Intern

1 month ago


Navi Mumbai, India Morningstar Full time

**Title: CSI Intern**:
**Client Service and Implementation**

**The Group**: Morningstar Indexes team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar's intellectual property to create indexes that empower investors’ success at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity and asset allocation indexes.

**Responsibilities**:

- Be a product expert on Morningstar Indexes to satisfactorily respond to client and sales related queries with quick turnaround time
- Enable sales team with presentations, marketing collaterals, data, research & analytics
- Coordinate with Product Management, Operations and prospective client to launch and operationalize Morningstar Indexes
- Oversee daily publishing and deliveries of end of day index values, portfolios and other files to internal and external clients and third parties in a timely manner
- Escalation of bottleneck issues to vendors and liaise with them
- Work with vendors and monitor daily index calculation and ensure seamless dissemination of daily files.
- Work with Robotic Process Automation team within Morningstar to automate manual tasks and further streamline the process
- Create self-help modules/templates on Morningstar Direct to equip sales team to quickly respond to general data related queries on their own
- Manage non-technical projects to support the growth of index business

**Requirements**:

- A Bachelor’s or master’s degree in Engineering, Finance, Management, Economics, etc. and a strong interest in Finance.
- Some progress towards CFA is preferable
- Comfortable with basics of MS Office, SQL (preferred)
- Excellent written and verbal communication skills and work as a team player
- Ability to collaborate with the global team and deliver quality outcomes under tight deadlines

Morningstar is an equal opportunity employer.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity


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