Morningstar India | Analyst, SFA

Responsibilities

• As an Analyst, you will work with team to automate data analysis processes to include document downloads, data storage, build and run data analytics to aid rating, research, and surveillance process, develop and enhance data analysis and workflow optimization tools; assist with special projects/initiatives, as needed.
• This role will provide unique opportunities for mastering the key aspects of our business including in-depth collateral and deal analysis.
• Work with Associate Quant Analyst to deliver projects and services.
• Assist the team with transforming, improving and integrating data, depending on the business requirements.
• Participate actively in the design and build phases, to aim at producing high quality deliverables.
• Ensure compliance with regulatory and company policies and procedures.
• Combining the data result sets across multiple sources
• Collect, organize, and study data from internal and external sources for use in criteria development, ratings, and research reports.
• Take ownership of the tasks with focus on quality and accuracy of the deliverables

Requirements

• Proficiency in Python / Anaconda, Data science stack (Jupyter, Pandas, NumPy), Tableau, Microsoft Excel, Visual Basic for Applications (VBA) and MSSQL.
• Proficiency in object-oriented programming is a plus.
• Strong attention to detail and accuracy.
• Ability to manage multiple tasks at the same time and deliver results in a timely manner.
• Good inter-personal skills and ability to participate/ contribute as a team player.
• Proficiency in Python, Tableau, SQL and VBA will be needed.

Morningstar

Morningstar, Inc. is a leading provider of independent investment research and data, headquartered in Chicago and operating through subsidiaries in more than 30 countries with over 40 offices worldwide. It serves individual investors, financial advisers and wealth managers, asset managers, retirement plan providers and institutional investors with data, analytics and research (Morningstar Direct, Morningstar Investor, PitchBook for private markets, Sustainalytics for ESG research), credit ratings through Morningstar DBRS, Morningstar Indexes, and investment management and retirement services.

Morningstar India Private Limited, based in Vashi, Navi Mumbai, is a major data, research, technology and operations centre for the group — Morningstar counts India as one of its four regions alongside the Americas, EMEA and Asia-Pacific — and has been certified as a Great Place to Work for ten consecutive years. Its Mumbai teams work in managed-investment and equity data, equity and manager research, index management and operations, credit and ESG research, product development, client service and corporate finance — work that suits CA, CFA, MBA (Finance), M.Com and B.Com profiles as well as quantitative and research specialists.

• Industry: Financial services — independent investment research, data, indexes and credit ratings
• Headquarters: Chicago, Illinois, USA
• In India: Morningstar India Private Limited, Vashi, Navi Mumbai (Vishwaroop IT Park) and Mumbai (Platinum Park)