Associate Manager
Morningstar · Mumbai
Title: Associate Manager, Product Involvement & CWR
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.
Business Unit: Sustainalytics provides high-quality, analytical environmental, social and governance (ESG) research, ratings and data to institutional investors and companies that help them identify, understand and manage ESG-driven risks and opportunities. Our mission is to provide the insights required to make more informed decisions that lead to a more just and sustainable global economy.
Team: The Product Involvement and Controversial Weapons team, one of the data teams responsible for delivering Morningstar Sustainalytics’ suite of ESG products. The Product Involvement and Controversial Weapons Research team is responsible for delivering Morningstar Sustainalytics’ research on company involvement in products and services which allows clients to screen according to specific criteria motivated by ethical, impact, compliance, ESG risk or other investment considerations.
Role: This role is responsible for overseeing day-to-day operations, leading a group of Team Leads, and ensuring the smooth execution of all data collection activities. The Manager will work closely with internal stakeholders to deliver on agreed-upon research commitments while upholding high standards of quality, accuracy, and timeliness. The position carries full accountability for the team’s overall performance and is expected to drive continuous improvements in productivity, efficiency, and delivery excellence.
Shift: General
Responsibilities:
People Management
Build and lead a high-performing team of analysts by providing clear direction, setting goals, and optimizing resource allocation.
Strengthen the team’s understanding of ESG impact concepts and improve analysts’ ability to apply these in research indicators.
Coach and develop Team Leads/Senior Analysts to enhance their managerial capability, leadership behaviors, technical competence, and content expertise.
Motivate, engage, and recognize team members and Team Leads to maintain high morale and performance.
Research Output Management
Lead effective research planning, evaluate team performance, and prepare monthly performance and insights reports for senior management.
Ensure timely and accurate delivery of research outputs across multiple research requirements and priorities.
Business Process Improvement
Apply LEAN, Six Sigma, and other continuous improvement approaches to enhance research processes.
Map, standardize, and document workflows into clear SOPs.
Lead issue management activities, including root-cause analysis and development of corrective and preventive actions.
Qualifications:
Master’s degree in any discipline.
7+ years of relevant experience, preferably in secondary research or data operations; exposure to ESG/Sustainability is an advantage.
Demonstrated experience coaching Team Leads/Senior Analysts and managing people-leadership responsibilities.
Prior experience hiring analysts, establishing research teams, overseeing research operations, improving research processes, and ensuring high-quality delivery.
Ability to operate effectively in a fast-paced, international, and technically complex environment.
Strong analytical, problem-solving, and entrepreneurial mindset.
Exceptional attention to detail, with the ability to proactively identify, assess, and manage risks.
Strong communication and relationship-building skills with stakeholders across levels and geographies.
Proven project management skills and experience optimizing workflows and processes.
Proficiency in Microsoft Excel, Power BI, and PowerPoint.
Familiarity with text mining or artificial intelligence tools is a plus.
Alignment with Sustainalytics’ mission, vision, and values.
Morningstar is an equal opportunity employer.
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.
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