The Role: Morningstar seeks an Operations Analyst to join our Global Performance analytics team. This will be a key role in our mission to provide exceptional client experience by ensuring our production and operational processes are efficient and effective. This position is based in our Mumbai office.
Responsibilities
- Produce Quarterly, Monthly, Weekly and Daily reports for Fund performance and Peer fund comparison analysis based on Morningstar Direct.
- Produce Excel based Performance, Attribution and Risk reporting
- Troubleshoot outliers and correct rate of return discrepancies as needed
- Validate index/ benchmark/asset pricing/ and the resulting returns
- Retrieve and validate data from various source/vendor systems and upload to the Morningstar’s applications.
- Address ad-hoc performance inquiries from internal and external parties
- Assist and support on Firm’s annual GIPS verification
- Attribution reporting (i.e. absolute and relative portfolio performance to factors including security selection, asset allocation, currency, etc.)
Competencies
- Strong communication skills
- Strong analytical and quantitative skills
- Attention to Detail
- Methodical Problem-Solving Skills
- Excellent Organization Skills (Email, Task Management, Follow-up)
- Self-Motivated
- Goal Oriented
- Team Player
Requirements:
- 1 – 3 years of working experience in Financial Operations domain
- Ready to work flexible hours, alongside US ,UK and Australia based colleagues for production and other issues that require immediate escalation and/or resolution.
- Excellent written and verbal communication in English.
- Excellent skills in Microsoft Excel.
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 EntitySkills Required
- 1–3 years of work experience in financial operations
- Willingness to work flexible hours alongside US, UK, and Australia-based colleagues
- Excellent written and verbal communication skills in English
- Excellent Microsoft Excel skills
What the Team is Saying
Morningstar Compensation & Benefits Highlights
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Retirement Support — Employer 401(k) matching and access to Morningstar retirement‑planning tools are prominent features of the package. These elements create a strong foundation for long‑term savings.
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Leave & Time Off Breadth — Flexible time off, paid holidays, sick and personal days, and a paid sabbatical every four years provide generous time away from work. Sabbaticals are specifically highlighted as a standout perk.
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Parental & Family Support — A global minimum of 16 weeks for primary caregivers, up to eight weeks for secondary caregivers, and at least six weeks of paid caregiving leave offer robust family support. Some materials also note adoption assistance and related resources.
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
Morningstar’s missing is to empower investor success. We can only do that if our people feel empowered. That means finding people who think independently, bring a wide range of backgrounds with analytical rigor and genuine intellectual curiosity to the work.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Across most of our offices globally, employees work four days a week in the office and one day from home. We recognize that life doesn't always fit a fixed schedule and offer programs that can help provided increased workplace flexibility.
