Business Analyst

Business Analyst - International Wealth - Mumbai
Morningstar is committed to empowering investor success. One way we accomplish this is by offering independent research and great software products to financial advisers and individual investors. We believe that when the investor wins, we all win.
At Morningstar, your contributions have meaning and can drive change. We offer a place where talented, driven people can grow. Our differences are our strength; the fact that we don't all think the same way and encourage unique perspectives helps create great products and services for our clients.
The Opportunity:
We're a data, research, technology, and investment company seeking a Business Analyst with a background in financial services to work in the Content and Website Squad which supports our investments research and content offerings for the Australian retail-investor audience.
We think having a client focus, financial services industry knowledge, creativity and initiative are essential in this role as you will manage Morningstar product and integration projects across a wide range of Morningstar capabilities, including but not limited to Data, Research and Digital Solutions.
You will support the product owner of squad on multiple projects and initiatives working closely with them to define and document requirements. You will also play a role in ensuring excellent collaboration between stakeholders including product managers, data, technology, marketing, and other client/third party stakeholders to deliver technology and business solutions.
This role is based in our Mumbai office working alongside the Engineers and QA members who work on this squad. The role will report locally into India with a functional reporting line into our Australia delivery team.
What you'll do:

• Work close with product owner and stakeholders to elicit, analyse, communicate, and validate requirements for initiatives - this could span business operations, databases, internal systems or products.
• Look to provide local project coordination and local product drive for the squad.
• Manage requirements including stakeholder requirements, product backlogs, EPICs, and user stories through the development life cycle (agile and waterfall) to meet business needs.
• Develop strong working relationships with business and technology stakeholders, both in India, Australia and with global stakeholders when required.
• Partner with Product managers, project managers, program managers and development team to ensure the requirements are met.
• Demonstrate project, product, business requirements with key stakeholders.
• Support testing, training and implementation activities to ensure successfully delivery of the overall business and technology solutions.

Qualifications & experience required:

• High level of attention to detail together with good analytical skills and a response nature.
• Tertiary qualification in business, finance or technology
• Knowledge in both Agile and waterfall methodologies
• Good written and presentation skills.
• Product knowledge in Morningstar Australia software products including Investor AU, Morningstar.com.au, AdviserLogic (AU) or Adviser Research Center (AU) would be beneficial.
• Previous experience in project management or business analysis role is preferred.

Human skills:

• Strong communication skills, both written and oral, and professional presentation capabilities with an aptitude to collaboratively build effective internal and external business relationships.

• A sense of optimism, humility, and humour.
• The ability to work with integrity, professionalism, and a collaborative attitude.
• Empathy and the maturity to own and learn from challenges.
• A proactive approach and can-do attitude to solving problems.
• A drive to succeed, and exceptional collaboration skills.
• Ability to work independently, priorities workload to meet deadlines and work well under pressure.

What you need to enjoy and be good at for this role:

• A passion for "doing the impossible;" committed to testing, learning, and iterating.
• Adaptability to change and willingness to challenge the status quo

Other things that would be useful to have, but not necessary:

• Experience using JIRA, Confluence, Asana or other project management software
• Business analysis or project management qualification
• Financial services software experience

Please attach a resume and cover letter to your online application.
Morningstar is an equal opportunity employer.
*No recruitment agencies, please*
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity
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 work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically 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.