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Leads surveillance of existing fund finance and structured credit ratings, monitoring transaction performance, conducting portfolio analysis, preparing committee recommendations and disclosures, managing issuer relationships, assessing risks, and mentoring junior analysts. Requires strong fund finance or credit ratings expertise, quantitative analysis, credit judgment, advanced Excel modeling, communication skills, and familiarity with credit methodologies.

Manage customer success for institutional investment software clients using Morningstar Direct. Build trusted client relationships, provide product guidance and best practices, support sales demos and trials, lead workshops, improve workflows, drive product adoption, retain accounts, support renewals, and identify upsell opportunities. Requires fluency in Japanese and English, strong communication skills, financial services knowledge, and the ability to collaborate with clients and internal teams.

Lead analyst responsible for managing a portfolio of Canadian banks, non-bank financial institutions, and credit unions. Perform ongoing financial and credit analysis, prepare rating committee presentations, reports and press releases, attend issuer meetings, participate in rating committees, and maintain client relationships. Produce surveillance, research, and written analysis while collaborating with the ratings team.

Research and assess Asia-based fund managers, investment strategies, and managed products. Lead manager interviews, develop rating notes and research reports, formulate investment opinions, contribute to thought leadership, and help shape research methodologies. The role also involves analytical assignments, stakeholder engagement, administrative work, and collaboration with global investment, research, data, and software teams.

Analyze Canadian structured finance transactions, including collateral, deal structures, legal documentation, financial models, and cash-flow engines. Support rating committee presentations, reports, press releases, research, and credit recommendations. Build relationships with clients and external stakeholders while developing expertise in structured finance methodologies for ABS and ABCP transactions.

Supports CMBS credit ratings through commercial real estate loan and property analysis, underwriting cash flows, market-data research, third-party report review, and rating report preparation. The analyst assists with rating committees, regulatory disclosures, publishing workflows, transaction tracking, issuer communications, and property site visits while following rating methodologies and compliance policies.

Supports lead analysts in evaluating CMBS, REIT, and real estate operating entity credit risk. Responsibilities include modeling stabilized cash flows, maintaining financial projections, researching market data, reviewing property reports, monitoring industry indicators, drafting rating materials, supporting rating committees and regulatory disclosures, and communicating with issuers, investors, and intermediaries. The role requires developing expertise in North American commercial real estate, structured finance, and rating methodologies while maintaining compliance with company policies.

Supports Morningstar’s global conflicts-of-interest compliance program across multiple business units. Responsibilities include monitoring securities trading, gifts and entertainment, administering the conflicts management system, maintaining control documentation, preparing management reports, delivering compliance training, supporting regulatory examinations, developing procedures, and supervising team members. The role requires four days per week in the Mumbai office.

Manage global HR operations, employee queries, Workday transactions, ServiceNow cases, HR data audits, reporting, dashboards, and process improvements. Support HR stakeholders with standardized processes, automation, and AI-enabled efficiencies while maintaining confidentiality and data accuracy. The role requires collaboration with global teams and functions including Legal, Compliance, Finance, Talent Management, and Total Rewards.

Reports on financial markets, economic trends, investing news, and major stock movements. Writes articles using Morningstar research and data, creates data-driven charts and tables, collaborates with editors to meet deadlines, and trains on Morningstar’s financial information database.