Business Analyst, Individual Investor

001_MstarInc Morningstar Legal Entity

Chicago (IL)

Hybrid

USD 74,000 - 100,000

Full time

14 days+

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Job summary

Morningstar is seeking a Business Data Analyst to bring analytical rigor to our product efforts across Morningstar Investor and Morningstar.com. You will own data analytics architecture, reporting, forecasting, and cross-functional collaboration to enhance product and marketing strategies.

You will measure performance, analyze visitor and subscriber behavior, and build dashboards tracking trials, growth, page views, and engagement, ensuring accurate data from sources like Google suite, Redshift,

Qualifications

2-5 years of experience in data analytics or BI.
Strong SQL querying and data analysis skills.
Proficiency with Google Marketing Platform (Analytics, Ads, Looker Studio).
Experience with data visualization tools (Tableau, QuickSight, Looker Studio).
Analytical skills in forecasting, modeling, and trend analysis.
Ability to translate data into actionable business recommendations.
Experience with AWS (Athena, Redshift, QuickSight) for analysis.
Familiarity with A/B testing tools and tracking platforms.
Programming in Python or R for advanced analysis.
Knowledge of subscription-based business models and retention metrics.

Responsibilities

Track and analyze KPIs across Morningstar Investor and Morningstar.com.
Build and evolve dashboards for trials, subscribers, engagement, and on-site behavior.
Consolidate data from sources like Google suite, Redshift, Stripe, and AWS into automated reports.
Collaborate with engineering to surface and analyze insights.
Monitor data from third-party sources for accuracy and reliability.
Define targets and use data to optimize acquisition, engagement, and retention.
Conduct cohort analysis and LTV modeling to guide product investments.

Skills

SQL

Google Marketing Platform

Data Visualization

Python or R

AWS

AB Testing Tools

Forecasting/Modeling

Tools

Tableau

Looker Studio

QuickSight

Google Tag Manager

Redshift

GTX/ Athena

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.

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 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.