Business Intelligence Analyst and Developer

M&G; Stirling; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm in Scotland is seeking a Business Intelligence Analyst and Developer to enhance sales efficiency through innovative reporting and AI tools. The role involves designing and implementing BI dashboards, automating processes within Salesforce, and supporting sales leadership with insights. The ideal candidate has strong analytical skills, experience with Salesforce/Power BI, and the ability to engage effectively with stakeholders. This position offers a collaborative atmosphere with flexible working arrangements.

Benefits

18% pension scheme

38 days annual leave

Private Healthcare

Critical Illness cover

Family-friendly policies

Qualifications

• Strong understanding of financial services and intermediary sales.
• Experience with stakeholder engagement.
• Knowledge of regulatory requirements related to financial data.

Responsibilities

• Create innovative AI agents and tools to support sales efficiency.
• Develop and maintain BI dashboards and reports.
• Collaborate with stakeholders to understand business needs.

Skills

Analytical mindset

Problem-solving ability

Salesforce experience

Power BI skills

Stakeholder engagement

Tools

Salesforce

Power BI

CRMA

Job description

Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.

Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.

Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

The Role

We have an exciting opportunity within our business for an Business Intelligence Analyst and Developer. This area of the business is a small team, that supports the Intermediaries Sales Teams, implementing automated MI and opportunity identification solutions, and creating innovative tools and AI agents that help drive efficiencies across the department. Alongside this, the team work hand-in-hand to support local and corporate level projects, and own and report on all adviser/distribution MI to sales leaders and the M&G Exec.

As a Business Intelligence Analyst and Developer, you will be a key part of the Business Intelligence Team, and of the wider Intermediaries Operations team. This role is integral in delivering market leading insights and creating tools that drive efficiencies for the wider sales department. It is therefore important that the successful applicant has an innovative and analytical mindset alongside the ability to manage a wide and demanding to do list, delivering to fast timescales. This role demands a self-starter that strives for excellence, and is able to singlehandedly take something from inception to delivery.

You will help design and implement AI Agents, design automations within SF CRMA, hardcode in SF, and create sleek PBI reports while providing insight through MI of the Distribution channel and adviser market. It is important that you also develop and maintain strong relationships with stakeholders and provide support to Operations Managers in the wider team. You will also need to be pro-active and spot opportunities to develop yourself and the business.

Key Responsibilities for this role

• Creating AI agents, tools, and reports, that are innovative and drive efficiencies for our sales teams.
• Designing and develop AI Agents using CoPilot and CoPilot Studio
• Designing and developing BI dashboards, reports, and data visualisations using tools such as Power BI
• Maintain and enhance existing CRMA solutions
• Working with our Salesforce Team, hardcoding and helping to build new streamlined processes within the CRM
• Collaborating with stakeholders to gather requirements and translate business needs into technical solutions.
• Maintain and enhance existing BI solutions to ensure accuracy, relevance, and performance.
• Always learning and identifying new ways to make the best use of our tools, or identifying new tools and solutions that will help us deliver streamlined departmental efficiencies
• Perform data analysis to identify trends, opportunities, and risks within sales performance and intermediary engagement.
• Key SME for local and corporate level projects, understanding the needs of Distribution, our sales colleagues, and our data
• Support sales leadership with ad hoc analysis and insight to inform strategic decisions.
• Ensure data governance and compliance with internal policies and external regulations (e.g., FCA).
• Provide training and support to end-users
• Continuously improve BI capabilities by staying up to date with industry best practices and emerging technologies.
• Presenting sales analytics back to key stakeholders and senior management at senior management team meetings
• Helping to implement business change programs
• Work collaboratively with colleagues and take personal accountability to maintain and enhance controls you are responsible for to support improvement of the overall control environment, customers outcomes and a reduction in M&G’s operational risk.

Key Knowledge, Skills & Experience

• Analytical and innovative mindset with attention to detail and strong problem-solving ability
• Strong understanding of financial services, particularly intermediary sales and distribution models
• Experience with Salesforce and building flows
• Experience building within CRMA of Salesforce
• Experience hardcoding within Salesforce

Knowledge of sales performance metrics

Understanding of regulatory requirements relevant to financial data (e.g., GDPR, FCA guidelines)

Strong Power BI Skills, with ability to build models quickly, from large complex data sets

Excellent communication and stakeholder engagement skills

Ability to manage multiple projects and priorities in a fast-paced environment

Experience of data analysis and reporting. Data analysis including; requirements, data modelling, data mapping and validation

Experience working with Agentforce (desirable)

Experience of working within a project environment

Self-starter with a passion for learning

Good communication and stakeholder management skills

Initiative to spot areas for improvement in processes

Excellent attention to detail, ensuring work is accurate

Strong analytical and organisational skills

Ability to prioritise and meet deadlines

Work Level: Experienced Colleague

Reports to: Operations Manager

Department & Team: Business Intelligence Team, Intermediaries Operations - UK Distribution

Recruiter: Phoebe Ewers

What we offer

At M&G, we’re committed to helping you thrive and supporting your wellbeing, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, while planning confidently for your future. Our UK benefits include:

• As a savings and Investments firm we are proud to offer a valuable pension scheme of 18% , with 13% made up of Employer Contributions and 5% Employee Contributions . We also offer Share Save and our Share Incentive Plan , together with access to financial wellbeing and support services - to help give you real confidence to put your money to work.

• Enjoy 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days and additional flexibility through our Time Off When You Need It policy – to balance your work and personal commitments.

• Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - as supporting families is a core aspect of our inclusive culture.

• Health & Protection cover including Private Healthcare , Critical Illness cover and Life Assurance for you, with family options - for peace of mind.

To explore more about life at M&G and our full benefits offering, visit Life at M&G

We have a diverse workforce and an inclusive culture at M&G, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.

M&G is also proud to be a Disability Confident Leader

Ifyou need assistanceor an alternative means of applying for a role due to a disability or additional need,pleaselet usknow by contacting us at: [e-mail]