Operations Analyst

The Role: Morningstar seeks an Operations Analyst to join our Global Performance analytics team. This will be a key role in our mission to provide exceptional client experience by ensuring our production and operational processes are efficient and effective. This position is based in our Mumbai office.

Responsibilities

• Produce Quarterly, Monthly, Weekly and Daily reports for Fund performance and Peer fund comparison analysis based on Morningstar Direct.
• Produce Excel based Performance, Attribution and Risk reporting
• Troubleshoot outliers and correct rate of return discrepancies as needed
• Validate index/ benchmark/asset pricing/ and the resulting returns
• Retrieve and validate data from various source/vendor systems and upload to the Morningstar’s applications.
• Address ad-hoc performance inquiries from internal and external parties
• Assist and support on Firm’s annual GIPS verification
• Attribution reporting (i.e. absolute and relative portfolio performance to factors including security selection, asset allocation, currency, etc.)

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:

• 1 – 3 years of working experience in Financial Operations domain
• Ready to work flexible hours, alongside US ,UK and Australia based colleagues for production and other issues that require immediate escalation and/or resolution.
• Excellent written and verbal communication in English.
• Excellent skills in Microsoft Excel.

 

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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