Business Intelligence and Reporting Specialist

Reporting Specialist

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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Experience Level

Mid Level