Data Research Analyst
Morningstar
Mumbai
2d ago

The Group :

Morningstars Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investments offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets.

Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors interests is the foundation of our company.

The Role : In this role you will work on collecting fundamental data from balance sheet, cash flow statement, income statement and footnotes for Global market companies as per the predefined collection policies.

You will adhere to local teams goals, policies and procedures and work in a focused manner to achieve the overall organizations goals and objectives.

You will be responsible for ensuring and improving the performance, productivity and efficiency and the delivery of the operational performance KPIs.

You will effectively manage your performance and development in order to support our continuous operational success. Responsibilities : Establishing and achieving the set SMART goals with the direction of the team lead.

Have a very good understanding of the fundamental data for companys income statement, cash flow statement, balance sheet, and other fundamental data sets.

Expected candidates to be strong in Financial Accounting concepts with through understandingParticipate in the Center of Excellence initiative focused on reducing resource costs, consolidating global data collection platforms, and supporting database integration projects.

Own and Drive continuous improvement within the process through Quality initiatives. Collecting and analyzing equity fundamentals data for Global market and taking ownership in data quality controls to ensure consistent and high quality data are manufactured in order to meet product requirements.

Manage data as per client-specific requirement, while at the same time adhering to Morningstar's set KPIs and KRAs. Develop a thorough understanding of the various filing nomenclature of countries under coverage.

Passion for data and its impact on decision making. Closely work with quality assurance and technical department to resolve clients data issues timely and effectively.

Actively 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.

Participate in other data and process related projects, like industry / market data collection methodology research, market expansion, process certification, new product development support, etc.

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