Senior Data Research Analyst

The Group: 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 success 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 Data Operations team. The primary function of the team is to source, validate and maintain Morningstar security level reference, corporate actions, float shares outstanding and other market data for the index portfolios. We are looking for a person who is passionate about investing and with basic knowledge about sourcing, maintaining and validating Total Outstanding Shares, Float shares, Foreign Ownership Limit, Institutional and Stakeholder data. This position will be in Vashi, Navi Mumbai (India).

Responsibilities :

• Have a very good understanding of market data - Total outstanding shares and float shares
• Have knowledge about the various stock exchanges, boards, holiday calendars etc.
• To source and ensure quality of input data used in index development and maintenance.
• Know the treatment of different corporate actions on entity, price and shares data
• UAT of system improvements, data validations
• Ideate continuous improvement within the process through quality initiatives

• Manage data as per client-specific requirements, while at the same time adhering to Morningstars set KPIs and KRAs
• Discover and raise issues in work (including system, process, and collection methodology) and propose enhancement suggestion to further improve system functionality, process efficiency and data quality

Requirements :

• Bachelor s degree in economics/ finance/business, Master s degree would be an added advantage
• 2-6 years experience in the financial domain related to equity data particularly corp actions and shares/price data
• Basic understanding of data management policies, procedures and common technical tools.
• Passion for investing and knowledge of securities markets.
• Excellent command over Excel and other collaboration tools

Morningstar is an equal opportunity employer.

Morningstar s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We ve found that we re at our best when we re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you ll have tools and resources to engage meaningfully with your global colleagues.

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