Data Processing Specialist

22 hours ago

Mumbai, Maharashtra, India beBeeOperations Full time ₹ 1,04,000 - ₹ 1,30,878
Job Title

Morningstar seeks an Operations Associate/Analyst to join our operations team.

  • This role will play a key part in our mission to provide exceptional client experience by ensuring our production and operational processes are running smoothly.
Responsibilities
  • Establish better data access for greater aggregation reliability and efficiency.
  • Advocate for changes to existing sources, including website whitelisting and data quality improvements.
  • Work with custodians and analyze feed data and layout documentation to understand custodial data elements and provide feedback to engineering and validation teams.
  • Data mapping and feed authorizations
  • Customer sends feed request to Custodian and notifies email (SalesForce Queue)
  • Cust Ops receives confirmation/notification of the same request from custodian which also confirms advisors Authorization Code
  • Advisor has knowledge of the Authorization Code from the custodian, not from us.
  • Cust Ops configures authorization enablement in Admin Tool that creates a digital feed password and sends to advisor.
  • Advisor configures aggregation in system using the Code and the digital feed password.
  • Data will now be aggregated automatically going forward.
Requirements
  • Zero to 2 years of working experience on projects with contractual timelines and scope.
  • Ability to execute regular operations and production processes.
  • Skill in troubleshooting production issues.
  • Knowledge of financial markets and products with inclination to learning.
  • Ability to take general instruction on routine work and detailed instructions on new projects or assignments and execute on those assignments.
  • Excellent written and verbal communication in English.
  • Excellent skills in Microsoft Excel.
  • Educated to degree level, an advanced degree is a plus.
  • Prior knowledge of Salesforce and Jira would be beneficial.
  • Understanding standard financial data reconciliation.
  • Confirm that positions, securities, and transactions are correctly captured for target accounting system.
  • Confirm the data gathered by AccountView correctly represents the data provided by the financial institution source web site.

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