Senior Data Analyst - Index Operations

Title: Senior Data Analyst

Indexes Data Operations

No. of positions: 2

The Group: Morningstar Indexes Team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar`s intellectual property to create indexes that empower investors’ success at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity and asset allocation indexes.

The Role: Morningstar Indexes seeks an intelligent and creative professional for its Data Operations team. The primary function of the team is to source, validate and maintain Morningstar security level reference, corporate actions, float shares outstanding and other data for the index portfolios. The team is also responsible for handling complex corporate events, integrity of data across different databases that powers new products and maintenance platforms, regulatory compliance, and production automation. We are looking for a person who is passionate about investing and with good knowledge about sourcing, maintaining and validating cross asset class data.  This position will be in Vashi, Navi Mumbai (India).


Have a very good understanding of securities data – reference and dynamic data

Have knowledge about the various stock exchanges, boards, holiday calendars etc.

To source and ensure quality of input data used in index development and maintenance.

Know the treatment of different corporate actions on entity, price and shares data

UAT of system improvements, data validations

Create and maintain data dictionaries and dashboards

Own and drive continuous improvement within the process through quality initiatives

Manage data as per client-specific requirements, while at the same time adhering to Morningstar's set KPIs and KRAs

Discover and raise issues in work (including system, process, and collection methodology) and propose enhancement suggestion to further improve system functionality, process efficiency and data quality


Bachelor’s degree in economics/ finance/business, Master’s degree would be an added advantage

4+ years’ experience in the financial domain related to equity data particularly corp actions and shares/price data

Proficient with the data management policies, procedures and common technical tools.

Passion for investing and knowledge of securities markets

Basic to intermediate skills in SQL queries to understand database content and relationships

Excellent command over Excel and other collaboration tools


Morningstar is an equal opportunity employer

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