Business Analyst, Data Services

| Chicago

Job Duties:

  • Conduct business analysis for Morningstar’s next generation core data system that will power the products serviced by Morningstar globally. 25%.
  • Collaborate with multiple internal and external parties to analyze new feature/content requests to the core nervous systems, and convert business requirements into actionable solutions based on detailed, in-depth data analysis, including but not limited to calculation prototyping, usage analysis and data mapping/mining/locating.  30%.
  • Develop technical specifications based on business/data analysis of Morningstar’s database structure and closely work with development team to spearhead technical implementation. 25%.
  • Partner with product managers, tech leaders, developers and QA engineers to deliver data projects according to requirements. 10%.
  • Support existing data nervous system currently powering global Morningstar products. 10%.

 

Job Requirements:

  • Bachelor’s degree in Finance, Business Administration or related field.
  • 2 years of experience in business analysis and/or data analysis experience.
  • 2 years of experience with Morningstar software and data, or similar software programs such as Bloomberg, eVestment, FactSet, etc. 
  • 2 years of experience with managed investment data and any portfolio management software targeted for institutions and financial management professionals
  • 2 years of experience in the financial data services industry
  • 2 years of experience with the calculation methodology for equity, fund, and fixed income products, including portfolio aggregation, holding-based analysis, and return-based analysis.
  • Experience with financial data analysis and modeling using Excel (2 years) and SQL (1 year)
  • CFA charter holder (must have completed a minimum of Level 1)
  • 2 years of experience with portfolio-related calculation including but not limited to asset allocation, regional asset breakdowns, Socially Responsible Investing (ESG), and equity/fixed-income portfolio statistics
  • 1 year of experience working with data privacy software in the financial services industry to protect client data.

 

 

001_MstarInc Morningstar Inc. Legal Entity

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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ScalaLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • Ember.jsFrameworks
    • ExpressFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • PlayFrameworks
    • SpringFrameworks
    • Maria DBDatabases
    • MemcachedDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases

Location

22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Flexible Work Schedule
Family Medical Leave
Adoption Assistance
Company sponsored family events
Acme co. sponsors family oriented events Annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Happy Hours
Parking
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, Career mentoring, Leadership mentoring.
Continuing Education stipend
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Compensation at Morningstar is more than a salary. It’s about making positive contributions to both life and work. We give our diverse workforce the choice and flexibility they need to maintain their health, retirement plans, time, and professional growth.

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