This premier Wealth Manager is looking for a Senior Business Information Analyst to join either our Ipswich or Mayfair office, and help infrom the design and delivery or our data strategy, including supporting data-driven decision making processes across the organisation, optimising internla processes, and assisting with management information reports.

Key Accountabilities
Data Collection and Preparation
Work with data engineers to collect, gather, and organise data from internal and external, on-prem and cloud-based sources in the data lake, including SQL database, Microsoft Dynamics, Mongo DB, GA4, BigQuery and other 3rd party connectors and data repositories
Utilise SQL to manipulate and query large datasets efficiently, helping to model schemas and tables in the data lake’s medallion architecture
Clean, validate, and preprocess data to ensure accuracy and consistency, including handling missing data, outliers and duplicates
Continuously add to a multi-layered reporting structure, where transactional, product, contact and account related datasets can be overlaid to provide a synced-up customer view that drives self-service analytic tools and dashboards for technical and non-technical users
Ensure data privacy, security, and compliance with relevant regulations, such as GDPR or CCPA
Data Analysis - Insights and Profiling
Utilise statistical and data analysis techniques to extract meaningful insights from client or prospect-related data. Identify patterns, trends, and anomalies to inform our family centric strategy and drive commercial outcomes
Create client segments based on characteristics such as demographics, transactions, engagement levels, and other relevant segmentations as the business evolves. Develop tailored personas to better understand different client groups
Develop detailed life-centric profiles of customer groups, including their preferences, needs, and pain points
Analyse client feedback and survey data to assess client satisfaction levels, map them to digital footprints, engagement levels and transactional value growth to identify areas for improvement
Build predictive models to forecast client behaviour and their commercial impact, such as response to marketing campaigns, churn, transfers in/out, adding/removing services, wrapper top-ups or lack thereof, movement along the service pyramid
Data Visualisation
Create and maintain interactive dashboards and reports using PowerBI. Assist with the migration and re-configuration of SSRS reports, amalgamating groups of reports into insightful PowerBI dashboards
Translate complex data into clear, understandable visualisations for stakeholders
Support the creation and continuous improvement of reporting style guides that align with our brand identity and business best practices
Stakeholder Collaboration
Work closely with Data Engineers to ensure data integrity and seamless data flow, as well as with data scientists to support advanced analytics and predictive modelling projects, AI, ML
Collaborate closely with cross-functional teams, including advisers, product development, IT and marketing to ensure client/prospect insights become the central influence on our future product strategy.
Work with stakeholders across the business to identify and analyse pain points, optimising internal and client facing processes to help us scale the business faster, drive cost reduction and/or increase client satisfaction
Get to know our business and stakeholders in depth as part of our data analyst rotation scheme. You will provide technical expertise, training and knowledge sharing to data consumers in a particular business unit, rotating through multiple departments throughout the year. Help users access, interpret and visualise data for reporting, dashboards, and analytics, fostering a culture of collaboration and innovation.
Candidate Profile
Degree-educated in a relavant subject
Will have at least 2 years experience in an Analytical role, with exposure to statistical analysis and data modelling techniques, and be comfortable with large datasets
Will be proficient in data analysis tools and programming languages i.e. SQL, PowerBI, Python
Will have advanced Excel skills
Experience with Git operations, GitHub copilot and CI/CD flows a plus
Will be diligent with an eye for detail
Will be an effective communicator and able to work with stakeholders cross-functionally
Knowledge of cloud computing platforms, in particular Azure Databricks, ETL and ELT processes, as well as experience with big data technologies and frameworks a plus