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Morningstar Interview Questions and Answers

Updated 30 May 2025
Popular Designations

162 Interview questions

A Data Analyst was asked 4w ago
Q. How good are you at multitasking?
Ans. 

I excel at multitasking by effectively managing multiple projects and prioritizing tasks to ensure timely completion.

  • I use project management tools like Trello to track multiple tasks simultaneously.

  • In my previous role, I handled data analysis while preparing reports for stakeholders.

  • I often juggle data cleaning, visualization, and presentation tasks in parallel.

View all Data Analyst interview questions
A Compliance Associate was asked 1mo ago
Q. What is a Conflict of Interest?
Ans. 

A conflict of interest occurs when an individual's personal interests interfere with their professional responsibilities.

  • Personal relationships can create bias; e.g., hiring a family member.

  • Financial interests may influence decisions; e.g., owning stock in a vendor.

  • Gifts or favors from clients can compromise objectivity; e.g., accepting expensive gifts.

  • Outside employment can lead to divided loyalties; e.g., consul...

View all Compliance Associate interview questions
A Compliance Associate was asked 1mo ago
Q. What are ETFs?
Ans. 

ETFs, or Exchange-Traded Funds, are investment funds traded on stock exchanges, similar to stocks.

  • ETFs hold a collection of assets like stocks, bonds, or commodities.

  • They are traded throughout the day on stock exchanges, providing liquidity.

  • Examples include SPDR S&P 500 ETF (SPY) and Vanguard Total Stock Market ETF (VTI).

  • ETFs often have lower fees compared to mutual funds.

  • They can track specific indices, secto...

View all Compliance Associate interview questions
A Compliance Associate was asked 1mo ago
Q. What are RSUs?
Ans. 

RSUs, or Restricted Stock Units, are company shares granted to employees as part of their compensation, subject to vesting conditions.

  • RSUs are a form of equity compensation given to employees.

  • They typically vest over a period of time, incentivizing employee retention.

  • For example, an employee might receive 1,000 RSUs that vest over four years.

  • Once vested, RSUs convert to actual shares, which can be sold or held.

  • RSU...

View all Compliance Associate interview questions
A Data Scientist was asked 2mo ago
Q. What is XGBoost?
Ans. 

XGBoost is an efficient and scalable implementation of gradient boosting for supervised learning tasks, widely used in data science.

  • Gradient Boosting Framework: XGBoost implements gradient boosting, which builds models in a stage-wise fashion and optimizes for accuracy.

  • Regularization: It includes L1 (Lasso) and L2 (Ridge) regularization to prevent overfitting, enhancing model generalization.

  • Parallel Processing: XG...

View all Data Scientist interview questions
A Data Scientist was asked 2mo ago
Q. What is backpropagation?
Ans. 

Backpropagation is an algorithm used for training neural networks by minimizing the error through gradient descent.

  • Error Calculation: Backpropagation calculates the error at the output layer by comparing predicted values with actual values.

  • Gradient Descent: It uses the gradient of the loss function to update weights, moving in the direction that reduces error.

  • Layer-wise Updates: The algorithm works backward throug...

View all Data Scientist interview questions
A Business Analyst was asked 2mo ago
Q. Are you familiar with agile methodologies? Please explain.
Ans. 

Agile is a flexible project management methodology focused on iterative development and collaboration to enhance product delivery.

  • Agile emphasizes iterative progress through small, incremental changes, allowing teams to adapt to changing requirements.

  • Key principles include customer collaboration, responding to change, and delivering working software frequently.

  • Common frameworks within Agile include Scrum, Kanban, ...

View all Business Analyst interview questions
Are these interview questions helpful?
A Senior Research Analyst was asked 3mo ago
Q. What is a spinoff?
Ans. 

A spinoff is a corporate strategy where a company creates a new independent entity by separating part of its operations.

  • Spinoffs allow companies to focus on core operations while the new entity can pursue its own strategy.

  • Example: eBay spun off PayPal in 2015, allowing both companies to specialize in their respective markets.

  • Spinoffs can unlock shareholder value by creating two distinct companies with clearer busi...

View all Senior Research Analyst interview questions
A Senior Research Analyst was asked 3mo ago
Q. What is a rights issue?
Ans. 

A rights issue is a way for companies to raise capital by offering existing shareholders the opportunity to buy additional shares.

  • Rights issues allow shareholders to purchase new shares at a discounted price.

  • Example: A company offers 1 new share for every 5 shares held at a 20% discount.

  • Shareholders can either buy the new shares or sell their rights to other investors.

  • Rights issues are often used to raise funds fo...

View all Senior Research Analyst interview questions
A Software Engineer was asked 7mo ago
Q. Write a function to count the frequency of each letter in a given string.
Ans. 

