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Morningstar Data Research Analyst Interview Questions, Process, and Tips

Updated 22 Nov 2024

Top Morningstar Data Research Analyst Interview Questions and Answers

View all 35 questions

Morningstar Data Research Analyst Interview Experiences

52 interviews found

Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
-
Result
Selected Selected

I applied via Job Portal and was interviewed before Nov 2023. There were 2 interview rounds.

Round 1 - Aptitude Test 

The test is not so difficult

Round 2 - One-on-one 

(1 Question)

  • Q1. When were you angry the most?
Interview experience
4
Good
Difficulty level
Easy
Process Duration
6-8 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before May 2023. There were 3 interview rounds.

Round 1 - Aptitude Test 

The appitude Test consisted of 40 Questions, of which 20 are related to accounting and Corporate finance and another 20 Questions were general appitude questions such as relations, number sequences, directors etc. The test was for 40 minutes. Accounting questions were asked from various topics which include basic as well as advance questions.

Round 2 - Technical 

(1 Question)

  • Q1. Mention any 2 Liquidity ratios and explain them.
  • Ans. 

    Two common liquidity ratios are current ratio and quick ratio.

    • Current ratio: Current assets divided by current liabilities. It measures a company's ability to cover its short-term obligations with its short-term assets.

    • Quick ratio: (Current assets - inventory) divided by current liabilities. It provides a more stringent measure of liquidity as it excludes inventory, which may not be easily convertible to cash in the sh

  • Answered by AI
Round 3 - HR 

(4 Questions)

  • Q1. Tell me about yourself?
  • Q2. What do you know about Morningstar
  • Q3. Why did you choose to join the company?
  • Q4. How good are you at handling work pressure?

Interview Preparation Tips

Topics to prepare for Morningstar Data Research Analyst interview:
  • Ratios
  • General Accounting
  • leases
  • Financial Statements

Data Research Analyst Interview Questions Asked at Other Companies

asked in Morningstar
Q1. What is the difference between issued and outstanding shares?
asked in Resilinc
Q2. What is V lookup and H lookup, pivot table, what you know in exce ... read more
asked in Morningstar
Q3. What is the relationship between all the 3 financial statements?
asked in Morningstar
Q4. Stock split vs stock dividend
asked in Morningstar
Q5. a reduction in the value of an asset over time, due in particular ... read more
Interview experience
5
Excellent
Difficulty level
-
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Company Website and was interviewed before Jun 2023. There were 2 interview rounds.

Round 1 - Aptitude Test 

Finance & Accounts question , Maths ,Reasoning, English Question.

Round 2 - One-on-one 

(2 Questions)

  • Q1. Team Lead Round ( Asked Technical Question)
  • Q2. Manager Level Round ( Asked Technical Question)

I applied via LinkedIn and was interviewed in May 2022. There were 4 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all tips
Round 2 - Aptitude Test 

Aptitude consisted of basic quants, logical reasoning and English questions.

Round 3 - Technical 

(1 Question)

  • Q1. The next round was a technical round wherein the Team Lead asked a bunch of questions ranging from Basic Accounting related questions to Questions based on Financial statements, Equity Markets, Financial I...
Round 4 - One-on-one 

(1 Question)

  • Q1. The Final round was with the Manager wherein he asked a few technical questions and few questions relating to my availability, work preferences and basic questions about myself.

Interview Preparation Tips

Interview preparation tips for other job seekers - Overall, it was a manageable interview, although it took across almost 3-4 weeks from the date of application.

Morningstar interview questions for designations

 Research Analyst

 (11)

 Data Research Analyst 1

 (8)

 Senior Data Research Analyst

 (3)

 Data Research Associate

 (2)

 Data Analyst

 (14)

 Senior Research Analyst

 (7)

 Equity Research Analyst

 (2)

 Junior Research Analyst

 (1)

Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before Feb 2023. There were 3 interview rounds.

Round 1 - Aptitude Test 

CFA L-1 level questions

Round 2 - One-on-one 

(1 Question)

  • Q1. Tell me about yourself
Round 3 - One-on-one 

(4 Questions)

  • Q1. Tell me about yourself
  • Q2. Strengths and weaknesses
  • Q3. What are derivatives
  • Ans. 

    Derivatives are financial instruments whose value is derived from an underlying asset or benchmark.

    • Derivatives can be used for hedging, speculation, or arbitrage.

    • Common types of derivatives include options, futures, forwards, and swaps.

    • Derivatives allow investors to gain exposure to various asset classes without owning the underlying assets.

    • For example, a stock option is a derivative that gives the holder the right to ...

  • Answered by AI
  • Q4. Questions on Financial statements

Get interview-ready with Top Morningstar Interview Questions

Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Company Website and was interviewed before Feb 2023. There were 2 interview rounds.

