Operations Analyst - Retirement Solutions

Operations Analyst

The Role:

The Workplace unit seeks an Operations Analyst to join our operations team. In this role, you will provide the highest quality operational service support for all products/services offered through Retirement Solutions.  You will be responsible for ensuring daily client operational tasks are completed and results are delivered to clients on time.

Responsibilities

• Support the administrative and operational functions associated with running any of our products and platforms, which includes applications that support the management of retirement accounts such as 401k as well as annuity and insurance products.  
• Process and reconcile client files, including transaction, proposals, plan etc. for all applicable products/platforms. 
• Manage the timely delivery of annual, quarter, or ad hoc reports; working with developers, project managers and consultants as needed
• Provide maintenance support and testing for internal platforms/processes including database updates to fund data
• Work with management team, project managers and developers to optimally expedite and resolve internal and client operational issues
• Develop a thorough understanding of all products/services in order to support operational processes.  Stay up to date on product changes, enhancements, and new releases
• Identify opportunities for improving operational efficiency by automating operational tasks

Requirements

• Proficient in Microsoft Excel
• Strong attention to detail and accuracy
• Solid organizational and time management skills
• Excellent verbal, technical, and analytical skills
• Experience working on tasks due under tight timelines
• Demonstrate self-motivation in an independent, fast-paced work environment
• A bachelor’s degree and knowledge of the financial industry is preferred

Morningstar is an equal opportunity employer.

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

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.

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Experience Level

Mid Level