Job Description

Title: Operations Associate. Teams: Wealth Management Operations Shift: Flexible to work in shifts Shift Timings: Afternoon Shift (UK): 3pm to 12am Job Location: Vashi, Navi Mumbai : Eligibility: Graduation and above in any discipline Candidates with up to 2 years of experience can apply The Group: Morningstars Wealth Management Operations group is a global team guided by Morningstars investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. We use our expertise in Asset setup/ allocation, investment selection, bank and trade reconciliation, Fee collection & payments, Audit fees, performance reporting, income distributions, factsheet reporting and portfolio reconciliation to create world-class investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using equities, fixed income, and alternative investments to construct robust portfolios. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve. The Role: Morningstar seeks an Operations Associate to join our Wealth Operations Team. This will be a key role in our mission to provide an exceptional client experience. This position is based in our Mumbai office. Responsibilities: \xef\x82\xb7 Independently maintain a high sense of ownership of the issues in the product ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution. \xef\x82\xb7 Independently prioritize issues and workload by severity and impact, while ensuring quality and meeting deadlines. \xef\x82\xb7 Independently analyse, recreate, document, communicate and monitor escalated issues using Salesforce, Jira, and other internal applications and reporting tools. \xef\x82\xb7 Develop and maintain expertise in Wealth Management operation products, supported platform, Standard Operating Procedures for workflows, and client related documentation. \xef\x82\xb7 Recognize patterns among repetitive problems and work to resolve the root causes by collaboration with other teams. \xef\x82\xb7 Contribute to ongoing efforts to streamline and improve processes. \xef\x82\xb7 Maintaining all security procedures mandated by management to ensure safekeeping of critical client data. \xef\x82\xb7 Work with external and internal stakeholders to ensure the production is timely and meet required quality standards. \xef\x82\xb7 Identify areas of improvement across the team and proactively take steps to improve those processes by offering ideas. \xef\x82\xb7 Complete administration functions as required on the Investment platform: including (but not limited to): deposits, withdrawals, client account maintenance, management information and reports for clients, checking data is accurate and clean on the platform. \xef\x82\xb7 Monitor discrepancies and liaise with the onshore team. \xef\x82\xb7 Internal and external client money & custody asset reconciliations. \xef\x82\xb7 Process corporate action events and income distributions. \xef\x82\xb7 Assist other staff with additional workload time allows. Competencies: \xef\x82\xb7 Strong communication skills. \xef\x82\xb7 Strong analytical and quantitative skills. \xef\x82\xb7 Attention to Detail. \xef\x82\xb7 Methodical Problem-Solving Skills. \xef\x82\xb7 Excellent Organization Skills (Email, Task Management, Follow-up). \xef\x82\xb7 Self-Motivated. \xef\x82\xb7 Goal Oriented. \xef\x82\xb7 Team Player. Requirements: \xef\x82\xb7 Up to 2 years of experience in the financial services industry. \xef\x82\xb7 An understanding of the Financial Services marketplace that applies to Wealth Managers. \xef\x82\xb7 Proactive with a strong initiative, excellent organizational skills, and the ability to manage multiple priorities. \xef\x82\xb7 Excellent organisation and time management skills. \xef\x82\xb7 Ability to multi-task and prioritise effectively. \xef\x82\xb7 Knowledge of investment instruments across all asset classes would be advantageous. \xef\x82\xb7 Focuses on meeting commitments and delivering results to a high standard. \xef\x82\xb7 Robust analytical and problem-solving skills with detail orientation and accuracy. \xef\x82\xb7 Excellent computer & Excel skills. \xef\x82\xb7 Demonstrate self-motivation in an independent, fast-paced work environment. \xef\x82\xb7 Excellent oral, written, and interpersonal communication skills. Morningstar is an equal opportunity employer.

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Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, weve found that were at our best when were purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, youll have tools and resources to engage meaningfully with your global colleagues.