Senior Investment Analyst – Workplace Solutions – Mumbai
Job Description
The Group: Morningstar, Inc.’s mission is to empower investor success. We were founded on the easy idea that when people have good investment information, they make better choices that lead to better outcomes. The Investment Management group consists of our Managed Portfolios and Workplace solutions teams. Within Morningstar Investment Management, LLC, the Workplace group offers a range of retirement solutions, including managed accounts, custom models, and advice service by acting in a fiduciary capacity or as an independent financial expert, as defined by ERISA: IFE, 3(28), or 3(21) capacity. The flagship product is our Morningstar Retirement Manager which provide personalized advice on how much to save for retirement, a saving strategy, and builds portfolios for individual investors. The Workplace team consists of the investment management team, the research team, the Advice Engines team, the operations team, and the Workplace client services team.



The goal of these teams is to work together to build and maintain well-diversified fund portfolios while helping our clients to understand our portfolio construction process.
The Role:
Morningstar is seekng a Senior Investment Analyst to join our team of investment professionals. This person will help construct, refine, implement, and oversee multi-strategy portfolios for large institutional clients. In this role, you will lead projects, support and partner with other team members, and be responsible for analysing investment data to determine solutions for our clients. You will work closely with other members of the Investment Management team including client relationship managers, operations/technology, developers, senior management, and other team members around the world. The position is based in our Mumbai office, but will require weekly calls with our international teams as well as occasional international travel.
Key Responsibilities:
• Me

📌 Lead Investment Analyst (Mumbai)
🏢 Morningstar
📍 Mumbai