Lead Data & Reporting Technical Business Analyst

TN United Kingdom; London; Hybrid; GBP 72,000 - 85,000; Full time

Job summary

A leading company in the UK’s long-term savings and retirement sector is seeking a Lead Data & Reporting Technical Business Analyst. This role involves working within the Transformation, Tech and Data team to develop business and technical requirements, ensuring the maturity of their data journey. The successful candidate will have extensive experience in the finance sector and will play a key role in delivering a world-class data ecosystem.

Benefits

Private medical cover

38 days annual leave

Excellent pension

Career breaks

Income protection

Volunteering days

Qualifications

• Extensive experience in banking, pensions, and finance/asset management.
• Experience with policyholder investment & fund data.
• Relevant experience working as part of an agile team.

Responsibilities

• Lead and coordinate business analysts in delivery teams.
• Develop strong relationships with stakeholders to elicit requirements.
• Support project managers in assessing progress and effectiveness.

Skills

Business Analysis

Data Management

Agile Methodologies

Collaboration

Attention to Detail

Education

Degree in Computer Science, Technology or Engineering

Tools

JIRA

Confluence

Power BI

Python

R

Tableau

Job description

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Lead Data & Reporting Technical Business Analyst, London

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Client:

Phoenix Group Holdings

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

8a61408219f8

Job Views:

3

Posted:

21.05.2025

Expiry Date:

05.07.2025

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Job Description:

We have an incredible opportunity to join us here at Phoenix Group as a Lead Data & Reporting Technical Business Analyst in our Transformation, Tech and Data team within the Asset Management function.

Job Type: Permanent

Location: This role could be based in either our Telford, London or Edinburgh offices with time spent working in the office and at home.

Flexible working: All of our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process.

Salary and benefits : £72,000- £85,000 depending on experience plus bonus, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more

Who are we?

We want to be the best place that any of our 6,600 colleagues have ever worked.

We’re the UK’s largest long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.

The role

We have two technical Business Analyst positions available within our Transformation, Tech and Data area with one focusing on Capital Markets and the other Policyholder Investment Office.

These roles are key to sustain the continued maturity of our data journey within the function and will contribute to the successful development of the Phoenix Group Asset Management vision, particularly in delivering a world-class data ecosystem.

For the Capital Markets position, the successful candidate will have an extensive track record of working with Front, Middle and Back Office teams and have a good understanding of the trade lifecycle from both an investment and operational perspective. You will have an unwavering attention to detail as you collaborate with internal and external teams involved in managing and supporting our asset data.

You will also be responsible for developing the business and technical requirements required to evolve the data operating model, primarily for the Capital Markets business, working as part of an agile scrum team to develop solutions to satisfy those requirements. You will also have responsibility for the business analysts assigned to the Data and Reporting Capital Markets aligned delivery team(s).

For the Policyholder Investment Office position, the successful candidate will have an extensive track record of working with Policyholder investment teams and have a good understanding of the key components of a policyholder investment office from both an investment and operational perspective. You will have an unwavering attention to detail as you collaborate with internal and external teams involved in managing and supporting our asset data.

You will also be responsible for developing the business and technical requirements required to evolve the data operating model, primarily for the Policyholder Investment Office business, working as part of an agile scrum team to develop solutions to satisfy those requirements. You will also have responsibility for the business analysts assigned to the Data and Reporting Policyholder Investment Office aligned delivery team(s).

Key Responsibilities

• Lead, oversee and co-ordinate the other business analysts assigned to the Data and Reporting Capital Markets / Policyholder Investment Office aligned delivery team(s). Support and challenge to ensure ways of working are fully adopted and analysis activities completed in line with sprint plans.
• Develop strong relationships with key business stakeholders and other colleagues to elicit requirements and subsequently update on requirements evolution in a business focused way.
• Support and host discussions within a multidisciplinary team, with potentially difficult dynamics.
• Support the project manage(s) / delivery managers(s) to regularly assess the progress and effectiveness of the discovery and analysis effort, taking interventions as needed to deliver work to agreed timescales and quality.
• Create artefacts supporting agile ways of working . user stories with acceptance criteria (JIRA)
• Create and maintain good quality stores of business knowledge and information (JIRA, Confluence, SharePoint etc
• Work with the Scrum Master to prioritise the backlog
• Support delivery teams by communicating effectively within an agile delivery framework
• Identify and document risks, issues and dependencies that are likely to affect the delivery of requirements
• Support the development of sustainable, commercially viable change solutions with clear linkages to Asset Management goals and objectives – end to end (. discovery, analysis/design, build, test and business readiness)
• Provide oversight and advice to other team members involved in the delivery of data and reporting solutions
• Share knowledge and education amongst the Business Analyst community and wider teams

What are we looking for?

• Extensive experience working in the banking, pensions and finance / asset management industry and highly regulated environments.
• Direct experience with datasets relating to policyholder investment & fund data / asset data, including derivatives . trade lifecycle
• Experience working with Front, Middle and Back Office / policyholder investment teams to gather and interpret business process and technical requirements
• Understanding of the key concepts of data platforms, warehouses/lakes
• Relevant experience working as part of an agile team – end to end . discovery, analysis/design, build, test and business readiness
• Experience engaging with third party vendors and collaborating on joint technology solutions
• Experience of using Microsoft office tools to an advanced standard
• Knowledge of Agile methodologies and tooling to support agile delivery of projects (. Jira/Confluence)
• Experience in modern ways of working (examples include Agile, CI/CD, DevOps, Test Automation)
• Understanding of data concepts . Data Management/Governance
• Understanding of architecture and design concepts for data exploitation solutions
• Experience using technologies includes Analytics (. R & Python), Reporting (. Quicksight, Tableau, Qlik, Power BI) & APIs
• Demonstrable expertise in the areas of business analysis in large complex IT estates
• Membership of a professional body
• Degree in Computer Science, Technology or Engineering or similar

We want to hire the whole version of you.

We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.

If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.

Please note that we reserve the right to remove adverts earlier than the advertised closing date. We encourage you to apply at the earliest opportunity.