Business Analyst, Individual Investor
$74,325–$100,325 year
On-siteChicago, Illinois, United States
Job Summary
Business Data Analyst role at Morningstar to measure product performance, analyze visitor/subscriber behavior, and optimize customer acquisition/retention across Morningstar Investor and Morningstar.com. Own analytics architecture, reporting, forecasting models, and cross-functional collaboration with engineering to ensure accurate tracking. Build and evolve dashboards for trials, subscriber growth, page views, and on-site behavior; consolidate data from sources like Google suite, Redshift, Stripe, and AWS; perform cohort analysis, LTV modeling, retention analysis, and financial forecasting over the next three years. Requires SQL, Google Marketing Platform, data visualization tools (Tableau/QuickSight/Looker Studio), AWS experience, A/B testing tools, and Python or R for advanced analysis. Familiarity with subscription-based business models and customer retention metrics. Morningstar emphasizes a hybrid work environment with four days in-office per week in many locations, plus comprehensive benefits.
Required Qualifications
- 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
- NOTE: We’re not considering candidates who require sponsorship now or in the future
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