This article describes an entry-level Data Analyst role in Morningstar’s Data and Operations group. It outlines the kinds of datasets you will work with, the core responsibilities you will perform, and the tools and training available to build skills in Excel, SQL, and Power BI. It also covers eligibility requirements, shift expectations, and the anticipated joining timeline of Q2 – 26.
Role overview and datasets
The role is an entry-level Data Analyst position within Morningstar’s Data and Operations group. Work involves handling diverse datasets across multiple financial and sustainability domains.
- Public equity filings
- Private market transactions
- ESG taxonomies
- Managed investment data and funds
- Reference entity data
Tools, training and development
Candidates will build practical skills in Excel, SQL, and Power BI. The position includes structured training, mentoring, and development opportunities to support on-the-job learning and progression.
Training and mentoring are designed to reinforce research methods and process standards used by the team.
Responsibilities and day-to-day tasks
Daily responsibilities focus on accurate data handling, validation, and collaboration to resolve issues.
- Searching for, collecting, and verifying data
- Handling internal and client queries related to data
- Learning and applying research methods and process standards
- Collaborating with colleagues to identify and resolve data issues
Eligibility, location and joining details
The role is open to fresh graduates and professionals with up to 1 year of experience.
- Educational requirement: Bachelor’s degree, preferably in finance, with 60% marks
- Strong English communication skills
- Proficiency in MS Office, especially Excel
- Attention to detail and the ability to work under tight deadlines
- Role is permanently based in Mumbai (Vashi) with rotational shifts, including night shifts
- Anticipated joining: Q2 – 26
In summary, this entry-level Data Analyst position at Morningstar focuses on working with varied financial and ESG datasets while developing Excel, SQL, and Power BI skills through structured training and mentoring. Responsibilities center on data collection, verification, query handling, and collaboration. Candidates must meet the stated educational and skill requirements and be available for the Mumbai (Vashi) rotational shift pattern, with joining anticipated in Q2 – 26.
