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Operations Analyst

Support research team by automating data collection and reporting processes
Mumbai
Mid-Level
2 days ago
Morningstar

Morningstar

A financial services firm specializing in investment research, including stock and fund analysis, ratings, and portfolio management tools.

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Operations Analyst

The Morningstar Research Operations team seeks an organized, detail-oriented Operations Analyst, who will operate as an integral part of our team. We are seeking candidates that have analytical and processing experience, are proficient using MS Office suite and core database tools, and have exhibited a high level of enthusiasm and curiosity for picking up tasks and learning new technologies not necessarily in their core skill set.

Responsibilities:

  • Track and report client consumption of our research
  • Provide support on various analyst applications and processes
  • Run regular data processes and troubleshoot accordingly
  • Compile and publish research and investment team organizational charts
  • Process new analyst onboarding requirements
  • Assess, adopt and maintain standard operating procedures
  • Assist with internal and external enquiries
  • Assist with troubleshooting, at times in collaboration with other Morningstar teams
  • Compile and produce monthly and quarterly data sets
  • Assist research and investment analysts with ad-hoc reports and tasks
  • Identify ways to improve, automate and streamline current and new workflow

Requirements:

  • Strong levels of integrity, autonomy, and self-motivation
  • Excellent analytical, organizational, and time management skills
  • Sound communication skills
  • Proficiency in MS Office applications and tools (eg. Excel, Word, PowerPoint, SharePoint, etc.)
  • An interest in learning, or experience with, software such as Jupyter Notebooks, Google Analytics, as well as programming languages.

Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days 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.

Morningstar is an equal opportunity employer.

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Operations Analyst
Mumbai
Operations
About Morningstar
A financial services firm specializing in investment research, including stock and fund analysis, ratings, and portfolio management tools.