The Area: The Investment Management group is a global team guided by Morningstar’s investment principles focused on delivering excellent long-term investment results to help end-investors reach their financial goals. We use our expertise in asset allocation, investment selection and portfolio construction to create world-class investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using building blocks in equities, fixed income and alternative investments to construct robust portfolios. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve.

Shift: UK Shift

Role Summary

The Analyst will join the Systematic Strategies team in the Research & Investment group. This experienced professional will work on investment analytics, data analysis and visualization of financial data, supporting portfolio management, investment research, risk reporting, and benchmark/index analytics. It requires strong technical capability,



familiarity with vendor-sourced multi-asset financial datasets, and the ability to collaborate effectively with investment and technology teams.

Key Responsibilities

The successful candidate will

Partner effectively with investment and technology teams to deliver scalable analytics, reporting solutions, and data-driven insights that support investment decision-making
Develop and enhance analytical dashboards and reporting capabilities, including data visualization, performance monitoring, benchmark analytics, and investment reporting

Requirements

Develop investment analytics, portfolio monitoring, performance measurement and risk reporting solutions
Build and maintain Power BI, Tableau, or Qlik Sense dashboards
Build and manage scalable data and reporting solutions for multi-asset research team
Experience in handling large multi-asset financial datasets using PySpark and SQL
Proficiency with Python libraries such as Pandas, NumPy, Matplot

📌 Senior Quantitative Analyst (Mumbai)
🏢 Morningstar
📍 Mumbai