Morningstar, a renowned global provider of independent investment research, is currently seeking candidates for the position of Operations Analyst in Mumbai. The role requires candidates to be educated to A level standard or equivalent, with a preference for those holding a Master’s degree. With an experience requirement of 1-2 years, this opportunity is ideal for individuals looking to further their careers in operations within the financial sector. Joining Morningstar as an Operations Analyst in Mumbai offers an exciting opportunity to contribute to the company’s mission of empowering investor success through insightful research and innovative solutions.
Company Name: Morningstar
Job Role: Operations Analyst
Education Required: Educated to A level standard or equivalent (Masters would be preferred)
Experience Required: 1-2 years
Job Location: Mumbai
Role and Responsibilities:
- Asset monitoring and data integrity.
- Monitor discrepancies and liaise with custodians to resolve them them.
- Maintain up to data security prices and assess price changes against our tolerance levels.
- Liaise with our Implementation/Onboarding teams and our counterparties to set up new assets.
- Build relationships with the asset set-up teams at our custodians.
- Collaborate with IT to drive platform developments to improve efficiency within the team.
- Contribute to user acceptance testing for all asset-related requirements.
- Fund rebate processing.
- Process corporate action events and income distributions.
- Maintaining and updating procedures where applicable.
Required Skills and Qualifications:
- Educated to A level standard or equivalent (Masters would be preferred) with at least 1-2 years of industry experience.
- An understanding of the Financial Services marketplace that applies to Wealth Managers.
- Strong Excel and reporting experience.
- Excellent organization and time management skills.
- Ability to multi-task and prioritize effectively.
- Excellent attention to detail.
- Ability to analyze, problem-solve, and think strategically.
- Has a collaborative mindset and works well within a team.
- Knowledge of investment instruments across all asset classes.
- Knowledge and understanding of the applicable regulatory regimes would be advantageous.
- Can identify emerging risks and know when to escalate them.
- Focuses on meeting commitments and delivering results to a high standard.
- Act honestly and fairly, always with integrity, and provide any information that may be asked of you in relation to the protection of the business.
