Operations Analyst, Advisor Client Experience

| Chicago
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The Group: The ACE Product group is the home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed software products that delight our clients. The group's product management, product development, and service teams collaborate with our Sales, Client Solutions group to help provide clients with relevant products and bundled solutions.
The Role: Morningstar's Advisor Client group is looking for a talented Operations Analyst who would be focused on one of our flagship Software as a Service (SaaS) products - Advisor Workstation. The Advisor Client Experience team is responsible for developing and delivering a range of configured advisor solutions to the Enterprise Wealth Management segment, that often includes Broker Dealers, Registered Investment Advisors (RIAs) and Asset Managers. We are looking for an assertive, detail-oriented, self-starter who can work effectively in a highly collaborative team setting.
The Product Operations Analyst is a highly analytical individual, with strong change management skills, is passionate about Client service and Technology, and is focused on supporting products. You will coordinate, manage, and execute both operational tasks and projects that are cross-functional and cross-regional. You will help reduce friction, increase quality, drive efficiency, eliminate waste, and improve decision-making in the group.
We prefer for this position to be in our Chicago or Toronto office but will consider candidates working remotely in the United States or Canada where Morningstar is registered to conduct business. The ideal candidate will bring a high degree of self-motivated engagement and high connectivity/availability within our time zones.
Responsibilities
  • Own product operations tasks for maintenance, client configurations, and support.
  • Serve as first-line product expert for internal questions and partner with client-facing teams to provide timely response to external questions.
  • Create, maintain, and consult established product runbooks and other associated documentation.
  • Use technical tools and other resources to access databases, reports, configuration consoles, and servers as necessary to accurately diagnose and carefully resolve incidents .
  • Develop a thorough understanding of all products/services to support operational processes. Stay up to date on product changes, enhancements, and new releases.
  • Assist with support and maintenance of solutions that have been deployed to live environment.
  • Work with management team, project managers and developers to expedite and resolve internal and client operational issues.
  • Work with internal and external teams to schedule, perform, and test routine maintenance, security, and compliance tasks.
  • Evolve product operational process improvements.
  • Identify opportunities for improving operational efficiency by automating operational tasks or enabling self-service features.
  • Complete special projects tied to Operations as needed.

Requirements
  • 1-2+ years experience as an operations analyst, technical support analyst, or implementation team member (**Please note: nontechnical operations roles will be considered, so applicants who have worked with software teams should highlight that experience and passion.).
  • 1-2+ years of hands-on knowledge working with modern technology applications: things like databases (queries/data lookups), technical tools, cloud technology, security, and/or system integrations.
  • Knowledge and experience with Agile software development, and strong technical acumen.
  • Willingness to juggle multiple different responsibilities and stakeholders to get things done (work with internal stakeholders, tech and product, with clients on gathering their needs, and doing what it takes "roll up the sleeves" to get innovative solutions to market).
  • Strong analytical, planning and organizational skills for managing competing demands and priorities.
  • Ability to understand complex business needs with a creative problem-solving mindset.
  • Ability to drive sound decision-making and foster an environment of healthy team debate and collaboration.
  • Strong customer-service focus.
  • Ability to work well across globally distributed teams and influence the work of others.
  • A bachelor's degree and knowledge of the financial industry is preferred.

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Technology we use

  • Engineering
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    • JavaLanguages
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    • SqlLanguages
    • D3JSLibraries
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    • Microsoft SQL ServerDatabases
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    • PostgreSQLDatabases

Location

22 W. Washington , Chicago, IL 60602

An Insider's view of Morningstar

What does your typical day look like?

Every day is a little different. Our team is focused on POC (Proof of Concepts). My work involves problem-solving, development and software design. I work on the Data collections team, currently most of this involves, on a high level, automating the process currently used to collect data from raw sources through Machine Learning.

Upasna

Software Engineer, Data Collections - AI R&D

How does the company support your career growth?

