Business Analyst, Individual Investor

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.

Key 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.

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.