Count frequency of letters in a given string

  • Create an array of size 26 to store the count of each letter (assuming only lowercase letters)

  • Iterate through the string and increment the count of each letter in the array

  • Print the count of each letter in the array

View all Software Engineer interview questions

Morningstar Interview Experiences

251 interviews found

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

I applied via Naukri.com and was interviewed in Feb 2024. There were 2 interview rounds.

Round 1 - Coding Test 

Hakerrank problem statement to solve

Round 2 - Technical 

(5 Questions)

  • Q1. Core Java, Spring Boot, AWS
  • Q2. What is DI and IoC, RestTemplate, Design patterns
  • Ans. 

    DI and IoC are design principles in software development. RestTemplate is a class for making HTTP requests. Design patterns are reusable solutions to common problems.

    • DI (Dependency Injection) is a design pattern where objects are passed their dependencies rather than creating them internally.

    • IoC (Inversion of Control) is a design principle where the control of object creation and lifecycle is inverted to a container or...

  • Answered by AI
  • Q3. SQL vs NoSQL, Working of Keys in DynamoDB
  • Ans. 

    SQL is relational database, NoSQL is non-relational. DynamoDB uses primary keys for data retrieval.

    • SQL is a relational database management system, while NoSQL is a non-relational database management system.

    • SQL databases use structured query language for defining and manipulating data, while NoSQL databases use various data models like document, key-value, graph, etc.

    • In DynamoDB, keys are used for data retrieval. Primar...

  • Answered by AI
  • Q4. How hashmap works
  • Ans. 

    HashMap is a data structure that stores key-value pairs and allows for fast retrieval of values based on keys.

    • HashMap uses a hash function to map keys to indices in an array.

    • Collisions can occur when multiple keys hash to the same index, which is resolved using techniques like chaining or open addressing.

    • HashMap in Java is a popular implementation that provides constant-time complexity for basic operations like get and...

  • Answered by AI
  • Q5. Circuit Breaker design pattern
  • Ans. 

    Circuit Breaker design pattern is used to prevent a system from repeatedly trying to execute an operation that is likely to fail.

    • Circuit Breaker pattern is used to handle faults in distributed systems by providing a way to fail fast and prevent cascading failures.

    • It monitors the number of failures and once a threshold is reached, it opens the circuit and stops executing the operation.

    • After a certain period of time, the...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare for AWS

Skills evaluated in this interview

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Technical 

(1 Question)

  • Q1. Questions about what you worked on, what your day to day tasks look like, grilled in resume, asked in depth questions about what projects you worked on and what tools you used and their architecture
Round 2 - HR 

(1 Question)

  • Q1. Why Morningstar, why should we hire you, how do you respond if your teammates have different opinions?
  • Ans. 

    I am passionate about Morningstar's mission, have the skills needed for the role, and can effectively collaborate with diverse opinions.

    • I am passionate about Morningstar's mission and values, and I believe in the work they do.

    • I have the necessary skills and experience for the Site Reliability Engineer role, including proficiency in various technologies and problem-solving abilities.

    • I am a team player and can effectivel...

  • Answered by AI
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
No response

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

Round 1 - Technical 

(4 Questions)

  • Q1. What is the difference between normal and arrow functions
  • Ans. 

    Arrow functions are more concise and have a lexical 'this' binding compared to normal functions.

    • Arrow functions do not have their own 'this' keyword, they inherit it from the parent scope.

    • Arrow functions do not have their own 'arguments' object.

    • Arrow functions cannot be used as constructors with 'new'.

    • Arrow functions are more concise and have implicit return when no curly braces are used.

  • Answered by AI
  • Q2. All basic JS Questions to cover Hoisting closure
  • Q3. They asked to show me an example using the API call
  • Ans. 

    Demonstrating an API call using JavaScript's Fetch API to retrieve data from a public API.

    • Use the Fetch API to make a GET request: fetch('https://api.example.com/data')

    • Handle the response with .then() to convert it to JSON: .then(response => response.json())

    • Use async/await for cleaner syntax: const response = await fetch('https://api.example.com/data');

    • Handle errors with .catch() to manage any issues during the API ...

  • Answered by AI
  • Q4. Difference between forEach and Map
  • Ans. 

    forEach is used to iterate over an array and perform a function on each element, while map creates a new array by applying a function to each element.

    • forEach does not return a new array, while map does

    • forEach does not modify the original array, while map creates a new array

    • forEach is used for side effects, while map is used for transformation

    • Example: forEach - array.forEach(item => console.log(item)), map - const newAr...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Cover JS basics

Skills evaluated in this interview

Associate Interview Questions & Answers

user image Ankit Suryavanshi

posted on 6 Aug 2024

Interview experience
3
Average
Difficulty level
Moderate
Process Duration
-
Result
Selected Selected

I applied via LinkedIn and was interviewed in Jul 2024. There were 2 interview rounds.

