Operations Associate

3 weeks ago

Navi Mumbai, India Morningstar Full time

**Position**: Operations Associate, Mumbai, Morningstar Investment Management

**Group**: The Investment Management group is a global team guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. We use our expertise in asset allocation, investment selection and portfolio construction to create world-class investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using equities, fixed income and alternative investments to construct robust portfolios. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve.

**The Role**: Morningstar seeks Operations Associate to join our Global Operations team. This will be a key role in our mission to provide an exceptional client experience by supporting daily and monthly production activities. This position is based in our Mumbai office.

**Responsibilities**:

- Own and execute investment operations and production processes.
- 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.
- Keep documentation of processes up to date.
- Identify and manage operational risks.

**Requirements**:

- 1 - 2 years of working experience in Financial Operations domain.
- Ability to work in a strict deadline.
- Ability to execute regular operations and production processes.
- Skilled in troubleshooting production issues.
- Ability to take general instruction on routine work and detailed instructions on new projects or assignments and execute on those assignments.
- Excellent communication and interpersonal skills.
- Excellent skills in Microsoft Excel.
- Attention to detail, Multi-tasking.
- Ready to work on Indian holidays.

**Nice to have**:

- Background of Asset management/Investment Management Domain

Morningstar is an equal opportunity employer.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days 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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