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Morningstar Research Analyst Interview Questions and Answers for Freshers

Updated 18 Mar 2025

Morningstar Research Analyst Interview Experiences for Freshers

2 interviews found

Research Analyst Interview Questions & Answers

user image Suraj Dwivedi

posted on 18 Mar 2025

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

I appeared for an interview before Mar 2024, where I was asked the following questions.

  • Q1. Why u want to join us
  • Ans. 

    I am drawn to your organization for its innovative research, collaborative culture, and commitment to impactful analysis in the industry.

    • Your organization is known for its cutting-edge research methodologies, which align with my passion for data-driven insights.

    • I admire your commitment to professional development, as seen in your mentorship programs that foster growth among analysts.

    • The collaborative environment you pr...

  • Answered by AI
  • Q2. Why we should hire u
  • Ans. 

    I bring analytical skills, relevant experience, and a passion for research that will contribute to your team's success.

    • Strong analytical skills: I have experience in data analysis using tools like Excel and Python, which helped my previous team improve efficiency by 20%.

    • Relevant experience: I interned at XYZ Research Firm, where I conducted market research that informed strategic decisions for clients.

    • Attention to deta...

  • Answered by AI

Interview Questionnaire 

1 Question

  • Q1. Matual fund related questions

Interview Preparation Tips

Interview preparation tips for other job seekers - First round matual fund manager related questions they ask

Research Analyst Interview Questions Asked at Other Companies for Fresher

asked in FactSet
Q1. What is the difference between assets and liabilities?
asked in Xdbs
Q2. Do you know about linkdin & Do you know how to check prospect ... read more
asked in FactSet
Q3. What do you know about Factset
asked in FactSet
Q4. What is Accumulated depreciation?
asked in Xdbs
Q5. Do you know the shortcuts keys of excel

Interview questions from similar companies

Interview Questionnaire 

1 Question

  • Q1. Resume related

Interview Preparation Tips

Interview preparation tips for other job seekers - Be honest

Interview Questionnaire 

1 Question

  • Q1. Knowledge about financial markets?
  • Ans. 

    I have a strong understanding of financial markets and their workings.

    • Familiar with various financial instruments such as stocks, bonds, and derivatives

    • Knowledge of market trends and analysis techniques

    • Experience in financial modeling and forecasting

    • Understanding of macroeconomic factors that impact financial markets

    • Ability to interpret financial statements and reports

    • Examples: analyzing stock performance, creating fin...

  • Answered by AI

I applied via Referral and was interviewed in Apr 2021. There were 4 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. All accounts related questions.

Interview Preparation Tips

Interview preparation tips for other job seekers - Go prepared orelse you can't clear the manager round, Be confident whatever your answer might be whether right or wrong.

I applied via Referral and was interviewed before Dec 2020. There were 3 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Technical questions on corporate actions, call and put options, crystallization process

Interview Preparation Tips

Interview preparation tips for other job seekers - study well on corporate actions, journal entries on accruals, prepayments, crystallization, performance fees etc

I applied via Recruitment Consulltant 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 - Technical 

(2 Questions)

  • Q1. Hedge Fund accounting : Accrual accounting Entries , Equities , bonds & type of funds & derivatives
  • Q2. Nav impacts , securities calculation

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare well with strong Technical knowledge and cool attitude

I applied via Company Website and was interviewed before Sep 2021. There were 3 interview rounds.

Round 1 - Aptitude Test 

Quantitative aptitude , Reasoning , Accounting Questions. , 1 hr Exam

Round 2 - HR 

(1 Question)

  • Q1. Past Experience , are if your a fresher , then college experiences and Achievements.
Round 3 - Technical 

(4 Questions)

  • Q1. All Accounting and Finance Related Questions.
  • Q2. Accounting entries , Ratios , Some of situation based questions .
  • Q3. Situation based questions. which are available in so many YouTube videos. prepare from that.
  • Q4. Major finance related questions , like depreciation , Amortization Accounting types.

Interview Preparation Tips

Interview preparation tips for other job seekers - Always Prepare with your Resume , Study it first . Then go for Technical and definitely you need to keep a note of our past happiest , saddest , challenging situations in what ever the position you are i.e., if your fresher , then the things in your college days ., if you are experienced then about past experience . so please make some memories and challenging situations and some Achievements just to keep yourself ready for next new interviews.

Interview Questionnaire 

1 Question

  • Q1. Differentiate depreciation and amortizati9n
  • Ans. 

    Depreciation is the decrease in value of tangible assets over time, while amortization is the decrease in value of intangible assets over time.

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

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

    • Depreciation is calculated based on the useful life of the asset.

    • Amortization is calculated based on the estimated u...

  • Answered by AI

I applied via Company Website and was interviewed before Mar 2021. 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 

Aptitude and general accounting questions

Round 3 - Technical 

(1 Question)

  • Q1. Financial markets, financial statements, Internships, projects

Interview Preparation Tips

Interview preparation tips for other job seekers - Not tough but not easy, prepare well and do well🙂

Morningstar Interview FAQs

How many rounds are there in Morningstar Research Analyst interview for freshers?
Morningstar interview process for freshers usually has 1 rounds. The most common rounds in the Morningstar interview process for freshers are One-on-one Round, Aptitude Test and HR.
What are the top questions asked in Morningstar Research Analyst interview for freshers?

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

  1. Basics of equities, other instruments, randomly will ask about IPO, and obscure...read more
  2. What is the difference between Private Equity & Venture Capi...read more
  3. What is important in Annual reports of company other the financi...read more

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Morningstar Research Analyst Interview Process for Freshers

based on 1 interview

Interview experience

5
  
Excellent
View more

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Morningstar Research Analyst Salary
based on 183 salaries
₹2.7 L/yr - ₹7.2 L/yr
13% more than the average Research Analyst Salary in India
View more details

Morningstar Research Analyst Reviews and Ratings

based on 32 reviews

3.9/5

Rating in categories

3.7

Skill development

4.4

Work-life balance

3.3

Salary

4.2

Job security

4.0

Company culture

3.0

Promotions

3.5

Work satisfaction

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