Lead Data & Reporting Technical Business Analyst

Phoenix; Telford; On-site; GBP 72,000 - 85,000; Full time

Job summary

Phoenix Group is seeking a Lead Data & Reporting Technical Business Analyst to join their Transformation, Tech and Data team. This permanent role involves leading teams, developing relationships with stakeholders, and advancing data maturity within the Asset Management function. Candidates should have experience in banking or asset management, with a strong understanding of data platforms and agile methodologies. The role offers flexibility and a competitive salary with comprehensive benefits.

Benefits

Private medical cover

38 days annual leave

Excellent pension

12x salary life assurance

Career breaks

Income protection

3x volunteering days

Qualifications

• Extensive experience in asset management and regulated environments.
• Strong background in data platforms and analytics.
• Proven expertise in business analysis within large IT estates.

Responsibilities

• Lead and coordinate business analysts ensuring adherence to agile workflows.
• Develop strong relationships with stakeholders to elicit and update requirements.
• Identify risks and support the development of sustainable change solutions.

Skills

Experience in banking

Data Management

Agile methodologies

Collaboration with vendors

Business analysis

Education

Degree in Computer Science, Technology, Engineering

Tools

Jira

Confluence

Microsoft Office

Job description

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. You can read more about Phoenix Flex here.

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, focusing on Capital Markets and Policyholder Investment Office. These roles are key to advancing our data maturity and supporting the development of the Phoenix Group Asset Management vision, especially in delivering a world-class data ecosystem.

For the Capital Markets position, the successful candidate will have extensive experience working with Front, Middle, and Back Office teams, with a good understanding of the trade lifecycle from both investment and operational perspectives. Attention to detail and collaboration with internal and external teams are crucial.

For the Policyholder Investment Office position, the candidate should have a strong background working with policyholder investment teams and understanding of the key components of a policyholder investment office from investment and operational viewpoints.

Key Responsibilities

• Lead and coordinate business analysts in your team, ensuring adherence to ways of working and analysis activities in line with sprint plans.
• Develop strong relationships with stakeholders to elicit and update requirements.
• Facilitate discussions within multidisciplinary teams and support project management to assess progress.
• Create artefacts supporting agile workflows, such as user stories with acceptance criteria.
• Maintain quality stores of business knowledge (JIRA, Confluence, SharePoint).
• Prioritize the backlog with the Scrum Master and support delivery within an agile framework.
• Identify risks, issues, and dependencies affecting delivery.
• Support the development of sustainable, viable change solutions aligned with Asset Management goals.
• Provide oversight and share knowledge within the team and wider community.

What are we looking for?

Essential:

• Experience in banking, pensions, finance, or asset management, especially in regulated environments.
• Experience with datasets related to policyholder investments, fund data, asset data, including derivatives.
• Experience working with investment teams to gather and interpret business and technical requirements.
• Understanding of data platforms, warehouses/lakes.
• Experience working in an agile environment from discovery to business readiness.
• Experience collaborating with third-party vendors and using Microsoft Office tools.
• Knowledge of Agile methodologies and tools like Jira/Confluence.
• Experience with modern working practices (Agile, CI/CD, DevOps, Test Automation).
• Understanding of Data Management/Governance and architecture concepts.
• Experience with analytics, reporting tools, and APIs.
• Proven expertise in business analysis within large IT estates.

Desirable:

• Membership of a professional body.
• Degree in Computer Science, Technology, Engineering, or similar.

We want to hire the whole version of you

We are committed to diversity and inclusion. If your experience differs from the above but you believe you can bring value, we encourage you to apply. Please inform us of any adjustments needed during the recruitment process.

Note: We reserve the right to remove the advert early. We recommend applying promptly.

Learn more about

• Candidate Guide: thephoenixgroup.pagetiger.com/guideforcandidates
• Our team: www.thephoenixgroup.com/careers/talk-to-us