Financial Reporting Analyst -BA

GIOS Technology; England; On-site; GBP 52,000 - 78,000; Full time

Job summary

A leading technology firm in Southampton is seeking a Data/Reporting Business Analyst to support financial services projects. The role requires expertise in mapping customer journeys and translating complex business needs into actionable specifications. This mid-senior level position emphasizes compliance with regulatory frameworks such as Consumer Duty and MiFID II. Candidates should have strong knowledge in Wealth Management, particularly AUM and financial reporting metrics. This is a contract role that plays a vital part in driving data-driven decision-making.

Qualifications

• Experience in data/reporting roles, especially in Wealth Management.
• Ability to translate business requirements into functional specifications.
• Familiarity with regulatory compliance in financial services.
• 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.

Responsibilities

• Map customer and product journeys for reporting context.
• Translate business requirements into specifications for Data Modelers.
• Lead wireframing and prototyping of dashboards.
• Ensure compliance with regulatory requirements.
• Define metrics specific to Wealth Management.
• Leverage knowledge in Wealth Management and Financial Services.

Skills

Data Analysis

Business Reporting

Wealth Management

Consumer Duty Compliance

MiFID II Knowledge

ESG Disclosures

Job description

This range is provided by GIOS Technology. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from GIOS Technology.

Recruiting for Public Sector - DV / SC Cleared candidates

Data / Reporting - Business Analyst

Location: Southampton

Responsibilities

• 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 wireframing 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.

Key Skills

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

Seniority level

Mid-Senior level

Employment type

Contract

Job function

Information Technology and Other

Industries

Data Infrastructure and Analytics, Financial Services, and Banking