Business Analyst

We need to produce HTML fragment with sections: About the role? Actually we have "About Morningstar And The Individual Investor Business" but that's not a required heading; we can treat as "About the role"? The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Include only sections with real content. We need to parse the posting. Content: - About Morningstar And The Individual Investor Business: description of business. Could be "About the role"? Actually "About the role" is separate. The posting includes "The Role" paragraph after note about sponsorship. So we can have "About the role" section containing description of role: "We are seeking a Business Data Analyst to bring analytical rigor to our product efforts..." etc. - Responsibilities: list under "Key Responsibilities" with subheadings Data Analytics & Reporting, Forecasting & Financial Modeling, Data Infrastructure & Collaboration. We need to output a

• for any list of duties/requirements/benefits. Should we flatten? Probably each bullet point as
• . Could group under subheadings? The instruction: use
  • for any list of duties/requirements/benefits. So we can produce a list of responsibilities. Could also keep subheadings as

    ? Not allowed; only h3 for section headings. We could embed subheadings as inside

    maybe. But better to just list each duty as

    . We'll preserve all details. - Requirements / Qualifications & Skills: The posting has "Qualifications & Skills" with bullet list of qualifications. Also there is "Compensation And Benefits" with benefits list and salary range. Also "Base Salary Compensation Range" and "Incentive Target Percentage". Also mention hybrid work environment. We need sections: About the role, Responsibilities, Qualifications, Skills, Benefits, Pay, Schedule? Schedule maybe not present; we have hybrid work model but not explicit schedule. Could include Schedule if content about hybrid work? The instruction: only include section when posting has real, specific content for it. There's mention of hybrid work environment: "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." That's schedule info. So we can include Schedule section. Pay: we have Base Salary Compensation Range and Incentive Target Percentage. So Pay section. Benefits: we have list of benefits. Qualifications & Skills: we can split into Qualifications and Skills? The instruction allows both headings. We could combine into one Qualifications section, but better to separate if content distinct. The posting lumps them together: "Qualifications & Skills" then list includes experience, SQL, proficiency, etc. That's both qualifications and skills. We could put all under Qualifications (or Skills). To follow instruction, we could have both headings but need content for each. Could split: Qualifications: 2-5 years experience, knowledge of subscription-based models, etc. Skills: SQL, Google Marketing Platform, data visualization tools, etc. But the list mixes. Safer to have one section "Qualifications" containing all. Or we could have "Qualifications" and "Skills" both with same list? That would be duplication. Better to have one section, maybe "Qualifications & Skills" but instruction only gave examples; we can use any heading as long as it's

    . Use "Qualifications & Skills". That's acceptable. Thus sections: About the role, Responsibilities, Qualifications & Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. Not include Job ID etc. Remove boilerplate: note about sponsorship, legal entity, etc. Also remove "NOTE: We’re not considering candidates who require sponsorship now or in the future." That's boilerplate? It's a requirement but maybe keep? It's a sponsorship restriction; could be considered a requirement. But it's a note about sponsorship; could be considered a requirement. However it's not a typical qualification; but we could include under Qualifications? Might be considered a requirement. But instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. Sponsorship note is not exactly those; it's a requirement about visa sponsorship. Might keep as a qualification: "Must be authorized to work in the US without sponsorship." But we can keep as a qualification bullet. Also remove duplicated lines. Ensure we preserve all substantive info. Let's extract content. About Morningstar And The Individual Investor Business: description. Could be placed under About the role? Actually About the role is separate. The "About Morningstar And The Individual Investor Business" is about the business; could be part of About the role? Might be better as "About the role" includes both role description and business context. We'll include that paragraph. The Role paragraph: "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 Revenue and will partner with the engineering team to ensure seamless tracking and reporting." We'll combine with business description maybe. Responsibilities: list under Key Responsibilities with subheadings. Let's extract each bullet: 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 list: - 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. Also sponsorship note: "NOTE: We’re not considering candidates who require sponsorship now or in the future." Could be a qualification: Must be authorized to work in the US without sponsorship. 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% Hybrid work: 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. Thus Schedule section: hybrid work model: four days in-office each week, opportunity to collaborate in-person each week, etc. Now produce HTML. We'll wrap each section in

    heading then content. For lists, use

    • . For prose, use

      . We need to avoid repeating job title as heading; we aren't. We must not include markdown fences. Let's craft. Section About the role: combine business description and role description.

      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.

      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 Revenue and will partner with the engineering team to ensure seamless tracking and reporting.

      Responsibilities:

      Responsibilities

      then
      with each bullet. We could keep subheadings as inside
      • but not required. We'll just list. Qualifications & Skills:

        Qualifications & Skills

        list. Add sponsorship note as a bullet: "Must be authorized to work in the United States without the need for sponsorship now or in the future." Benefits:

        Benefits

        list each benefit item. Pay:

        Pay

        Base salary range: $77,16