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 Chicago 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 ana