningstar&rsquo;s financial models, analytics, and decision-making processes.</p><p>
This role is a cornerstone of the <b>Managed Investment Data (MID)</b> program, which collects, standardizes, and enriches global fund data&mdash;supporting investors, advisors, and institutions through trusted data and insight.</p><p></p><p>
The analyst will lead quantitative data quality design and implementation, develop AI/ML-based validation frameworks, and collaborate with cross-functional teams to strengthen data governance and model readiness.</p><p>
This role reports to the <b>Director, Quality &amp; Transformation</b> within the Managed Investment Data team based in Mumbai.</p><p></p><h3 class="jobSectionHeader"><b>
Job Responsibilities</b></h3><p></p><ul><li><p>
Lead the design, implementation, and enhancement of <b>quantitative data quality frameworks</b>, encompassing statistical validation and anomaly detection.</p></li><li><p>
Develop <b>AI/ML-driven predictive quality checks</b>, enabling proactive data error prevention and model trustworthiness.</p></li><li><p>
Apply advanced statistical methodologies &mdash; linear/non-linear modeling, time series analysis, and Bayesian inference &mdash; to detect quality drifts and signal inconsistencies.</p></li><li><p>
Collaborate with quantitative researchers, data scientists, and engineers to ensure data readiness for quantitative models and investment algorithms.</p></li><li><p>
Create <b>automated, scalable, and auditable data validation pipelines</b>, supporting real-time data monitoring and exception reporting.</p></li><li><p>
Partner with stakeholders to uphold <b>data governance, privacy, and regulatory compliance</b> standards (MiFID, ESMA, SEC).</p></li><li><p>
Mentor and guide junior analysts, fostering a culture of excellence, continuous learning, and innovation in quantitative analysis.</p></li><li><p>
Communicate complex data quality insights and statistical findings in simple terms to senior leadership and non-technical stakeholders.</p></li><li><p>
Drive innovation through <b>automation, reproducible modeling pipelines</b>, and deployment of ML-based data correction systems.</p></li><li><p>
Contribute to the modernization of Morningstar&rsquo;s data architecture by integrating <b>data observability, telemetry, and metadata-driven quality measures.</b></p></li></ul><p></p><h3 class="jobSectionHeader"><b>
Requirements</b></h3><p></p><ul><li><p>
Strong foundation in <b>quantitative finance, econometrics, and applied statistics</b>.</p></li><li><p>
Deep understanding of <b>financial instruments, fund structures, and performance modeling</b>.</p></li><li><p>
Proven ability to work with large-scale, structured and unstructured data.</p></li><li><p>
Excellent analytical, problem-solving, and statistical reasoning skills.</p></li><li><p>
Strong stakeholder management, communication, and presentation skills.</p></li><li><p>
Ability to work in a <b>cross-functional, fast-paced environment</b>, and lead through influence.</p></li></ul><p></p><h3 class="jobSectionHeader"><b>
Desired Candidate Profile</b></h3><p></p><ul><li><p>
Master&rsquo;s degree in <b>Statistics, Mathematics, Financial Engineering, Data Science, or Quantitative Finance</b>.</p></li><li><p><b>
Professional certifications</b> such as CFA, FRM, CQF, or Six Sigma Black Belt preferred.</p></li><li><p><b>
10+ years of experience</b> in quantitative analytics, model validation, or data quality engineering within financial services, asset management, or fintech.</p></li><li><p>
Expertise in <b>Python, R, SQL</b>, and familiarity with tools such as <b>MATLAB, SAS, or TensorFlow</b>.</p></li><li><p>
Experience in <b>AWS ecosystem</b> (S3, RDS, Glue, Athena) and modern data quality platforms.</p></li><li><p>
Hands-on experience with <b>AI/ML frameworks</b> (scikit-learn, PyTorch, TensorFlow) for anomaly detection and predictive data correction.</p></li><li><p>
Familiarity with <b>data governance and regulatory standards</b> (GDPR, SEC, ESMA, MiFID).</p></li><li><p>
Proficiency in <b>Lean, Agile, and automation-first approaches</b> for process improvement.</p></li><li><p>
Entrepreneurial mindset with a passion for innovation and scalability.</p></li><li><p>
Strong leadership, mentorship, and collaboration abilities.</p></li><li><p>
Flexible to adapt to evolving data and technology landscapes.</p></li></ul><p></p><h3 class="jobSectionHeader"><b>
Key Competencies</b></h3><p></p><ul><li><p><b>
Statistical Expertise:</b> Deep proficiency in hypothesis testing, regression modeling, and time-series forecasting.</p></li><li><p><b>
AI/ML Integration:</b> Building and deploying predictive quality and anomaly detection models.</p></li><li><p><b>
Automation Mindset:</b> Experience with data pipelines, ETL automation, and observability frameworks.</p></li><li><p><b>
Data Governance:</b> Comprehensive understanding of metadata management, lineage, and auditability.</p></li><li><p><b>
Business Acumen:</b> Translating technical insights into actionable business intelligence.</p></li><li><p><b>
Leadership:</b> Guiding teams through analytical rigor, innovation, and continuous improvement.</p></li></ul><p></p><p><b>
Morningstar is an equal opportunity employer.</b></p><p>
We celebrate diversity and are committed to creating an inclusive environment for all employees.</p><p></p><p>
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.</p><p></p>
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Senior Principal Quantitative Analyst

Join Morningstar and explore 6   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.