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Morningstar
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Operations Associate

Operations Associate

Morningstar

0 - 2 years

0 - 2 Lacs

Mumbai Maharashtra India

Posted:11 hours ago| Platform: Foundit logo

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Skills Required

Data Mapping salesforce Financial Markets

Work Mode

On-site

Job Type

Full Time

Job Description

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

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Operations Associate