Morningstar - Senior Quantitative Analyst - Index Management & Analytics (2-8 yrs)

Position: Senior Quantitative Analyst - Index Management and Analytics -Morningstar Indexes

The Area: Morningstar Indexes Team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar`s intellectual property to create indexes that empower investors to achieve their goals at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity, and asset allocation indexes.

The Role: Morningstar Indexes seeks an intelligent and creative professional for its Index Management and Analytics team. As a fixed income specialist, your primary responsibility would be the maintenance of Morningstar Fixed Income Indexes, including monthly rebalancing, periodic methodology review/enhancements, providing research & analytics for the client. The candidate is also responsible for the equity index reconstitution process. We are looking for a team member with basic knowledge of financial markets, statistical packages, data analytics or decision science. This position will be in Vashi, Navi Mumbai (India).

Responsibilities:

- End-to-end ownership of index methodology and index rebalancing processes of fixed income indexes Be a subject matter expert on Index construction methodologies and investment thesis and propose enhancements to the methodology.

- Ensure accurate and timely calculation of index levels and daily portfolios. Also, manage the restatement of indexes in case of any data issues and communicate to the clients. Launch fixed income indexes that are based on existing methodologies.

- Act as a subject matter expert for client requests on index analytics, index methodology and reconstitution processes.

- Clearly and thoroughly communicate with internal and external clients, calculation agents, and data/service providers regarding index methodology, data and portfolio compositions, sales and client inquiries, and issue resolution.

- Work collaboratively with internal and external teams to continually identify and implement process improvements, reduce external data dependencies, support new product development, and establish standard operating procedures.

Requirements:

- A Bachelor's or master's degree in Engineering, Finance, Economics, Management etc. and a strong interest in finance Some progress towards CFA is preferable.

- At least 4 years of relevant work experience Comfortable with basics of MS office, SQL, and Python Excellent written and verbal communication skills Ability to collaborate with the global team and deliver quality outcomes under tight deadlines.

The candidate should exhibit a passion for innovation, and harbor a genuine belief in, and acceptance of Morningstar's core values

Morningstar Indexes- http://indexes.morningstar.com

Position: Quantitative Analyst - New Product Development - Morningstar Indexes

The Area: Morningstar Indexes Team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar's intellectual property to create indexes that empower investors to achieve their goals at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity and asset allocation indexes.

The Role:

- As a part of the Indexes New Product Development Team, you will participate in the full development cycle including ideation, design, development, presentations to global research team and clients, leading up to implementation.

- The ideal candidate will have a good grasp of investment concepts, possess strong analytical skills, good communication skills. Technical proficiency with at least one programming language (Python, R or MATLAB) in addition to SQL is desirable. This position is based in our Navi Mumbai office.

Responsibilities:

The successful candidate will:

- Collaborate effectively with Morningstar research organization including equity, quantitative, manager or sustainability research teams, and product management to develop novel thematic and smart beta indexes that leverage Morningstar IP.

- Work on the entire product development lifecycle from ideation, design, development, and validation, leading up to launch.

- Work closely with other index teams to operationalize index methodologies.

- Develop new tools and capabilities to perform portfolio construction or analytics independently, including the use of statistical and machine learning techniques.

- Publish white papers, factsheets, client presentations, and other collateral to support go-to-market plans.

Requirements:

- Up to 2 years of experience.

- Bachelor's degree in a quantitative, financial discipline, or engineering.

- MBA from a premier institute is preferred.

- CFA charter or candidature (at least passed Level II) is preferred.

- Hands on experience with creating Strategic Beta (Factor), ESG Indexes or similar rules-based quantitative investment strategies is preferred.

- Knowledge of institutional investing, modern portfolio theory, and portfolio construction processes.

- Excellent documentation habits, oral and written communication and presentation skills including ability to distil complex ideas into simple explanations.

Morningstar is an equal opportunity employer.