The Role
Implement and configure Morningstar client systems: build solutions and reports using Microsoft Power Platform, Dynamics 365, Power Automate, and Power BI; manage data migration from legacy systems; maintain CRM records; track implementations, coordinate releases and BAU transitions; lead onboarding, define transition roadmaps, and deliver system training in-person or remotely.
Summary Generated by Built In
Key Responsibilities
Experience & Attributes
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.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity
- Create client solutions and reports using microsoft power platform, dynamics 365, power automate, and power bi.
- Manage data migration and transition from legacy software to Morningstar systems.
- Maintain accurate crm records for centralized client oversight.
- Track new implementations and collaborate with internal teams for releases and bau transition.
- Lead new client onboarding, identify challenges, and define transition roadmaps.
- Deliver initial and ongoing system training to client back-office teams either face-to-face or remotely.
Experience & Attributes
- Experience with microsoft dynamics 365 is highly recommended.
- Familiarity with crm, data analysis, data migration, and financial advice processes.
- Proven technical implementation and project management skills with a continuous improvement mindset.
- Excellent verbal and written communication skills for building trusted stakeholder relationships.
- Ability to multitask, manage concurrent implementations, and negotiate complex issues.
- Self-motivated and comfortable working in an agile, consultative environment.
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.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity
Skills Required
- Experience building client solutions and reports using Microsoft Power Platform, Power Automate, and Power BI
- Experience with Microsoft Dynamics 365
- Familiarity with CRM systems and maintaining CRM records
- Experience in data migration and transitioning from legacy systems
- Familiarity with data analysis
- Familiarity with financial advice processes
- Proven technical implementation and project management skills
- Strong verbal and written communication skills for stakeholder management
- Ability to manage concurrent implementations, multitask, and negotiate complex issues
- Experience delivering training to client back-office teams in-person and remotely
- Comfort working in an agile, consultative environment; self-motivated
What the Team is Saying
Anna
Team Lead of Software Engineering
Upasna
Software Engineer, Data Collections - AI R&D
Saurabh
Senior Software Engineer
Wendell
Head of Sales, Institutional Equity Research
Raaghavendar
Associate Software Engineer
Jeff
Head of Technology and Product
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — A recurring paid sabbatical and flexible time off in North America provide substantial time away and are presented as a signature differentiator. The program’s active use alongside paid volunteer days underscores broad time-off options.
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Parental & Family Support — A global standard for paid parental leave plus paid caregiving leave and adoption assistance signals robust family support. These policies are positioned as company-wide standards with location-specific administration.
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Equity Value & Accessibility — A shared ownership program enables converting part of a bonus into RSUs with a company match, adding long‑term value beyond salary. Performance-based RSU awards can further enhance equity outcomes for high achievers.
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The Company
What We Do
At Morningstar, we believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Our technologists represent a range of skills and experience levels, but they all view their work as a craft and push technology’s boundaries.
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!
Gallery
Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
3 days a week
