Job Description

The Group: Equity Operations - Global Quality & Process Engineering

The Global Quality & Process Engineering works with teams across the company to help transform and improve our quality, practices, processes, and methods. Each member of this team serves to enhance customer experience by using philosophies and frameworks like Lean, Agile, Design Thinking, Diagnostic Approach, Client Centricity by using state-of-art technologies like Machine Learning, Deep Learning, Programmatic Anomaly Detections. This team stays abreast of emerging technologies, people practices, and other concepts related to the "future of work" and help introduce them in the organization.

The Team: The pursuit of quality at Morningstar is deeply ingrained in our culture and it is a key part of the value we bring our clients. measures, builds, sustains, and owns the processes across the company that help us deliver quality data, products, and services. Sampling Audit team, a sub-team of Global Quality & Process Engineering provides independent, comprehensive and client focused measurement on database through audit and benchmarking projects and insights on quality improvement that help us deliver quality data, products, and services.

The Role: The team seeks a self-motivated, analytical Associate Data Quality Assurance Analyst to help develop and implement data quality projects to maintain and improve the quality of Morningstar databases. This role will work closely with Global Equity Data Operations team (located in Shenzhen and Mumbai) to provide measurement of data timeliness, completeness, and accuracy, through executing the audit and benchmarking projects and participating in quality improvement projects. Some of the key tasks include:

Responsibilities:

• Perform Just-in-time and scheduled independent audit of Morningstar Equity databases which include Fundamental, Operating Metrics, Segments, Corporate Actions, Price & Reference data etc. and others on global scale. Members must demonstrate high accounting and financial knowledge to efficiently perform the audit tasks.
• Be an active participant in equity data audit sprint from planning, initiating, execution to reporting. Plan for project scope and timeline based on requirement and commit to the planed schedule. Compose audit report and present the results to data operations team and senior leaders.
• Complete the expected samples assigned for different audit projects and commit to the deadline.
• Identify and analyse data quality issue and defect reasons during the audit process. Communicate with operations team efficiently to get alignment on the errors detected.
• Maintain effective communication with equity data operations teams to understand project requirement, audit framework and principles.
• Retrospect and look for continuous process improvement ideas.

Requirements

• Professional or Master's degree in mathematics/statistics/finance with 0-2 years of experience in finance domain.
• Some progress towards CFA, CPAs or CAs will be preferred.
• Sound understanding of capital markets and its functioning.
• Sound knowledge of Finance and Accounting.
• Strong intra or cross functional teams communication.

• Be able to learn new things quickly.
• knowledge of Equity data and quality dimensions, data processes is a plus
• Ability to collaborate with the global team and deliver quality outcomes under tight deadlines.
• Excellent analytic skills and a strong attention to detail. Knowledge of Advanced MS-Excel, and VBA are a plus.
• Must demonstrate technology-driven mindset for audit using Python or other ML based technologies. Open to learning new ways or advanced technologies used in data audits.
• Knowledge on Power-BI, VBA, SQL, Python, PostgreSQL will be added advantage.
• Works cohesively with team members in pursuit of team & project goals. Participates in group activities within the team. Builds stable working relationships internally.

Morningstar is an equal opportunity employer.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity