Morningstar Recruitment Program 2025 :-
Morningstar is hiring candidates for the role of Operations Associate for the Navi Mumbai, India locations. The complete details about Morningstar Recruitment Program 2025 are as follows.
| Company Name:- | Morningstar |
| Required Education: | Graduation |
| Required Skills: | Skill in troubleshooting production issues. Excellent skills in Microsoft Excel. Prior knowledge of Salesforce and Jira would be beneficial |
| Business Area: | Investment Management |
| Job ID: | REQ-050640 |
| Type: | External – Global |
Qualifications
- Zero to 2 years of working experience of working 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 the target accounting system
- Confirm the data gathered by AccountView correctly represents the data provided by the financial institution source web site
Roles & Responsibilities:
Morningstar seeks an Operations Associate/Analyst to join our operations. This will be a key role in our mission to provide exceptional client experience by ensuring our production and operational processes. This position is based in our Mumbai office.
- Establish better data access (new direct feeds and APIs) for greater aggregation reliability and efficiency.
- Advocate for changes to existing sources (website whitelisting and data quality improvements).
- Work with custodians and analyze feed data and feed layout documentation to understand custodial data elements and provide feedback to engineering and validation.
- Data mapping
- Work with custodians and advisors to set up access on existing feeds (feed authorizations)
- Customer sends feed request to Custodian and notifies Cust Ops email (SalesForce Queue)
- Cust Ops receives confirmation/notification of the same request from custodian which also confirms advisor’s Authorization Code
- Advisor has knowledge of the Authorization Code from the custodian (advisor always gets the 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 our system using the Code and the digital feed password.
- Data will now be aggregated automatically going forward.
Skills Required
Job Description:
- The Investment Management group is a global team guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals.
- We use our expertise in asset allocation, investment selection and portfolio construction 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
Morningstar Recruitment Program 2025 Application Process:-
Apply In Below Link
Note:– Only shortlisted candidates will receive the call letter for further rounds
