Morningstar

Data Research Analyst - Equity Operations

Morningstar
Not Disclosed
0-3 Years Full Time
Mumbai, Maharashtra, IN

Vacancy: Not Disclosed Posted: 1 year ago Applicants: 1
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Job Description

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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 company s income statement, cash flow statement, balance sheet, and other fundamental data sets.

Participate in the Centre 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 Morningstars 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.

Requirements

Bachelor s degree in commerce/ finance/ business with minimum 60% in final year, Master s degree would be an added advantage. CA Inter/CFA level 1 candidates are also preferred.

0-3 years experience in the financial domain related to equity data.

Strong commerce/finance/accounting fundamentals.

Proficient with the data management policies, procedures and common technical tools.

Ability to exercise control over the executed tasks with the planned activities.

Strong analytical and communication skills.

Good command in MS Office (excel, PowerPoint etc.).

Excellent communication written as well as verbal & reporting skill

Prior Knowledge of IFRS GAAP would be an added advantage.

Able to work under tight deadlines and handle pressure during peak seasons.

 

Skills Required: Data Quality,Continuous Improvement


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