Job Description

- API Testing (via Postman), Using Inspect in web pages to identify data mappings/source, Reading JSON/XML, Splunk, FTP Delivery mechanisms, IP whitelisting.
- Fund Universe - Legal Structures - Open Ended, Close Ended, ETFs, SICAVs, Life and Pension
- Equity/Debt – Stocks, Option Chain, Duration, Risk Statistics

Responsibilities

- Provide best-in-class service to all incoming client queries related to Morningstar products and services.
- Maintain an expert knowledge of Morningstar products and services, features, benefits, serve as a resource to team members and act as a consultant to the client.
- Apply a professional, timely, and proactive approach to escalated issues and calls.
- Regularly follow up internally and externally for all outstanding client queries and requests.
- Work closely with our internal Data, Engineering and Implementation teams to ensure timely production, quality assurance, and the delivery of projects for new and existing clients
- Ensure compliance with the required service levels for the process
- Demonstrate and promote solid client advocacy.
- Provide and facilitate pertinent corporate, inter-departmental communications as necessary

Requirements:

- Availability to work on Saturdays, Sundays & Public holidays (on a rotating basis) is a key requirement for this role as part of a global 24x7 support operation.
- 2-3 years of relevant experience. Experience in Financial Services/Capital markets is preferred.




- A proven record of managing clients with contractual timelines and scope. Effective analytical and decision-making skills.
- Good understanding of financial markets and investment products (especially stocks, mutual funds, commodities, currency) with inclination to learning
- Understanding of networks, web service errors, and complex software systems
- Excellent skills in Microsoft Excel
- Fast learner, self-starter, flexible and proven ability to work in a demanding environment with strong multi-tasking skills. Professional attitude and strong service orientation.
- Educated to degree level, an advanced degree is a plus
- Excellent written and verbal communication in English
- The ability to work independently, efficiently, and responsibly. Extreme attention to detail and an ability to document processes.
- The desire to work for a company where individual contributions have significant impact on the success of the Team as a whole. A positive attitude is required.
- Experience working effectively with others in a team setting while under the pressure of deadlines.
- Willingness to work long hours at critical times (i.e., quarterly reporting) based on need.

Nice to Have’s

- Experience with complex information systems, understanding of basic coding, reading XML/Jason and use of Postman
- Familiarity with customer relationship management (CRM) software

Morningstar is an equal opportunity employer

📌 Product Consultant (Navi Mumbai)
🏢 Morningstar
📍 Navi Mumbai