Intern

| Chicago

Investment Operations Intern Job Description

 

The Group: Morningstar Investment Management group is a global team guided by Morningstar’s 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.

 

Responsibilities:
•    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. 

 

Requirements:
•    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. 

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Location

22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Flexible Work Schedule
Family Medical Leave
Adoption Assistance
Company sponsored family events
Acme co. sponsors family oriented events Annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Happy Hours
Parking
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, Career mentoring, Leadership mentoring.
Continuing Education stipend
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Compensation at Morningstar is more than a salary. It’s about making positive contributions to both life and work. We give our diverse workforce the choice and flexibility they need to maintain their health, retirement plans, time, and professional growth.

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