Pre-Sales Consultant

Title: Pre-Sales Analyst

Shift: AU

Indexes Sales Operation

The Group: Morningstar Indexes team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar`s intellectual property to create indexes that empower investors’ success at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity and asset allocation indexes.

The Role: The Indexes Sales Operational team seeks an enthusiastic, results-driven, and experienced pre-sales analyst who is passionate about providing world-class pre-sales support to our global index sales team. Candidate should be open to shift rotation (Morning Shift – 5:30 am to 2:30 pm, Day Shift – 12:30 pm to 9:30 pm, UK Shift – 3.00 pm to 12.00 am). You will service and support external and internal clients. In this role, you will interact with clients, sales, marketing, product management, and technology teams. A successful Pre Sales Consultant will have a strong client-centric mindset, a data-driven approach to continuous process improvement, a focus on operational excellence, and experience leading training and projects. This position will be in Vashi, Navi Mumbai (India).

Responsibilities:

• Be a process owner and subject matter expert under the Pre-Sales function, such as pre-sales analytics support & client presentation deck preparation.

  
  

• Handle pre-sales queries daily to provide accurate and timely responses to our internal partners.

  
  

• Assist in responding to requests for proposals (RFPs) and due diligence questionnaires (DDQs) and managing Morningstar Indexes’ RFP and DDQ response process.

  
  

• Coordinate with Product Management, Operations, and prospective clients to launch and operationalize Morningstar Indexes.

  
  

• Contribute to process documentation and knowledge articles related to pre-sales service. 

  
  

• Initiate and execute ideas to improve the sales operation process and the enablement resource. 

  
  

• Participate in and lead global projects to improve and support the growth of the Indexes business.

  
  

• Utilize Morningstar software to compare our Index offerings to competitors as required. 

  
  

• Support business development and product management teams for client meeting preparation as required.

  
  

• Manage client relationship for strategic accounts and book of business renewal review

  
  

• Be creative and work with Index Technology within Morningstar to automate manual tasks and streamline reporting processes. 

  
  

• Manage and improve Index AUM tracking process and reporting.

  
  

• Triage and troubleshoot complex contract & billing issue with Share Service team

  
  

• Manage non-technical projects to support the growth of index business

  
  

Requirements

• Bachelor’s degree 

  
  

• At least 3-4 years of professional work experience, ideally in a client-facing role within the finance industry 

  
  

• Project management experience 

  
  

• A great team player 

  
  

• Strong interpersonal skills and works well cross-functionally and globally 

  
  

• Excellent communication skills, both verbally and in writing 

  
  

• Enjoys problem-solving and making improvements 

  
  

• Self-motivated, accountable, and willing to take ownership of new responsibilities 

  
  

• Knowledge of Indexes, Salesforce, Morningstar Direct, and Morningstar Data a plus 

  
  

• Interested in learning more about Indexes and passive investing

  
  

• Comfortable with basics of MS Office, SQL (preferred)

  
  

• Ability to collaborate with the global team and deliver quality outcomes under tight deadlines

  
  

• The candidate should exhibit a passion for innovation, and harbor a genuine belief in, and acceptance of mission to empower investors’ success

  
  

Morningstar is an equal opportunity employer.

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.