Quality Assurance Team Leader

Title: Quality Assurance Team Lead, Mumbai

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.
Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years.

The Team

Morningstar is a financial services company committed to helping people achieve financial security through trusted investment research and data. Our Managed Investment Data (MID) team plays a crucial role in this mission by working directly with asset management companies, which send us comprehensive data on their funds. This data includes information on portfolios, ownership stakes, investment styles, NAVs (net asset values), holdings, and operations. Our team’s responsibility is to collect, organize, and standardize this data, adding value with Morningstar’s own analytics to help investors make better-informed decisions.

The work of the MID team supports individual investors, financial advisors, and institutional clients by ensuring they have access to clear, accurate, and compliant investment data across Morningstar’s software and data platforms. Since 2020, the team has grown significantly, expanding from just five people to over 380. This growth reflects the increasing importance of our work and the high demand for reliable managed investment data in the financial industry. By managing new fund activations and essential documentation, the MID team helps ensure data accuracy and regulatory compliance, which are essential for effective fund management and supporting the broader financial ecosystem.

The Role

The Quality Assurance Team Lead plays a pivotal role in driving a culture of quality excellence, innovation, and proactive service transformation across Morningstar’s global Managed Investment Data (MID) operations. This strategic position is critical in ensuring the accuracy, consistency, and timeliness of data that powers Morningstar’s flagship products and platforms used by millions of investors worldwide.

In this role, person will lead analytics-driven initiatives, translate client feedback into actionable improvements, and spearhead process transformation using Lean, Six Sigma, and Agile methodologies. Your work will shift operations from reactive issue handling to a proactive, insight-led approach that enhances service delivery, operational agility, and end-to-end accountability.

Collaboration will be at the heart of your work, as you engage with diverse global teams to introduce best practices, streamline workflows, and embed specialization in our ongoing processes. You will also play a key role in fostering team development, elevating process knowledge, and ensuring audit-readiness through robust documentation and governance.

This role reports to the Quality & Transformation Manager and offers significant visibility, ownership, and the opportunity to drive high-impact outcomes in a fast-paced, data-centric environment.

Shift: General

Responsibilities:

• Data Quality & Governance: Ensure consistent and accurate data output by embedding quality standards, early-warning systems, and risk detection models.

• Client Feedback Integration: Operationalize client and internal stakeholder feedback into structured process enhancements and continuous improvement cycles.

• Process Improvements & Innovation: Lead cross-functional improvement initiatives using Lean, Six Sigma, and Agile practices to optimize workflows and eliminate inefficiencies.

• Analytics Leadership: Utilize tools like SQL, Power BI, and Python to surface actionable insights and support data-driven decision-making.

• Knowledge & Capability Building: Develop and maintain SOPs, process playbooks, and training materials to enhance operational maturity and readiness.

• Global Collaboration: Partner with cross-regional teams to introduce specialization, drive harmonization, and elevate quality benchmarks across geographies.

• Team Development: Mentor and guide team members to build analytical, problem-solving, and process transformation capabilities.

• Client Issue Resolution: Engage with internal teams to investigate client concerns, gather operational insights, and ensure timely issue resolution.

• Root Cause Analysis (RCA): Lead RCA exercises for recurring issues, document learnings, and track closure of corrective actions to prevent reoccurrence.

• Workflow Mapping & Simplification: Utilize tools like Gliffy to visualize and optimize workflows, enhancing operational agility and frontline efficiency.

• KPI & SLA Management: Define, monitor, and improve operational KPIs, SLAs, and SLOs, working closely with process owners and delivery teams to ensure consistent performance.

Requirements

• Data Analytics Tools:

• Hands on experience in SQL, Power BI, and Python for data analysis and reporting

• Ability to create dashboards, generate insights, and build early-warning systems

• Process Improvement Frameworks:

• Working knowledge of Lean, Six Sigma (Green Belt/Yellow Belt preferred)

• Experience applying Agile methodology for continuous improvement

• Workflow Mapping & Optimization:

• Proficiency in Gliffy to visualize and redesign processes

• Documentation & Governance:

• Expertise in creating SOPs and audit-ready documentation

• Quality Assurance:

• Strong grasp of data quality metrics, control mechanisms, and root cause analysis (RCA)

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.