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Full-time
Hybrid Work Environment, Flexibility Tools And Resources
Posted 59d ago
~40 hrs/week
Responsibilities
The role involves creating client solutions and reports using Microsoft Power Platform and managing data migration from legacy systems to Morningstar. It also entails leading client onboarding, defining transition roadmaps, and delivering system training to back-office teams.
Requirements
Candidates should have strong experience with Microsoft Dynamics 365 and familiarity with CRM, data analysis, and financial advice processes. Proven technical implementation, project management skills, and the ability to manage complex stakeholder relationships are required.
Full job description
Key Responsibilities
Create client solutions and reports using microsoft power platform, dynamics 365, power automate, and power bi.
Manage data migration and transition from legacy software to Morningstar systems.
Maintain accurate crm records for centralized client oversight.
Track new implementations and collaborate with internal teams for releases and bau transition.
Lead new client onboarding, identify challenges, and define transition roadmaps.
Deliver initial and ongoing system training to client back-office teams either face-to-face or remotely.
Experience & Attributes
Experience with microsoft dynamics 365 is highly recommended.
Familiarity with crm, data analysis, data migration, and financial advice processes.
Proven technical implementation and project management skills with a continuous improvement mindset.
Excellent verbal and written communication skills for building trusted stakeholder relationships.
Ability to multitask, manage concurrent implementations, and negotiate complex issues.
Self-motivated and comfortable working in an agile, consultative environment.
Morningstar is an equal opportunityemployer.
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.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity
Related keywords
Microsoft Power PlatformDynamics 365Power AutomatePower BICRMData MigrationFinancial AdviceProject ManagementAgileImplementation ConsultantClient OnboardingData AnalysisStakeholder RelationshipsBAU TransitionMorningstar
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional
investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.
Offices: 22 W. Washington St., Chicago, IL 60602, US · Calle de Maria de Molina, 39, Madrid, Community of Madrid 28006, ES · 1 Toronto St, Suite 500, Toronto, Ontario M5C 2V6, CA · 1155 Boulevard René-Lévesque O, Suite 2500, Montreal, Quebec H3B 2J6, CA · Rua Prof. Atílio Innocenti, 165, sala 3-123, Vila Nova Conceição, São Paulo, SP, BR
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