Operations Analyst

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.

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