Upload Button Icon Add office photos

Morningstar

Compare button icon Compare button icon Compare

Filter interviews by

Morningstar Interview Questions, Process, and Tips

Updated 22 Mar 2025

Top Morningstar Interview Questions and Answers

View all 168 questions

Morningstar Interview Experiences

Popular Designations

244 interviews found

I applied via Company Website and was interviewed in Aug 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 

First round was Aptitude test and it consist of 60 questions. 30 questions of equity and finance and 30 questions of LR,Quant,English.

Round 3 - Technical 

(1 Question)

  • Q1. Second round was a technical round in which they ask about working capital(gross and net),LIFO, FIFO, EPS, Diluted eps,etc
Round 4 - Behavioral 

(1 Question)

  • Q1. Third round was a managerial round in which a manager asked about the behavioural related questions like What are the challenges you will be facing in this job,why do you think you are a good fit for the r...

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare financial and equity topics thoroughly
Be prepare for the interview round.
Keep mobile phone with zoom application and earphones handy and check microphone and speakers of laptop before the interview.
I faced such problem.

Top Morningstar Data Research Analyst Interview Questions and Answers

Q1. What is the difference between issued and outstanding shares?
View answer (2)

Data Research Analyst Interview Questions asked at other Companies

Q1. What is the difference between issued and outstanding shares?
View answer (2)
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before Dec 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 

Basic Math and English Questions

Round 3 - Technical 

(1 Question)

  • Q1. Basic Dot Net Interview Questions
Round 4 - HR 

(1 Question)

  • Q1. Mostly Salary Negotiation

Top Morningstar Software Engineer Interview Questions and Answers

Q1. How to set up the environment for building angular application
View answer (1)

Software Engineer Interview Questions asked at other Companies

Q1. Bridge and torch problem : Four people come to a river in the night. There is a narrow bridge, but it can only hold two people at a time. They have one torch and, because it's night, the torch has to be used when crossing the bridge. Person... read more
View answer (219)
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
4-6 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before Jun 2023. There were 4 interview rounds.

Round 1 - Aptitude Test 

Included combination of quants and financial markets

Round 2 - Technical 

(2 Questions)

  • Q1. What is index fund?
  • Ans. 

    An index fund is a type of mutual fund or exchange-traded fund (ETF) that tracks a specific market index, such as the S&P 500.

    • Index funds aim to replicate the performance of a specific index by holding the same securities in the same proportions as the index.

    • They are passively managed, meaning they do not require active decision-making by a fund manager.

    • Index funds typically have lower fees compared to actively managed...

  • Answered by AI
  • Q2. Merger vs aquisition
  • Ans. 

    Merger involves two companies combining to form a new entity, while acquisition is one company buying another.

    • Merger involves two companies agreeing to combine their operations and assets to form a new entity.

    • Acquisition is when one company purchases another company, often resulting in the acquired company becoming a subsidiary of the acquiring company.

    • Merger can be seen as a more equal partnership, while acquisition t...

  • Answered by AI
Round 3 - One-on-one 

(2 Questions)

  • Q1. If internet went off, how will you manage a meeting?
  • Ans. 

    I would switch to a phone call or video conference using a mobile device or landline.

    • Switch to a phone call or video conference using a mobile device or landline

    • Inform all participants about the change in communication method

    • Ensure all necessary documents or materials are available offline

    • Consider rescheduling the meeting if internet outage persists

  • Answered by AI
  • Q2. Requirements for an online meeting?
  • Ans. 

    Requirements for an online meeting include a stable internet connection, a device with a camera and microphone, and a meeting link or ID.

    • Stable internet connection is essential for smooth video and audio transmission.

    • A device with a camera and microphone is needed for video conferencing.

    • A meeting link or ID is required to join the online meeting.

    • Optional: Screen sharing capabilities for presentations or demonstrations.

  • Answered by AI
Round 4 - HR 

(2 Questions)

  • Q1. How was the experience?
  • Q2. Salary expectations?

