Title: Pre-Sales Analyst
Shift: AU
Indexes Sales Operation
The Group: Morningstar Indexes team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar`s intellectual property to create indexes that empower investors’ success at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity and asset allocation indexes.
The Role: The Indexes Sales Operational team seeks an enthusiastic, results-driven, and experienced pre-sales analyst who is passionate about providing world-class pre-sales support to our global index sales team. Candidate should be open to shift rotation (Morning Shift – 5:30 am to 2:30 pm, Day Shift – 12:30 pm to 9:30 pm, UK Shift – 3.00 pm to 12.00 am). You will service and support external and internal clients. In this role, you will interact with clients, sales, marketing, product management, and technology teams. A successful Pre Sales Consultant will have a strong client-centric mindset, a data-driven approach to continuous process improvement, a focus on operational excellence, and experience leading training and projects. This position will be in Vashi, Navi Mumbai (India).
Responsibilities:
Be a process owner and subject matter expert under the Pre-Sales function, such as pre-sales analytics support & client presentation deck preparation.
Handle pre-sales queries daily to provide accurate and timely responses to our internal partners.
Assist in responding to requests for proposals (RFPs) and due diligence questionnaires (DDQs) and managing Morningstar Indexes’ RFP and DDQ response process.
Coordinate with Product Management, Operations, and prospective clients to launch and operationalize Morningstar Indexes.
Contribute to process documentation and knowledge articles related to pre-sales service.
Initiate and execute ideas to improve the sales operation process and the enablement resource.
Participate in and lead global projects to improve and support the growth of the Indexes business.
Utilize Morningstar software to compare our Index offerings to competitors as required.
Support business development and product management teams for client meeting preparation as required.
Manage client relationship for strategic accounts and book of business renewal review
Be creative and work with Index Technology within Morningstar to automate manual tasks and streamline reporting processes.
Manage and improve Index AUM tracking process and reporting.
Triage and troubleshoot complex contract & billing issue with Share Service team
Manage non-technical projects to support the growth of index business
Requirements
Bachelor’s degree
At least 3-4 years of professional work experience, ideally in a client-facing role within the finance industry
Project management experience
A great team player
Strong interpersonal skills and works well cross-functionally and globally
Excellent communication skills, both verbally and in writing
Enjoys problem-solving and making improvements
Self-motivated, accountable, and willing to take ownership of new responsibilities
Knowledge of Indexes, Salesforce, Morningstar Direct, and Morningstar Data a plus
Interested in learning more about Indexes and passive investing
Comfortable with basics of MS Office, SQL (preferred)
Ability to collaborate with the global team and deliver quality outcomes under tight deadlines
The candidate should exhibit a passion for innovation, and harbor a genuine belief in, and acceptance of mission to empower investors’ success
Morningstar is an equal opportunity employer.
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.
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