About Morningstar: Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.

The Role: As a Senior Business Analyst in the Data Services team, you will play a critical role in driving the development and implementation of IT solutions that align with the business’s strategic goals. You will focus on translating complex business needs into clear, actionable technical requirements, working closely with development teams, stakeholders, and other business units. With a deep understanding of both the business and technical sides, you will ensure that the solutions delivered meet both business objectives and technical standards.

What You’ll Do:

Collaborate with stakeholders to translate complex business needs into requirements, ensuring they are thoroughly documented through technical requirements, workflow diagrams, and functional specifications.

Proactively identify, analyze, and mitigate potential gaps and inconsistencies in business workflows, optimizing processes for improved efficiency and accuracy.

Lead the creation, refinement, and management of product backlogs, ensuring that user stories, epics, and acceptance criteria are well-defined and align with business goals.

Oversee acceptance testing, working with stakeholders and QA teams to ensure that deliverables meet functional and non-functional requirements.

Facilitate communication of either changes in requirements or changes in development between the development team and business owners.

Manage issues reported through the Help Desk to resolution, manage issue communication with stakeholders.

Conduct effective project management to ensure key project deadlines are met.

Provide mentorship and guidance to junior business analysts and team members, fostering a collaborative and productive environment.

Who You Are:

4+ years’ experience working as a business analyst or product owner

Strong analytical and problem-solving skills, with the ability to break down complex business requirements into clear, actionable technical solutions.

Experience in preparing documentation for functional & technical requirements in Atlassian Confluence & Gliffy.

Good knowledge of BPMN and/or UML

Proficiency in SQL for querying databases to extract, manipulate, and analyze data.

Knowledge of data visualization tools such as Tableau, Power BI, or Looker to analyze and present data insights.

Call to Action: Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least 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.