Job Description

The Group:

About the Products Group: The Products group is home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed products that delight our clients. The group\xe2\x80\x99s product management, product development, and service teams collaborate with our Client Solutions group to help provide clients with relevant products and bundled solutions.
About Morningstar\xe2\x80\x99s Investment Management group: Drawing on our core capabilities in asset allocation, investment selection, and portfolio construction, Morningstar\xe2\x80\x99s Investment Management group provides a global point of view and local market experience. Our investment professionals, located around the world, are guided by core principles focused on long-term investment results and helping end investors reach their financial goals. Built around world-class investment strategies and harnessing the global resources of Morningstar, Inc., our investment offerings support financial advisors, institutions, and the investors they serve. Morningstar\xc2\xae Managed Portfolios provides professional guidance and access to strategies that can help investors reach their financial goals.

Role

Product Managers design, develop, and manage activities for a specific product from conceptualization, definition, and planning through implementation, release, enhancement and eventual sun-setting \xe2\x80\x93 the product lifecycle. Product Managers act as both product experts and strategists to translate market trends, customer needs, competitive intelligence, and Morningstar intellectual property into innovative deliverables that solve customer problems and evangelize those innovations internally and externally.

Morningstar is looking for a talented Product Manager to lead the development of our Morningstar Managed Portfolios (MMP) platform. As a Product Manager, you will lead a cross-functional team of designers, developers, and quality assurance analysts to execute on a portfolio of complex projects related to designing the next generation Managed Portfolios platform. This position reports into the Director of Product Management and is located in our Mumbai office.

Responsibilities:

Own the tactical roadmap, requirements, and product development lifecycle for a squad dedicated to architecting and implementing a new and improved Managed Portfolio platform.

Champion Managed Portfolios platform integration with 3rd parties and other Morningstar products and capabilities, working closely with development teams across the Products and Data teams

Develop high-quality user stories, business requirements, story estimations and acceptance criteria for use by developers and quality assurance analysts.

Work within an Agile software development framework and scrum team setting including UX designers, developers and QA

Develop business requirements refined and validated with customers and stakeholders, prioritize the backlog queue across multiple projects and workstreams, and work within an Agile software development framework.

Understand both business and technology requirements, serving as a conduit between stakeholders, sales, service, marketing, compliance, design, operations and technology teams.

Breakdown and analyze complex workflows and systems, identify inefficiencies/areas for improvement, and define solutions to improve the client experience.

Track Key Performance Indicators and measurements of product success as it relates to deploying platform improvements.

Conduct user testing activities to help vet and develop new functionality and user experiences.

Qualifications:

Experience with financial advisor tools, managed account platforms, asset management operations, proposal generation, account opening, portfolio accounting, performance reporting and trading is strongly preferred.

A bachelor\xe2\x80\x99s degree in finance, economics, computer science or related field is required; a graduate degree is a plus.

A minimum of 7 years of relevant experience in product management, business analysis or client solution roles

Knowledge and experience with agile development, and good technical acumen required.

Excellent oral and written communication, planning, and analytical skills

Self-directed and detail-oriented

A passion for building software; ability to motivate and grow a collaborative, cross-functional team with a track record for quality and on-time deliveries.

Must be willing to occasionally connect with global colleagues at off-hours.

Experience with Morningstar products, services and data preferred.

Morningstar is an equal opportunity employer.

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\xe2\x80\x99s 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\xe2\x80\x99ve found that we\xe2\x80\x99re at our best when we\xe2\x80\x99re 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\xe2\x80\x99ll have tools and resources to engage meaningfully with your global colleagues.

Morningstar