Morningstar - Manager - Institutional Investments - CA/CFA

Role: Manager

Team name MID - Institutional Investments

Shift - UK/US

Job Responsibilities:

- Responsible for managing 50 plus team members and 5 Team Leads including initiating recruiting/following up with HR, interviewing and selecting candidates for FTC (Follow the Customer) program and various other strategic initiatives and projects in the team.

- Actively coordinates with Global MID team and required stakeholders to schedule training batches, evaluate trainees.

- Ensures the team is operating under the most efficient manner (optimum utilization of resources & capacity) to cater to the 24-5 global operating model.

- Identifies and develops talent on the team; focus on having the relevant competencies and skilled developed for new hires in the team.

- Plans and executes cross training to support critical and short turnaround processes so that client deliverables and SLAs are met.

- Ensures the team has all the necessary resources and tools needed to perform and meet their goals.

- Acts as the main point of contact for all team members to raise queries and concerns.

- Monitors metrics dashboards and ensures all Team Leads are on track with the defined goals/OKRs.

- Tracks, measures, and reports on agreed daily, monthly, and quarterly metrics to all stakeholders.

- Provides coaching, mentorship, and training to Team Leads as appropriate and according to the specific needs of the individual's role and the process.

- Identifies areas for improvement and scope of automation across all processes and proactively takes steps to encourage and motivate idea generation from teams.

- Sets goals and priorities for the Team Leads and team members in consultation with the stakeholders and ensures performance standards are consistently met or exceeded.

- Effectively track and monitor leave requests, arrange for staffing requirements for BCP.

- Motivates and rewards the team insuring good overall morale.

- Conducts performance reviews of each team member and Team Lead and discusses career development paths and opportunities for team members.

- Hold sessions with Team Leads/ team to communicate Organizational level updates, changes, issues, procedures, or reminders.

- Communicate any questions, issues, or recommendations with regards to process, workflow, technology, methodology, team morale, etc.

- Works closely with the Technology, project team and other stakeholders to review, prioritize and track the progress of automation goals/Machine Learning (ML) opportunities.

Requirements:

- Goal oriented, Organized and Self-motivated.

- Delegation and decision-making.

- Attention to Detail & Analytical Skills.

- Excellent Presentation and Organization Skills (Email, Task Management, Follow-up).

- Ability to motivate, network and build relations with Local & Global Teams.

- Ability to give and accept Constructive Feedback.

- Demonstrated ability to develop talent.

Desired Candidate Profile:

- Bachelor/master's degree in finance/business with an exceptional academic record.

- Professional degree (CA, CFA) will be a plus.

- 8-10 years of professional work experience in people management.

- Automation mindset to facilitate process improvements.

- Command on Quality tools, LEAN, Agile philosophy.

- Strong people and project management skills.

- Proven experience in optimizing processes.

- Strategic thinking and problem solving.

- Strong work ethics and eagerness to learn in a constantly evolving and fast-paced environment.

- Flexible to work in shifts.

- Morningstar is an equal opportunity employer.