Client Service and Implementation Analyst

Reposted 19 Days Ago
Navi Mumbai, Thane, Maharashtra, IND
Hybrid
Junior
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Empowering Investor Success
The Role
The Analyst supports client services by providing data and research for Morningstar Indexes. Responsibilities include responding to client queries, managing index operations, and coordinating with teams.
Summary Generated by Built In
Title: Client Service and Implementation Analyst
The Group: Morningstar Indexes team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar`s intellectual property to create indexes that empower investors' success at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity and asset allocation indexes.
The Role: Morningstar Indexes seeks intelligent and creative professionals for its Client Services and Implementation team. The primary function of the team is to support the Indexes internal/external clients and sales group by providing data, research and analytics for Morningstar indexes across asset classes (Equity, Fixed Income, Alternatives, Multi-Asset). The secondary focus area would be to provide operational support and lead selected non-technical projects to support the growth of Morningstar business. It's an individual contributor role and the selected candidate would be required to work independently outside of Mumbai operational hours to provide continuous coverage to Morningstar Indexes global sales clients and operational efforts. This role provides a balanced exposure to both back-end index operations and front-end, either directly or through sales organization. This position will be in Vashi, Navi Mumbai (India).
Responsibilities:• Be a product expert on Morningstar Indexes to satisfactorily respond to client and sales related queries with quick turnaround time.• Resolve external client queries and work with internal stakeholders for effective and timely resolution with enhanced client experience.• 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• 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
Requirements:• 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
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.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Skills Required

  • Bachelor's or master's degree in Engineering, Finance, Management, Economics
  • 1-3 years of work experience in financial services
  • Progress toward CFA is preferable
  • Comfortable with basics of MS Office
  • Familiarity with SQL is preferred
  • Excellent written and verbal communication skills
  • Ability to collaborate with global team

What the Team is Saying

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Jeff

Morningstar Compensation & Benefits Highlights

  • Leave & Time Off Breadth A recurring paid sabbatical combined with flexible time off in North America and regionally set PTO provides substantial time-away flexibility. Paid volunteer days further broaden the time-off offering.
  • Parental & Family Support A global minimum of paid parental leave for primary and secondary caregivers, along with paid caregiving leave, signals strong family support. Adoption-assistance reimbursement adds another layer of care for growing families.
  • Retirement Support Retirement programs include employer matching or fixed contributions and free access to Morningstar retirement-planning tools. These elements support long-term savings alongside the broader total-rewards package.

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The Company
HQ: Chicago, IL
11,500 Employees
Year Founded: 1984

What We Do

At Morningstar, we believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Our technologists represent a range of skills and experience levels, but they all view their work as a craft and push technology’s boundaries.

Why Work With Us

Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020, we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!

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