BI Analyst at Schroders Personal Wealth in Horsham

Summary: Schroders Personal Wealth aims to improve financial advice accessibility and effectiveness. They are seeking a Business Insights Analyst to turn data into actionable insights through Power BI reports, focusing on stakeholder engagement and data analysis. Responsibilities: - Design build and update Power BI reports that help stakeholders monitor performance - Identify trends or patterns and summarise what they may mean for the business - Support Business Insights Manager by gathering, checking, and interpreting data for insight work - Work with frontline teams to understand their reporting questions and information needs and adapt reporting designs to suit their needs - Provide clear explanations and guidance on how to use dashboards effectively - Build knowledge of business processes, KPIs, and how different teams use data - Assist in creating and updating Power BI dashboards - Support the development of simple data models and DAX measures - Ensure visuals are clear, accurate, and follow internal standards - Write and maintain basic SQL queries under guidance - Help create and update tables or views used for reporting - Perform data checks to ensure completeness and accuracy - Continuously build knowledge of Power BI, DAX, and SQL - Learn the business’s data landscape, metrics, and reporting processes - Keep up to date with best practices in data visualisation and analysis Required Qualifications: - Basic understanding of Power BI (or similar BI tools) - Foundational SQL knowledge (select queries, joins) - Good Excel skills and general comfort working with data - Comfortable speaking with stakeholders and asking clarifying questions - Strong interest in understanding how the business works - Strong attention to detail and willingness to investigate data issues - Ability to interpret data and communicate findings simply - Curious, proactive approach to learning new tools and techniques - Good organisation skills and ability to manage multiple tasks - Some experience working with data (e.g., coursework, internship, or early career role) - Experience presenting information to stakeholders and explaining data in a clear, accessible way Preferred Qualifications: - Exposure to DAX or Power Query - Any experience with databases or data modelling concepts - Experience using Power BI or SQL in any capacity is helpful but not essential - Degree in Data Analytics, Business, Computer Science, or related field — or equivalent experience - Interest in working toward certifications such as PL300 (Power BI) Required Skills: Power BI, SQL, Excel, DAX, Power Query, Data modelling, Data analysis, Data visualisation, Curiosity, Proactive learning Benefits: Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days., Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening., Company Pension Contribution: A matched pension contribution of up to 15% of your base pay., Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support., Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service), Financial Advice: Access to free financial advice to help secure your financial future.