Operations Analyst

Morningstar; Mumbai; Hybrid; INR 900,000 - 1,500,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Morningstar India Pvt Ltd is seeking a proactive Wealth Management Operations Analyst to own and resolve tickets, prioritize workload, and ensure timely, accurate processing. You will use Salesforce and Jira to analyze issues, maintain SOPs, and support client-related documentation.

The role emphasizes data accuracy, security, and collaboration across internal and external stakeholders. Ideal candidates bring 3+ years in financial services, strong communication, and Excel expertise, with a track

Qualifications

• 3+ years of experience in the financial services industry.
• Proactive with strong initiative and excellent organizational skills.
• Ability to multi-task and manage multiple priorities effectively.
• Excellent organization and time management skills.
• Knowledge of investment instruments across asset classes is advantageous.
• Focus on meeting commitments and delivering high-quality results.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent oral, written, and interpersonal communication skills.

Responsibilities

• Maintain ownership of the issues in the product ticket queue and provide timely updates, follow-up, and resolution.
• Prioritize issues by severity and impact while ensuring quality and deadlines.
• Analyze, recreate, document, communicate, and monitor escalated issues using Salesforce, Jira, and other tools.
• Develop expertise in Wealth Management operations products and client documentation.
• Identify patterns in recurring problems and drive root-cause resolution with cross-team collaboration.
• Contribute to process improvement and streamlining efforts.
• Adhere to security procedures to safeguard client data.
• Coordinate with stakeholders to ensure timely production and quality standards.
• Suggest process improvements and implement steps to enhance efficiency.
• Handle administration tasks on the Investment platform (deposits, withdrawals, reports, data validation).
• Monitor discrepancies and liaise with onshore teams.
• Perform asset reconciliations and process corporate actions.

Skills

Strong communication

Analytical & quantitative skills

Attention to detail

Structured problem-solving

Organization & time management

Self-motivated

Team player

Education

Financial services experience

Tools

Salesforce

Jira

Excel

Reporting tools

Job description

Responsibilities:

• Independently maintain a high sense of ownership of the issues in the product ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution.
• Independently prioritize issues and workload by severity and impact, while ensuring quality and meeting deadlines.
• Independently analyse, recreate, document, communicate and monitor escalated issues using Salesforce, Jira, and other internal applications and reporting tools.
• Develop and maintain expertise in Wealth Management operation products, supported platform, Standard Operating Procedures for workflows, and client related documentation.
• Recognize patterns among repetitive problems and work to resolve the root causes by collaboration with other teams.
• Contribute to ongoing efforts to streamline and improve processes.
• Maintaining all security procedures mandated by management to ensure safekeeping of critical client data.
• Work with external and internal stakeholders to ensure the production is timely and meet required quality standards.
• Identify areas of improvement across the team and proactively take steps to improve those processes by offering ideas.
• Complete administration functions as required on the Investment platform: including (but not limited to): deposits, withdrawals, client account maintenance, management information and reports for clients, checking data is accurate and clean on the platform.
• Monitor discrepancies and liaise with the onshore team.
• Internal and external client money & custody asset reconciliations.
• Process corporate action events and income distributions.
• Assist other staff with additional workload time allows.

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:

• 3+ years of experience in the financial services industry.
• An understanding of the Financial Services marketplace that applies to Wealth Managers.
• Proactive with a strong initiative, excellent organizational skills, and the ability to manage multiple priorities.
• Excellent organisation and time management skills.
• Ability to multi-task and prioritise effectively.
• Knowledge of investment instruments across all asset classes would be advantageous.
• Focuses on meeting commitments and delivering results to a high standard.
• Robust analytical and problem-solving skills with detail orientation and accuracy.
• Excellent computer & Excel skills.
• Demonstrate self-motivation in an independent, fast-paced work environment.
• Excellent oral, written, and interpersonal communication skills.

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

Morningstar is a global independent investment research and financial data company.

Here, you'll help uncover what’s hidden, simplify what’s complex, and create insights that empower investor success.

Company overview Morningstar Development Program Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants.

We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.