Investment Operations Analyst

About Morningstar Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.
About the Role
Morningstar's Investment Management Europe is seeking an outstanding Investment Operations Analyst to join our Investment Management Reporting Team. We are looking for an assertive, detail-oriented, self-starter who can work effectively in a highly collaborative team setting. In this role you will support the day-to-day investment reporting tasks. The ideal candidate has excellent organisational and time management skills, strong analytical capabilities, the ability to multi-task in a dynamic and rapidly changing environment and thrive in reporting, documenting, and improving processes. This position is based in our London office.
Job Responsibilities

• Support the production of daily, monthly, quarterly and ad hoc reporting, including but not limited to Factsheets, Portfolio Progress Reports, Commentaries, Portfolios Change Rationale documents and Sustainability Reports.
• Upload reports and documents to the Adviser Hub and Client SharePoint
• Update models, maintain and run performance and contribution reports in Morningstar Direct
• Support the onboarding process for new clients from reporting perspective
• Work closely with various internal teams to ensure excellent service offering
• Continually review and improve operational processes to reduce risk and improve efficiency
• Maintenance of procedure documentation
• Support the Investment Operations Manager's on day-to-day matters and ad hoc projects

Skills and Qualifications

• Relevant tertiary qualification and/or experience
• Sound understanding of the UK investment and platform industry
• Experience working in an Investment Operations or a Client Reporting role
• Attention to detail and high level of accuracy is a must have skill
• Excellent interpersonal and communication skills
• Logical thinker with strong problem-solving ability
• Able to work under pressure, multi-task and deliver required output on time
• A dynamic, proactive team player with a positive attitude and a passion for the financial services Industry
• Strong Microsoft Office skills, including Excel macros
• Knowledge and experience on Morningstar Direct and Morningstar Publishing System would be highly desirable
• Experience with AI‑driven tools for process automation would be beneficial
• Excellent written and verbal communication in English

Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.
Base Salary Compensation Range
GBP 30.330,00-40.176,66
Bonus Target:
5% Annual
We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate's qualifications, experience, and other job-related factors.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
U30_MstarAssocEur Morningstar Investment Management Europe Ltd. Legal Entity