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Vacancy For CA/CFA/Bachelor’s/Master’s As Process Trainer/Domain Expert With Morningstar At Mumbai

Company: Morningstar
Location: Mumbai

Required Skills: CA/CFA/Bachelor’s/Master’s , Process Trainer/Domain Expert
Required Exp: 3 to 5 years
Address: Mumbai
Category: CFA Jobs



Position: Domain Expert / Process Trainer

Department: Equity Data Operations

Team: Stock Options, Warrants, Restricted Stock.

No of Position: 1

Shift: General


Job Description :


Doman Expert /Process Trainer is an individual contributor role, should work with leadership team and help operations to resolve content collection issues with research. Conduct regular refresh to teams to improve the overall quality of content collection deliverable. Handle training activities which involve, onboarding, buddy, training associates, testing and inducting into the process. This position will be reporting to the manager of the process while closely with team leaders of the process. 


General Job Responsibilities 

  • Deep domain expertise of Equity/Fundamental data collections, Shares Data, Stock Options, Warrants, Restricted stock data exposure, Corporate Actions exposure and expertise is must.
  • Able to articulate business concepts clearly to team associates, Training new and existing teams.
  • Capable of converting business need into tech specs and mentor team leads to execute and direct tech to develop or improve tools and techniques.
  • Strong presentation and Interpersonal skills required to execute regular routine.
  • Should be very good in verbal communications and Documentation.
  • Ready to take up ad hoc needs of the business to conduct business
  • LEAN and Agile mindset to be versatile. Ensures the team is operating under the most effective structure. Identifies and develops talent, should be able to people in the right places of work. 
  • Provides coaching, mentorship and training to others on the team as appropriate and according to the specific needs of the individual and the group. 
  • Identifies areas for improvement with automation mindset, across the team and proactively takes steps to improve upon these weaknesses by offering ideas for individual and group training and conducting or arranging individual and group training sessions as appropriate. 
  • Effectively Train, Engage and Motivate new members as per team objectivity. 
  • Be a role model to the new entrants to understand the Morningstar Culture and demonstrate accepted behaviour in team.
  • Inclusive mindset and accommodate other opinions with good listening skills
  • Be an effective contributor to the process to improve overall quality and product expansion.



  • Strong in Equity/Fundamental data, Shares Data, Stock Options, Warrants, Restricted stock data and Corporate Actions data exposure.
  • Strong Presentation and Communication skills to present domain and conduct training and business acumen sessions.
  • People Engagement, Effective trainer capabilities
  • Analytical and Problem- Solving Skills (Must be able to interpret data and analytics in an operations environment) 
  • Automation and Quality mindset; Researching capability to offer new solutions of data
  • Self-Motivated; Ability to Motivate and Build Relationships with Others.


Desired Candidate Profile: 

  • Bachelor/Master’s degree in finance/business with an exceptional academic record 
  • Professional degree (CA, CFA) preferred 
  • Around 3 to 5 years of professional work experience and Trainer experience 
  • Good experience of finance and analytical operations, with an exposure of Securities (Stock Options, Warrants, Restricted Shares etc) and Capital Structure & Corp Actions data. 
  • Demonstrated ability to develop talent 
  • Strong people and project management skills
  • Eager to work in a high-performance culture
  • Willing to work on stretch assignments as individual contributor 

Date Posted:13-Feb-2021
Posted By: Shubham Vats
Views 191

Source: Morningstar Website

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Vacancy For CA/CFA/Bachelor’s/Master’s As Process Trainer/Domain Expert With Morningstar At Mumbai