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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

I applied via Walk-in

Interview Questionnaire 

12 Questions

  • Q1. Stock split vs stock dividend
  • Ans. 

    Stock split increases the number of shares outstanding while reducing the price per share, while stock dividend distributes additional shares to existing shareholders.

    • Stock split is done to make the stock more affordable for investors and increase liquidity.

    • Stock dividend is usually given when a company wants to reward its shareholders without giving out cash.

    • Example of stock split: Apple's 7-for-1 stock split in 2014.

    • ...

  • Answered by AI
  • Q2. Impairment of asset
  • Q3. Enterprise value
  • Q4. Market capitalization
  • Q5. Any 2 AS
  • Ans. 

    AS stands for Autonomous System. It is a unique identifier assigned to a network.

    • AS numbers are used in BGP routing to identify and exchange routing information between different networks.

    • AS numbers are assigned by regional internet registries such as ARIN, RIPE NCC, and APNIC.

    • Examples of AS numbers include Google's AS15169 and Amazon's AS16509.

  • Answered by AI
  • Q6. Deferred revenue expenditure
  • Ans. 

    Deferred revenue expenditure refers to expenses that are incurred in the current period but are recognized as expenses in future periods.

    • Deferred revenue expenditure is also known as capital expenditure.

    • It is recorded as an asset on the balance sheet and is gradually expensed over time.

    • Examples include expenses incurred for research and development, advertising, and training.

    • Deferred revenue expenditure is different fr...

  • Answered by AI
  • Q7. Zero coupon bond
  • Q8. If someone give you negative feedback the how you deal with it
  • Ans. 

    I take negative feedback as an opportunity for growth and improvement.

    • Listen attentively to the feedback without becoming defensive

    • Reflect on the feedback and identify areas for improvement

    • Seek clarification if needed to fully understand the feedback

    • Develop an action plan to address the feedback

    • Implement the necessary changes and monitor progress

    • Ask for follow-up feedback to ensure improvement

  • Answered by AI
  • Q9. If you feel monotonous in near future how you deal with it.
  • Ans. 

    To deal with monotony, I focus on finding new challenges, learning new skills, and seeking inspiration from others.

    • Seek new challenges and projects to keep things interesting

    • Learn new skills or technologies to expand my knowledge

    • Find inspiration from others in the field

    • Take breaks and engage in activities outside of work to refresh my mind

  • Answered by AI
  • Q10. Where do you see yourself 5 year down the line
  • Ans. 

    In 5 years, I see myself as a senior data research analyst leading a team and driving impactful insights for the organization.

    • Leading a team of data research analysts

    • Driving impactful insights through data analysis

    • Contributing to the growth and success of the organization

    • Continuously learning and staying updated with the latest data research techniques

    • Building strong relationships with stakeholders and clients

  • Answered by AI
  • Q11. Depreciation vs amortization
  • Ans. 

    Depreciation is the allocation of the cost of tangible assets over their useful life, while amortization is the allocation of the cost of intangible assets.

    • Depreciation applies to tangible assets like buildings, vehicles, and machinery.

    • Amortization applies to intangible assets like patents, copyrights, and trademarks.

    • Depreciation is calculated using methods like straight-line, declining balance, or units of production.

    • ...

  • Answered by AI
  • Q12. Know about your role in Morningstar

Interview Preparation Tips

Interview preparation tips for other job seekers - Be prepare with all concept related to finance and accounts

I applied via LinkedIn and was interviewed in Nov 2021. There were 4 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Difference between Stock Split and Dividend, Operating Lease and Financing Lease, NPA,
  • Ans. 

    Difference between Stock Split and Dividend, Operating Lease and Financing Lease, NPA

    • Stock split is when a company increases the number of shares outstanding by issuing more shares to current shareholders, while dividend is a payment made to shareholders from a company's profits

    • Operating lease is a short-term lease where the lessor retains ownership of the asset, while financing lease is a long-term lease where the les...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - The interviewers are relaxed and they make you feel comfortable. Be prepared in showcasing basic financial knowledge.

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
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Referral and was interviewed before Apr 2022. There were 3 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 - One-on-one 

(1 Question)

  • Q1. 1. Difference between the Amortization, Depreciation and Depletion. 2. Profitability Ratios 3. Basic and Diluted EPS 4. Zero Coupon Bond
  • Ans. 

