Associate Indexes Client experience Analyst

2 - 6 years

0 Lacs

Posted:4 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: You will be part of the Morningstar Indexes team's Center of Excellence in Product Operations during the morning shift in Vashi, Navi Mumbai. Your main responsibility will be to support Indexes clients and the sales group by providing data, research, and analytics for a wide range of Morningstar indexes across different asset classes. You will work independently to ensure continuous coverage for Morningstar Indexes global sales and clients. Key Responsibilities: - Become a product expert on Morningstar Indexes to effectively address client and sales queries promptly - Assist the sales team by providing presentations, marketing collaterals, data, research, and analytics - Collaborate with internal teams and prospective clients to launch and operationalize Morningstar Indexes - Supervise the daily publishing and delivery of end-of-day index values, portfolios, and other files to internal and external clients in a timely manner - Monitor daily index calculation and ensure smooth dissemination of daily files - Engage with vendors, escalate issues, and collaborate to resolve them - Work with the Robotic Process Automation team to automate manual tasks and improve process efficiency - Develop self-help modules/templates on Morningstar Direct to enable sales and service teams to independently handle general data-related queries Qualifications Required: - Bachelor's or master's degree in Engineering, Finance, Management, Economics, or related fields with a strong interest in Finance - Progress towards CFA/FRM certification is preferred - Proficiency in MS Office, SQL, and Python - Strong written and verbal communication skills - Ability to collaborate effectively with global teams and deliver high-quality results within tight deadlines - Passion for innovation and a genuine belief in Morningstar's core values Company Details: Morningstar is an equal opportunity employer offering a hybrid work environment that allows remote work with regular in-person collaboration. The company values purposeful together time at least three days a week and provides various benefits to enhance flexibility. Employees are equipped with tools and resources to engage meaningfully with global colleagues.,

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Morningstar

Financial Services

Chicago IL

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