Senior Sales Operations Analyst

Morningstar, Inc.
London
2 weeks ago
Applications closed

Related Jobs

View all jobs

Senior Data Analyst

Head of Commercial Insights

Lead Data Scientist

Senior Product Manager - Services (Remote - United Kingdom)

Senior Product Manager - Services (Remote - United Kingdom) (Basé à London)

Senior Product Manager - Services (Remote - United Kingdom) (Basé à London)

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:We are seeking a highly skilled Business Intelligence (BI) Analyst with a strong background in finance to join our dynamic team. The ideal candidate will possess deep expertise in financial analysis, reporting, data visualization, and documentation, with proficiency in using Tableau. This role is critical in guiding decisions through data-driven insights across the organization by providing actionable insights, comprehensive financial reporting, and well-documented data sources and definitions.

What You'll Do

  • Financial Data Review:
    • Collect, review, and interpret data to support strategic decision-making.
    • Perform in-depth financial modellng, forecasting, and variance analysis.
    • Identify trends, risks, and opportunities within our datasets.


  • Reporting & Visualization:
    • Develop, maintain, and optimize Tableau dashboards to visualize complex financial data.
    • Create and distribute regular financial reports and ad-hoc analyses to stakeholders.
    • Translate business requirements into technical specifications for Tableau reporting.


  • Data Management & Documentation:
    • Ensure data accuracy and integrity by working closely with data engineering teams.
    • Manage and maintain financial data within BI systems.
    • Document data sources, definitions, and methodologies for key financial metrics and data points.
    • Develop and maintain a data dictionary to ensure consistency and clarity across the organization.
    • Design and implement data quality checks and validation procedures.


  • Collaboration & Communication:
    • Collaborate with sales, product, finance, and other departments to understand data needs and provide tailored solutions.
    • Present insights and recommendations to senior management in a clear and concise manner.
    • Support our teams during budgeting and forecasting processes by providing data-driven insights.


  • Process Improvement:
    • Identify opportunities to enhance BI processes and tools.
    • Help develop and automate processes for reporting, analysis, and documentation to improve efficiency and accuracy.
    • Stay updated on industry trends and best practices in BI, finance, and data visualization.


Who You Are

  • Education:
    • Bachelor's degree in Finance, Economics, Business Administration, Data Science, or a related field.
    • A Master's degree or relevant certifications (e.g., CFA, CPA, Tableau, Salesforce) is a plus.


  • Experience:
    • Experience in business intelligence, financial analysis, or a related field. We're expecting this role to suit people who have a few years of experience in this field
    • Proven experience with Tableau and other BI tools (e.g., Power BI, SQL).
    • Strong understanding of financial concepts. Knowledge of investment information and databases is a big plus.
    • Experience in documenting data sources and defining data points.


  • Technical Skills:
    • Strong understanding of Salesforce and reporting in Salesforce.
    • Proficiency in Tableau for data visualization and reporting.
    • Advanced Excel skills, including pivot tables, VLOOKUP, and financial modeling.
    • Familiarity with SQL and data querying techniques.
    • Experience in documenting and maintaining data dictionaries or similar documentation.


  • Soft Skills:
    • Excellent communication and presentation skills.
    • Ability to work collaboratively in a cross-functional team environment.
    • Self-motivated with a proactive approach to learning and improvement.


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.

301_MstarEurLtd Morningstar Europe Ltd (UK) Legal Entity

Get the latest insights and jobs direct. Sign up for our newsletter.

By subscribing you agree to our privacy policy and terms of service.

Industry Insights

Discover insightful articles, industry insights, expert tips, and curated resources.

Contract vs Permanent Machine Learning Jobs: Which Pays Better in 2025?

Machine learning (ML) has swiftly become one of the most transformative forces in the UK technology landscape. From conversational AI and autonomous vehicles to fraud detection and personalised recommendations, ML algorithms are reshaping how organisations operate and how consumers experience products and services. In response, job opportunities in machine learning—including roles in data science, MLOps, natural language processing (NLP), computer vision, and more—have risen dramatically. Yet, as the demand for ML expertise booms, professionals face a pivotal choice about how they want to work. Some choose day‑rate contracting, leveraging short-term projects for potentially higher immediate pay. Others embrace fixed-term contract (FTC) roles for mid-range stability, or permanent positions for comprehensive benefits and a well-defined career path. In this article, we will explore these different employment models, highlighting the pros and cons of each, offering sample take‑home pay scenarios, and providing insights into which path might pay better in 2025. Whether you’re a new graduate with a machine learning degree or an experienced practitioner pivoting into an ML-heavy role, understanding these options is key to making informed career decisions.

Machine‑Learning Jobs for Non‑Technical Professionals: Where Do You Fit In?

The Model Needs More Than Math When ChatGPT went viral and London start‑ups raised seed rounds around “foundation models,” many professionals asked, “Do I need to learn PyTorch to work in machine learning?” The answer is no. According to the Turing Institute’s UK ML Industry Survey 2024, 39 % of advertised ML roles focus on strategy, compliance, product or operations rather than writing code. As models move from proof‑of‑concept to production, demand surges for specialists who translate algorithms into business value, manage risk and drive adoption. This guide reveals the fastest‑growing non‑coding ML roles, the transferable skills you may already have, real transition stories and a 90‑day action plan—no gradient descent necessary.

Quantexa Machine‑Learning Jobs in 2025: Your Complete UK Guide to Joining the Decision‑Intelligence Revolution

Money‑laundering rings, sanctioned entities, synthetic identities—complex risks hide in plain sight inside data. Quantexa, a London‑born scale‑up now valued at US $2.2 bn (Series F, August 2024), solves that problem with contextual decision‑intelligence (DI): graph analytics, entity resolution and machine learning stitched into a single platform. Banks, insurers, telecoms and governments from HSBC to HMRC use Quantexa to spot fraud, combat financial crime and optimise customer engagement. With the launch of Quantexa AI Studio in February 2025—bringing generative AI co‑pilots and large‑scale Graph Neural Networks (GNNs) to the platform—the company is hiring at record pace. The Quantexa careers portal lists 450+ open roles worldwide, over 220 in the UK across data science, software engineering, ML Ops and client delivery. Whether you are a graduate data scientist fluent in Python, a Scala veteran who loves Spark or a solutions architect who can turn messy data into knowledge graphs, this guide explains how to land a Quantexa machine‑learning job in 2025.