The Group: The Financial Planning group builds solutions and capabilities that enable financial advisors to deliver compliant and comprehensive financial advice so that their retail clients and investors meet their goals. The solutions leverage Morningstar’s extensive data and research capabilities across all stages of financial advice making the advice process compliant, efficient and effective.
The Role : The Morningstar Adviserlogic team is looking for an execution-focused Associate Product Manager to join us as the product owner of an agile squad. The ideal candidate will have familiarity with the financial services industry with an emphasis on portfolio construction, calculation, or data dissemination. This requirement is for our main product vertical Adviser solutions. This product is in existence for the past 12 years and we have recently started rebuilding it with new concepts which are a first for the industry in Australia and are aligned with our mission “To advance technology that powers exceptional financial advice”. In this space, we are looking to create an easy to manage workflow-based financial advice management tool which makes financial advice easily backed by data research, it is based on long term financial goals, and it is technically advanced to record and analyze every advice for legal compliance perspective
Provide information by collecting, analyzing, and summarizing market trends and the latest solutions.
Perform Requirement Analysis, understand the business needs, identify business solutions and validate the pros and cons of technical solution options.
Participate and Lead requirements workshops, provide full and comprehensive documentation of all changed and new components so that they can be successfully promoted from Development to UAT.
Ensure accurate conversion of the functional specifications into the technical design along with designing UI/UX prototypes and be the subject matter expert on the requirements, prepare UAT scenarios, provide input into test scripts preparation and provide guidance to end-users.
Drive complete financial projects and share stage-wise execution plans.
Work on strict timeline driven projects.
Regularly conduct research & development for competitions, what’s new and product feasibility and forecast.
Create and maintain Requirement traceability matrix, Project Vision Document, Requirement management plan, Wireframes/ Prototype, Use Cases, Business Requirement Document, Functional requirement specification/ Functional specification document, System requirement specification & Test Cases.
Assist in the enforcement of project deadlines and schedules.
Prioritize multiple tasks effectively and ensure issues are identified, tracked, reported on and resolved.
Give proactive feedback regarding day-to-day operations and strive to improve performance.
Perform risk management to minimize project risks
Track project performance, specifically to analyze the successful completion of short and long-term goals
Collaborate with end-users to gather feedback on existing products and ideas on new enhancements.
A minimum of a masters in finance (MBA or PGDM)
CBAP certification is a plus
Strong working knowledge of Microsoft Office
Proven working experience in the role of Business Analyst for at least 2 years
Experience with Agile software development and technical acumen
Demonstrated knowledge of and passion for investments, including stocks, indexes, funds and ETFs
Strong problem-solving, analytical, and planning skills, and the ability to excel in a fast-paced environment while delivering high-quality work
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Morningstar recruiting Associate Product Manager Experienced(Fresher) candidates candidates nearby Delhi,.Morningstar vacancies for Associate Product Manager is recruited through Written-test, Face to Face Interview etc. Morningstar Company recruits a lot of Experienced(Fresher) candidates candidates every year based on the skills . The candidates with MBA/PGDM are selected to full fill the vacancies in Others job field. The candidates nearby Delhi, can apply for Associate Product Manager position in Morningstar. All candidates should have a degree or post-graduation in the required field based on the requirement mentioned. The jobs are available in Full Time basis. When it comes to the Morningstar recruitment, candidates are mostly chosen for the department of Others . To learn more about the current jobs and other details, it is better to go through official site of Morningstar and Teamlease.com. Find the latest jobs near you and near your home. So, that you don’t need to relocate. The Teamlease.com is a leading employment portal that researches the official site of Morningstar and provides all the details about the current vacancies, the application process, selection process, interview test details, important dates and other information. Search and apply for the top job positions in Morningstar and near your city and get a secured career.