Business Analyst, Individual Investor

Morningstar’s Individual Investor business empowers investors with data, research, and tools to help them make informed financial decisions. Our flagship Morningstar Investor platform provides deep insights, portfolio tracking, and investment research, while Morningstar.com serves as a hub for market news, analysis, and educational content.

The Role

We are seeking a Business Data Analyst to bring analytical rigor to our product efforts. The role will help us measure performance, analyze visitor and subscriber behavior, and optimize customer acquisition and retention efforts. This role will own data analytics architecture, reporting, forecasting models, user behavior analysis, and work cross-functionally to enhance our product and marketing strategies.

You will be responsible for building and tracking KPIs across Morningstar Investor, Morningstar.com, and our broader suite of investor products, implementing analytics solutions, and driving insights that support strategic decision-making. This role will report to the Head of Product, and will partner with the engineering team to ensure seamless tracking and reporting.

Key Responsibilities

Data Analytics & Reporting

• Track and analyze daily, weekly, monthly, and yearly KPIs to measure the product’s effectiveness and progress toward growth goals.

• Build, maintain and continuously evolve dashboards that monitor trials, subscriber growth, page views, engagement, and on-site behavior across Morningstar Investor and Morningstar.com to meet the needs of the product.

• Consolidate data from various sources such as Google suite, Redshift, Stripe, and AWS to create automated reporting solutions that provide actionable insights.

• Collaborate with the engineering team to design solutions to better surface and analyze these insights.

• Monitor and validate data from third-party sources to ensure accuracy and reliability.

• Define baseline targets and use >15+ Employee Resource & Affinity Groups

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.