Specialist, Level II

Morningstar Credit Ratings, LLC; Mumbai; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Morningstar India Private Ltd. is seeking a Specialist, Level II in Mumbai to join the Data Level II team. You will coordinate with data groups, product and technical teams to ensure timely, accurate data delivery and vendor management.

The role emphasizes analytical thinking, problem-solving, and clear communication with stakeholders. It requires 1–3 years of related experience, a finance/business degree, and flexibility for shifts in a fast-paced environment.

Qualifications

• Bachelor’s degree or above in finance/ business with knowledge in fund investment data.
• Good command in MS Office (Excel, PowerPoint etc.); advanced users preferred.
• Proficient with the data management policies, procedures and common technical tools.
• A minimum of 1-3 years of experience working in similar profiles or roles aligned to manage client expectations.
• Strong analytical, problem-solving capabilities, and excellent communication written as well as verbal & reporting skills.
• Strong learning ability and equipped with self-motivation in an independent, fast-paced work environment.
• Ability to exercise control over the executed tasks with the planned activities.
• Able to work under tight deadlines and handle pressure during peak seasons.
• Flexibility to work in shifts.

Responsibilities

• Actively work with Managed Investment data teams, Level 1 And CSM teams, and ensure data timelines, completeness, and accuracy to meet business goals.
• Work with product teams, technical teams to identify and solve data issues.
• Manage relationships between Morningstar and Asset Management companies, insurance companies and other data vendors.
• Closely work with quality assurance, products, and technical departments to resolve clients’ data issues timely and effectively.
• Participate in the Center of Excellence initiative focused on reducing resource costs, consolidating global data collection platforms, and supporting database integration projects.
• Establish and achieve the set SMART goals with the direction of team lead.
• Continuously improve data collection and quality assurance process using LSS tools.
• Actively discover and raise issues in work (including system, process, and collection methodology) and propose enhancement suggestions to further improve system functionality, process efficiency and data quality.
• Participate in data and process related projects such as industry/market research, market expansion, process certification, new product development support, etc.

Skills

Analytical skills

Problem-solving

Communication skills

Reporting skills

Self-motivation

Education

Bachelor’s degree in finance/business

Tools

MS Office (Excel, PowerPoint)

Job description

The Position: Specialist, Level II

The Department: Data Level II

Shift: US

The Group: Morningstar is one of the largest independent sources of fund, equity, credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company. We provide independent analysis on individual securities, funds, markets, and portfolios. We also provide data on hundreds of thousands of investment offerings, including stocks, mutual funds, and alternative vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets.

Responsibilities

• Actively work with Managed Investment data teams, Level 1 And CSM teams, and ensure data timelines, completeness, and accuracy to meet business goals.
• Work with product teams, technical teams to identify and solve data issues.
• Manage relationships between Morningstar and Asset Management companies, insurance companies and other data vendors.
• Closely work with quality assurance, products, and technical departments to resolve clients’ data issues timely and effectively.
• Participate in the Center of Excellence initiative focused on reducing resource costs, consolidating global data collection platforms, and supporting database integration projects.
• Establish and achieve the set SMART goals with the direction of team lead.
• Continuously improve data collection and quality assurance process using LSS tools.
• Actively discover and raise issues in work (including system, process, and collection methodology) and propose enhancement suggestions to further improve system functionality, process efficiency and data quality.
• Participate in data and process related projects such as industry/market research, market expansion, process certification, new product development support, etc.

Requirements

• Bachelor’s degree or above in finance/ business with knowledge in fund investment data.
• Good command in MS Office (Excel, PowerPoint etc.); advanced users preferred.
• Proficient with the data management policies, procedures and common technical tools.
• A minimum of 1-3 years of experience working in similar profiles or roles aligned to manage client expectations.
• Strong analytical, problem-solving capabilities, and excellent communication written as well as verbal & reporting skills.
• Strong learning ability and equipped with self-motivation in an independent, fast-paced work environment.
• Ability to exercise control over the executed tasks with the planned activities.
• Able to work under tight deadlines and handle pressure during peak seasons.
• Flexibility to work in shifts.

Company Information

Morningstar is an equal opportunity employer. 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.

Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.

Applicants With Disabilities Who Need Accommodation

Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call [phone] or email [e-mail] and let us know the nature of your request and your contact information. Please note: We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests. Please be sure to include the title and location of the open position you’re interested in when you leave a message.

US Applicants

Morningstar is an E-Verify program participant.

Right to Work

Right to Work (English) Right to Work (Spanish) EEO is the Law Pay Transparency Notice

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity