Senior Business Analyst, Global Retirement Markets

Job Duties:

• Experience identifying and evaluating business acquisition and investment opportunities (20%).
• Developing sophisticated revenue projection models for new product ideas and enhancements (20%).
• Deep understanding of global defined contribution systems in the US, Australia, UK and Canada, as well as familiarity with emerging DC markets in Asia and Europe (20%).
• In-depth understanding of the 401(k) managed accounts and fiduciary services markets and competitive landscape (20%).
• Familiarity with the fintech landscape, particularly in the retirement and financial wellness spaces (10%).
• Demonstrated experience writing long-form reports to communicate global trends and insights to senior leadership (10%).

Job Requirements:

Bachelor’s degree in Economics, Finance, or related field, or foreign equivalent and 3 years of relevant experience in the financial services industry in a Financial Product Specialist, Business Analyst, or related role. In addition, the position requires:

• experience in business intelligence tools, including Python, SQL, and Tableau
• familiarity with Salesforce
• experience with global defined contribution systems in the US, Australia, UK and Canada
• experience with emerging DC markets in Asia and Europe
• experience with U.S. retirement market trends and distribution channels
• experience with 401(k) managed accounts and fiduciary services markets and competitive landscape
• experience with using advanced analytics to gather and analyze large datasets to solve complex problems and provide actionable insights
• experience with advance MS Excel and proficiency in utilizing features such as data importing/exporting, pivot tables, conditional formatting, data validation, etc.
• experience with conducting comprehensive financial analysis to guide strategic decision-making and business growth
• experience with identifying and evaluating business acquisition and investment opportunities
• experience researching and identifying partnership opportunities in the fintech space, particularly in the retirement and financial wellness spaces
• experience writing long-form reports to communicate global trends and insights to senior leadership
• experience with presentations in order to communicate actionable insights to senior leadership.

Will accept any suitable combination of education, training, and experience.

Must possess unrestricted right to work in the U.S. in this position

Morningstar is an equal opportunity employer.

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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

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 collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.

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About Us

How to Apply for a Job at Morningstar

Step 1

When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please.

Step 2

You will receive an email notification to confirm that we've received your application.

Step 3

If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your interview—either with a job offer or to let you know our plans for the position.

Applicants With Disabilities Who Need Accommodation

Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email AskHR@morningstar.com and let us know the nature of your request and your contact information.

Please note:

• We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests.
• Please be sure to include the title and location of the open position you’re interested in when you leave a message.

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Learn more:

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• Right to Work (English)
• Right to Work (Spanish)
• EEO is the Law
• Pay Transparency Notice

Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.