Morningstar Recruitment | Hiring Client Service and Implementation Analyst

Qualifications

• 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
• The candidate should exhibit a passion for innovation, and harbor a genuine belief in, and acceptance of mission to empower investors’ success

Roles & 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