Business Analyst Individual Investor

Morningstar

🔄 Career Transition Friendly — This role values transferable skills and welcomes diverse backgrounds.

📊 Role Level: Individual Contributor

About the Role

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....

✓ Required Skills

Data Analytics
SQL
Google Marketing Platform
Data Visualization

★ Preferred Skills

AWS
Financial Forecasting

💼 Work Environment

Pace: Fast Paced

Collaboration: High

Autonomy: 60%

Decision Impact: Team

🎯 What Success Looks Like

Build and track KPIs
Optimize acquisition, engagement, and retention strategies

Key Competencies

Technical Excellence
Problem Solving

Business Analyst, Individual Investor

Skills & Requirements

Technical Skills

Employment Type

Level

Posted