Jobs

Interviews
Job Alerts
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Home
>
Jobs in mumbai metropolitan region
>
myGwork - LGBTQ+ Business Community
>
Process Specialist, Finance Operations - EMEA Wealth

Process Specialist, Finance Operations - EMEA Wealth

myGwork - LGBTQ+ Business Community

2 years

0 Lacs

mumbai metropolitan region

Posted:2 weeks ago| Platform:

Apply

Skills Required

finance morningstar reports planning forecasting controls compliance flow transactions reconciliations documentation zendesk payments updating support audits accounting service processing excel flexibility

Work Mode

Remote

Job Type

Full Time

Job Description

This job is with Morningstar, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

Associate Process Specialist - EMEA Wealth

Location:

Mumbai, India

Reports to:

Senior Process Specialist, EMEA Wealth

Shift : UK

Background

Morningstar's Finance team is responsible for planning, forecasting, and analysing the company's financial results, while ensuring robust financial controls and compliance with regulatory requirements. The Wealth Finance Operations team plays a key role in supporting regulated entities by managing the flow of funds between Client Money Accounts (CMA) and corporate accounts. Operating in a regulated environment, the team ensures accuracy, compliance, and strong controls in line with FCA requirements and group policies.

The Role

The Associate Process Specialist is a crucial role within the EMEA Wealth team, responsible for executing CMA-to-corporate account transactions, performing daily reconciliations, and maintaining complete documentation. This role is suited to early-career professionals looking to build a strong foundation in finance operations within a regulated environment.

Responsibilities

Review incoming payment requests in Zendesk for completeness of checklists and supporting documentation.
Execute payments in the banking platform, ensuring correct tagging and references.
Maintain a full documentation trail, including updating tickets with payment confirmations.
Perform daily reconciliations of CMA and corporate accounts to ensure balances are accurate.
Identify and escalate unmatched transactions to the Senior Process Specialist for resolution.
Support preparation of working papers and documentation for internal and external audits.
Contribute to process standardisation and continuous improvement initiatives.

Stakeholders

Senior Process Specialist
Operational Finance Accounting Manager
External and internal auditors
Compliance and Legal teams
Shared service centres (India and Romania)

Requirements

Bachelor's degree in Accounting, Finance, or related field.
2-3 years of finance or accounting experience, preferably in shared service centres or finance operations.
Basic knowledge of reconciliations, journal entries, and payment processing.
Strong Excel and documentation skills; experience with Zendesk or similar ticketing tools is a plus.
Detail-oriented with strong accountability and willingness to learn.
Ability to operate in a regulated environment with strict adherence to policies and controls.

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.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

More Jobs at myGwork - LGBTQ+ Business Community

Project Manager II

Hyderabad, Telangana, India

5 - 8 yrs

Salary: Not disclosed

Project Manager III

Hyderabad, Telangana, India

5 - 8 yrs

Salary: Not disclosed

Manager, Digital C-TIES SAP Serialization

Chennai, Tamil Nadu, India

3 - 3 yrs

Salary: Not disclosed

Manager, GLNS Digital Solutions

Chennai, Tamil Nadu, India

3 - 3 yrs

Salary: Not disclosed

Project Manager

Mumbai Metropolitan Region

5 - 8 yrs

Salary: Not disclosed

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

myGwork - LGBTQ+ Business Community

Login to

Please Verify Your Phone or Email

Confirm Action

Process Specialist, Finance Operations - EMEA Wealth