We believe in promoting from within, based on previous impact to the team. Whenever possible, we will stretch our employees to take on expanded roles that aligns with the career progression they are interested in.

Jeff

Head of Technology and Product

What are Morningstar Perks + Benefits

Morningstar Benefits Overview

At Morningstar, your contributions have meaning and can drive change. Across our 27 offices worldwide, we’ve invested in fostering a community where talented, driven people can grow. Our entrepreneurial spirit and uncompromising ethics guide everything we do. It’s all in the name of empowering investors. Morningstar is proud to offer a comprehensive benefits package to eligible, full-time employees in the United States who work a minimum of 30 hours per week. Our benefits are designed to invest in your -- and your family's well-being, including investments in your health and financial future.

Culture
Volunteer in local community
Morningstar encourages our colleagues to become involved in their communities, by providing paid time off for volunteer activities.
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Morningstar encourages unconscious bias training for all employees, especially managers and hiring personal. We believe that by raising awareness of bias we can decrease its effects.
Diversity manifesto
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Morningstar offers two Flexible Spending Accounts (FSA)— one for healthcare expenses and one for dependent care expenses. You may enroll in both $ determine the contribution amount.
Disability Insurance
Dental Benefits
Our dental plan covers 100% of preventive services, 80% of basic services, and 50% of major services.
Vision Benefits
With Morningstar's vision benefits you can get an annual eye exam with an in-network provider with just a $10 copay.
Health Insurance Benefits
Morningstar continues to offer the choice of two medical plans—the Savings Plan and the Classic Plan. Both are administered by Blue Cross and Blue Shield of Illinois (BCBS).
Life Insurance
Morningstar offers 4 tiers of life insurance that offer varying benefits. Basic Life insurance is equal to 1 times an employee's annual salary.
Wellness Programs
Mental Health Benefits
Our insurance covers 80% on in-network mental health services. Our Employee Assistance Program provides no-cost, confidential, 24-hour counseling on a wide variety of issues.
Retirement & Stock Options Benefits
401(K)
Take advantage of a number of Morningstar tools to help you manage your 401(k) account and your finances, including Morningstar Retirement Manager, available to you at no cost.
401(K) Matching
Morningstar provides employees with a 401(k) matching plan managed. We match $0.75 for every dollar contributed, up to a maximum of 7% of employee pay contributed to the plan each pay period.
Company Equity
Morningstar’s global employee equity benefit, Shared Ownership, enables you to take a portion of your bonus payout and exchange it for RSUs, with Morningstar providing an additional 50% match.
Employee Stock Purchase Plan
Colleagues who exceed their performance goals substantially may be eligible for Impact RSU Awards as an additional reward on top of their cash bonus/commission award.
Performance Bonus
Match charitable contributions
Morningstar's Matching GIfts program will match your charitable giving up to the local currency equivalent of $500 USD per calendar year.
Child Care & Parental Leave Benefits
Child Care Benefits
Morningstar offers the option of in-home child and elder care, in addition to the existing day care center back-up care benefit.
Generous Parental Leave
Morningstar has a global minimum of 6 weeks paid time-off to bond with new family members. This benefit applies to all individuals equally, including birth mothers, fathers, adoptive parents.
Flexible Work Schedule
Morningstar provides employees with a flexible work schedule that includes Summer hours, Work from home, Flexible start and end times.
Remote Work Program
The safety of our employees is very important to us. We have been operating remotely due to COVID-19.
Family Medical Leave
Eligible employees may take up to 12 weeks of job-protected, unpaid leave per year for certain specified reasons, and up to a total of 26 workweeks of leave to care for a family member.
Adoption Assistance
We reimburse up to 80% for eligible adoption expenses, up to $4,000 per adoption, in addition to a minimum of 6 weeks paid time off.
Return-to-work program post parental leave
Company sponsored family events
Morningstar sponsors family oriented events Annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Our employees receive 2 days per year of paid volunteer time.
Sabbatical
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Some Meals Provided
Happy Hours
Parking
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
Time allotted for learning
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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