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 · On-site
$1800k–$2200k/yr
Job Opening – IN Package Consultant - Marketing (Non-Adobe) ? Location: Seawoods, Navi Mumbai (Mumbai) ? Hiring experienced CRM professionals for BusinessNext / CRMNext CRM support, customization, and production support …
Skills: BusinessNext, CRMNext, CRM Customization, CRM Administration, L2 Support
Navi Mumbai, Maharashtra, India · On-site
Role Overview We are looking for a motivated and curious Junior Developer Intern to join our development team. This role is ideal for freshers or early-career developers who want hands-on exposure to real-world product d…
Skills: React.js, Angular, Node.js, HTML, CSS
Navi Mumbai, Maharashtra, India · On-site
At Capgemini Engineering, the world leader in engineering services, we bring together a global team of engineers, scientists, and architects to help the world’s most innovative companies unleash their potential. From aut…
Skills: SAP ECC, SAP S/4HANA, Application Management Services, P&L Management, Incident Management
Bengaluru, Karnataka, India · On-site
We deliver the world’s most complex projects.Work as part of a collaborative and inclusive team.Enjoy a varied & challenging role. Building on our past. Ready for the future Worley is a global professional services compa…
Skills: Multi-cloud Architecture, Azure, AWS, OCI, Terraform
Gandhinagar, Gujarat, India · On-site
Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you’d like, where you’ll be supported and inspired by a collaborative community of colleagues around the world, and …
Skills: CyberArk, Secure Cloud Access, Secure Web Session, AWS, Microsoft Entra ID
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
Navi Mumbai, Maharashtra, India · Hybrid
The Role: At Morningstar, our mission is to help investors achieve their goals by delivering innovative and efficient solutions. We are seeking a Senior Software Engineer to join our International Wealth Platform, which …
Skills: Azure, .NET Core, REST APIs, SQL, Vue
Navi Mumbai, Maharashtra, India · On-site
About the Company: WebMD Health Corp., an Internet Brands Company, is the leading provider of health information services, serving patients, physicians, health care professionals, employers, and health plans through our …
Skills: Adobe Illustrator, Adobe Photoshop, Adobe After Effects, Vector Illustration, Style Frames
Navi Mumbai, Maharashtra, India · On-site
About WebMD: WebMD Health Corp., an Internet Brands Company, is the leading provider of health information services, serving patients, physicians, health care professionals, employers, and health plans through our public…
Skills: Medical Writing, Clinical Data Analysis, SEO Optimization, Medical Literature Retrieval, Content Management Systems
Navi Mumbai, Maharashtra, India · On-site
At Capgemini Engineering, the world leader in engineering services, we bring together a global team of engineers, scientists, and architects to help the world’s most innovative companies unleash their potential. From aut…
Skills: GenAI, Agentic AI, Azure OpenAI, AWS Bedrock, LLMs
Navi Mumbai, Maharashtra, India · Hybrid
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 p…
Skills: Quantitative Investment Analysis, Index Construction, Python, Matlab, R
Navi Mumbai, Maharashtra, India · Hybrid
About Morningstar: Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of…
Skills: Business Analysis, Requirements Gathering, Agile Methodology, User Story Creation, Backlog Refinement
Navi Mumbai, Maharashtra, India · On-site
Job Requirements Job Requirements Job Title: Teller Company Name: IDFC FIRST Bank Job Type: Full-Time Job Category: Branch Operations & Branch Customer Service Department: Retail Banking > Branch Banking > Branch Locatio…
Skills: Customer Service, Cash Handling, Banking Transactions, Communication Skills, Interpersonal Skills
Navi Mumbai, Maharashtra, India · Hybrid
Title - Lead Software Development Engineer, Marketing Platform Automation Shift - General Company: As a member of the Product and Engineering team at PitchBook, you will be part of a team of big thinkers, innovators, and…
Skills: Java, Python, SQL, Marketo, Salesforce
Navi Mumbai, Maharashtra, India · On-site
Job Requirements Job Requirements Role/Job Title - Bank Authorizer Business - Retail Banking Function/ Department: Branch Banking Place of work: PAN India Job Purpose The role entails providing best in-class customer ser…
Skills: Customer Engagement, Retail Banking Operations, Cross Selling, Liability Build Up, KYC Compliance
Navi Mumbai, Maharashtra, India · Hybrid
The Role: At Morningstar, helping investors is what brings us together and drives our work. We are looking for a Senior Data Engineer to join the Corporate Systems Data Enablement team to support Morningstar’s Business I…
Skills: Data Engineering, AWS, Python, SQL, Snowflake
Navi Mumbai, Maharashtra, India · On-site
Job Requirements Role/ Job Title: Specialist - PAM Function/ Department: Retail Banking Operations Job Purpose: Expertise in managing bank's Credit Card PAM. Computer knowledge, MS office, should perform basic data analy…
Skills: Vendor Management, Inventory Management, Data Analysis, Credit Card Operations, Payment Processing
Navi Mumbai, Maharashtra, India · On-site
Job Requirements Developer (2005758) Role: Java Backend Developer Function/ Department: Information Technology Business Unit: New Age Job Purpose: Looking for enthusiast developers who would be willing to be a part of Cu…
Skills: Java, Spring Boot, APIs, Unit Testing, Test-Driven Development
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The role involves constructing and overseeing multi-strategy portfolios for institutional clients while mentoring junior investment analysts. Key duties include conducting in-depth asset allocation analysis and collaborating with global teams to enhance portfolio construction software.
Candidates must have a bachelor's degree in finance, business, or economics and 3 to 7 years of relevant investment experience. An MBA or CFA designation is preferred, along with strong quantitative and communication skills.
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 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:
• Mentor/guide/train other investment analysts through meetings, emails and weekly calls.
• Conduct in-depth asset allocation analysis, portfolio construction analysis, and investment vehicle analysis on retirement products using key modern portfolio theory statistics and techniques.
• Manage client relationships, communicate project goals and status updates externally, and act as key investment resource on an ongoing basis.
• Identify and work with technology, data groups and clients to resolve investment data issues.
• Lead and participate in testing projects to enhance current methodologies and processes within the server-based portfolio construction software
• Participate in research efforts on the retirement industry with a focus on advice and managed accounts products and services.
• Assess the theoretical and practical implications of our methodology as you strive to innovate and improve our products and services.
Requirements:
• A bachelor's degree in finance, business or economics
• An MBA and/or Chartered Financial Analyst® designation is preferred
• 3 to 7 years of relevant investment experience, preferably in the financial services industry.
• Excellent communication skills, both written and verbal.
• Comfort working in a quantitative environment.
• Creativity, the desire to innovate, and investing passion.
• Experience with or a desire to learn Morningstar software.
Morningstar is an equal opportunity employer.
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
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
