Operations Associate

Morningstar seeks an Operations Associate/Analyst to join our operations. This will be a key role in our mission to provide exceptional client experience by ensuring our production and operational processes. This position is based in our Mumbai office.

Shift: UK

Responsibilities

Establish better data access (new direct feeds and APIs) for greater aggregation reliability and efficiency.

• Advocate for changes to existing sources (website whitelisting and data quality improvements).
• Work with custodians and analyze feed data and feed layout documentation to understand custodial data elements and provide feedback to engineering and validation.
• Data mapping
• Work with custodians and advisors to set up access on existing feeds (feed authorizations)
• Customer sends feed request to Custodian and notifies Cust Ops email (SalesForce Queue)
• Cust Ops receives confirmation/notification of the same request from custodian which also confirms advisors Authorization Code
• Advisor has knowledge of the Authorization Code from the custodian (advisor always gets the Code from the Custodian), not from us.
• Cust Ops configures authorization enablement in Admin Tool that creates a digital feed password and sends to advisor.
• Advisor configures aggregation in our system using the Code and the digital feed password.
• Data will now be aggregated automatically going forward.

Requirements:

• Zero to 2 years of working experience of working on projects with contractual timelines and scope.
• Ability to execute regular operations and production processes.
• Skill in troubleshooting production issues.
• Knowledge of financial markets and products with inclination to learning.
• Ability to take general instruction on routine work and detailed instructions on new projects or assignments and execute on those assignments.
• Excellent written and verbal communication in English.
• Excellent skills in Microsoft Excel.
• Educated to degree level, an advanced degree is a plus
• Prior knowledge of Salesforce and Jira would be beneficial
• Understanding standard financial data reconciliation
• Confirm that positions, securities, and transactions are correctly captured for the target accounting system
• Confirm the data gathered by AccountView correctly represents the data provided by the financial institution source web site