Client Group Reporting Analyst

Client Group Reporting Analyst

The Client Group Reporting Analyst is responsible for developing complex intelligence projects that deliver actionable outcomes for the client group. The role requires combining domain expertise, analytical rigor, and stakeholder engagement to inform decision‑making and strategic direction across asset management, personal wealth, and private equity.

• Own and manage the full lifecycle of intelligence and analytics projects, from ideation through delivery, with minimal supervision.
• Define project scope, set tasks, establish priorities, and make key decisions to ensure project success.
• Be accountable for the delivery of high‑impact insights to business stakeholders.

• Align projects with the broader strategic objectives of the Client Group Insights & AI team and the organisation.
• Recognise key business drivers and embed them in project planning and execution.

• Proactively engage internal stakeholders (e.g., Product Owners, Relationship Managers, Distribution teams) to understand requirements and influence project direction.
• Interact confidently with senior leadership and, where appropriate, external parties such as clients and industry groups.
• Facilitate communication and manage expectations across all project participants.

• Maintain and prioritise a project backlog, breaking down work into clear, actionable tasks.
• Assign and track task progress within the team, ensuring value and timely delivery.

• Apply advanced analytical techniques to deliver meaningful insight into client behaviours, opportunities, and risks.
• Oversee and execute research to overcome analytical obstacles.
• Propose and implement improvements to Client Group Insights & AI processes, methodologies, and reporting tools.

• Produce and maintain high‑quality documentation for operational continuity and knowledge sharing.
• Emphasise user experience and business value in analysis and reporting deliverables.

• Provide mentorship and guidance to other analysts within the team.
• Champion best practices in analysis, communication, and stakeholder management.
• Lead “glue work”—managing team dynamics, facilitating collaboration, and helping to resolve blockers.

• Recognised as an authority in client intelligence across Client Group Insights & AI domains.
• Keep abreast of new tools, techniques, and industry developments, bringing relevant innovations into practice.

• 1‑3 years’ experience developing BI reports in Power
  
  BI, Tableau or similar reporting tools.
• Experience with Microsoft Fabric software desired.
• Strong SQL query skills and experience dealing with complex dimensional models.
• Experience in the finance services industry is not necessary but would be helpful.
• Experience in Python is useful, but not necessary.

• Demonstrates ownership and accountability for projects and outcomes.
• Delivers clear, actionable insights that support key business decisions.
• Influences stakeholders using clear evidence and persuasive communication.
• Champions a collaborative, supportive working environment.
• Recognises and proactively manages project risks and challenges.
• Continuously seeks personal and team development opportunities.

We recognise potential, whoever you are. We are an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to age, disability, gender identity, religious beliefs, sexual orientation, socio‑economic background or any other protected characteristic.