Associate Team Leader

Title: Associate Team Lead
Shift: General

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 has been a leading independent provider of Environmental, Social and Governance (ESG) research for almost 30 years. Our mission is to provide the insights required to make more informed decisions that lead to a more just and sustainable global economy. We provide high-quality, analytical ESG research, ratings and data to institutional investors and companies that help them identify, understand, and manage ESG-driven risks and opportunities. Clients use our insights to make investment decisions, engage with companies about their business activities, and drive change.

Team: The Indicator Research Team delivers research for Sustainalytics’ suite of ESG products to clients, notably our flagship ESG Risk Rating. The team conducts company ESG research and analysis for a broad universe of companies and indicators that form the basis of the ESG Risk Rating reports that Sustainalytics publishes. ESG indicators speak to the way corporates manage ESG material risks for the industry. The Indicator Research Team will work closely together with existing ESG Risk Rating teams in other locations, who process the indicator research outcomes in the company-level ESG Risk Rating reports to deliver these to clients.  

Role: The Team Lead manages research activities for a team of up to 10 analysts conducting ESG indicator research. The position will oversee the output and quality of the research performed by the analyst team. The ideal candidate can thrive in a fast-paced dynamic technical environment, has strong communication skills, forms strong relationships with stakeholders, and proactively identifies and manages risks while improving the analyst team’s performance, and efficiency. 

Responsibilities: 

Manage People

• Lead a team of analysts by providing clear direction, establishing SMART goals, and optimizing resource allocation.
• Provide coaching and training to develop the necessary technical skills and content knowledge.

Manage Research Output

• Lead effective research planning, analyse team performance, and produce monthly reports for Senior Managers.
• Ensure timely delivery of research, meeting research and quality requirements.

Manage Content

• Stimulate team members to enhance their understanding of relevant ESG issues and to improve analyst guidance on related research indicators.

Improve Business Processes

• Partner with the Continuous Improvement team to optimize the research process and to assess root causes of issues using LEAN Six Sigma tools and methodologies
• Assist the Associate Director/Research Manager in identifying and eliminating roadblocks by partnering with the Research Operations team.

Qualifications:

• Bachelor’s degree in any discipline.
• At least 3 years of relevant work experience, preferably in a research environment, with a focus in the company research or ESG space.
• Fluency in English with strong oral and written communication skills.
• Proficiency with MS Office suite, particularly MS Excel; experience with data visualization tools such as Power BI/Tableau is considered an asset.
• Prior experience leading teams of 5+ people will be a plus.
• Strong analytical and entrepreneurial skills, problem-solving attitude, and quick decisiveness.
• Meticulous attention to detail; good project management and execution skills.
• Proven experience optimizing processes, affinity with text mining and/or exposure to artificial intelligence is an asset.
• Alignment with Sustainalytics’ mission, vision and values

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.