Navi Mumbai, Maharashtra, India · Hybrid
Senior Accountant – EMEA West The Team: Morningstar’s Finance team is responsible for accounting, financial planning and analysis of the company’s financial results, ensuring adherence to local statutory requirements, an…
Skills: Month-end Close, Financial Reporting, Regulatory Reporting, Variance Analysis, Cash Flow Reporting
Chicago, Illinois, United States · Hybrid
$121k–$186k/yr
Job Responsibilities: Manage and oversee monthly close processes, including preparation, review and approval of journal entries and account reconciliationsResearch and resolve day-to-day general ledger accounting issues,…
Skills: US GAAP, Financial Reporting, SOX Compliance, Internal Controls, General Ledger Accounting
Chicago, Illinois, United States · Hybrid
$121k–$186k/yr
Retirement Manager Engagement Platform (Data Focused) The Group The Retirement business unit focuses on helping individuals achieve better retirement outcomes by partnering with institutional clients in the defined contr…
Skills: Product Management, Data Modeling, Event Taxonomy, A/B Testing, Behavioral Analytics
Navi Mumbai, Maharashtra, India · Hybrid
Senior Project Manager Role: Scrum Master/Project Manager Shift: General Company Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety…
Skills: Agile Delivery, Scrum Master, Project Management, Stakeholder Management, SDLC
Chicago, Illinois, United States · Hybrid
$60k–$88k/yr
Credit Marketing & Communications – Publishing Administrator – Chicago The Credit Marketing & Communications group is seeking a highly motivated individual to join its Credit Communications team as a Publishing Administr…
Skills: Content Management Systems, HTML, Microsoft Outlook, Microsoft Word, Microsoft Excel
Chicago, Illinois, United States · Hybrid
$60k–$88k/yr
Credit Marketing & Communications – Publishing Administrator – Chicago The Credit Marketing & Communications group is seeking a highly motivated individual to join its Credit Communications team as a Publishing Administr…
Skills: Content Management Systems, HTML, Microsoft Outlook, Microsoft Word, Microsoft Excel
Chicago, Illinois, United States · Hybrid
$95k–$140k/yr
About the role: Morningstar's Creative Services team is looking for an experienced Lead Digital Designer with a genuine commitment to building exceptional, user-centered digital experiences. In this role, you'll lead des…
Skills: Digital Design, User-Centered Design, AI-Enabled Workflows, Typography, Composition
Mumbai City, Maharashtra, India · Hybrid
Senior Accountant – EMEA West The Team: Morningstar’s Finance team is responsible for accounting, financial planning and analysis of the company’s financial results, ensuring adherence to local statutory requirements, an…
Skills: Financial Reporting, Month-end Close, Regulatory Reporting, Variance Analysis, Cash Flow Reporting
London, England, United Kingdom · Hybrid
$33k–$43k/yr
Morningstar’s Business Development & Sales group is responsible for helping financial professionals build their businesses and provide better outcomes for investors. The Role In the Sales Development Representative (SDR)…
Skills: Outbound Prospecting, Lead Generation, Cold Calling, Negotiation, Communication Skills
City of Edinburgh, Scotland, United Kingdom · Hybrid
$59k–$82k/yr
The Group At Morningstar, we strive to Empower Investor Success. We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors’ needs. Our solutions pave the way for in…
Skills: Product Management, AI Implementation, Wealth Management Platforms, Workflow Automation, Stakeholder Management
Minato, Japan · Hybrid
About the Role: At PitchBook, a Morningstar company, you will thrive on your ability to embrace and drive change and your commitment to ensuring you and PitchBook are always growing and improving. While continually learn…
Skills: Customer Success Management, Account Management, Japanese Fluency, English Fluency, Client Onboarding
Chicago, Illinois, United States · Hybrid
$148k–$226k/yr
The Group: Research & Investments creates compelling insights and effective investment solutions to empower investor success. We honor time-tested investment principles and consistently apply robust methodologies to earn…
Skills: Fundamental Equity Research, Security Valuation, Capital-Cycle Analysis, Industry Analysis, Financial Modeling
Navi Mumbai, Maharashtra, India · Hybrid
Below is a job description for the Treasury role in Mumbai, India that balances BAU ownership (daily reporting, bank account administration, controls) with project management and solution-focused initiatives. Global Seni…
Skills: Cash Positioning, Bank Account Administration, Treasury Operations, Project Management, Financial Reporting
Chicago, Illinois, United States · Hybrid
$66k–$97k/yr
The Role: Morningstar seeks an enterprising financial journalist for the position of markets reporter on our New York-based team. Morningstar’s core mission is to help investors meet their financial goals, so we approach…
Skills: Financial Journalism, Market Analysis, Stock Market Reporting, Data Analysis, Excel
Navi Mumbai, Maharashtra, India · Hybrid
About the Role As a Senior DevOps Engineer on the global Platform Engineering team, you will be supporting application deployment activities CI/CD across all product teams at Morningstar. You will be responsible for exec…
Skills: Jenkins, Harness, CI/CD, AWS Lambda, Docker
Navi Mumbai, Maharashtra, India · Hybrid
The Team: Morningstar DBRS' structured credit ratings and research subsidiary is a Nationally Recognized Statistical Ratings Organization (NRSRO) that has earned a reputation for innovation and excellence in the structur…
Skills: Quantitative Analysis, Qualitative Analysis, Credit Risk Assessment, Microsoft Excel, VBA