Interview Preparation Tips

Topics to prepare for Morningstar Senior Research Analyst interview:
  • Financial Analysis
  • Investments

Top Morningstar Senior Research Analyst Interview Questions and Answers

Q1. If internet went off, how will you manage a meeting?
View answer (1)

Senior Research Analyst Interview Questions asked at other Companies

Q1. If internet went off, how will you manage a meeting?
View answer (1)

Associate Interview Questions & Answers

user image Anonymous

posted on 19 May 2023

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

I applied via LinkedIn and was interviewed in Nov 2022. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Properly align and format text in your resume. A recruiter will have to spend more time reading poorly aligned text, leading to high chances of rejection.
View all tips
Round 2 - Aptitude Test 

Logical reasoning
Communication

Round 3 - Technical 

(2 Questions)

  • Q1. What is financial statement?
  • Ans. 

    A financial statement is a report that shows the financial performance and position of a company.

    • Financial statements include the balance sheet, income statement, and cash flow statement.

    • They provide information on a company's revenue, expenses, assets, liabilities, and equity.

    • Financial statements are used by investors, creditors, and analysts to evaluate a company's financial health.

    • Examples of financial statements in...

  • Answered by AI
  • Q2. What is cash flow statement?
  • Ans. 

    Cash flow statement is a financial statement that shows the inflow and outflow of cash in a business.

    • It provides information about the cash generated and used during a specific period.

    • It helps in analyzing the liquidity and solvency of a business.

    • It consists of three sections: operating activities, investing activities, and financing activities.

    • Example: If a company has a positive cash flow from operating activities, i...

  • Answered by AI

Associate Interview Questions asked at other Companies

Q1. What is mean of TTR & why required for powder coating process ?
View answer (17)

Morningstar interview questions for popular designations

 Data Research Analyst

 (52)

 Research Associate

 (20)

 Data Analyst

 (14)

 Associate

 (13)

 Research Analyst

 (11)

 Software Engineer

 (8)

 Data Research Analyst 1

 (8)

 Senior Research Analyst

 (7)

I applied via Walk-in and was interviewed in Aug 2022. There was 1 interview round.

Round 1 - One-on-one 

(3 Questions)

  • Q1. Computer relatives question
  • Q2. B.com complete this question and my hobbies question
  • Q3. Anyone question but i tried to best answer.

Interview Preparation Tips

Interview preparation tips for other job seekers - Sir I request please give me one chance.
I am best work for your company.
I hereby declare that all the information given above is correct as per my knowledge.

Personal Banker Interview Questions asked at other Companies

Q1. Could you open an account of chai wala and how
View answer (44)

Get interview-ready with Top Morningstar Interview Questions

Interview Questions & Answers

user image Anonymous

posted on 11 May 2023

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

I applied via Naukri.com and was interviewed in Nov 2022. There were 3 interview rounds.

Round 1 - Aptitude Test 

English, Quantitative technique and Reasoning which is not much tough. Doable things

Round 2 - One-on-one 

(1 Question)

  • Q1. All are situation based questions
Round 3 - HR 

(1 Question)

  • Q1. About the relocation, salary and the facilities

Interview Preparation Tips

Interview preparation tips for other job seekers - Answer everything with a top level of confidence.

Jobs at Morningstar

View all
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
-
Result
Selected Selected

I applied via Job Portal and was interviewed before Nov 2023. There were 2 interview rounds.

Round 1 - Aptitude Test 

The test is not so difficult

Round 2 - One-on-one 

(1 Question)

  • Q1. When were you angry the most?

Top Morningstar Data Research Analyst Interview Questions and Answers

Q1. What is the difference between issued and outstanding shares?
View answer (2)

Data Research Analyst Interview Questions asked at other Companies

Q1. What is the difference between issued and outstanding shares?
View answer (2)

Associate Interview Questions & Answers

user image Anonymous

posted on 10 Dec 2022

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

I applied via Company Website and was interviewed in Nov 2022. There were 3 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 - Aptitude Test 

The first round for MDP Associate role is General Aptitude Test which is based on English usage, numerical reasoning and logical reasoning

Round 3 - Interviews 

(2 Questions)

  • Q1. Technical Interview questions are related to financial and leadership ship qualities
  • Q2. HR/Manager Interview questions are related to task solving and other normal questions

Interview Preparation Tips

Topics to prepare for Morningstar Associate interview:
  • Financial Management
  • Database
Interview preparation tips for other job seekers - Kindly prepare well at first round and be confident at interview becoz it was a bit hard, All The Best

Associate Interview Questions asked at other Companies

Q1. What is mean of TTR & why required for powder coating process ?
View answer (17)

Research Associate Interview Questions & Answers

user image Madhvi Agrawal

posted on 2 Jun 2024

Interview experience
4
Good
Difficulty level
Easy
Process Duration
4-6 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before Jun 2023. There were 2 interview rounds.

