Morningstar India | Associate Director of Quantitative Research

Responsibilities

• We are seeking an Associate Director of Quantitative Research to lead our Investment & Time Series team.
• This team owns a broad and growing set of the calculations that underpin Morningstar's data — fund flows, fees, asset allocation, performance, and more.
• You will be the team's technical anchor, providing the methodology judgment your team can lean on, and its connective tissue with the many stakeholders — Product, Analytics, Data, and others — whose requests and dependencies flow through this team constantly.
• Own the team's day-to-day tactical work — client-driven methodology checks, regulatory-driven updates, one-off investigations — ensuring requests are triaged, resolved, and communicated back reliably.
• Lead a smaller number of larger research initiatives each year, building the team's expertise in the areas it's asked to focus on rather than staying purely reactive.
• Serve as the team's methodology anchor: since the team skews less senior, you'll be the one making the calls, reviewing logic, and catching errors before they reach production, not just delegating and checking in.
• Mentor team members earlier in their careers, building their judgment and technical depth over time, while growing the team's more senior members toward real autonomy in driving projects and owning quality.
• Operate reliably across multiple concurrent projects, ensuring robust, on-time delivery as request volume grows.
• Coordinate with Product Management and Data Strategy, Technology, and other stakeholders — including Data Collection, Product teams, and local market experts — translating requests into clear specifications, supporting Product Management's intake-to-production process, and keeping methodologies relevant and well documented.
• Raise the bar on documentation quality and completeness, with the goal of making the team's methodologies easier for others — including client support — to understand and use without needing to ask the team directly.
• Use AI to strengthen how the team documents and validates its work — from AI-assisted specification and documentation to using AI as a check within methodology and QA processes.

Requirements

• Highly proficient with modern data tools — AWS, datalake, Python notebooks — with the coding depth to work efficiently and independently across large, varied datasets.
• Track record of using AI thoughtfully in a technical or analytical role — not just adopting a tool, but changing how documentation or quality checks actually get done.
• Demonstrated ability to manage and prioritize a high volume of concurrent, often time-sensitive requests without sacrificing quality.
• A track record of growing team members at different career stages — from building judgment in early-career staff to giving senior staff enough ownership that they no longer need you for every decision.
• Experience earning trust with non-technical stakeholders — able to point to a time a technical or methodology explanation actually changed how a stakeholder made a decision, not just kept them informed.
• Minimum 7 years of experience in quantitative research, financial data, or a related analytical field.

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)