Operations Analyst

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 Morningstar 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

Requirements:

• 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.