Operations Analyst

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.

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

Strong 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

1 – 3 years of working experience in Financial Operations domain

Ready to work flexible hours, 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 opportunity 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.

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