Job Location: Navi Mumbai
Title: Data Management Associate /Data Management Analyst, a Morningstar company
Team: Morningstar Back Office Services
Location:Vashi, Navi Mumbai
Shift: 2pm – 11pm
Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities.
The Team: Morningstar Information Products division is responsible for developing and delivering our core technology platforms and related services for institutions, financial advisors, and individuals. Key products include Morningstar Direct, a global research platform for institutions; Morningstar Advisor Workstation/Morningstar Office, a complete portfolio management and investing platform for financial advisors; and Morningstar.com, an investment website with research, data, and tools for individual investors. We also offer custom technology and data management solutions for enterprises seeking more unique or tailored solutions.
The Role : Morningstars Back Office Services team requires an enthusiastic professional that is willing to learn our propriety software, contribute to daily advisor data reconciliation, and adhere to the security standards required by the industry. This position requires a person to take initiative, think outside the box, and possess a drive for quality. You will work closely with senior staff to leverage expertise to deliver the best quality of data to our advisors. This role will be based in our Mumbai office.
Responsibilities:
- Be proficient in Morningstars proprietary portfolio management software systems.
- Review and analyze client data from various custodians each day in portfolio management software systems.
- Reconcile account holding share position by troubleshooting data issues, identifying solutions, and resolving discrepancies.
- Participate in quality review and correction of critical client data with oversight of senior staff.
- Maintaining all security procedures mandated by management to ensure safekeeping of critical client data.
Requirements:
- Knowledge of financial/investment industry, accounting and/or mathematic skills is highly preferred.
- Proactive with a strong initiative, excellent organizational skills, and the ability to manage multiple priorities.
- Robust analytical and problem-solving skills with detail orientation and accuracy.
- Strong Microsoft Excel and Word skills.
- Demonstrate self-motivation in an independent, fast-paced work environment.
- Excellent oral, written and interpersonal communication skills.
- Commerce or MBA Finance degree preferred.
Link to apply: https://morningstar.wd5.myworkdayjobs.com/Americas/job/Mumbai/Data-Management-Analyst_REQ-026881
Interview Process :
Test – Applicants will receive test details via email
L1 & L2 Technical Rounds
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