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Morningstar Interview Questions & Reviews

Getting the Interview  85 Interviews

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Interview Experience  78 Ratings

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85 interview experiences
Updated Apr 24, 2013
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Interview Outcome:   All No Offer Received Offer

Data Analyst at Morningstar

Accepted Offer – Interviewed in Chicago, IL – Reviewed Apr 24, 2013

Interview Details – The questions range from specific finance questions and Morningstar proprietary data questions to typical behavior questions.

Interview Question – Please explain how you would use Morningstar data to begin evaluating an equity and a fund.   Answer Question

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Data Analyst Intern at Morningstar

Accepted Offer – Reviewed Apr 21, 2013

Interview Details – First round is a call from HR for a phone interview, then second round is a in person interview at their office, third round is another phone interview with one of their higher up managers.

Interview Question – -How do you motivate other around you?
-What do you think this job will be like?
-What do you want to tell us that stands out about you?
  View Answer

Negotiation Details – Pay was hourly, you don't really negotiate as a intern...

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Data Analyst at Morningstar

Accepted Offer – Interviewed in Nov 2010 – Reviewed Apr 4, 2013

Interview Details – Expect lots and lots of interview. Anywhere between 6-10 30 minute interviews. Although for the most part they are just feeling out your personality and not drilling you with tough questions.

Interview Question – Focus a lot on why you want to work there.   Answer Question

Negotiation Details – did not negoitate

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Software Developer at Morningstar

Accepted Offer – Interviewed in Chicago, IL Feb 2013 – Reviewed Mar 22, 2013

Interview Details – Two phone interviews and an in-person interview

Interview Question – A lot of questions where about multi-threaded applications   Answer Question

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Data Analyst at Morningstar

Declined Offer – Interviewed in Chicago, IL Feb 2013 – Reviewed Mar 15, 2013

Interview Details – Interview process was quick, efficient, and very pleasant. Here are the steps I experienced and some advice on how to prepare:

1) Phone screen with HR - This round is very pleasant, incredibly understanding, and as professional as it gets! You'll likely get a fair number of behavioral questions to gauge your interest and how well you know the company does (research the website for this one) and why you want this particular position. I was informed that I would have an onsite interview right after the phone screen.

2) On-site interview within the next week or two - If you're a local candidate you won't get any transportation costs reimbursed. I had interviews with hiring managers and their bosses. Everyone is extremely nice and they are all very pleasant people to talk to. The office is really pretty awesome to walk into. My interviews did get shuffled around a little bit (one became a 2:1; this speaks to the casual and somewhat spontaneous nature of the firm) and the HR round was canceled. For entry level data analyst positions, it is very unlikely you will be tested on anything technical because the position to my knowledge does not require technical skills or prior investment knowledge; you'll get taught all of that on the job so it doesn't really matter. You are evaluated based almost exclusively on your enthusiasm, personality, interest, and knowledge of the company. I had questions that related to how to deal with conflict (with clients), how others perceive me, etc. If you show enthusiasm, maturity, and preparation, you will probably have a good experience. Be positive! =) Behavioral questions can be tough if you don't prepare some answers (before the interview, think of some examples of teamwork, hardships, and the like).

I received the offer a week and a half later as they do review other candidates, so expect some waiting time unless you're a superstar. For future reference: Unlike what other interviewers state, you can negotiate (within reason, and if you do so professionally). As a tip that is unrelated to this particular interview, using the Briefcase method by restating your qualifications and citing online resources (Glassdoor, research market rate for similar positions) tends to work better. Morningstar is known to pay below market, but this is a great company to work for, especially for people just starting out - while an entry level job can be mundane in of itself, you will probably learn a lot about investments and enjoy a wealth of knowledge from other very accomplished, intelligent people at the firm. People often say the pay is "significantly" lower, but I think the pay is not terrible when you consider what the job entails and bake in the perks. This might not matter depending on your situation, but do think carefully about what you value and what will contribute to your job satisfaction in the end.

Interview Question – What is a good manager like?   Answer Question

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Data Analyst Intern at Morningstar

No Offer – Interviewed in Mar 2013 – Reviewed Mar 9, 2013

Interview Details – Mailed by the HR to setup an appointment for a 30 minute interview by both the HR and the hiring manager. Interview lasted for approx. 25 minutes.
Questions by HR:
1. what do u know abt morningstar.
2. why do u want to work as a data analyst.

Questions by hiring manager:
1. have you worked n VB?
2. how would u rate ur Skills in SQL
3. Rate your skills on 1-10 for front end, middleware and backend
4.whats a hash table in c#
5.give me an example of many to many relationshp
6. how would u impement this is SQL.. using how many tables blah blah
7. how would you do the data modelling for it.
8. how do you go about learning a new programming language
9. tell me a case of conflict of decisions in team mates and how did u go about it during a project.

Interview Question – after being interviewed by the hiring manager I get to talk to talk to the HR again who asks me my $ expectation for the position.   Answer Question

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Morningstar Development Program at Morningstar

No Offer – Interviewed in Chicago, IL Nov 2012 – Reviewed Mar 8, 2013

Interview Details – Had one skype interview for about 35 minutes. Then was called for an on site interview in their Chicago office. I had three interviews in their Chicago office. All interview questions were fit and behavioral. No technical questions were asked. The whole interview process was very smooth.

Interview Question – If you could go a few years back in your college life, what would you do differently and why?   Answer Question

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Market Research Analyst at Morningstar

No Offer – Interviewed in Chicago, IL Sep 2012 – Reviewed Mar 7, 2013

Interview Details – Hiring process took a long time. Finally got a call back a month later. They called me in for an interview, and the initial interview seemed to be more about me and less about what I knew.

Interview Question – What is a company that you are optimistic about and why?   Answer Question

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MDP Program at Morningstar

Accepted Offer – Interviewed in Chicago, IL Nov 2012 – Reviewed Mar 6, 2013

Interview Details – The hiring process had three rounds: resume + cover letter drop, 30 mins screening interview and a whole day interview + presentation at the headquarters in Chicago. The process was not too difficult with many standard fit/behavorial questions. There is also a group exercise and presentation component.

Interview Question – How do you define success?   Answer Question

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Analyst at Morningstar

No Offer – Interviewed in Chicago, IL Jun 2012 – Reviewed Feb 26, 2013

Interview Details – They kept asking me the question I listed in my resume. Actually they were looking for CFA3 candidate.

Interview Question – Questions about CFA   Answer Question

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