Apprentice
Morningstar is looking for an Apprentice, an entry-level opportunity to join our Data and Operations group. This role will help you gain practical experience by working with diverse datasets, including public equity filings, private market transactions, ESG taxonomies, Managed Investment Data (Funds), and reference entity data. You'll build your knowledge of investment management, grow your skills in Excel, SQL, and Power BI, and benefit from structured training to support your growth, setting you up for long-term success.
This position will be based in our Mumbai office. Preference will be given to candidates residing in Mumbai. Candidates in this role may need to work in shifts, including night shifts.
How does a typical day at work look?
- Search, collect, and verify data of basic and intermediate levels of complexity.
- Attend to internal/client queries and requests to ensure data captured is aligned with data methodologies and policy guidelines.
- Quickly learn our research methods and process standards to ensure productivity, quality, and timeliness.
- Collaborate with your team, cross-functional teams, and external (if required) parties to resolve data issues.
You might be a good fit if you -
- Only candidates graduating in 2026 with a Bachelor's degree (preferably in Finance or related non-engineering disciplines) are eligible to apply.
- Candidates pursuing or holding professional qualifications such as CA, CFA, CMA, CS, ACCA, FRM, or any similar equivalent course are not eligible to apply.
- BE/B. Tech, Postgraduate, and Master's degree holders are not eligible to apply.
- Demonstrate strong English communication skills (written, verbal, and comprehension).
- Are proficient in MS Office tools, especially Excel and Word.
- Learn quickly and process information with ease.
- Possess attention to detail, a proactive mindset, and natural curiosity.
- Effectively prioritize tasks and perform well under tight deadlines.
Work Location
Vashi, Navi Mumbai
Apprenticeship Period
6–12 months
Stipend
₹22,000 per month
Willingness to work in shifts
- Shift 1: 5:30 AM – 2:30 PM
- Shift 2: 2:30 PM – 11:30 PM
- Shift 3: 10:00 AM – 7:00 PM
- Shift 4: 8:30 PM – 5:30 AM
Working Days: Monday to Friday (5-day work week)
About Morningstar
Morningstar is a global leader in independent investment research, supporting investors in over 32 countries with more than $300 billion in assets under management. Our mission is to empower investor success through data, research, and technology.
We build products and offer services that connect people to the investing information and tools they need. We are built on the principles of independence, transparency, and long-term thinking. By empowering investor success, we are constantly looking for new ways to help people achieve financial security.
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.
Skills Required
- Graduating in 2026 with a Bachelor's degree (preferably in Finance) and 60% marks
- Demonstrate English communication skills (written, oral, comprehension)
- Proficient in MS Office tools, especially Excel and Word
- Willingness to learn quickly and follow research methods and process standards
- Attention to detail, proactive mindset, and natural curiosity
- Ability to prioritize tasks and perform well under tight deadlines
- Willingness to work in shifts, including night shifts
- Able to work on-site from Vashi, Navi Mumbai (office-based role)
- Commitment to a 6 to 12 month apprenticeship period
What the Team is Saying
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — Policies include a paid sabbatical every four years and flexible PTO covering vacation, sick, and personal days, alongside paid volunteer time. Feedback suggests these features create meaningful flexibility and rest opportunities beyond standard leave plans.
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Parental & Family Support — A global minimum of 16 weeks paid parental leave for primary caregivers (up to 8 weeks for secondary) and at least six weeks of paid caregiving leave are publicly stated, with adoption assistance also available. These provisions indicate robust support for families during key life events.
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Retirement Support — U.S. materials document a 401(k) match of $0.75 per $1 up to 7% of pay and no‑cost access to Morningstar retirement tools. This combination strengthens long‑term savings and planning for employees.
Morningstar Insights
What We Do
We are a global investment research and financial data company with 40-plus offices across North America, Europe, Australia, and Asia. Our products and services are used daily by individual investors, financial advisors, asset managers, retirement plan providers, and institutional investors. We provide data, research, and analysis across managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. The financial system can have real barriers—hidden information, friction that can slow decisions, and forces that can limit transparency and access. We work to remove them, bringing independent research, connected data, and investor-first tools to a system that needs more clarity. The people doing this work span research, technology, design, product, sales, and functional areas. We build many of our products in-house, so the work can connect directly to the tools investors use to make real financial decisions.
Why Work With Us
Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020, we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
