Client Service and Implementation Analyst

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 How to Apply for a Job at Morningstar Step 1 When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your interview—either with a job offer or to let you know our plans for the position. Applicants With Disabilities Who Need Accommodation Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email AskHR@morningstar.com and let us know the nature of your request and your contact information. Please note: We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests. Please be sure to include the title and location of the open position you’re interested in when you leave a message. US Applicants: Morningstar is an E-Verify program participant. Learn more: This Organization Participates in E-Verify (English) This Organization Participates in E-Verify (Spanish) Right to Work (English) Right to Work (Spanish) EEO is the Law Pay Transparency Notice Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. 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