Morningstar4 jobs

Investment Operations Tax Analyst

JuniorMid levelFull-timeHybridSydney NSW, AustraliaPosted 3 months agoVerified 3 months ago
Pending fitX of Y criteria met

About the job

The Investment Operations Tax Analyst job at Morningstar is all about empowering investor success through meticulous financial management and operational excellence. This position plays a crucial role in preparing financial data, managing complex calculations, and ensuring accuracy in reporting. The team thrives on collaboration and innovation, embracing unique perspectives to drive process improvements and enhance client service.

You'll be responsible for

💵

Generating client fee billing

Generate monthly/quarterly client fee billing for Morningstar’s funds and separately managed accounts, including revenue accrual and fee collection.
📈

Preparing financial management data

Prepare financial management data and support the financial reporting process, including management fees and accruals.
⚙️

Driving process improvements

Support operational efficiency by preparing workflows for automation initiatives and assist in implementing AI tools.

Key criteria

📊

Financial management experience

1-2 years of experience in financial management processes.

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🧾

Knowledge of RG97 reporting

Understanding of RG97 requirements for funds and clients.

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💻

Excel proficiency

Demonstrated proficiency in Excel for data analysis and reporting.

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5 criteria for this job
Financial management experience
1-2 years of experience in financial management processes.

View

Knowledge of RG97 reporting
Understanding of RG97 requirements for funds and clients.

View

Excel proficiency
Demonstrated proficiency in Excel for data analysis and reporting.

View

Budgeting and forecasting skills
Experience preparing budgets and forecasts for financial operations.

View

Attention to detail
Strong focus on accuracy in financial calculations and reporting.

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