Business Analyst, Individual Investor

Morningstar's Individual Investor business empowers investors with data, research, and tools to make informed financial decisions. The Business Data Analyst role will help measure performance, analyze visitor and subscriber behavior, and optimize customer acquisition and retention efforts.

Requirements

• 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

Benefits

• 75% 401k match up to 7%
• Stock Ownership Potential
• Company provided life insurance - 1x salary + commission
• Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions
• Additional medical Wellness Incentives
• Company-provided long- and short-term disability insurance
• Trust-Based Time Off
• 6-week Paid Sabbatical Program
• 6-Week Paid Family Caregiving Leave
• Competitive 8-24 Week Paid Parental Bonding Leave
• Adoption Assistance
• Leadership Coaching & Formal Mentorship Opportunities
• Annual Education Stipend
• Tuition Reimbursement
• Charitable Matching Gifts program
• Dollars for Doers volunteer program
• Paid volunteering days
• 15+ Employee Resource & Affinity Groups