Round 1 - One-on-one 

(3 Questions)

  • Q1. Tell me about yourself?
  • Ans. 

    I am a dedicated and hardworking individual with a passion for learning and growth.

    • I have a strong work ethic and always strive to exceed expectations.

    • I am a quick learner and adapt easily to new environments.

    • I have experience in project management and team collaboration.

    • I am passionate about personal development and continuous improvement.

    • I am excited about the opportunity to contribute to a dynamic team and make a po...

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

    Intrinsic value refers to the actual value of a company or asset based on its fundamental characteristics, rather than its market price.

    • Intrinsic value is calculated by analyzing factors such as earnings, growth potential, and assets of a company.

    • It is used by investors to determine whether a stock is undervalued or overvalued.

    • Warren Buffett is known for using intrinsic value as a key factor in his investment decisions...

  • Answered by AI
  • Q3. How to handle difficult task in the workplace?
  • Ans. 

    Handling difficult tasks in the workplace requires effective communication, time management, and problem-solving skills.

    • Break down the task into smaller, manageable steps

    • Prioritize tasks based on deadlines and importance

    • Seek help or guidance from colleagues or supervisors if needed

    • Stay organized and focused to avoid feeling overwhelmed

    • Take breaks when necessary to recharge and refocus

    • Reflect on past successes in overco...

  • Answered by AI
Round 2 - One-on-one 

(2 Questions)

  • Q1. Tell me about yourself?
  • Ans. 

    I am a dedicated and hardworking individual with a passion for learning and growth.

    • I have a strong background in [relevant field]

    • I have experience in [specific skills or projects]

    • I am motivated by [personal or professional goals]

  • Answered by AI
  • Q2. Why you want to join morningstar?
  • Ans. 

    I want to join Morningstar because of its reputation for providing top-notch financial research and analysis.

    • I admire Morningstar's commitment to delivering independent and unbiased investment information.

    • I am impressed by the company's innovative approach to data analysis and research.

    • I believe that working at Morningstar will provide me with valuable experience and opportunities for growth in the financial industry.

  • Answered by AI
Interview experience
2
Poor
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Company Website and was interviewed in Sep 2024. There were 3 interview rounds.

Round 1 - Aptitude Test 

Basic question and that can be found in web

Round 2 - Technical 

(2 Questions)

  • Q1. What is dilution
  • Ans. 

    Dilution is the process of reducing the concentration of a solute in a solution by adding more solvent.

    • Dilution involves adding more solvent to decrease the concentration of a solute.

    • The formula for dilution is C1V1 = C2V2, where C1 and V1 are the initial concentration and volume, and C2 and V2 are the final concentration and volume.

    • Dilution is commonly used in chemistry labs to prepare solutions of a desired concentra...

  • Answered by AI
  • Q2. What are fixed income instruments
  • Ans. 

    Fixed income instruments are investments that pay a fixed interest or dividend income until maturity, such as bonds and certificates of deposit.

    • Fixed income instruments are debt securities issued by governments, corporations, or other entities to raise capital.

    • Investors receive regular interest payments at a fixed rate until the instrument matures.

    • Examples include government bonds, corporate bonds, municipal bonds, and...

  • Answered by AI
Round 3 - HR 

(2 Questions)

  • Q1. Introduce yourselves
  • Ans. 

    We are a team of experienced research analysts with expertise in data analysis, market research, and trend forecasting.

    • Combined experience of over 20 years in research and analysis

    • Proficient in statistical analysis tools such as SPSS and R

    • Track record of delivering actionable insights to drive business decisions

    • Strong communication and presentation skills

    • Example: Conducted market research for a Fortune 500 company to i...

  • Answered by AI
  • Q2. Are you comfortable in any shift ?
  • Ans. 

    Yes, I am comfortable working in any shift.

    • I have experience working in various shifts in my previous roles.

    • I am adaptable and can easily adjust my schedule to accommodate different shifts.

    • I understand the importance of flexibility in the workplace and am willing to work in any shift required.

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

The questions were very easy and common.

Round 2 - Technical 

(1 Question)

  • Q1. What is basic eps
  • Ans. 

    Basic EPS (Earnings Per Share) is a financial metric used to evaluate a company's profitability by dividing its net income by the average number of outstanding shares.

    • Basic EPS is calculated as (Net Income - Preferred Dividends) / Average Outstanding Shares

    • It is a key indicator of a company's financial performance and is often used by investors to assess the company's profitability

    • Higher EPS indicates higher profitabil...

