Company:
Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities.
Business Unit:
Sustainalytics provides high-quality, analytical environmental, social and governance (ESG) research, ratings and data to institutional investors and companies that help them identify, understand and manage ESG-driven risks and opportunities. Our mission is to provide the insights required to make more informed decisions that lead to a more just and sustainable global economy.
Team:
Quality and Transformation
is committed to delivering best‑in‑class products to our customers through industry‑leading quality practices and standards. The team is responsible for designing the Quality framework that guides the divisions on quality methodologies, developing and deploying controls, and establishing differentiated metrics and reporting systems to monitor operational health and track progress.
In parallel, the Transformation team focuses on designing, evaluating, and optimizing end‑to‑end processes across Sustainalytics. Working closely with cross‑functional partners, the team drives superior levels of data and product quality. The scope of responsibility spans Operations, Research and Methodology, Products, Technology, and Commercial functions across the division.
Key Responsibilities
Build, maintain, and enhance Power BI dashboards and reports that serve executive and operational audiences
Write and optimize SQL queries to extract, validate, and transform data from PostgreSQL and other relational databases
Develop and maintain Power Query (M) transformations and DAX measures within Power BI semantic models
Support data pipeline development and migration efforts using Microsoft Fabric (Lakehouse, Data Factory)
Conduct data quality checks and proactively identify anomalies, gaps, or inconsistencies in source data
Translate business questions into structured analytical approaches and clearly communicate findings to non-technical stakeholders
Collaborate with cross-functional teams (data, product, ESG/sustainability) to define metrics, gather requirements, and validate outputs
Document reporting logic, data sources, and methodology to support team knowledge continuity
Contribute to the design and improvement of reporting workflows, intake processes, and governance standards
Required Qualifications
3-5 years of experience in a BI, analytics, or reporting role
Working knowledge of SQL and relational database concepts (joins, keys, data modeling)
Experience building reports or dashboards in Power BI or a comparable BI platform (Tableau, Looker, etc.)
Ability to explain analytical work in plain language to non-technical audiences
Strong problem-solving orientation. Comfortable decomposing ambiguous requests into structured tasks
Attention to detail, particularly in data validation and QA of own work
Effective written and verbal communication skills
Preferred Qualifications
Experience with Power Query (M language) and/or DAX
Familiarity with Microsoft Fabric, Azure Data Factory, or similar data engineering tools
Experience working with stakeholders across functions or geographies
Comfort using AI-assisted tools (e.g., Claude, Copilot) to accelerate technical work, paired with the judgment to evaluate and validate AI-generated outputs
Visual design sensibility — an eye for clean, readable data visualizations and slide layouts
Morningstar is an equal opportunity employer.
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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