Senior Business Analyst, Global Retirement Markets

Morningstar Inc.•Chicago, IL

58d•Hybrid

About The Position

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%). Remote work requests will be considered consistent with company policy.

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

Responsibilities

Identifying and evaluating business acquisition and investment opportunities
Developing sophisticated revenue projection models for new product ideas and enhancements
Understanding global defined contribution systems in the US, Australia, UK and Canada, as well as familiarity with emerging DC markets in Asia and Europe
Understanding of the 401(k) managed accounts and fiduciary services markets and competitive landscape
Familiarity with the fintech landscape, particularly in the retirement and financial wellness spaces
Writing long-form reports to communicate global trends and insights to senior leadership

Benefits

75% 401k match up to 7%
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 Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
Tuition Reimbursement
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups