Investment Operations Tax Analyst

Morningstar is seeking an Investment Operations Tax Analyst to prepare and execute key financial and operational processes for investment products, including fund distribution activities. The role requires strong attention to detail, analytical mindset, and effective communication skills.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 1-2 years of experience in investment operations, fund administration, financial reporting, or similar roles.
• Understanding of financial instruments and investment products.
• Knowledge of fee structures, RG97 reporting, and expense management.
• Proficiency in Excel and exposure to data visualisation tools (Power BI, Tableau).

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Flexible work hours
• Hybrid work model (4 days in-office, 1 day remote)
• Tuition Reimbursement
• Relocation Assistance