Financial Reporting Analyst -BA

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Data / Reporting - Business Analyst

Location: Southampton

• Map end-to-end customer and product journeys to provide the essential business context for all reporting products and KPI definitions.
• Translate complex business requirements into functional specifications for Data Modelers, ensuring the underlying data structures are built to support long-term reporting needs.
• Lead the wire framing and prototyping of interactive dashboards to validate layout, filters, and user experience before any technical build.
• Ensure reporting aligns with regulatory requirements such as Consumer Duty, MiFID II, or ESG disclosures, keeping data products compliant.
• Define metrics specific to Wealth Management, such as Assets Under Management (AUM), Gross/Net Flows, Yields, and Advisor Productivity.
• Leverage domain knowledge in Wealth Management and Financial Services landscape.

Data / Reporting / Wealth Management, AUM / Consumer Duty / MiFID II / ESG

Mid-Senior level

Contract

Information Technology and Other

Data Infrastructure and Analytics, Financial Services, and Banking