    Answers to questions related to finance and accounting.

    • Amortization is the process of spreading the cost of an intangible asset over its useful life.

    • Depreciation is the process of allocating the cost of a tangible asset over its useful life.

    • Depletion is the process of allocating the cost of a natural resource over its usage.

    • Profitability ratios are used to measure a company's ability to generate earnings relative to it...

  • Answered by AI
Round 3 - One-on-one 

(1 Question)

  • Q1. Difference between Market Cap and Enterprise Value Stock Split and Reverse Stock Split
  • Ans. 

    Market Cap is the total value of a company's outstanding shares while Enterprise Value is the total value of a company's equity and debt.

    • Market Cap is calculated by multiplying the current stock price by the total number of outstanding shares.

    • Enterprise Value takes into account a company's debt and cash reserves in addition to its market cap.

    • Stock Split is when a company increases the number of outstanding shares by di...

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

I applied via Company Website and was interviewed before Jan 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 

(1 Question)

  • Q1. Finance basics Stock market knowledge Journal entries Balance sheet P&L
Round 3 - Technical 

(1 Question)

  • Q1. Further questions on knowledge What if situations Personality based questions
Round 4 - One-on-one 

(1 Question)

  • Q1. Preferences Personality Background discussion

Interview Preparation Tips

Interview preparation tips for other job seekers - Do study the basics of finance and basic excel. Reading the latest news would be helpful too in case asked to put forth your view. Be polite and humble.

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)

I applied via Naukri.com and was interviewed in Sep 2021. There were 4 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Q were on comsolidated and standalone statement PE ratio EPS ratio Liquidity ratio depreciation amortization

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and answer when u know the detail of the same

Get interview-ready with Top Morningstar Interview Questions

Interview experience
4
Good
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before Mar 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 

Accounts, Math,Reasoning and English

Round 3 - Technical 

(1 Question)

  • Q1. Accountancy difficulty level 12 standard
Round 4 - HR 

(1 Question)

  • Q1. Basic Interpersonal questions and all

Interview Preparation Tips

Interview preparation tips for other job seekers - Be Clam and prepare you accountancy basic knoeledge

Data Research Analyst Jobs at Morningstar

View all

I applied via Naukri.com and was interviewed in May 2021. There was 1 interview round.

Interview Questionnaire 

5 Questions

  • Q1. WACC Non cash expenditure
  • Q2. Cash flow statement
  • Q3. Stock split vs stock dividend
  • Ans. 

    Stock split increases the number of shares outstanding while reducing the price per share, while stock dividend distributes additional shares to existing shareholders.

    • Stock split increases the number of shares outstanding while reducing the price per share

    • Stock dividend distributes additional shares to existing shareholders

    • Stock split is usually done to make the stock more affordable for investors

    • Stock dividend is usua...

  • Answered by AI
  • Q4. Market capitalisation
  • Q5. Enterprise value

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare thoroughly the accounting concepts

I applied via Naukri.com and was interviewed in Jan 2021. There were 5 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. First was the aptitude test , in which they asked about ratios , operating lease finance lease , profit and loss questions , closing stock calculations , GAAP IFRS difference , enterprise value , market ca...
  • Q2. Second was the technical round in which they asked: what is impairment, deferred revenue expenditure, depreciation, stock dividend cash dividend , stock split, market cap, enterprise value, two AS , profi...
  • Q3. Third was HR round in they asked general questions related to my education background .

Interview Preparation Tips

Interview preparation tips for other job seekers - I applied through naukri.com .
First round was tough and the rest was easy. It was a great experience .
I got selected and got the offer letter one week after the HR round.

I appeared for an interview in Aug 2021.

Interview Questionnaire 

1 Question

  • Q1. Technical round - had question on market valuation.

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident when answering the question are easy to morderate and do not fumble. If you would like to take time before giving the answer then ask them to give you a minute or so.

I applied via Naukri.com and was interviewed in Jan 2021. There were 4 interview rounds.

Interview Questionnaire 

5 Questions

  • Q1. Impairment of assets.
  • Q2. Questions about Ratio analysis.
  • Q3. Accounting standards.
  • Q4. Financial statements.
  • Q5. Deferred revenue.

Interview Preparation Tips

Interview preparation tips for other job seekers - Study about Financial statements, ratio analysis, accounting standards.

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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