The Group: The Morningstar Investment Management (MIM) group consists of our investment advice, multi asset investment portfolios and sub-advisory investment products businesses. Through our registered investment advisor subsidiaries, we use our expertise in asset allocation, risk management and portfolio construction to create innovative investment solutions for institutions, advisors, and their clients. Morningstar is an equal opportunity employer.
The Role: The Investment Management group seeks a Senior Operations Analyst. As an operations team lead you will be responsible for executing operations work across the organization, with a focus on creating a highly collaborative culture of accountability, accuracy, efficiency, measurement, and transparency. As a team member, you will work with the team Manager to coordinate and oversee team projects, workflow maintenance and development, and training and development initiatives.
This position is based in our Chicago office.
Support and execute operations processes in support of the Morningstar Managed Portfolios (SM) service and Global Operations initiative including:
o Account Maintenance
o Monthly and Quarterly Production
o Account Statements
o Asset Reporting
o Workflow Implementation and Improvement
Drive process automation through robotic process automation (RPA)
Monitor and report on key performance indicators (KPIs)
Collaborate with team Manager on strategic initiatives, team roadmap and business planning, and innovative ideas for service delivery and standards
Collaborate with and coordinate work across other functional areas in Investment Management
Maintain exemplary working relationships with custodians, vendor partners, home offices, and advisors
6+ years experience in investment operations roles, Custodian and TAMP subject matter expertise is a plus
A self-starter with excellent leadership, communication, organization, time management, and interpersonal skills
Strong organizational and problem-solving skills along with excellent attention to detail and accuracy; the highest ethical standards are expected in this role
Ability to pull back from daily tasks to assess processes and workflows and identify areas of improvement
Experience with LEAN principles and business process diagramming standards.
A bachelors degree is required; an advanced degree is a plus
FINRA Series 65 or Series 99 qualifications are considered a plus
How to Apply for a Job at Morningstar
When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please.
You will receive an email notification to confirm that we've received your application.
If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your intervieweither with a job offer or to let you know our plans for the position.
Applicants With Disabilities Who Need Accommodation
Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email and let us know the nature of your request and your contact information.
US Applicants: Morningstar is an E-Verify program participant.
Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisionsincluding recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matterswithout regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.