Senior Marketing Data Analyst Individual Investor
Senior Marketing Data Analyst Individual Investor
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$ 72150 - 122650
1 Vacancy
Job Description
About Morningstar and the Individual Investor Business
Morningstars 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 serves as a hub for market news analysis and educational content.
The marketing team for the Individual Investor business plays a critical role in driving user acquisition engagement and retention. We leverage datadriven insights to optimize campaigns improve the user experience and enhance subscription growth.
The Role
We are seeking a Senior Marketing Data Analyst to bring analytical rigor to our marketing efforts helping us measure performance optimize campaigns and uncover opportunities for growth. This role will own reporting build forecasting models analyze user behavior and work crossfunctionally to enhance our marketing strategy.
You will be responsible for tracking KPIs across Morningstar Investor Morningstar and our broader suite of investor products implementing analytics solutions and driving insights that support strategic decisionmaking. You will work closely with marketing product data and technology teams to ensure seamless tracking and reporting.
The role reports to the Global Head of Marketing Morningstar Wealth and is based in the Chicago office.To foster continuous collaboration at least three days in the office per week is required.
Key Responsibilities
Data Analytics & Reporting
- Track and analyze daily monthly and yearly KPIs to measure marketing effectiveness and progress toward growth goals.
- Create and maintain dashboards that monitor trials subscriber growth page views engagement and onsite behavior across Morningstar Investor and Morningstar.
- Consolidate data from various sources such as Google suite Stripe and AWS to create automated reporting solutions that provide actionable insights.
- Monitor and validate data from thirdparty sources to ensure accuracy and reliability.
Campaign & Performance Optimization
- Implement tracking and measurement frameworks for marketing campaigns across Google Analytics Google Ads Bing Ads Reddit WalkMe Awin and various other platforms
- Support paid marketing (Search Display Affiliate) with backend tracking and performance analysis.
- Define baseline targets and use datadriven insights to optimize acquisition engagement and retention strategies.
- Conduct cohort analysis customer lifetime value (LTV) modeling and retention analysis to inform marketing and 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 IT and data teams to build and maintain a centralized data infrastructure that supports marketing analytics.
- Define and implement data tracking solutions using Google Tag Manager (GTM) and SQLbased data pipelines.
- Collaborate crossfunctionally with product sales finance and engineering teams to identify growth opportunities and improve marketing effectiveness.
Qualifications & Skills
- 25 years of experience in data analytics marketing analytics or business intelligence.
- Strong experience in SQL for querying and analyzing large datasets.
- Proficiency in Google Marketing Platform (Google Analytics Google Tag Manager 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 problemsolving skills and ability to translate data into business recommendations.
- Experience with AWS (Athena Redshift QuickSight and/or Tableau 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 subscriptionbased business models and customer retention metrics.
Why Join Us
- Work at the intersection of marketing data and finance helping shape the future of Morningstars digital investor products.
- Be a key driver of growth in a datadriven insightrich environment.
- Access toptier analytics tools and work with a team passionate about empowering investors.
- Collaborate with crossfunctional teams from marketing strategists to data engineers.
- Join a missiondriven company dedicated to transparency and investor education.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. Thats why we champion your wellness through a widerange 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 companyprovided HSA contributions (up to $500$2000 annually) for specific plansand coverages
- Additional medical Wellness Incentives up to $300$600 annual
- Companyprovided long and shortterm disabilityinsurance
- Emotional Health
- TrustBased Time Off
- 6week Paid Sabbatical Program
- 6Week Paid Family Caregiving Leave
- Competitive 824 Week Paid Parental Bonding Leave
- Adoption Assistance
- Leadership Coaching & Formal MentorshipOpportunities
- Annual Education Stipend
- 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
$65591..00 USD AnnualTotal Cash Compensation Range
$72150..00 USD AnnualMorningstars hybrid work environment gives you the opportunity to work remotely and collaborate inperson each week. While some positions are available as fully remote weve found that were at our best when were 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 youll have tools and resources to engage meaningfully with your global colleagues.
001MstarInc Morningstar Inc. Legal EntityRequired Experience:
Senior IC
Employment Type
Full-Time
