Job Location: Mumbai
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:
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Establishing and achieving the set SMART goals with the direction of the team lead.
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Have a very good understanding of the fundamental data for companyโs income statement, cash flow statement, balance sheet, and other fundamental data sets.
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Participate in the Centre of Excellence initiative focused on reducing resource costs, consolidating global data collection platforms, and supporting database integration projects.
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Own and Drive continuous improvement within the process through Quality initiatives.
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Collecting and analysing equity fundamentals data for Global market and taking ownership in data quality controls to ensure consistent and highquality data are manufactured in order to meet product requirements.
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Manage data as per client-specific requirement, while at the same time adhering to Morningstar’s set KPIs and KRAs.
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Develop a thorough understanding of the various filing nomenclature of countries under coverage.
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Passion for data and its impact on decision making.
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Closely work with quality assurance and technical department to resolve clientsโ data issues timely and effectively.
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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.
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Participate in other data and process related projects, like industry/market data collection methodology research, market expansion, process certification, new product development support, etc.
Requirements:
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Bachelorโs degree in commerce/ finance/ business with minimum 60% in final year, Masterโs degree would be an added advantage. CA Inter/CFA level 1 candidates are also preferred.
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0-3 yearsโ experience in the financial domain related to equity data.
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Strong commerce/finance/accounting fundamentals.
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Proficient with the data management policies, procedures and common technical tools.
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Ability to exercise control over the executed tasks with the planned activities.
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Strong analytical and communication skills.
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Good command in MS Office (excel, PowerPoint etc.).
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Excellent communication written as well as verbal & reporting skill
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Prior Knowledge of IFRS GAAP would be an added advantage.
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Able to work under tight deadlines and handle pressure during peak seasons.
Morningstar is an equal opportunity employer
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity
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