2 Morningstar Operations Analyst Jobs

Title: Index Operations Analyst

Indexes Data Operations

No. of positions:1

Shift: Rotational

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 an intelligent and creative professional for its Data Operations team. The primary function of the team is to source, validate and maintain Morningstar corporate actions, Price, FX Rates, Holiday Calendar and Index Calculation and other data for the index portfolios. The team is also responsible for handling complex corporate events, regulatory compliance, and production automation. We are looking for a team member who is passionate about investing and with good knowledge about sourcing, maintaining, and validating reference and security level information (corporate actions, price data, float shares outstanding etc.) that is used as input to index portfolio construction and maintenance. This position will be in Vashi, Navi Mumbai (India).

Responsibilities :

• Have a very good understanding of market data, shares and corporate actions.
• Have knowledge about the various stock exchanges, boards, holiday calendars etc.
• To source data required for index development and maintenance and run validations on the same
• Know the treatment of different corporate actions on entity, price, and shares data.
• UAT of system improvements, data validations
• Create and maintain data dictionaries and dashboards.
• Own and drive continuous improvement within the process through quality initiatives.

• Manage data as per client-specific requirements, while at the same time adhering to Morningstars set KPIs and OKRs
• Discover and raise issues in work (including system, process, and collection methodology) and propose enhancement suggestion to further improve system functionality, process efficiency and data quality.

Requirements :

• Bachelor s degree in economics/ finance/business, master s degree would be an added advantage.
• 4+ years experience in the financial domain related to equity data particularly corporate actions and shares/price data.
• Proficient with the data management policies, procedures, and common technical tools.
• Strong collaborative and good in communication.
• Passion for investing and knowledge of securities markets.
• Basic to intermediate skills in SQL queries to understand database content and relationships.
• Excellent command over Excel and other collaboration tools

Morningstar is an equal opportunity employer.

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.

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