Round 1 - Aptitude Test 

Basic finance based questions.

Round 2 - Technical 

(2 Questions)

  • Q1. What do you mean by open market operations?
  • Ans. 

    Open market operations refer to the buying and selling of government securities in the open market by a central bank.

    • Central banks use open market operations to control the money supply and interest rates in the economy.

    • When a central bank buys government securities, it injects money into the banking system, leading to lower interest rates and increased lending.

    • Conversely, when a central bank sells government securitie...

  • Answered by AI
  • Q2. Give me a brief introduction about yourself.

Interview Preparation Tips

Interview preparation tips for other job seekers - Be honest.

Data Research Analyst Jobs at Morningstar

View all
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
4-6 weeks
Result
Selected Selected

I applied via LinkedIn and was interviewed before Jan 2023. There were 4 interview rounds.

Round 1 - Aptitude Test 

Logical, Behavioural, Interpretation, Comprehension questions

Round 2 - Technical 

(1 Question)

  • Q1. About Financial Ratios
Round 3 - One-on-one 

(1 Question)

  • Q1. About Financial Knowledge
Round 4 - HR 

(1 Question)

  • Q1. General Discussion

I applied via Company Website and was interviewed in Apr 2022. There were 2 interview rounds.

Round 1 - Aptitude Test 

Consists of logical reasoning, quants, and English 30 questions, other 30 questions test the candidate on financial statements (including ratios), questions are quite similar to the ones mentioned in all the other reviews.

Round 2 - Technical 

(2 Questions)

  • Q1. Direct and indirect cashflow
  • Q2. Differentiated and undifferentiated balance sheet

Interview Preparation Tips

Interview preparation tips for other job seekers - 2 rounds (HR and technical mix), 3rd round HR. They probably look for clarity of accounting concepts and financial ratios and good communication skills (English)
Interview experience
3
Average
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before May 2023. There was 1 interview round.

Round 1 - Technical 

(1 Question)

  • Q1. Describe about Three Financial Statement
  • Ans. 

    The three financial statements are the income statement, balance sheet, and cash flow statement.

    • Income statement shows a company's revenues and expenses over a specific period of time.

    • Balance sheet provides a snapshot of a company's financial position at a specific point in time.

    • Cash flow statement shows how changes in balance sheet and income statement affect cash and cash equivalents.

    • Example: Income statement - Reven...

  • Answered by AI
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Campus Placement and was interviewed before Aug 2022. There were 4 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all tips
Round 2 - Technical 

(2 Questions)

  • Q1. About stock market and trading
  • Q2. Basic accounting terms and journal entries
Round 3 - Technical 

(2 Questions)

  • Q1. Question based job description
  • Q2. Background, qualification
Round 4 - HR 

(1 Question)

  • Q1. Behavioral questions

Morningstar Interview FAQs

How many rounds are there in Morningstar Data Research Analyst interview?
Morningstar interview process usually has 2-3 rounds. The most common rounds in the Morningstar interview process are Aptitude Test, Technical and One-on-one Round.
How to prepare for Morningstar Data Research Analyst interview?
Go through your CV in detail and study all the technologies mentioned in your CV. Prepare at least two technologies or languages in depth if you are appearing for a technical interview at Morningstar. The most common topics and skills that interviewers at Morningstar expect are Data Collection, Data Research, Research Analysis, Equity and Finance.
What are the top questions asked in Morningstar Data Research Analyst interview?

Some of the top questions asked at the Morningstar Data Research Analyst interview -

  1. What is the difference between issued and outstanding share...read more
  2. What is the relationship between all the 3 financial statement...read more
  3. Stock split vs stock divide...read more
How long is the Morningstar Data Research Analyst interview process?

The duration of Morningstar Data Research Analyst interview process can vary, but typically it takes about 2-4 weeks to complete.

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Morningstar Data Research Analyst Interview Process

based on 27 interviews

4 Interview rounds

  • Aptitude Test Round - 1
  • Technical Round
  • Aptitude Test Round - 2
  • Personal Interview1 Round
View more

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Morningstar Data Research Analyst Salary
based on 1.5k salaries
₹1.7 L/yr - ₹8.1 L/yr
17% more than the average Data Research Analyst Salary in India
View more details

Morningstar Data Research Analyst Reviews and Ratings

based on 215 reviews

4.0/5

Rating in categories

3.6

Skill development

4.3

Work-life balance

3.3

Salary

4.3

Job security

4.3

Company culture

3.0

Promotions

3.4

Work satisfaction

Explore 215 Reviews and Ratings
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₹ 3.55-6.79 LPA

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₹ 4-7 LPA

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