Senior Sales Operations Analyst

Morningstar, Inc.
London
1 month ago
Applications closed

Related Jobs

View all jobs

Senior Indirect Tax Analyst

Senior Data Scientist (Greater Manchester)

Senior Data Scientist

Senior Data Scientist

Commercial Director

Data Science Consultant - Edinburgh

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.

Jobs

Rural-Remote AI Jobs: A Breath of Fresh Air in the UK Tech Scene

A New Horizon for AI Professionals For years, conversations around tech careers in the UK have hinged on a central theme: to succeed in artificial intelligence (AI), you must be in or around London (or other big metropolitan areas like Manchester, Bristol, or Edinburgh). But times are changing. Technological leaps and the rise of flexible working are paving the way for AI professionals to live and work well beyond the capital. From the rugged coastlines of Cornwall and Pembrokeshire to the rolling hills of the Yorkshire Dales, we’re witnessing an exciting trend of AI remote countryside roles that allow you to work at the forefront of tech innovation—all while enjoying the tranquillity of rural or seaside living. At ArtificialIntelligenceJobs.co.uk, we’re seeing a marked increase in job postings and applications for these sorts of positions. A growing segment of job seekers is actively searching for “tech jobs by the sea” or “AI remote countryside,” driven by a desire for better work-life balance, lower living costs, and a healthier lifestyle. And it’s not just employees who stand to benefit; employers eager to attract top-tier AI talent are discovering that offering remote or flexible roles widens their candidate pool and enhances diversity. If you’re enticed by the idea of logging off from a day of coding neural networks and taking a stroll along a coastal path—or stepping outside your converted barn in Northumberland to soak in some fresh country air—this article is for you. Below, we’ll explore the benefits and challenges of rural-remote AI jobs, the specific roles best suited for remote work, and how to position yourself for success in this rapidly evolving sector.

Jobs

When Qubits Fuel Neural Networks: The Emerging Frontier of Quantum-Enhanced AI

Artificial Intelligence (AI) has soared to unimaginable heights over the last few years, revolutionising sectors ranging from healthcare and finance to logistics and entertainment. But while deep learning models have grown more sophisticated and powerful, they remain tied to the limitations of classical computing systems. Enter quantum computing, a burgeoning field that leverages qubits—quantum bits—to achieve processing speeds that could leave even today’s most advanced supercomputers in the dust. What if we combined these two forces? Quantum-enhanced AI aims to integrate quantum hardware and algorithms into AI workflows, potentially unlocking efficiencies and capabilities that are currently out of reach. Although this domain is still in its infancy, experts predict it could reshape entire industries in the not-so-distant future. For professionals in AI, this is more than just an interesting development; it’s a pivotal shift that could spawn new roles, research areas, and opportunities. In this thought-leadership piece, we will: Outline the basics of quantum computing and why it matters to AI. Examine how quantum resources might supercharge neural networks. Highlight the career paths at the intersection of quantum and machine learning. Discuss the long-term outlook and what it means for AI professionals looking to stay ahead. Whether you’re already immersed in AI or just beginning to explore its potential, strap in—this new frontier promises a radical transformation.

Jobs

AI Jobs at Newly Funded UK Start-ups: Q3 2025 Investment Tracker

Over the last decade, the United Kingdom has firmly established itself as one of Europe’s most significant technology hubs. Thanks to a vibrant ecosystem of venture capital, government-backed initiatives, and a wealth of academic talent, the UK has become especially fertile ground for artificial intelligence (AI) innovation. This growth is not just evident in established tech giants—new start-ups are emerging every quarter with fresh ideas, ground-breaking technologies, and a drive to solve real-world problems. In this Q3 2025 Investment Tracker, we take a comprehensive look at the latest AI start-ups in the UK that have successfully secured funding. Beyond celebrating these companies’ milestones, we’ll explore how these recent investments translate into exciting new job opportunities for AI professionals. Whether you’re an experienced machine learning engineer, a data scientist, or simply hoping to break into the AI sector, this roundup will give you insights into the most in-demand roles, the skills you need to stand out, and how you can capitalise on the current AI hiring boom.

🍪 We use cookies to enhance your browsing experience on our website. By continuing to use this site, you consent to the use of cookies as described in our Cookie Policy. You can review our Cookie Policy for more information.