Event Operations & Insights Associate

Morningstar • Chicago, IL

3d • Hybrid

About The Position

Working on the Chicago Experiential Marketing team and as part of the global Content & Platforms group, this role reports to the Senior Director of Experiential Marketing. The role is evenly split between event coordination and event data analysis. This individual will help plan and support live events while also pulling, organizing, and analyzing event performance data to help the team understand results and improve future experiences.

Requirements

• Detail-oriented with strong ability to track and execute multiple projects simultaneously.
• Able to work collaboratively with cross-functional partners and drive follow-through.
• Strong communication and interpersonal skills.
• Comfortable analyzing data, identifying insights, and using an agile approach to decision-making.
• Organized, dependable, and proactive.
• Bachelors Degree

Nice To Haves

• Background in hospitality or marketing.
• Experience with events, customer experience, or basic data tools.

Responsibilities

• Support the planning and delivery of live and virtual events.
• Coordinate logistics such as vendor communication, schedules, materials, and shipping.
• Assist with onsite or virtual setup, attendee flow, and basic troubleshooting.
• Maintain timelines, task lists, and project trackers to keep the team aligned.
• Help manage budgets, track expenses, and support invoice processing.
• Prepare event briefs, run-of-show documents, and recap materials.
• Pull event data from multiple tools and sources.
• Clean, validate, and organize data to ensure accuracy.
• Track KPIs and build simple reports, dashboards, and performance summaries.
• Identify insights, trends, and opportunities to improve future events.
• Maintain a central repository of event metrics and keep it current.
• Partner with the team to strengthen measurement frameworks and refine metrics.
• Keep shared documentation and files organized and up to date.
• Prepare presentation materials, meeting notes, and status recaps.
• Support communication between internal teams, external partners, and vendors.
• Look for opportunities to improve processes and make workflows more efficient.

Benefits

• 100% 401k match up to 6% of salary
• Stock Ownership Potential
• Company provided life insurance - 1x salary + commission
• 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
• Trust-Based Time Off
• 6-week Paid Sabbatical Program
• 6-Week Paid Family Caregiving Leave
• Competitive 8-24 Week Paid Parental Leave
• Adoption Assistance
• Leadership Coaching & Formal Mentorship Opportunities
• Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
• Tuition Reimbursement
• Charitable Matching Gifts program
• Dollars for Doers volunteer program
• Paid volunteering days
• 15+ Employee Resource & Affinity Groups

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level