Morningstar · 9 hours ago
Business Analyst, Individual Investor
Chicago, IL
Full-time
Hybrid
Entry, Mid Level
$74K/yr - $126K/yr
2+ years expMorningstar is a company that empowers investors with data, research, and tools to help them make informed financial decisions. The Business Data Analyst role focuses on measuring performance and analyzing user behavior to optimize customer acquisition and retention efforts through data analytics and reporting.
Asset ManagementEnterprise SoftwareFinanceFinancial ServicesImpact InvestingMarket ResearchNewsSoftwareTelecommunications
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
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
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
Qualification
Required
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 (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
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
Company
Morningstar
Morningstar provides independent investment research to investors worldwide.
10001+ employees
H1B Sponsorship
Morningstar has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (32)
2024 (50)
2023 (68)
2022 (51)
2021 (57)
2020 (56)
Funding
Current Stage
Public CompanyTotal Funding
$91M2005-05-03IPO
1999-07-09Private Equity· $91M
Leadership Team
Kunal Kapoor
Chief Executive Officer
Lawrence Johnson
SVP & Head of Fintech Engagement
Recent News
2026-01-12
2026-01-06
2026-01-06
Company data provided by crunchbase