Business Analyst

Morningstar Credit Ratings, LLC; New York (NY); Hybrid; USD 77,000 - 113,000; Full time

Benefits offered by this job

401k match up to 6% of salary

Stock ownership potential

Comprehensive health benefits

Job summary

Morningstar seeks a data analytics professional to own product analytics for Morningstar Investor and Morningstar.com. You will track daily-to-yearly KPIs, build dashboards, and consolidate data from multiple sources to drive actionable insights and revenue growth.

The role emphasizes SQL-driven analysis, data visualization, and collaboration with engineering to surface meaningful metrics. Hybrid work is supported with strong benefits and development opportunities.

Qualifications

• 2-5 years of experience in data analytics or BI.
• Strong SQL skills for querying and analyzing large datasets.
• Proficiency with Google Marketing Platform and Looker Studio.
• Experience with Tableau or QuickSight.
• Python or R for advanced data analysis.
• Familiarity with AWS Redshift and Athena.
• Understanding of subscription-based business models.

Responsibilities

• Track and analyze KPIs to measure product performance and growth.
• Build and evolve dashboards across Morningstar Investor and Morningstar.com.
• Consolidate data from Google Suite, Redshift, Stripe, and AWS for automated reports.
• Collaborate with engineering to surface and analyze insights.
• Monitor data quality from third-party sources for reliability.
• Conduct cohort analysis and LTV modeling to guide product decisions.

Skills

SQL

Python or R

Financial modeling

Forecasting

A/B testing

Data interpretation

Data cleansing

Tools

Google Analytics

Looker Studio

Tableau

QuickSight

AWS Athena

Redshift

Job description

About Morningstar and the Individual Investor Business 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. *NOTE: We’re not considering candidates who require sponsorship now or in the future.

Key Responsibilities

• 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 data-driven insights to optimize acquisition, engagement, and retention strategies.
• Conduct cohort analysis, customer lifetime value (LTV) modeling, and retention analysis to inform product investment decisions.

Forecasting & Financial Modeling

• Develop and maintain financial forecasting models to project revenue growth and subscription trends over the next three years based on historical data and market assumptions.
• Evaluate the impact of pricing, marketing spend, and customer acquisition efforts on financial performance.

Data Infrastructure & Collaboration

• Work with engineering and data teams to build and maintain a centralized data infrastructure that supports product analytics.
• Define and implement data tracking solutions using Google Tag Manager (GTM) and SQL-based data pipelines.

Qualifications & Skills

• 2-5 years of experience in data analytics or business intelligence.
• Strong experience in SQL for querying and analyzing large datasets.
• Proficiency in Google Marketing Platform (Google Analytics, Google Ads, Looker Studio).
• Experience working with data visualization tools (Tableau, QuickSight, Looker Studio).
• Strong analytical skills, including financial modeling, forecasting, and trend analysis.
• Ability to clean, structure, and interpret large datasets to generate actionable insights.
• Strong problem-solving skills and ability to translate data into business recommendations.
• Experience with AWS (Athena, Redshift, QuickSight) for data analysis.
• Familiarity with A/B testing tools (Google Optimize, Optimizely) and tracking platforms.
• Programming experience in Python or R for advanced data analysis.
• Knowledge of subscription-based business models and customer retention metrics.

Compensation and Benefits

• Financial Health 100% 401k match up to 6% of salary
• Stock Ownership Potential
• Company provided life insurance - 1x salary + commission
• Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
• Additional medical Wellness Incentives - up to $300-$600 annual
• Company-provided long- and short-term disability insurance
• Emotional Health Trust-Based Time Off
• 6-week Paid Sabbatical Program
• 6-Week Paid Family Caregiving Leave
• Competitive 8-24 Week Paid Parental Leave
• Adoption Assistance
• Leadership Coaching & Formal Mentorship Opportunities
• Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
• Tuition Reimbursement
• Social Health Charitable Matching Gifts program Dollars for Doers volunteer program
• Paid volunteering days 15+
• Employee Resource & Affinity Groups
• Base Salary Compensation Range $77,163.00-$113,178.33
• Incentive Target Percentage 7.5%

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.

001_MstarInc Morningstar Inc. Legal Entity Morningstar is a global independent investment research and financial data company.

Here, you'll help uncover what’s hidden, simplify what’s complex, and create insights that empower investor success.

Company overview Morningstar Development Program

Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.