Title: Operations Associate

Teams: Wealth Management Operations – International Wealth Platform

Shift: Shift Timings: 12pm to 9pm

Job Location: Vashi, Navi Mumbai

Eligibility

Graduation and above in any discipline
Candidates with up to 2 years of experience can apply

The Group

Morningstar’s Wealth Management Operations group is a global team guided by Morningstar’s investment principles focused on delivering excellent long-term investment results to help end-investors reach their financial goals. We use our expertise in Asset setup/ allocation, investment selection, bank and trade reconciliation, Fee collection & payments, Audit fees, performance reporting, income distributions, factsheet reporting and portfolio reconciliation 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 a Operations Associate to join our Wealth Operations Team. This will be a key role in our mission to provide an exceptional client experience. This position is based in our Mumbai office.

Responsibilities

Independently maintain a high sense of ownership of the issues in the product ticket queue to be responsive and provide 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 re

📌 Operations Associate (Mumbai)
🏢 Morningstar
📍 Mumbai