Team Lead

Title: Team Lead, Mumbai

Location: Vashi, Navi Mumbai

Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities.

Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years.

Team: Morningstar’s Research group provides independent analysis on individual securities, managed investments, portfolios, and markets. The group also collects and maintains high-quality data on the equities, managed investments, and fixed-income investments we cover in our database, one of the largest investment databases in the world. Morningstar is one of the largest independent sources of manager, equity, and credit research in the world. We transform data into insights that investors can use to reach their financial goals. 

Role: Team Lead oversees the management of the day-to-day activities for a sub-team of managed investment data (MID) that powers the Morningstar products and platforms. Typically, the Data Team Lead works closely with Global Process Owners, MID Data Leaders and Global Data Director, as well as with the global stakeholders to ensure that all the agreed deliverables from the team are met, and that the team is fully equipped in terms of training and documentation. He or she, together with MID Data Leaders and Global Data Director, will be accountable for ensuring and improving the performance, productivity and efficiency of the teams and the delivery of the operational performance KPIs, for team engagement, morale, and supporting the build for growth ladders of members. This role will functionally report to MID Data Leader, and matrix report to MID Data Director, based in Mumbai. 

Shift: AU/UK

Responsibilities:

• Assist in managing and developing a team of 10+ Data Research Analysts by providing clear direction, establishing SMART goals, and optimizing resource allocation for processes/projects. 
• Working closely with multiple global teams and across various functions. Participate regularly in global calls and meetings. 
• Assist the team to identify and eliminate roadblocks by partnering with technology teams and other database teams.  
• Should be able to research complex projects leading to actionable recommendations and solutions.  
• Fair product knowledge, both upstream and downstream. 
• Assist in promoting LEAN Six Sigma tools and methodologies as an analyst framework for assessing the root cause of issues and improving processes. 
• Ensure appropriate methods and techniques to improve and maintain the highest quality standards in the data collected by the team. 
• Acts as main point of contact/manager for his or her entire team for all questions, comments and concerns. 
• Tracks, measures and reports on agreed daily, monthly and quarterly metrics to all stakeholders. 
• Provides coaching and training to team members as appropriate and according to the specific needs of the individual and the group. 
• Identifies areas for improvement 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. 
• Sets goals and priorities for the individuals in the team in consultation with the Global Process Owner, MID Data Leaders and Global Data Director. 
• Effectively motivates and rewards the team insuring good overall morale. 
• Conducts performance reviews of each team member and explains/sets career development paths and opportunities for team members. 
• Monitors Data Research Analysts availability to guarantee minimum staffing requirements are met/exceeded. 
  
  
  

Qualifications:

• Bachelor/master’s degree in finance/business with an exceptional academic record. 
• Professional degree (CA, CA-Inter, ICWA, ICWA-Inter) preferred. 
• 5+ years of professional work experience at various levels of seniority. 
• Strong people and project management skills. 
• Ability to effectively communicate with local and international teams. 
• Proven experience optimizing processes. 
• Prior experience leading teams of 10+ people will be an additional advantage. 
• Demonstrated successful leadership in building a high-performing team and developing talents. 
• Experience in business analysis is preferred. SQL or Python skills would be a plus. 
• A bachelor’s degree is required; professional certificates like CFA or Certificate in lean, Six Sigma would be plus.
  
  
  

Morningstar is an equal opportunity employer.

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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.

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