What are the responsibilities and job description for the Senior Analyst, Index Daily Operations position at Morningstar, Inc.?
About the Role
Morningstar Indexes team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar`s intellectual property to create indexes that empower investors' success at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity and asset allocation indexes.
Morningstar Indexes seeks intelligent and creative professionals for its Index Operations team. The primary function of the team of the team is to leverage inhouse engine to design, deliver, and maintain our indexes. The team operates on a 24 hours / 6 days basis with members in APAC, EMEA, North America to support the global index business.
Daily Operations team is responsible to daily maintenance of the indexes, including validation of all data inputs and outputs such as daily price, exchange rates, and corporate action research, and client deliverables support.
Candidate must have experience in handling detail-critical tasks, managing communication (written, non-written, remote), and global team working environment. Successful candidates may at time work independently outside of their regional hours to engage and support teams across the globe.
Job Responsibilities
- Research and develop expertise in corporate action processing and index calculation process.
- Clear daily exceptions assignment and research leveraging inhouse index engine.
- Oversee daily calculation and publication of daily deliverables to internal and external clients in a timely manner.
- Escalation of internal / external issues using Microsoft Teams, SharePoint, Asana, and JIRA.
- Challenge data vendors where inconsistencies arise to ensure high level of straight through processing.
- Work with Client Service teams to review external client feedback for prompt response and resolution through development channels.
- Support other index operations process such as index rebalance, launch support, and quality control enhancements.
Qualifications
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide :
75% 401k match up to 7%
Comprehensive health benefits (medical / dental / vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Trust-Based Time Off
Charitable Matching Gifts program
Base Salary Compensation Range
65,591.00 - $111,500.00
Total Cash Compensation Range
72,150.00 - 122,650.00 USD Annual
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically 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.
001_MstarInc Morningstar Inc. Legal Entity
Salary : $300 - $600
