Morningstar Senior Research Associate Interview Questions and Answers for Experienced

Simple coding test for checking general logical thinking and approach for solution.

Q1. Questions from technologies you have worked on and mentioned in Resume.
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Q1. Discussion on the nature of work expected to be done and some more technical discussion.
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Q1. Discussion regarding compensation and position offered along with other details.
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Q1. Adjustment Journal entries, Subscription and Redemption Journal Entries and do they affect the NAV,
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Q2. Management fees, Performance Fees, Hurdle Rate
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Q3. About your process
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Q4. Corporate action like split and reverse split and how they affect the NAV
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Q5. Corporate action you know and their impact on Nav.
Ans. 
Corporate actions like dividends and stock splits can impact Net Asset Value (NAV) of a mutual fund.
• Dividends: When a company pays out dividends, the NAV of the mutual fund decreases by the amount of the dividend.

• Stock Splits: If a company undergoes a stock split, the NAV of the mutual fund will adjust accordingly to reflect the new number of shares.

• Rights Issue: If a company issues new shares through a rights offering...read more
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Q6. Financial statements
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Simple interview just check communication skills

Q1. Simple question like salary, relocation
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Q1. What is current Salary
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Q2. What is my salary expectation
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Q1. Tell us about yourself
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Q2. What are the 3 type of steps in KYC
Ans. 
The 3 types of steps in KYC are Customer Identification Program (CIP), Customer Due Diligence (CDD), and Enhanced Due Diligence (EDD).
• Customer Identification Program (CIP) involves verifying the identity of the customer through documents like ID cards, passports, etc.

• Customer Due Diligence (CDD) involves assessing the risk associated with a customer by gathering information about their identity, address, and financial ...read more
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