Operations Analyst

Responsibilities:

· Independently maintain a high sense of ownership of the issues in the product ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution.

· Independently prioritize issues and workload by severity and impact, while ensuring quality and meeting deadlines.

· Independently analyse, recreate, document, communicate and monitor escalated issues using Salesforce, Jira, and other internal applications and reporting tools.

· Develop and maintain expertise in Wealth Management operation products, supported platform, Standard Operating Procedures for workflows, and client related documentation.

· Recognize patterns among repetitive problems and work to resolve the root causes by collaboration with other teams.

· Contribute to ongoing efforts to streamline and improve processes.

· Maintaining all security procedures mandated by management to ensure safekeeping of critical client data.

· Work with external and internal stakeholders to ensure the production is timely and meet required quality standards.

· Identify areas of improvement across the team and proactively take steps to improve those processes by offering ideas.

· Complete administration functions as required on the Investment platform: including (but not limited to): deposits, withdrawals, client account maintenance, management information and reports for clients, checking data is accurate and clean on the platform.

· Monitor discrepancies and liaise with the onshore team.

· Internal and external client money & custody asset reconciliations.

· Process corporate action events and income distributions.

· Assist other staff with additional workload time allows.

Competencies:

· Strong communication skills.

· Strong analytical and quantitative skills.

· Attention to Detail.

· Methodical Problem-Solving Skills.

· Excellent Organization Skills (Email, Task Management, Follow-up).

· Self-Motivated.

· Goal Oriented.

· Team Player.

Requirements:

· 3+ years of experience in the financial services industry.

· An understanding of the Financial Services marketplace that applies to Wealth Managers.

· Proactive with a strong initiative, excellent organizational skills, and the ability to manage multiple priorities.

· Excellent organisation and time management skills.

· Ability to multi-task and prioritise effectively.

· Knowledge of investment instruments across all asset classes would be advantageous.

· Focuses on meeting commitments and delivering results to a high standard.

· Robust analytical and problem-solving skills with detail orientation and accuracy.

· Excellent computer & Excel skills.

· Demonstrate self-motivation in an independent, fast-paced work environment.

· Excellent oral, written, and interpersonal communication skills.

Morningstar is an equal opportunity employer.

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.