Operations Analyst

Overview

Morningstar is seeking an Operations Analyst to join the Global Performance analytics team, ensuring production and operational processes are efficient and effective to deliver an exceptional client experience.

What you'll do

• 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 and vendor systems and upload to Morningstar's applications.
• Address ad-hoc performance inquiries from internal and external parties.
• Assist and support on the firm's annual GIPS verification.
• Produce attribution reporting (absolute and relative portfolio performance to factors including security selection, asset allocation, currency, etc.).

What you'll need

• 1 to 3 years of working experience in the 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.
• 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 and goal oriented.
• Team player.

Details

• Based in the Mumbai office.
• Flexible hours to work alongside US, UK and Australia based colleagues for production and urgent escalations.
• Hybrid work model: in most locations, four days in-office each week.