The Role: Morningstar seeks an Operations Analyst to join our Global Performance analytics team. This will be a key role in our mission to provide exceptional client experience by ensuring our production and operational processes are efficient and effective. This position is based in our Mumbai office.
Responsibilities
Produce Quarterly, Monthly, Weekly and Daily reports for Fund performance and Peer fund comparison analysis based on Morningstar Direct.
Produce Excel based Performance, Attribution and Risk reporting
Troubleshoot outliers and correct rate of return discrepancies as needed
Validate index/ benchmark/asset pricing/ and the resulting returns
Retrieve and validate data from various source/vendor systems and upload to the Morningstar’s applications.
Address ad-hoc performance inquiries from internal and external parties
Assist and support on Firm’s annual GIPS verification
Attribution reporting (i.e. absolute and relative portfolio performance to factors including security selection, asset allocation, currency, etc.)
Competencies
Solid communication skills
Strong analytical and quantitative skills
Attention to Detail
Methodical Problem-Solving Skills
Excellent Organization Skills (Email, Task Management, Follow-up)
Self-Motivated
Goal Oriented
Team Player
Requirements:
1 – 3 years of working experience in Financial Operations domain
Ready to work flexible schedule, alongside US ,UK and Australia based colleagues for production and other issues that require immediate escalation and/or resolution.
Excellent written and verbal communication in English.
Excellent skills in Microsoft Excel.
Morningstar is an equal opportunity employer
Morningstar's hybrid work environment gives you the prospect to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity
📌 Operations Analyst Mumbai
🏢 Delhi
📍 Mumbai