Intern Intern …

in Chicago, IL, United States
Permanent, Full time
Be the first to apply
in Chicago, IL, United States
Permanent, Full time
Be the first to apply
Intern Chicago/en-US/Americas/job/Chicago/Intern_REQ-015061-1/apply

Investment Operations Intern Job Description

The Group: Morningstar Investment Management group is a global team guided by Morningstars investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. We use our expertise in asset allocation, investment selection and portfolio construction to create world-class investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using equities, fixed income and alternative investments to construct robust portfolios. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve.

The Role: Morningstar seeks a part time intern to support the Investment Operations team with a large, complex project to transition accounts from one custodian to another. This will be a key role involving document review, transition tracking, account monitoring, and account maintenance. A successful candidate will increase project momentum and quality control. This position is based in our Chicago office.

Support and execute operations processes in support of the Morningstar Managed Portfolios (SM) service team and Conversion Project.
Execute daily conversion project tasks.
Support Investment Operations team on incoming requests and client service items.
Maintain detailed project tracking documents and organized files.
Coordinate efforts on document delivery and receipt.
Review account transition paperwork for accuracy and completeness.
Report key status updates and transition issues to team members.
Develop and report on metrics for project success.

Attention to detail and concern for accuracy.
Excellent organization skills (email, task management, follow-up)
Self-motivated and able to work collaboratively and independently, delivering on assigned tasks and responsibilities.
Honesty and integrity.
Strong written and verbal communication in English.
Excellent Microsoft Excel skills.
Enthusiastic team player.
Must be enrolled in an accredited university/college program.

002_MIMLLC Morningstar Investment Management LLC Legal EntityPosted TodayPart timeREQ-015061

How to Apply for a Job at Morningstar

Step 1

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.

Step 2

You will receive an email notification to confirm that we've received your application.

Step 3

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.

Please note:

  • We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests.
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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.