Process Specialist, Finance Operations - EMEA Wealth

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 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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