Round 1 - Aptitude Test 

Aptitude, Quants and typing speed is tested

Round 2 - One-on-one 

(3 Questions)

  • Q1. Case study related question general question easy round
  • Q2. Are you okay stretching your shift
  • Q3. It is a monotonous work are youokay with this

Top Morningstar Research Associate Interview Questions and Answers

Q1. What all company sources are used to give esg risk ratings?
View answer (2)

Research Associate Interview Questions asked at other Companies

Q1. Tell any name reactions to form new c-c bond without metal catalyst?
View answer (15)
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
4-6 weeks
Result
Selected Selected

I applied via Approached by Company and was interviewed before Nov 2022. There were 4 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Properly align and format text in your resume. A recruiter will have to spend more time reading poorly aligned text, leading to high chances of rejection.
View all tips
Round 2 - Aptitude Test 

Aptitude test - 3 level

Round 3 - One-on-one 

(1 Question)

  • Q1. With HR of the company
Round 4 - One-on-one 

(1 Question)

  • Q1. Final interview

Top Morningstar Research Associate Interview Questions and Answers

Q1. What all company sources are used to give esg risk ratings?
View answer (2)

Research Associate Interview Questions asked at other Companies

Q1. Tell any name reactions to form new c-c bond without metal catalyst?
View answer (15)

Morningstar Interview FAQs

How many rounds are there in Morningstar interview?
Morningstar interview process usually has 2-3 rounds. The most common rounds in the Morningstar interview process are Technical, Aptitude Test and One-on-one Round.
How to prepare for Morningstar 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 SQL, Python, Analytical, Data Collection and Agile.
What are the top questions asked in Morningstar interview?

Some of the top questions asked at the Morningstar interview -

  1. What is the main difference between data mining and data analys...read more
  2. What are the financial statements? How cost sheet of bank different from cost s...read more
  3. What is the difference between issued and outstanding share...read more
How long is the Morningstar interview process?

The duration of Morningstar interview process can vary, but typically it takes about less than 2 weeks to complete.

Tell us how to improve this page.

Morningstar Interview Process

based on 147 interviews

Interview experience

4.1
  
Good
View more

Interview Questions from Similar Companies

FactSet Interview Questions
3.9
 • 208 Interviews
Apex Group Interview Questions
2.7
 • 137 Interviews
Kotak Securities Interview Questions
3.6
 • 116 Interviews
Mr Cooper Interview Questions
4.0
 • 85 Interviews
Sharekhan Interview Questions
3.8
 • 82 Interviews
Synchrony Interview Questions
4.3
 • 77 Interviews
Axis Direct Interview Questions
3.8
 • 77 Interviews
View all

Morningstar Reviews and Ratings

based on 1.1k reviews

3.9/5

Rating in categories

3.7

Skill development

4.1

Work-life balance

3.4

Salary

4.0

Job security

4.1

Company culture

3.0

Promotions

3.5

Work satisfaction

Explore 1.1k Reviews and Ratings
Senior QA Automation Engineer

Mumbai

1-5 Yrs

Not Disclosed

Senior QA Automation Engineer

Mumbai

6-10 Yrs

Not Disclosed

Sr. Software Development Engineer

Mumbai

6-10 Yrs

Not Disclosed

Explore more jobs
Data Research Analyst
1.5k salaries
unlock blur

₹1.6 L/yr - ₹8.1 L/yr

Research Associate
639 salaries
unlock blur

₹3 L/yr - ₹7.5 L/yr

Senior Data Research Analyst
587 salaries
unlock blur

₹3.5 L/yr - ₹8.5 L/yr

Software Engineer
317 salaries
unlock blur

₹6.6 L/yr - ₹18 L/yr

Senior Research Associate
315 salaries
unlock blur

₹3.9 L/yr - ₹10.4 L/yr

Explore more salaries
Compare Morningstar with

Axis Direct

3.8
Compare

Kotak Securities

3.6
Compare

FactSet

3.9
Compare

Sharekhan

3.8
Compare
Did you find this page helpful?
Yes No
write
Share an Interview