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Morningstar Data Analyst Interview Questions and Answers
19 Interview questions
ESG stands for Environmental, Social, and Governance, focusing on sustainable and ethical practices in business.
Environmental: Companies are evaluated on their impact on the planet, e.g., carbon emissions reduction initiatives.
Social: This includes how companies manage relationships with employees, suppliers, and communities, such as diversity and inclusion programs.
Governance: Refers to the leadership and managem...
I excel at multitasking by effectively managing multiple projects and prioritizing tasks to ensure timely completion.
I use project management tools like Trello to track multiple tasks simultaneously.
In my previous role, I handled data analysis while preparing reports for stakeholders.
I often juggle data cleaning, visualization, and presentation tasks in parallel.
Liquidity ratio measures a company's ability to pay off its short-term debts using its liquid assets.
Liquidity ratio is calculated by dividing a company's liquid assets by its short-term liabilities.
The formula for liquidity ratio is: Liquidity Ratio = (Liquid Assets / Short-term Liabilities)
Liquid assets include cash, marketable securities, and accounts receivable.
Short-term liabilities include accounts payable, ...
Receivable turnover is a financial ratio that measures a company's efficiency in collecting its accounts receivable.
Receivable turnover = Net Credit Sales / Average Accounts Receivable
Net Credit Sales is the total sales made on credit minus any returns or allowances
Average Accounts Receivable is the average of the beginning and ending accounts receivable balances
A higher receivable turnover indicates that a compan...
Goodwill is an intangible asset that represents the excess of the purchase price over the fair market value of a company's net assets.
Goodwill is reported on the balance sheet as a non-current asset.
It is not amortized but tested for impairment annually.
Goodwill can arise from acquisitions of other companies or from internal business development.
If the fair market value of the acquired company's net assets is high...
Bank reconciliation statement is a document that compares the bank statement with the company's accounting records.
It helps to identify any discrepancies between the two records.
It includes details of deposits, withdrawals, and bank charges.
It ensures the accuracy of the company's financial records.
It is usually prepared monthly.
Example: If the bank statement shows a withdrawal of $100 but the company's records sh...
Morningstar HR Interview Questions
A promissory note is a written promise to pay a specific amount of money at a certain time.
It is a legal document that outlines the terms of a loan or debt.
It includes the amount borrowed, interest rate, repayment schedule, and consequences of default.
Examples include personal loans, student loans, and business loans.
Promissory notes can be bought and sold as a form of investment.
They are enforceable by law and ca...
Payables turnover ratio is a financial metric that measures how quickly a company pays off its suppliers.
It is calculated by dividing the cost of goods sold by the average accounts payable balance.
A high ratio indicates that a company is paying off its suppliers quickly, while a low ratio suggests that it is taking longer to pay its bills.
The ratio can be used to assess a company's liquidity and its ability to man...
A stock split increases the number of shares outstanding and decreases the price per share, but does not affect the market capitalisation.
Stock split does not affect the total value of the company
Market capitalisation remains the same after a stock split
Stock split increases the number of shares outstanding and decreases the price per share
For example, if a company has 1 million shares outstanding and the stock sp...
The financial statements (BS, IS, CF) have common elements such as assets, liabilities, equity, revenue, expenses, and cash flows.
Assets: resources owned by the company
Liabilities: obligations owed by the company
Equity: residual interest in the assets of the company
Revenue: income generated by the company
Expenses: costs incurred by the company
Cash flows: inflows and outflows of cash
Morningstar Data Analyst Interview Experiences
15 interviews found
Anonymous
English, quant, logical reasoning
(2 Questions)
- Q1. Wacc, coc, beta
- Q2. Coc, equity, capm
I applied via Job Portal
Basic questions on basic knowledge
(3 Questions)
- Q1. IPO,Capital Market
- Q2. What is tge formula of receivable turnover?
- Ans.
Receivable turnover is a financial ratio that measures a company's efficiency in collecting its accounts receivable.
Receivable turnover = Net Credit Sales / Average Accounts Receivable
Net Credit Sales is the total sales made on credit minus any returns or allowances
Average Accounts Receivable is the average of the beginning and ending accounts receivable balances
A higher receivable turnover indicates that a company is ...
- Q3. What is formula for liquidy ratio?
Financial statement, equity capital structure, EPS, WASO
(3 Questions)
- Q1. What is EPS and WASO, market cap.
- Ans.
EPS stands for Earnings Per Share, WASO stands for Weighted Average Shares Outstanding, and market cap is the total value of a company's outstanding shares.
EPS is a financial metric that represents the portion of a company's profit allocated to each outstanding share of common stock.
WASO is the number of shares a company has issued and is used to calculate EPS.
Market cap is calculated by multiplying a company's current...
- Q2. What is Bond and its importance?
- Ans.
A bond is a fixed income investment where an investor loans money to an entity which borrows the funds for a defined period of time at a variable or fixed interest rate.
Bonds are issued by governments, municipalities, corporations, and other entities to raise capital.
Investors purchase bonds as a way to earn interest income while preserving capital.
The importance of bonds lies in their role as a source of funding for o...
- Q3. What is Goodwill and where its reported?
(1 Question)
- Q1. Are you comfortable in all shift?
- Ans.
I am flexible and adaptable, willing to work all shifts to meet the needs of the team and ensure project success.
Adaptability: I have experience working in various shifts, including nights and weekends, to accommodate project deadlines.
Team Collaboration: I understand that working different shifts can help ensure that team members are available for collaboration across time zones.
