Morningstar, a renowned company in the finance industry, is currently offering opportunities for freshers to join their team as Client Service and Implementation Analysts in Mumbai. Candidates applying for this role should possess a Bachelor’s or master’s degree in Engineering, Finance, Management, Economics, or related fields, along with a strong interest in finance. As a Client Service and Implementation Analyst at Morningstar, individuals will have the chance to utilize their educational background and enthusiasm for finance to deliver exceptional service to clients and aid in the implementation of Morningstar’s solutions.
Company Name: Morningstar
Job Role: Client Service and Implementation Analyst
Education Required: A Bachelor’s or master’s degree in Engineering, Finance, Management, Economics, etc. and a strong interest in Finance.
Experience Required: Freshers
Job Location: Mumbai
Role and Responsibilities:
- Be a product expert on Morningstar Indexes to satisfactorily respond to client and sales related queries with quick turnaround time.
- Enable sales team with presentations, marketing collaterals, data, research & analytics
- Coordinate with Product Management, Operations and prospective client to launch and operationalize Morningstar Indexes.
- Oversee daily publishing and deliveries of end of day index values, portfolios and other files to internal and external clients and third parties in a timely manner.
- Escalation of bottleneck issues to vendors and liaise with them.
- Work with vendors and monitor daily index calculation and ensure seamless dissemination of daily files.
- Work with Robotic Process Automation team within Morningstar to automate manual tasks and further streamline the process.
- Create self-help modules/templates on Morningstar Direct to equip sales team to quickly respond to general data related queries on their own.
- Manage non-technical projects to support the growth of index business.
Required Skills and Qualification:
- A Bachelor’s or master’s degree in Engineering, Finance, Management, Economics, etc. and a strong interest in Finance.
- Some progress towards CFA is preferable.
- Comfortable with basics of MS Office, SQL (preferred)
- Excellent written and verbal communication skills and work as a team player.
- Ability to collaborate with the global team and deliver quality outcomes under tight deadlines
- The candidate should exhibit a passion for innovation, and harbor a genuine belief in, and acceptance of mission to empower investors’ success.
