Operations Analyst

Overview

Operations Analyst role in Morningstar's Wealth Management operations, handling product ticket queues, escalated issues, and investment platform administration and reconciliations.

What you'll do

• Independently maintain a high sense of ownership of issues in the product ticket queue, providing 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 root causes in collaboration with other teams.
• Contribute to ongoing efforts to streamline and improve processes.
• Maintain all security procedures mandated by management to ensure safekeeping of critical client data.
• Work with external and internal stakeholders to ensure production is timely and meets required quality standards.
• Identify areas of improvement across the team and proactively take steps to improve those processes by offering ideas.
• Complete administration functions on the Investment platform, including (but not limited to) deposits, withdrawals, client account maintenance, management information and reports for clients, and checking data is accurate and clean on the platform.
• Monitor discrepancies and liaise with the onshore team.
• Perform internal and external client money and custody asset reconciliations.
• Process corporate action events and income distributions.
• Assist other staff with additional workload when time allows.

What you'll need

• 3+ years of experience in the financial services industry.
• An understanding of the Financial Services marketplace that applies to Wealth Managers.
• Proactive with 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.
• Focuses on meeting commitments and delivering results to a high standard.
• Robust analytical and problem-solving skills with detail orientation and accuracy.
• Excellent computer and Excel skills.
• Demonstrate self-motivation in an independent, fast-paced work environment.
• Excellent oral, written, and interpersonal communication skills.
• 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.

Nice to have

• Knowledge of investment instruments across all asset classes.

Details

• Location: Mumbai.
• Hybrid work model; in most locations, four days in-office each week.