Process Specialist, Finance Operations - EMEA Wealth at Morningstar
Morningstar · Mumbai, India · Hybrid
- Professional
- Office in Mumbai
Associate Process Specialist – EMEA Wealth
Location: Mumbai, India
Reports to: Senior Process Specialist, EMEA Wealth
Shift : UK
Background
Morningstar’s Finance team is responsible for planning, forecasting, and analysing the company’s financial results, while ensuring robust financial controls and compliance with regulatory requirements. The Wealth Finance Operations team plays a key role in supporting regulated entities by managing the flow of funds between Client Money Accounts (CMA) and corporate accounts. Operating in a regulated environment, the team ensures accuracy, compliance, and strong controls in line with FCA requirements and group policies.
The Role
The Associate Process Specialist is a crucial role within the EMEA Wealth team, responsible for executing CMA-to-corporate account transactions, performing daily reconciliations, and maintaining complete documentation. This role is suited to early-career professionals looking to build a strong foundation in finance operations within a regulated environment.
Responsibilities
Review incoming payment requests in Zendesk for completeness of checklists and supporting documentation.
Execute payments in the banking platform, ensuring correct tagging and references.
Maintain a full documentation trail, including updating tickets with payment confirmations.
Perform daily reconciliations of CMA and corporate accounts to ensure balances are accurate.
Identify and escalate unmatched transactions to the Senior Process Specialist for resolution.
Support preparation of working papers and documentation for internal and external audits.
Contribute to process standardisation and continuous improvement initiatives.
Stakeholders
Senior Process Specialist
Operational Finance Accounting Manager
External and internal auditors
Compliance and Legal teams
Shared service centres (India and Romania)
Requirements
Bachelor’s degree in Accounting, Finance, or related field.
2-3 years of finance or accounting experience, preferably in shared service centres or finance operations.
Basic knowledge of reconciliations, journal entries, and payment processing.
Strong Excel and documentation skills; experience with Zendesk or similar ticketing tools is a plus.
Detail-oriented with strong accountability and willingness to learn.
Ability to operate in a regulated environment with strict adherence to policies and controls.
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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.
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