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Morningstar Data Research Associate Interview Questions and Answers

Updated 3 Aug 2022

Morningstar Data Research Associate Interview Experiences

2 interviews found

I applied via LinkedIn and was interviewed in Jul 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 

Quants , English , Reasoning

Round 3 - Technical 

(1 Question)

  • Q1. Which mutual fund is the safest? What mutual fund you would advice to get more return without taking more risk? And 4 more questions
  • Ans. 

    There is no single mutual fund that is the safest. It depends on individual risk tolerance and investment goals.

    • Safest mutual fund varies based on individual risk tolerance and investment goals

    • Low-risk options include bond funds and index funds

    • High-risk options include growth funds and sector-specific funds

    • Balanced funds offer a mix of stocks and bonds for moderate risk

    • Consider expense ratios and past performance when

  • Answered by AI
Round 4 - HR 

(1 Question)

  • Q1. Some situational questions And basic questions

Interview Preparation Tips

Interview preparation tips for other job seekers - Keep patience and be confident and genuine.
Round 1 - Aptitude Test 

Quantitative, English, Logic, and Equity basic

Round 2 - Technical 

(1 Question)

  • Q1. Types of mutual fund?
  • Ans. 

    Mutual funds can be categorized into equity, debt, hybrid, solution-oriented, and others.

    • Equity funds invest in stocks of companies

    • Debt funds invest in fixed income securities

    • Hybrid funds invest in both stocks and bonds

    • Solution-oriented funds are designed for specific goals like retirement or child education

    • Others include index funds, sector funds, and international funds

  • Answered by AI
Round 3 - HR 

(1 Question)

  • Q1. Past Experience? Have you experienced any difficulty in previous job and how did you overcame it?

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare well for HR type of questions and basic Finance.

Data Research Associate Interview Questions Asked at Other Companies

asked in Morningstar
Q1. Which mutual fund is the safest? What mutual fund you would advic ... read more
Q2. describe about python and power bi
Q3. What is Vlookup
asked in Morningstar
Q4. Types of mutual fund?
Q5. Whst is excel

Interview questions from similar companies

I applied via Naukri.com and was interviewed in Jun 2020. There were 3 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. Usecases about how did you handle such situations
  • Q2. They asked about the skills mentioned in my resume

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and remember what you have mentioned in your resume and how would you use those skills in real life
Round 1 - Aptitude Test 
Round 2 - One-on-one 

(1 Question)

  • Q1. Questions related to finance basics; accounting; asset management products etc
Round 3 - HR 

(3 Questions)

  • Q1. Share details of your previous job.
  • Q2. Why are you looking for a change?
  • Q3. What are your salary expectations?

Interview Preparation Tips

Interview preparation tips for other job seekers - Accounting concepts and capital market knowledge should be strong
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(1 Question)

  • Q1. Basic Introduction and work experience
Round 2 - One-on-one 

(2 Questions)

  • Q1. In depth discussion about the job role and requirements
  • Q2. Why choosing this role and skills you have
  • Ans. 

    I chose this role because of my passion for analyzing data and problem-solving skills.

    • I have a strong background in data analysis and problem-solving from my previous roles.

    • I enjoy working with data and finding insights to drive business decisions.

    • I have excellent communication skills to effectively collaborate with stakeholders and translate data into actionable insights.

  • Answered by AI

I applied via Recruitment Consultant and was interviewed in Jul 2021. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. Data manipulation using pandas and SQL
  • Ans. 

    Data manipulation using pandas and SQL

    • Pandas is a Python library used for data manipulation and analysis

    • SQL is a language used for managing relational databases

    • Pandas can read data from SQL databases using the read_sql() function

    • Data can be filtered, sorted, grouped, and aggregated using pandas functions

    • SQL queries can be executed using pandas' read_sql_query() function

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Keep the communication simple and clear, explain the work experience clearly

Skills evaluated in this interview

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

I applied via Referral and was interviewed in Apr 2023. There were 4 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Don’t add your photo or details such as gender, age, and address in your resume. These details do not add any value.
View all tips
Round 2 - One-on-one 

(1 Question)

  • Q1. As I didn’t have previous experience in FP&A. The interview was solely based on my resume, also they asked me what I understood about FP&A
Round 3 - Excel test 

(1 Question)

  • Q1. 4 question - functions like Sumifs, Vlookup, Pivot table. And it was a live test
Round 4 - One-on-one 

(1 Question)

  • Q1. It was with the head of the company, he asked me why apex, why are you interested in this role and about my previous experience
Interview experience
1
Bad
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(1 Question)

  • Q1. Technical.purely
Round 2 - One-on-one 

(1 Question)

  • Q1. Purely tech..and then you present a dashboard on power bi

Associate Interview Questions & Answers

Apex Group user image Vishal Lakhawara

posted on 11 Feb 2025

Interview experience
1
Bad
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(2 Questions)

  • Q1. What is capital market
  • Ans. 

    Capital market is a financial market where long-term debt or equity-backed securities are bought and sold.

    • Capital market facilitates the buying and selling of long-term financial instruments such as stocks and bonds.

    • It helps companies raise capital by issuing stocks or bonds to investors.

    • Investors can buy and sell securities in the capital market to earn returns on their investments.

    • Examples of capital market include s...

  • Answered by AI
  • Q2. Tell me about yourself

Interview Preparation Tips

Interview preparation tips for other job seekers - Better to search another company

I applied via Campus Placement and was interviewed in Oct 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. Questions related to ESG and domain, internship, situation based
Round 3 - Report writing 

(1 Question)

  • Q1. Was given a case scenario
Round 4 - HR 

(1 Question)

  • Q1. Both tech plus HR as the final round

Interview Preparation Tips

Interview preparation tips for other job seekers - Be honest and know your cv very well.
They will be checking your domain knowledge in different ways .

Might give you situations for it

Morningstar Interview FAQs

How many rounds are there in Morningstar Data Research Associate interview?
Morningstar interview process usually has 3-4 rounds. The most common rounds in the Morningstar interview process are Aptitude Test, Technical and HR.
What are the top questions asked in Morningstar Data Research Associate interview?

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

  1. Which mutual fund is the safest? What mutual fund you would advice to get more ...read more
  2. Types of mutual fu...read more
  3. Some situational questions And basic questi...read more

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Morningstar Data Research Associate Salary
based on 19 salaries
₹3.3 L/yr - ₹6.5 L/yr
56% more than the average Data Research Associate Salary in India
View more details

Morningstar Data Research Associate Reviews and Ratings

based on 5 reviews

4.1/5

Rating in categories

3.5

Skill development

4.1

Work-life balance

3.3

Salary

3.9

Job security

4.3

Company culture

2.0

Promotions

2.7

Work satisfaction

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