First stage
Online test :
Technical test
Easy If you revise your financial management subject before appearing for this test
1 ) Technical test includes questions from financial management subject
2) Second test
second test require practice as time is less to attempt all section in this test
Aptitude
reasoning
English
Interview questions [1]
Question 1
Q .1 Basic question related to capital structure
Lease
Finance lease
operating lease
Ratios
If you are going to appear test
Please revise all financial management subject concepts
Aptitude test
Reasoning
English
I applied through other source. I interviewed at Morningstar (Mumbai) in Nov 2025
Interview
They ask very behavioral questions I did all how you tackle this situation how you handle pressure what if someone is bothering you how you handle it all like that
Interview questions [1]
Question 1
Just behavior question nothing related to job actually
pretty good, friendly and helpful during the process; second round not contain many of technical question, but do prepare for that, will ask about professional certification like CFA or FRM; Programming skill are add points.
Interview questions [1]
Question 1
What are your short-term and long-term career goals
The first round was aptitude and technical question about the topic you have applied for and it has two phases. English paragraph were given and mcq were asked from it. In technical questions more than one ans can be choosen out of 5 or 6 options that was little bit difficult
Interview questions [1]
Question 1
English phrases were given and mcq were asked from it
Financial Analyst applicants have rated the interview process at Morningstar with 2.8 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 80% positive. To compare, the company-average is 58.6% positive. This is according to Glassdoor user ratings.
Candidates applying for Financial Analyst roles take an average of 12 days to get hired, when considering 5 user submitted interviews for this role. To compare, the hiring process at Morningstar overall takes an average of 29 days.
Common stages of the interview process at Morningstar as a Financial Analyst according to 5 Glassdoor interviews include:
Background check: 22%
One on one interview: 22%
Group panel interview: 11%
Phone interview: 11%
Drug test: 11%
Personality test: 11%
Presentation: 11%
Here are the most commonly searched roles for interview reports -