Senior Data Analyst, Shared Services, Credit Operations

Senior Data Analyst, Shared Services, Credit Operations

About the Role: Morningstar DBRS Structured Finance team is looking for candidates who will play the role of Senior Data Analyst within the Structured Finance group. Ideal candidates will have strong logical reasoning, operational and administrative skills, attention to detail, and the ability to manage multiple tasks. In this role, you will support global teams by uploading and downloading documents, extracting information from reports, including financial data input, conducting background research, maintaining document retention, supporting regulatory reporting, and performing quality control checks. You will also assist with processes related to pre- and post-rating committees. With experience, you will be expected to develop a thorough understanding of Structured Finance transactions, including primary deal documents and trustee reports, as well as the basics of the credit rating process. This position is based in out of Navi Mumbai.

Responsibilities

• Extract data from trustee reports using a pre-defined format and become familiar with SF-related terminology
• Provide support to global analysts on pre and post Rating Committee activities
• Conduct and ensure Conflicts of Interest Checks are completed prior to Rating Committee
• Assist the onshore team with document retention, regulatory reporting and quality control
• Establish rating committees requested by FA(s) including executing any necessary conflict checks
• Create and prepare materials for both internal and external meetings that maintain company standards and values
• Own ancillary tasks including administrative and streamlining of the ratings workflow
• Interaction with global stakeholders on timely basis & understanding their requirements
• Have a mindset to bring about process efficiencies and ideate automations

Requirements

• Bachelor’s degree in Commerce, Accounting, Economics, Finance or Management Studies
• 2-4 years of relevant Financial Data experience, experience at a rating agency is a plus
• Excellent communication and co-ordination skills and should be able to manage administrative tasks efficiently
• Proficient in computer applications, including Outlook, Word, Excel, and related tools.
• Strong attention to detail and accuracy
• Highly motivated, self-starter who is keen to learn, has a positive attitude and a strong work ethic
• Ability to manage multiple tasks at the same time and deliver results in a timely manner
• Good interpersonal skills and ability to participate/ contribute as a team player

Morningstar is an equal opportunity employer.

Hybrid model – partial work from home option where employee will from Morningstar’s Navi Mumbai offices 4 days a week (subject to change as per organizational directive).

About Us

Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.

Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.

Morningstar DBRS is the next generation of credit ratings.

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.