Position: Lead Quantitative Analyst, New Product Development – Morningstar Indexes

The Area: Morningstar Indexes Team leverages its expertise in credit research, equity research, manager research, asset allocation, and portfolio construction to create cutting-edge investment solutions. We use 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. Morningstar Indexes offers a broad suite of global equity, bond and asset allocation indexes.

Responsibilities:
- Develop rules-based benchmark and strategic beta indexes across various sub-asset classes with internal partners and clients
- Be responsible for the index development life cycle: ideation, data analysis, index design and back-testing, operationalization and index launch
- Embrace and enhance a vibrant, high-performing R&D; culture that delivers innovative investment solutions through a defined research process




- Collaborate effectively with the broader Morningstar research organization including credit ratings, quantitative, manager or sustainability research teams, and product management to develop novel indexes that leverage Morningstar IP
- Help develop new tools and capabilities to perform portfolio construction and analytics independently, including the use of statistical and machine learning techniques
- Provide support for product management, sales & marketing efforts through white papers, client roadshows and seminars

Requirements:
- At least 4 years of experience at an index provider, asset management company or investment bank, with demonstrated quantitative investment analysis expertise
- Prior experience with leading projects independently or guiding research analysts is preferable
- Bachelor’s degree in a quantitative, financial discipline, or engineering; a CFA, MBA or graduate degree in a quantitative or financial discipline is helpful
- Knowledge of insti

📌 Lead Quantitative Analyst, New Product Development (Mumbai)
🏢 Delhi
📍 Mumbai