Senior Operations Manager

| Chicago

The Role:
The Senior Manager, Trade Operations manages the trade operations team within Morningstar Investment Management (MIM)’s broader investment operations group. The manager is responsible for delivering the highest quality investment and operations support, ensuring efficient and robust investment portfolio trade implementation for the Morningstar Managed Portfolios (MMP) program and mutual fund operations. The manager plays a pivotal role in the evolution of the trade team and its processes, with a focus on optimizing trade workflows, managing operational risks and effectively leveraging vendors, technology and global operations resources. The ideal candidate is comfortable leading strategic operational developments while at the same time being rolling up their sleeves when needed. The role is based in Chicago in the heart of the Loop and reports to our Head of Investment Operations, Americas.

Responsibilities:
+ Oversee the full account trading life cycle of trading activity including but not limited to trade generation, routing, execution and reconciliation on a daily basis for TAMP accounts.
+ Support the trading operations associated with running our portfolios through a variety of third-party distribution platforms.
+ Evaluate current processes with a focus toward continuous process improvement and industry best practices.
+ Work closely with the investment management team, focused on providing best in class trading capabilities and solutions for funds.
+ Lead trade operations support for key product initiatives focused on bringing sophisticated investment options to market.
+Maintain productive relationships with key stakeholders including custodians, third party vendors, other investment operations teams, and other functions within MIM to contribute to the efficient operation of our MMP program
+Escalate, advocate beyond and resolve operations barriers. Ability to see the big picture and roll up sleeves to resolve issues. Liaise with custodians and third party vendors to improve and expand our capabilities. Escalate and resolve service issues.

Requirements
+ 10-15 years relevant experience in trade operations, trading and portfolio services. Asset Management background is advantageous.
+Functional knowledge of variety of products including; managed portfolios, TAMP solutions, and mutual funds
+Operational team management experience required; demonstrated ability to empower, coach and develop team members.
+ Excellent attention to detail and accuracy; the person in this role must maintain a sharp focus during market hours and minimize distractions.
+ Strong organizational, time management, and client service skills. Integrity is a must in this role.
+ Proven ability to research and resolve complex operational issues and advise team on initiatives that improve overall efficiency.
+ A bachelor’s degree; a concentration in finance or a related area is a plus.
+ Fiserv APL experience is required. Charles River experience is a plus.
+ Advanced Excel training is advantageous.

 

 

002_MIMLLC Morningstar Investment Management LLC Legal Entity

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Technology we use

  • Engineering
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    • C++Languages
    • JavaLanguages
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    • PythonLanguages
    • ScalaLanguages
    • D3JSLibraries
    • ReactLibraries
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    • FlaskFrameworks
    • Node.jsFrameworks
    • PlayFrameworks
    • SpringFrameworks
    • Maria DBDatabases
    • MemcachedDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases

Location

22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
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
Lunch and learns
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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