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Morningstar Interview Questions
& Process

Real candidates share what happened, how many rounds they had,
and how the experience turned out.

Based on 980 interview experiences · FREE TO READ

2.8 Rounds average
Average Typical difficulty
61.7% Positive experience

Which role are you interviewing for?

30 roles · 980 reports

Candidate interview experiences

First-hand accounts from people who interviewed at Morningstar.

Showing 4 of 980
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Quantitative Analyst

Analytics · half a year ago

Mid Average Positive experience Accept offer 1 round
Interview process
Technical screen
Interview formats
Technical Coding Behavioral

This was a technical and factor quant focused interview, based heavily on your resume. It included things like beta calculation and attribution if you've done that before. Also, be ready for some basic probability, brainteasers, and coding questions.

Confirmed questions4 questions
  • Were you involved in beta calculation and attribution? Tell me about it.
  • Can you solve some basic probability problems?
  • Let's try a few brainteasers.
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Morningstar

Data Analyst

Analytics · nearly a year ago

Entry Easy Negative experience Decline offer 4 rounds
Interview process
Take home Recruiter call Background check Offer
Interview formats
Technical Behavioral Other

So, there were like 200+ candidates for this job, and they told us it's not really a data analyst job, but more of an operations data entry role. If you're not interested, you can just leave. Honestly, don't waste your time here. The interviewers don't even have basic communication skills and they just ask the same questions to everyone. I got selected easily, but then I found out the job is totally different from what the description said. The engineers who were there got really upset. They're basically hiring people to do copy-paste work. I was so mad after the whole thing. Talking to someone who works there gave me the real picture. I wasted a whole day and also a week. Morningstar, if you're reading this, please change the job title to 'Data Entry' because it seems like you changed it just to charge clients more.

Confirmed questions0 questions

No confirmed questions were included in this interview report.

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Analyst

Analytics · nearly a year ago

Entry Difficult Positive experience No offer 3 rounds
Interview process
Recruiter call Take home Presentation
Interview formats
Behavioral Case Presentation

Started with an intro phone call that was conversational. Had some behavior questions, but it wasn't too structured. The flow and questions seemed fitting for the role. Afterward, I was given a presentation/case to work on at home. The task was to review a business solution and present the best option. I then emailed it to the team for their review.

Confirmed questions2 questions
  • Can you tell me why you're interested in working here?
  • What's your background?
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Morningstar

Software Engineer

Engineering · nearly a year ago

Entry Average Negative experience No offer 1 round
Interview process
Take home Technical screen
Interview formats
Technical Coding System Design

It was a 2-hour interview. The process included looking at a take-home technical assignment, technical questions, a coding problem, a design challenge, and team fit. I didn't pass the technical part, so I never got to the team fit or questions stages. However, the first part felt unpleasant because of the interviewers' attitude. Two Senior Software Engineers introduced themselves but didn't let me introduce myself, so I had to take the initiative. I'm not a star developer and I get that I might not have made a great impression, but that doesn't give them the right to treat me disrespectfully, especially since they were the ones who invited me. At times, it felt like they weren't listening to my answers and would then tell me things I'd already said.

Confirmed questions7 questions
  • What are access modifiers in C++?
  • Can you explain polymorphism in C++?
  • Tell me about templates in C++.

Morningstar Interview Questions

Quoted word for word from Morningstar interview reports.

How would you find the center of a circle represented by 1s within a 2D matrix of 0s?

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Could you explain the difference between a share split and a bonus issue?

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What is the fundraise amount raised by Company XYZ, as mentioned in this news article?

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In what ways do ecm and dcm diverge when utilizing ESG data?

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What are the steps involved in deploying a Machine Learning Model using AWS?

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Could you explain what 'Buy back' means in the context of financial services?

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Given some C code, can you tell us what the output will be?

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Could you write an API that makes two calls, merges their responses, and then returns the combined result?

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Regarding the use of third-party APIs, what are the ways to manage potential security concerns?

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Formats, difficulty and experience

Across all 980 Morningstar interview reports.

Interview formats

Behavioral 41.4%
Technical 36.3%
Presentation 6.4%
Coding 5.7%
Other 3.4%

Interview difficulty

Easy 19.6%
Average 67.7%
Difficult 12.8%

Candidate experience

Positive 61.7%
Neutral 20.2%
Negative 18.1%

Reports by job function

Engineering 234
Analytics 183
Other 152
Finance 123
Research 123
Operations 47