Lead Data Analyst

About the Role:

In this role, you will participate in the analysis of new feature/content requests and help multifunctional development teams to understand WHAT needs to be done to meet internal and external user’s needs through Morningstar’s next-generation enterprise data platform. This platform will ultimately support ALL of the products offered by Morningstar. You will collect requirements and analyze, and document use cases, provide test strategy and test cases for QA teams. You will also be in charge of building a detailed methodology for calculation and data logic for ETL/ELT. Finally, you will write documentation to build a deep knowledge base for global client support teams to investigate issues and answer clients’ questions. The ideal candidate will have a passion for data and technology, excellent communication capability, and the ability to develop a strong understanding of Morningstar data and methodologies. 

This position is based in our Chicago office. We follow a hybrid policy of 3 days onsite and 2 days remote work.

Responsibilities:

• Develop, implement, and maintain cutting-edge analytics and processes
• Utilize Machine Learning solutions to make systems and processes more efficient
• Communicate with internal and external clients, client success teams to understand and clarify business requirements
• Convert business requirements into actionable solutions through detailed analysis such as calculation prototyping, usage analysis, and data mapping/mining/locating in various data sources
• Write specifications according to requirements and explain details to the project team
• Collaborate with PM, tech leader, developer, and QA to deliver the project according to requirements, such as test account creation, calculation verification
• Comprehends functional requests from direction of product team and help determine solution validity and/or alternate options Leads team discussions to determine MVP for new projects
• Helps to model the data and develop strategy for execution
• Acts as a bridge to help bring analysis to light while working to take direction from both Product and Tech teams
• Leads Data Visualization and automation efforts for the team
• Suggest any efficiencies based on the data collected
• Leads Data exploration and analysis including identifying patterns

Qualifications:

• 5+ years of business analysis or data analysis
• 1-2+ years of experience with Morningstar software and or Data
• Self-motivated, excellent work ethic, strong interpersonal and communication skills, ability to work in a team environment
• Excellent problem-solving skills
• Ability to learn quickly and work independently
• Advanced knowledge in data business and methodology of Equity, Fund, and Fixed Income
• Intermediate knowledge of SQL, Python – a must have
• Basic knowledge of Jupyter notebook, Amazon web service

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

• Financial Health
  • 75% 401k match up to 7%
  • 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 Bonding Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Education Stipend
  • Tuition Reimbursement

• Social Health 
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days 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.