Investment Management Intern
The Group: The Morningstar Investment Management group consists of our investment advice, consulting, and retirement-solutions businesses. Through our investment advisory subsidiaries, we use our expertise in asset allocation, manager research, and portfolio construction to create innovative investment solutions for institutions, advisors, and their clients.
The Role: Morningstar’s Investment Management seeks a part time Intern to join its team to provide superior service to advisors and their clients. This role will interact with advisors including new and existing advisors to support operational procedures. The Intern works closely with their service and operations counterparts on issue resolution and continuous operational process improvement promoting strong client advocacy. This position is based in our Chicago office.
Responsibilities:
• Be accountable – Handle a variety of operational tasks while documenting detailed standard procedures
• Handle the hard stuff – Take ownership and tackle complex and challenging issues to resolve the client needs
• Continuously learn – Gain a deep understanding of MIM processes and create applicable best practices
• Think strategically – Help facilitate transferring these processes to our operations team in the Morningstar Mumbai office
• Act as a team player - Interact with Morningstar’s operations analysts, project and product managers to address timely needs and/or issues in a prompt manner and work with custodians to ensure proper processing
Requirements:
• A deep customer focus, strong attention to detail
• Able to multi task while making accurate judgement decisions in a precise manner
• Demonstrate ability and desire to creatively identify solutions
• Possess a working knowledge of technology and be able to operate in an environment requiring immediate computer skills
• Adhere to attendance and scheduling policies
• Excellent time-management, prioritization, communication, and analytical skills
• Must be currently working towards a Bachelor’s or Master’s degree
Morningstar is an equal opportunity employer.
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