Senior Marketing Data 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.
The marketing team for the Individual Investor business plays a critical role in driving user acquisition, engagement, and retention. We leverage data-driven 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 cross-functionally to enhance our marketing strategy.
You will be responsible for tracking KPIs across Morningstar Investor, Morningstar.com, and our broader suite of investor products, implementing analytics solutions, and driving insights that support strategic decision-making. 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 New York 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 on-site behavior across Morningstar Investor and Morningstar.com.
• 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 third-party 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 data-driven 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 SQL-based data pipelines.
• Collaborate cross-functionally with product, sales, finance, and engineering teams to identify growth opportunities and improve marketing effectiveness.

Qualifications & Skills

• 2-5 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 problem-solving 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 subscription-based business models and customer retention metrics.

Why Join Us?

• Work at the intersection of marketing, data, and finance, helping shape the future of Morningstar's digital investor products.
• Be a key driver of growth in a data-driven, insight-rich environment.
• Access top-tier analytics tools and work with a team passionate about empowering investors.
• Collaborate with cross-functional teams, from marketing strategists to data engineers.
• Join a mission-driven company dedicated to transparency and investor education.

Base Salary Compensation Range
$73,227 - $124,447 USD
Total Cash Compensation Range
$80,550 - $136,925 USD
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.