Chicago, Illinois, United States · Hybrid
Job Duties: Architecting, optimizing and developing Python-based applications and APIs (FastAPI, Flask, RESTful services), including asynchronous programming and event-based architectures using cloud-native services (20%…
Skills: Python, FastAPI, Flask, PostgreSQL, Weaviate
Navi Mumbai, Maharashtra, India · Hybrid
Senior Investment Analyst – Workplace Solutions – Mumbai Job Description The Group: Morningstar, Inc.’s mission is to empower investor success. We were founded on the simple idea that when people have good investment inf…
Skills: Asset Allocation Analysis, Portfolio Construction, Investment Vehicle Analysis, Modern Portfolio Theory, Client Relationship Management
Navi Mumbai, Maharashtra, India · Hybrid
Position Title: Senior Infrastructure Engineer About Morningstar: Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private…
Skills: Okta SSO, Okta OIG, Okta Workflows, Active Directory, Azure Active Directory
Navi Mumbai, Maharashtra, India · Hybrid
Position Title: Senior Infrastructure Engineer About Morningstar: Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private…
Skills: Okta SSO, Okta OIG, Okta Workflows, Active Directory, Azure Active Directory
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The role involves supporting month-end and quarter-end close processes and ensuring compliance with regulatory reporting requirements for Wealth entities. It also includes preparing board materials, modeling liquid capital, and collaborating with compliance teams.
Candidates must have a degree in Accounting or Finance and be fully qualified in CA, ACCA, CIMA, or equivalent. 4-7 years of accounting experience in the Wealth Management sector with knowledge of IFRS/Local GAAP is required.
Senior Accountant – EMEA West
The Team: Morningstar’s Finance team is responsible for accounting, financial planning and analysis of the company’s financial results, ensuring adherence to local statutory requirements, and compliance with relevant regulatory bodies (FCA, etc.). The team works closely with our business groups to provide them with timely and insightful information for informed business decisions.
The Role: Morningstar is looking for a Wealth Accountant – EMEA West (UK, Jersey, Middle East, and South Africa) to join our finance team. This is a role within the Wealth pillar, combining both regulatory support and controllership activities. Reporting to the Wealth Controller – EMEA West, the successful candidate will play a key role in supporting regulatory reporting requirements while also contributing to core controllership functions including month-end close, financial analysis, and business partnering.
This role is an excellent opportunity to develop expertise across both regulatory reporting and controllership functions while working closely with experienced finance professionals. The position is based in our Mumbai office with a 4 day in office hybrid working arrangement.
Responsibilities:
Support month-end and quarter-end close processes for Wealth entities, including journal entries, reconciliations, and variance analysis.
Assist in preparing and maintaining cash flow reports to ensure compliance with regulatory requirements and operational needs of the business.
Help in executing financial reporting submissions to local regulatory bodies in relevant jurisdictions
Collaborate with the compliance team to meet regulatory reporting requirements and address compliance-related issues.
Participate in preparing materials for regulated entities' board meetings.
Support in modelling regulatory and liquid capital, wind-down scenarios, and stress tests for regulated entities.
Help in preparing quarterly board packs for regulated entities
Help maintain the financial risk register for presentation to the legal entity board of directors.
Contribute to identifying and implementing improvements in both regulatory reporting and controllership processes.
Stay informed about local and international regulations impacting financial reporting requirements.
Requirements:
A degree in Accounting, Finance, or a related field; fully qualified in CA, ACCA, CIMA, or equivalent is required.
Experience working in Wealth Management sector
4-7 years of accounting experience, with exposure to financial reporting, and month-end close processes
Basic understanding of FCA reporting requirements and regulatory processes.
Detail-oriented and motivated individual with a willingness to learn and manage tasks effectively.
Good communication skills and the ability to work well in a team.
Knowledge of local GAAP / IFRS; familiarity with US-GAAP is a plus.
Experience with or willingness to learn Oracle Financial Systems and Hyperion Financial Management.
Ability to work in a dynamic, fast-paced environment with a proactive approach to problem-solving and continuous improvement.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal EntityMorningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.
Offices: 22 W. Washington St., Chicago, IL 60602, US · Calle de Maria de Molina, 39, Madrid, Community of Madrid 28006, ES · 1 Toronto St, Suite 500, Toronto, Ontario M5C 2V6, CA · 1155 Boulevard René-Lévesque O, Suite 2500, Montreal, Quebec H3B 2J6, CA · Rua Prof. Atílio Innocenti, 165, sala 3-123, Vila Nova Conceição, São Paulo, SP, BR
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.
Offices: 22 W. Washington St., Chicago, IL 60602, US · Calle de Maria de Molina, 39, Madrid, Community of Madrid 28006, ES · 1 Toronto St, Suite 500, Toronto, Ontario M5C 2V6, CA · 1155 Boulevard René-Lévesque O, Suite 2500, Montreal, Quebec H3B 2J6, CA · Rua Prof. Atílio Innocenti, 165, sala 3-123, Vila Nova Conceição, São Paulo, SP, BR
