Associate Indexes Client experience Analyst

The Morningstar Indexes team creates innovative investment solutions leveraging expertise in equity research, manager research, asset allocation, and portfolio construction. They offer a broad suite of global equity, bond, commodity, and asset allocation indexes. The team is seeking intelligent and creative professionals for its Client Services and Implementation team, focusing on Pre-Sales and Client service functions. This individual contributor role involves supporting internal/external clients and the sales group with data, research, and analytics for over 700 Morningstar indexes, as well as providing operational support and leading non-technical projects to support business growth. The role requires working independently outside of Mumbai operational hours to provide continuous global coverage.

Must Have

• Be a product expert on Morningstar Indexes to respond to client and sales queries quickly
• Enable sales team with presentations, marketing collaterals, data, research & analytics
• 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
• Escalate bottleneck issues to vendors and liaise with them
• Work with vendors and monitor daily index calculation and ensure seamless dissemination of daily files
• Work with Robotic Process Automation team to automate manual tasks and streamline processes
• Create self-help modules/templates on Morningstar Direct for sales team
• Manage non-technical projects to support the growth of index business
• A Bachelor’s or master’s degree in Engineering, Finance, Management, Economics, etc.
• 1-3 years of work experience
• Comfortable with basics of MS Office

Good to Have

• Some progress towards CFA
• SQL knowledge
• Work as a team player
• Ability to collaborate with the global team and deliver quality outcomes under tight deadlines
• Passion for innovation
• Genuine belief in and acceptance of mission to empower investors’ success

Perks & Benefits

• Hybrid work environment
• Four days in-office each week
• Range of other benefits to enhance flexibility

Title: Associate Indexes Client Experience Analyst

Client Service and Implementation

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. We are looking for candidates who are interested in Pre-Sales and Client service function. Candidate should be open to shift rotation (Morning Shift – 5:30 am to 2:30 pm, Day Shift – 12:30 pm to 9:30 pm, UK Shift – 3.00 pm to 12.00 am). The primary function of the team is to support the Indexes internal/external clients and sales group by providing data, research and analytics for more than 700 unique 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
• Enable sales team with presentations, marketing collaterals, data, research & analytics
• 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
• Work with vendors and monitor daily index calculation and ensure seamless dissemination of daily files.
• Work with Robotic Process Automation team within Morningstar to automate manual tasks and further streamline the process
• 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.
• 1-3 years of work experience preferably in financial services company
• 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.

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