Availability: I am committed to being a...
Prashant Chourasiya
I applied via Naukri.com and was interviewed in Sep 2022. There were 4 interview rounds.
Equity related then aptitude and grammer
(3 Questions)
- Q1. What is promissory note?
- Ans.
A promissory note is a written promise to pay a specific amount of money at a certain time.
It is a legal document that outlines the terms of a loan or debt.
It includes the amount borrowed, interest rate, repayment schedule, and consequences of default.
Examples include personal loans, student loans, and business loans.
Promissory notes can be bought and sold as a form of investment.
They are enforceable by law and can be ...
- Q2. What is bank reconciliation statement?
- Q3. What do you mean by Payables turnover ratio?
- Ans.
Payables turnover ratio is a financial metric that measures how quickly a company pays off its suppliers.
It is calculated by dividing the cost of goods sold by the average accounts payable balance.
A high ratio indicates that a company is paying off its suppliers quickly, while a low ratio suggests that it is taking longer to pay its bills.
The ratio can be used to assess a company's liquidity and its ability to manage i...
(2 Questions)
- Q1. How do you deal with monotonous work?
- Ans.
To handle monotonous work, I focus on finding ways to make tasks more engaging and efficient while maintaining productivity.
Break Tasks into Smaller Chunks: I divide larger tasks into smaller, manageable parts to maintain focus and motivation. For example, analyzing a large dataset can be split into sections.
Set Personal Goals: I set specific, achievable goals for each work session, such as completing a certain number ...
- Q2. Features of promissory note.
- Ans.
A promissory note is a legal document that contains a promise to pay a specific amount of money to a person or entity.
It is a written promise to pay a debt
It includes the names of the parties involved
It specifies the amount of money to be paid
It outlines the terms of repayment, including interest rates and due dates
It can be secured or unsecured
It can be negotiable or non-negotiable
Interview Preparation Tips
Stay calm.
Test was easy.
TUSHARAKANTA PRADHAN
Selected
I appeared for an interview before May 2024, where I was asked the following questions.
- Q1. What are the different Derivatives
- Ans.
Derivatives are financial instruments whose value is derived from an underlying asset or index.
1. Forward Contracts: Agreements to buy/sell an asset at a future date for a price agreed upon today. Example: A farmer locks in a price for wheat.
2. Futures Contracts: Standardized forward contracts traded on exchanges. Example: Oil futures traded on the NYMEX.
3. Options: Contracts giving the buyer the right, but not the obl...
- Q2. What do you know about ESG
- Ans.
ESG stands for Environmental, Social, and Governance, focusing on sustainable and ethical practices in business.
Environmental: Companies are evaluated on their impact on the planet, e.g., carbon emissions reduction initiatives.
Social: This includes how companies manage relationships with employees, suppliers, and communities, such as diversity and inclusion programs.
Governance: Refers to the leadership and management p...
- Q3. Mutual Funds & Types
- Q4. How good at multitask
- Ans.
I excel at multitasking by effectively managing multiple projects and prioritizing tasks to ensure timely completion.
I use project management tools like Trello to track multiple tasks simultaneously.
In my previous role, I handled data analysis while preparing reports for stakeholders.
I often juggle data cleaning, visualization, and presentation tasks in parallel.
- Q5. V-lookup, pivotable in Financial Model
I applied via Company Website and was interviewed in Sep 2022. There were 3 interview rounds.
Exam was so hard difficult to Crack
(2 Questions)
- Q1. Basic financial question and basic accounting
- Q2. Cash flow statments and Cashflow activities
Interview Preparation Tips
Selected
I applied via Naukri.com and was interviewed before Oct 2022. There were 3 interview rounds.
General aptitude test
(5 Questions)
- Q1. Finance related questions
- Q2. Accounting Questions
- Q3. Financial terms
- Q4. Ratios related questions
- Q5. Resume screening
Interview Preparation Tips
- Preparing Financial Statements
- General Accounting
Double entry, isin, balance sheet
(1 Question)
- Q1. Tell me about yourself.
Interview Preparation Tips
I applied via Referral and was interviewed in Jun 2021. There was 1 interview round.
Interview Questionnaire
1 Question
- Q1. Financial statements , What are corporate actions, income statement
Interview Preparation Tips
Interview Questionnaire
1 Question
- Q1. What are the financial statements? How cost sheet of bank different from cost sheet of manufacturing company? What is debt to equity ratio? What is stock option? What is Stock split? What is lease financin...
- Ans.
Financial statements, cost sheet, debt to equity ratio, stock option, stock split, lease financing, profitability ratios.
Financial statements are reports that show the financial performance of a company.
Cost sheet of a bank includes interest expenses and income, while cost sheet of a manufacturing company includes direct and indirect costs.
Debt to equity ratio is a financial ratio that shows the proportion of debt and ...
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Morningstar Data Analyst Reviews and Ratings
based on 39 reviews
Rating in categories
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Data Research Analyst
1.6k
salaries
|  ₹3.5 L/yr - ₹8.3 L/yr |
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Research Associate
659
salaries
| ₹3.5 L/yr - ₹7 L/yr |
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Senior Data Research Analyst
641
salaries
| ₹4.6 L/yr - ₹8.6 L/yr |
|
Software Engineer
378
salaries
| ₹10 L/yr - ₹16 L/yr |
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Senior Research Associate
355
salaries
| ₹4.1 L/yr - ₹9 L/yr |
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