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Morningstar Interview Questions, Process, and Tips

Updated 22 Mar 2025

Top Morningstar Interview Questions and Answers

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Morningstar Interview Experiences

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244 interviews found

Round 1 - Aptitude Test 

Numerical Aptitude, Verbal

Round 2 - Technical 

(1 Question)

  • Q1. Technical Questions Related To Finance.

Interview Preparation Tips

Interview preparation tips for other job seekers - Learn About Company And Attend The Webinar of Introduction.

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
4
Good
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

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

Round 1 - Aptitude Test 

Aptitude was good & bit difficult

Round 2 - Technical 

(1 Question)

  • Q1. It was good overall

Interview Preparation Tips

Topics to prepare for Morningstar Data Research Analyst interview:
  • Good knowledge of finance
  • Data Analysis
  • Equity Research

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)

I applied via Naukri.com and was interviewed before Nov 2021. 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 CAT questions, Quant and Finance related

Round 3 - One-on-one 

(2 Questions)

  • Q1. Mostly related to Finance
  • Q2. The formula of P/E ratio and its usage. Different types of P/E ratio
  • Ans. 

    P/E ratio is a valuation ratio that compares a company's current share price to its earnings per share (EPS).

    • P/E ratio = Market Price per Share / Earnings per Share

    • It is used to determine the relative value of a company's shares in an industry

    • Different types of P/E ratio include Forward P/E, Trailing P/E, Shiller P/E

    • Forward P/E uses estimated future earnings, Trailing P/E uses past earnings, Shiller P/E uses inflation-

  • Answered by AI
Round 4 - HR 

(1 Question)

  • Q1. About company, objectives

Interview Preparation Tips

Interview preparation tips for other job seekers - Attend with full confidence and be very honest with the interviewer

Equity Research Analyst Interview Questions asked at other Companies

Q1. 1) how many financial statements 2) defference b/w share and debentures 3)why we prepare cash flow statement 4)what is non performing asset 5) derivatives 6)private equity funds 7)nav calculation and mutual funds 8)how many types of dividen... read more
View answer (1)
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
4-6 weeks
Result
Selected Selected

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

Round 1 - Aptitude Test 

Aptitude constits of quants, verbal and finance

Round 2 - One-on-one 

(1 Question)

  • Q1. 1) why Morningstar 2) tell me and togh time you have faced in previous role

Interview Preparation Tips

Interview preparation tips for other job seekers - it's more on non technical questions

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)

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)

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

I applied via Naukri.com and was interviewed before Mar 2023. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. Pe , vc , m& a , behavioural qns , finance concepts

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)

Get interview-ready with Top Morningstar Interview Questions

Round 1 - Technical 

(1 Question)

  • Q1. Basic financial concept eps, wacc, fcf, etc

Interview Preparation Tips

Interview preparation tips for other job seekers - Be clear with basic concepts like financial statements

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)

Jobs at Morningstar

View all
Round 1 - Technical 

(1 Question)

  • Q1. In depth questions on AWS, Disaster recovery
Round 2 - Technical 

(1 Question)

  • Q1. Real life scenario questions. Debugging, troubleshooting skills
Round 3 - Behavioral 

(1 Question)

  • Q1. NA............
Round 4 - HR 

(1 Question)

  • Q1. NA

Interview Preparation Tips

Interview preparation tips for other job seekers - NA

Devops Engineer Interview Questions asked at other Companies

Q1. Reverse the String Problem Statement You are given a string STR which contains alphabets, numbers, and special characters. Your task is to reverse the string. Example: Input: STR = "abcde" Output: "edcba" Input: The first line of input cont... read more
View answer (3)
Round 1 - Aptitude Test 

General Finance questions

Round 2 - One-on-one 

(1 Question)

  • Q1. Introduce Yourself, Yourself in 3 years, Can you do Monotonous Job

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and answer straight to point

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)

I applied via Walk-in and was interviewed in Apr 2022. There were 2 interview rounds.

Round 1 - Aptitude Test 

It was completely based on Equity and Financial Accounting, Total there was 30 Questions. 10 Questions were based on basic English language and remaining 20 was mixed comprising Equity and FRA. Candidates having CFA level cleared can easily pull of this test.

Round 2 - 2 Interviewer and Candidate 

(1 Question)

  • Q1. Basic Questions - Like Like Profitability and Solvency ratios and basic accounting and equity questions

Interview Preparation Tips

Topics to prepare for Morningstar Data Research Analyst 1 interview:
  • Equity and Financial Accounting
Interview preparation tips for other job seekers - Please do not humble or give incorrect answers as interviewer knows everything. If you give guesses and speculating answers it will put bad impression of yourself

Data Research Analyst 1 Interview Questions asked at other Companies

Q1. How are the three financial statements prepared
View answer (1)
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I appeared for an interview before Mar 2023.

Round 1 - One-on-one 

(1 Question)

  • Q1. Private equity, vc ,m& a, behavioural qns

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.

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Morningstar Interview Process

based on 147 interviews

Interview experience

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based on 1.1k reviews

3.9/5

Rating in categories

3.7

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4.1

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3.4

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4.0

Job security

4.1

Company culture

3.0

Promotions

3.5

Work satisfaction

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