Project Manager

• *Project Manager**

• *Role:** Scrum Master

• *Shift:** General

### **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 ten consecutive years.

### **The Team**

The Morningstar Retirement business unit focuses on helping individuals achieve better outcomes by collaborating with institutional clients in the global defined contribution and workplace markets. This is a high\-growth area for Morningstar and houses a diverse product suite and a unique client base. By constantly evolving our solutions and solving our clients’ problems, we believe we are well positioned for continued future growth.

### **The Role**

The Morningstar Retirement team is seeking a knowledgeable and motivated **Scrum Master** to join its Project Management team in Mumbai. This role focuses on driving Agile delivery and strong Scrum practices to support critical initiatives across global, cross\-functional teams. You will collaborate closely with product, technology, and operations partners to enable effective execution and continuous improvement. The Scrum Master will facilitate Agile ceremonies, remove impediments, and coach teams and stakeholders to improve delivery outcomes. You will apply a **good working knowledge of project management** to support planning, manage dependencies and risks, and ensure transparency through Agile metrics and reporting. Experience working with globally distributed teams in a fast\-paced environment is essential.

### **Responsibilities**

• Serve as Scrum Master, driving Agile values, Scrum practices, and continuous improvement
• Facilitate all Scrum ceremonies and ensure effective team participation
• Coach teams, Product Owners, and stakeholders on Agile mindset and ways of working
• Enable self\-organizing, cross\-functional teams and remove impediments to delivery
• Support backlog refinement, estimation, sprint planning, and release planning
• Track and communicate progress using Agile metrics (velocity, burndown/burnup, sprint outcomes)
• Manage dependencies, risks, and issues in an Agile delivery environment
• Maintain high\-level project timelines, milestones, and delivery plans aligned with Agile releases
• Provide regular status updates to stakeholders on progress, risks, and dependencies
• Support resource coordination and capacity planning
• Assist with change management and ensure alignment with governance and reporting requirements

### **Requirements**

• Bachelor's degree in business administration, Information Technology, Computer Science, or a related field, with 7\+ years of overall professional experience
• 3–5 years of hands\-on experience as a Scrum Master working with Agile delivery teams
• Strong understanding of Agile methodologies with practical experience in Agile environments
• Working knowledge of both Agile and traditional project management frameworks
• Excellent organizational, communication, time management, problem\-solving, and analytical skills
• Proactive planning and organizing skills, with the ability to manage uncertainty and change with a positive attitude
• Proven ability to influence decision\-making and foster an environment of healthy team collaboration and debate
• Strong active listening and stakeholder engagement skills
• Good\-to\-have knowledge of SAFe framework concepts, including Program Increment (PI) Planning
• PSM, CSM, or equivalent Agile/PM certification is a plus
• Hands\-on experience with project management tools such as Atlassian (Jira, Confluence), Asana, or similar platforms

Morningstar is an equal opportunity employer

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

Morningstar's hybrid work environment gives you the opportunity to collaborate in\-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in\-office 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.

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