Business Analyst

The Group: Morningstar’s Wealth Management Solutions group builds tools that help financial advisors provide comprehensive and compliant financial advice to retail clients and investors, leveraging Morningstar’s extensive data and research capabilities.

Role Overview: We are seeking a talented Business Analyst with 3+ years of experience in an agile environment. The ideal candidate will work with senior stakeholders to translate business requirements into functional specifications and utilize various tools and techniques to deliver high-quality analytical output.

The Role: As a Business Analyst, you will help build a world-class financial services experience for investors and financial advisers. You will collaborate with multiple product teams to deliver exceptional service, using cutting-edge technologies and innovative solutions. You will be part of a creative team, delivering value in a fast-paced environment, and contributing to the future of investing

Key Responsibilities:

Assist software development teams in designing and delivering customer-centric solutions.

Conduct analysis to support the development and expansion of software products.

Capture and document user stories, BDD cases, and acceptance criteria.

Map user journeys and process flows, performing gap analysis to suggest alternatives.

Document requirements and business rules using business and technical process flows, sequence diagrams, and user story mapping.

Define and prioritize the backlog with the product owner, leading refinement sessions.

Oversee quality control and testing, engaging in continuous discovery with clients.

Prepare and conduct training, facilitating the delivery of product changes.

Conduct functional, exploratory, and user testing as needed.

Requirements:

Proven experience as a Business Analyst or Product Owner, with attention to detail.

Strong knowledge of wealth management products and services.

Experience in Agile environments with a consultative approach.

Skilled in product and user story mapping.

Ability to gather, organize, synthesize, and prioritize complex information.

Experience in continuous delivery and integration environments.

Excellent analytical and problem-solving skills.

Proficient in MS Office Suite, JIRA, Confluence, and Visio.

Strong organizational and time management skills.

Clear communication and presentation skills.

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

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.