  • Answered by AI

Associate Interview Questions & Answers

user image Anonymous

posted on 8 Dec 2024

Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Technical 

(1 Question)

  • Q1. What is Net worth and how do we calculate it?
  • Ans. 

    Net worth is the difference between total assets and total liabilities, representing an individual's financial health.

    • Net worth = Total Assets - Total Liabilities

    • Assets include cash, real estate, investments, and personal property.

    • Liabilities include debts like mortgages, loans, and credit card balances.

    • Example: If assets are $500,000 and liabilities are $200,000, net worth is $300,000.

    • Net worth can be positive or nega...

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

(1 Question)

  • Q1. About yourself and your experience
Round 2 - Technical 

(1 Question)

  • Q1. Financial data for baking companies and other industries
  • Ans. 

    Financial data for baking companies and other industries

    • Financial statements like income statement, balance sheet, and cash flow statement are key for analyzing baking companies and other industries

    • Key financial ratios like profitability ratios, liquidity ratios, and solvency ratios can provide insights into the financial health of these companies

    • Comparing financial data of baking companies with industry benchmarks can...

  • Answered by AI

Associate Interview Questions & Answers

user image Tejal Rohilla

posted on 1 Oct 2024

Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Aptitude Test 

Reasoning, maths, typing test

Round 2 - One-on-one 

(1 Question)

  • Q1. Basic questions of finance field
Round 3 - One-on-one 

(1 Question)

  • Q1. Situational questions
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(1 Question)

  • Q1. Tell me your project details
  • Ans. 

    Developed a web application for online shopping with user authentication and payment gateway integration.

    • Used React.js for front-end development

    • Implemented user authentication using JWT tokens

    • Integrated Stripe API for payment processing

  • Answered by AI
Round 2 - Technical 

(1 Question)

  • Q1. Oops concepts explained
Round 3 - HR 

(1 Question)

  • Q1. Optimization Techniques
  • Ans. 

    Optimization techniques are methods used to improve the efficiency and performance of software applications.

    • Use of algorithms like dynamic programming and greedy algorithms

    • Profiling and performance tuning to identify bottlenecks

    • Code refactoring to improve readability and maintainability

    • Utilizing caching and memoization for faster access to data

    • Parallel processing and multi-threading for improved concurrency

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

60 mins and reasoning and english

Round 2 - Technical 

(2 Questions)

  • Q1. What is EPS and explain?
  • Ans. 

    EPS stands for Earnings Per Share, a financial metric that indicates the portion of a company's profit allocated to each outstanding share of common stock.

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

    • It is an important indicator of a company's profitability and is often used by investors to evaluate a company's performance.

    • Higher EPS indicates higher profitability and poten...

  • Answered by AI
  • Q2. What id spin off?
  • Ans. 

    A spin-off is a new company formed through the sale or distribution of new shares of an existing business division or subsidiary.

    • Spin-offs are created when a parent company decides to separate a portion of its business into a new entity.

    • Spin-offs can help unlock value for shareholders by allowing the new entity to focus on its specific market or industry.

    • Examples of spin-offs include PayPal from eBay, Trivago from Expe...

  • Answered by AI

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Interview Tips & Stories
1w
toobluntforu
·
works at
Cvent
Can speak English, can’t deliver in interviews
I feel like I can't speak fluently during interviews. I do know english well and use it daily to communicate, but the moment I'm in an interview, I just get stuck. since it's not my first language, I struggle to express what I actually feel. I know the answer in my head, but I just can’t deliver it properly at that moment. Please guide me
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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 Aptitude Test, Technical 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 Project Management.
What are the top questions asked in Morningstar interview?

Some of the top questions asked at the Morningstar interview -

  1. What are the financial statements? How cost sheet of bank different from cost s...read more
  2. What is the main difference between data mining and data analys...read more
  3. What is the difference between issued and outstanding share...read more
What are the most common questions asked in Morningstar HR round?

The most common HR questions asked in Morningstar interview are -

  1. Where do you see yourself in 5 yea...read more
  2. What are your strengths and weakness...read more
  3. What are your salary expectatio...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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Overall Interview Experience Rating

4.1/5

based on 154 interview experiences

Difficulty level

Easy 24%
Moderate 72%
Hard 4%

Duration

Less than 2 weeks 47%
2-4 weeks 39%
4-6 weeks 11%
6-8 weeks 2%
View more

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Morningstar Reviews and Ratings

based on 1.2k reviews

3.9/5

Rating in categories

3.6

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

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Gurgaon / Gurugram

+1

3-5 Yrs

₹ 10.5-15 LPA

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