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Operations Analyst

Morningstar
Mumbai, IND
Full-time
Mid · 3+ years experience
Onsite
Discovered 4 days ago
excel

Full Job Posting

Responsibilities:

  • · 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.
  • · Independently prioritize issues and workload by severity and impact, while ensuring quality and meeting deadlines.
  • · Independently analyse, recreate, document, communicate and monitor escalated issues using Salesforce, Jira, and other internal applications and reporting tools.
  • · Develop and maintain expertise in Wealth Management operation products, supported platform, Standard Operating Procedures for workflows, and client related documentation.
  • · Recognize patterns among repetitive problems and work to resolve the root causes by collaboration with other teams.
  • · Contribute to ongoing efforts to streamline and improve processes.
  • · Maintaining all security procedures mandated by management to ensure safekeeping of critical client data.
  • · Work with external and internal stakeholders to ensure the production is timely and meet required quality standards.
  • · Identify areas of improvement across the team and proactively take steps to improve those processes by offering ideas.
  • · 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.
  • · Monitor discrepancies and liaise with the onshore team.
  • · Internal and external client money & custody asset reconciliations.
  • · Process corporate action events and income distributions.
  • · Assist other staff with additional workload time allows.
  • Competencies:
  • · Strong communication skills.
  • · Strong analytical and quantitative skills.
  • · Attention to Detail.
  • · Methodical Problem-Solving Skills.
  • · Excellent Organization Skills (Email, Task Management, Follow-up).
  • · Self-Motivated.
  • · Goal Oriented.
  • · Team Player.

Requirements:

  • · 3+ years of experience in the financial services industry.
  • · An understanding of the Financial Services marketplace that applies to Wealth Managers.
  • · Proactive with a strong initiative, excellent organizational skills, and the ability to manage multiple priorities.
  • · Excellent organisation and time management skills.
  • · Ability to multi-task and prioritise effectively.
  • · Knowledge of investment instruments across all asset classes would be advantageous.
  • · Focuses on meeting commitments and delivering results to a high standard.
  • · Robust analytical and problem-solving skills with detail orientation and accuracy.
  • · Excellent computer & Excel skills.
  • · Demonstrate self-motivation in an independent, fast-paced work environment.
  • · Excellent oral, written, and interpersonal communication skills.
  • Morningstar is an equal opportunity employer.
  • 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.
  • I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

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