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Morningstar Financial Analyst Interview Questions and Answers

Updated 20 May 2021

Morningstar Financial Analyst Interview Experiences

1 interview found

I applied via Campus Placement and was interviewed before May 2020. There were 3 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. All about financial reporting and accounting

Interview Preparation Tips

Interview preparation tips for other job seekers - Nil

Interview questions from similar companies

I applied via Naukri.com and was interviewed before Jun 2020. There were 4 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. How would you segment a population based on certain attributes, which algorithm would you use. SAS and proc sql related questions are must for analyst interview. If lateral hire, expect questions based on ...
  • Ans. 

    To segment a population based on attributes, use clustering algorithms like k-means or hierarchical clustering.

    • Identify relevant attributes such as age, income, education level, etc.

    • Normalize the data to ensure all attributes are on the same scale.

    • Choose a clustering algorithm based on the size of the dataset and the desired number of segments.

    • Evaluate the results using metrics like silhouette score or within-cluster s...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare your CV thoroughly. Why this approach, why this algorithm type of questions. Advantage, disadvantages of algorithms. What you learnt from this project, how this project helped business type questions

Skills evaluated in this interview

I applied via Referral and was interviewed before Nov 2021. There were 2 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 - HR 

(2 Questions)

  • Q1. Talk about your prior experience
  • Q2. Tell me something about yourself

Interview Preparation Tips

Topics to prepare for Northern Trust Operating Services Analyst interview:
  • Capital Market
Interview preparation tips for other job seekers - Its a good company to work and learn and grow. Employee are good at tgeir work and very good with their concept

I applied via Recruitment Consultant

Interview Questionnaire 

1 Question

  • Q1. Why do you want to join the organisation

Interview Preparation Tips

Interview preparation tips for other job seekers - Throughout the Interview process, you need to be patient. As per my experience, even if your interview went fine you need to be patient to get the results. It may take weeks to months to go ahead further. Sometimes you can just talk to the recruiter who has contacted you for the interview, because the he/she is the best person to guide you throughout the process.

I applied via Campus Placement and was interviewed before Apr 2021. There were 4 interview rounds.

Round 1 - Aptitude Test 

Long procedure.. but can crack it with some good apt skill

Round 2 - Video Call 

(1 Question)

  • Q1. Current affairs and self awareness
Round 3 - One-on-one 

(1 Question)

  • Q1. Be sure on what makes to to apply here and which department you are heading towards is very important
Round 4 - HR 

(1 Question)

  • Q1. Why should we hire you?

Interview Preparation Tips

Topics to prepare for Northern Trust Operating Services Analyst interview:
  • Accounting
  • Statistics
  • Taxation
  • Derivatives
  • Business Objects
Interview preparation tips for other job seekers - Be confident while sharing your thoughts and answering questions.better Do not guess work.

Interview Questionnaire 

1 Question

  • Q1. Resume related

Interview Preparation Tips

Interview preparation tips for other job seekers - Be honest

I applied via Other and was interviewed before Dec 2020. There were 6 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Mainly technical ques, use case scenarios and a couple of assignments to complete..

Interview Preparation Tips

Interview preparation tips for other job seekers - Read the JD, prepare for it, think of the real life scenarios if you have worked with something that is mentioned in JD.
HR interview might be a tricky one.... So be general.
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 Campus Placement and was interviewed in Feb 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 - Aptitude Test 

Basic maths and logical reasoning questions

Round 3 - Technical 

(2 Questions)

  • Q1. Finance realted technical questions
  • Q2. What is dormant account, what is investment banking
  • Ans. 

    A dormant account is an account that has had no activity for a long period of time. Investment banking involves providing financial services to clients.

    • A dormant account is an account that has not been used for a certain period of time, usually 12 months or more.

    • Investment banking involves providing financial services such as underwriting, mergers and acquisitions, and securities trading to clients.

    • Dormant accounts can...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Should have good knowledge of finance topics

I applied via Referral and was interviewed in Aug 2022. There were 2 interview rounds.

Round 1 - Aptitude Test 

Situational based questions were asked along with quantitative questions

Round 2 - Video Call 

(1 Question)

  • Q1. What was the recent challenge you faced?

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident when you are speaking with the interviewers.

Morningstar Interview FAQs

How to prepare for Morningstar Financial 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 Billing, Budgeting, Corporate Finance, ERP and Forecasting.

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Morningstar Financial Analyst Salary
based on 36 salaries
₹1.9 L/yr - ₹10.5 L/yr
At par with the average Financial Analyst Salary in India
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4.0/5

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3.5

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4.2

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3.7

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4.6

Company culture

3.7

Promotions

3.7

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