Operations Analyst Operations Analyst …

Morningstar
in Chicago, IL, United States
Permanent, Full time
Last application, 05 Feb 20
Competitive
Morningstar
in Chicago, IL, United States
Permanent, Full time
Last application, 05 Feb 20
Competitive
Operations Analyst
Operations Analyst Chicago/en-US/Americas/job/Chicago/Operations-Analyst_REQ-014908-1/apply

The Role: The Workplace group is seeking 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. In addition, you will support the development and ongoing maintenance of internal platforms/processes to ensure ongoing operational soundness. This position reports to our Client Operations Manager and is based in our Chicago office.

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.
+ Implement and test operational changes for internal processes/data/tools supporting our products/services as assigned.
+ 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.
+ Complete special projects tied to Operations as needed.

Requirements
+ Experience in the software development life cycle (SDLC) process is preferred.
+ Proficient in Microsoft Excel, with a background working with XML is preferred.
+ Must be highly organized, detailed-oriented, and able to work independently.
+ Solid organizational, problem solving 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 bachelors degree and knowledge of the financial industry is required.

002_MIMLLC Morningstar Investment Management LLC Legal EntityPosted 6 Days AgoFull timeREQ-014908

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Step 3

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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.

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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.

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