Upload Button Icon Add office photos

Filter interviews by

Morningstar Junior Research Analyst Interview Questions and Answers

Updated 23 Apr 2024

Interview questions from similar companies

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

I applied via Campus Placement and was interviewed in Nov 2024. There were 2 interview rounds.

Round 1 - Aptitude Test 

The test will comprise a total of 60 questions, divided as follows: 70% of the questions will focus on finance and accounting, while the remaining questions will cover aptitude and English.

Round 2 - Technical 

(1 Question)

  • Q1. Zero coupon bonds, long-term liabilities, return on equity, debt-equity ratio, captial budgeting and techniques, bonds and its types, debt instruments meaning, collateral, mortgage, spin off, demerger, mer...

Interview Preparation Tips

Interview preparation tips for other job seekers - The interview panel consists of two members: the team leader and the manager. They specifically asked me detailed questions regarding finance, which included my percentage in my MBA, inquiries related to my projects, and how I learned about the company. While responding to the questions, it is essential to remain confident, and if a question is unfamiliar, we can articulate our response in our own words. We should answer them slowly instead of hurrying. Overall I have a great experience while answering the questions and panel members were polite persons.
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
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 

Very tuff, please prepare on the aptitude , reasoning , english grammer , financial analysis

Round 3 - One-on-one 

(2 Questions)

  • Q1. Questions about mutual fund , invesco, finance , accoutning
  • Q2. Questions about self introduction

I applied via Recruitment Consulltant and was interviewed in Jan 2022. 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 - Assignment 

Assignment regarding bitcoin's future

Round 3 - Case Study 

Presentation regarding the assignment

Round 4 - One-on-one 

(1 Question)

  • Q1. This was just a formality round and totally fake.

Interview Preparation Tips

Interview preparation tips for other job seekers - I gave three rounds of interviews along with the assignment of Bitcoin futures. The process went on for around two months. The third round was with the VP of the company. After the third round, they took 13 days to share feedback with me, in the feedback they told that since I do not have the relevant experience, they are not going forward with my candidature. Kindly note I have around 1.5 years of experience as a research analyst, still they told me that I do not have relevant experience.

My question is that if I don't have relevant experience wasn't it quite evident from day one when I shared my resume where my job experiences are clearly mentioned. How did it occurs to them after giving my third round with the VP that I don't have relevant experience? Was this whole process a joke?

I was simply distraught by such an unprofessional hiring practice by such a large organization, which is very hard to accept. I urge all my fellow job seekers to not fall into such boobytraps laid out by these companies. Similar situations happened with my few friends and colleagues in the past for different companies and it is high time that we take these things seriously.
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
-
Result
Selected Selected
Round 1 - Aptitude Test 

Verbal, reasoning and others

Round 2 - Technical 

(2 Questions)

  • Q1. What is balance sheet? Examples
  • Q2. Difference between mutual fund and ETF?
Round 3 - HR 

(2 Questions)

  • Q1. Are you okay with day or night shift?
  • Q2. What’s your salary expectations?
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Technical 

(2 Questions)

  • Q1. Balance sheet related questions
  • Q2. Incomestatement
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Technical 

(2 Questions)

  • Q1. Market capitalisation
  • Q2. Stock market re latest questions

Interview Preparation Tips

Interview preparation tips for other job seekers - 2 rounds, online test and technical round
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Technical 

(2 Questions)

  • Q1. Financial statements
  • Q2. Bonds vs spilt ?
  • Ans. 

    Bonds and stocks are two different types of investments with varying levels of risk and return potential.

    • Bonds are considered safer investments compared to stocks as they offer fixed interest payments and return of principal at maturity.

    • Stocks, on the other hand, represent ownership in a company and offer potential for higher returns but also come with higher risk.

    • Investors often choose a mix of bonds and stocks in the...

  • Answered by AI
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Aptitude Test 

90MINS, MATHS AND DILR

Round 2 - Technical 

(2 Questions)

  • Q1. What do you know about balance sheet, income statement and cashflow statement?
  • Ans. 

    Balance sheet, income statement, and cash flow statement are three key financial statements used to assess the financial health of a company.

    • Balance sheet provides a snapshot of a company's financial position at a specific point in time, showing assets, liabilities, and equity.

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

    • Cash flow statement tracks the flow of cash in...

  • Answered by AI
  • Q2. What is EPS? What is PE ratio?
  • Ans. 

    EPS stands for Earnings Per Share, a financial metric that indicates a company's profitability. PE ratio is Price-to-Earnings ratio, used to evaluate a company's stock price relative to its earnings.

    • EPS is calculated by dividing a company's net income by the number of outstanding shares.

    • A higher EPS indicates higher profitability for the company.

    • PE ratio is calculated by dividing the current stock price by the EPS.

    • A lo...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Be well prepared with core finance.

Research Analyst Interview Questions & Answers

FactSet user image Venu Gopal Nayak

posted on 23 Jun 2024

Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Not Selected

I applied via Naukri.com and was interviewed in May 2024. There was 1 interview round.

Round 1 - One-on-one 

(2 Questions)

  • Q1. What are the financial statements?
  • Ans. 

    Financial statements are formal records of the financial activities and position of a business, organization, or individual.

    • Financial statements include the balance sheet, income statement, cash flow statement, and statement of changes in equity.

    • Balance sheet shows assets, liabilities, and equity at a specific point in time.

    • Income statement shows revenues and expenses over a period of time.

    • Cash flow statement shows the...

  • Answered by AI
  • Q2. What do you know about Factset?
  • Ans. 

    Factset is a financial data and software company providing analytics, research, and data to investment professionals.

    • Factset offers a wide range of financial data and analytics tools for investment professionals

    • It provides real-time data, research, and analysis on global financial markets

    • Factset's software solutions help users make informed investment decisions

    • The company was founded in 1978 and is headquartered in Nor

  • Answered by AI

Morningstar Interview FAQs

How many rounds are there in Morningstar Junior Research Analyst interview?
Morningstar interview process usually has 1 rounds. The most common rounds in the Morningstar interview process are Technical.

Tell us how to improve this page.

Interview Questions from Similar Companies

S&P Global Interview Questions
4.2
 • 268 Interviews
FactSet Interview Questions
3.9
 • 206 Interviews
Crisil Interview Questions
3.7
 • 182 Interviews
Apex Group Interview Questions
2.7
 • 126 Interviews
Kotak Securities Interview Questions
3.6
 • 112 Interviews
Mr Cooper Interview Questions
4.1
 • 77 Interviews
Sharekhan Interview Questions
3.9
 • 77 Interviews
View all
Data Research Analyst
1.5k salaries
unlock blur

₹1.6 L/yr - ₹8.1 L/yr

Research Associate
650 salaries
unlock blur

₹2.8 L/yr - ₹8.2 L/yr

Senior Data Research Analyst
544 salaries
unlock blur

₹3.5 L/yr - ₹8.5 L/yr

Software Engineer
302 salaries
unlock blur

₹6 L/yr - ₹17.4 L/yr

Senior Research Associate
294 salaries
unlock blur

₹3.9 L/yr - ₹10.4 L/yr

Explore more salaries
Compare Morningstar with

Crisil

3.7
Compare

ICRA

3.3
Compare

CareEdge Ratings

2.9
Compare

India Ratings & Research

3.8
Compare

Calculate your in-hand salary

Confused about how your in-hand salary is calculated? Enter your annual salary (CTC) and get your in-hand salary
Did you find this page helpful?
Yes No
write
Share an Interview