Job Description

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. The primary function of the team is to maintain Morningstar indexes across asset classes, periodic methodology enhancements and provide research and analytics for client support. The team is also responsible for handling complex corporate events, regulatory compliance, and production automation. We are looking for a team member with basic knowledge of financial markets, statistical packages, data analytics or decision science. This position will be located in Vashi, Navi Mumbai (India).

Responsibilities:

1. End-to-end ownership of index methodology and index reconstitution/rebalancing processes

2. Be a subject matter expert on Index construction methodologies along their investment thesis and propose enhancements to the methodology

3. Maintain Global Security Master and Universe Management process of combining, normalizing, QA'ing, correcting and finalizing data such as Fundamental Data, Total Outstanding Shares, Float, Security Type, Country of Incorporation, etc.

4. Ensure accurate, timely interpretation and treatment of complex corporate actions per rulebooks, and general adherence to stated methodologies. Also, work with the calculation agent for the timely and accurate implementation of corporate actions

5. 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

6. 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:

1. A Bachelor's or Master's degree in Engineering, Finance, Economics, Management etc. and a strong interest in Finance

2. Some progress towards CFA is mandatory

3. At least 2 years of relevant work experience

4. Comfortable with basics of MS office, SQL and at least one statistical package (Python/R/SAS/MATLAB etc.)

5. Excellent written and verbal communication skills

6. Ability to collaborate with the global team and deliver quality outcomes under tight deadlines

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



Morningstar is an equal opportunity employer.



Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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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