About us
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.
Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.
The role
We are building a modern Finance Data Platform to improve how finance data is sourced, managed and used across the Wealth business.
As a Business & Data Analyst, you will investigate finance data, trace calculations, reverse-engineer reporting logic and translate business needs into clear, deliverable requirements. You will work across Finance, Data and Technology teams, using SQL, Snowflake, Power BI, Excel and AI tools to accelerate analysis, discovery and documentation.
This is a hands-on role focused on understanding how the business operates today, identifying opportunities to improve it and providing the insight and requirements needed to deliver change.
Your role is to provide the evidence, analysis and requirements that help shape decisions and support successful delivery.
This role is a limited contract for 6 months, start asap.
What you'll do
- Investigate finance data, reporting and process issues, identifying root causes, dependencies and opportunities for improvement.
- Analyse and reverse-engineer existing calculations, business rules, data flows and reporting logic from data, code, reports and documentation.
- Work directly with data using SQL, Snowflake, Power BI and Excel to test assumptions, validate outcomes and answer business questions.
- Use AI tools to accelerate analysis, discovery, documentation and knowledge capture, applying appropriate judgement to validate outputs.
- Translate business needs into clear requirements, business rules, user stories and acceptance criteria.
- Facilitate workshops and collaborate with Finance, Data and Technology stakeholders to resolve ambiguity and reach agreed outcomes.
- Support delivery by validating data products, calculations and reporting capabilities against agreed requirements.
The knowledge, experience and qualifications you need
- Experience in business analysis, data analysis or a similar analytical role.
- Experience delivering complex data, reporting, analytics or platform change initiatives.
- Strong practical experience using SQL, Snowflake, Power BI and Excel to analyse data and understand reporting logic.
- Ability to work directly with datasets, data models and calculations without relying solely on technical teams.
- Practical experience using AI tools to support analysis, research, documentation and problem solving.
- Strong requirements gathering, analysis and documentation skills.
- Strong stakeholder engagement and workshop facilitation skills.
- Excellent problem-solving skills, with the ability to create structure from ambiguity and challenge assumptions constructively.
- Clear written and verbal communication across both business and technical audiences.
The knowledge, experience and qualifications that will help
- Wealth Management, Asset Management or Financial Services experience.
- Experience working with cloud data platforms, data warehouses or modern data architectures.
- Understanding of data quality, lineage, governance and controlled change processes.
- Experience analysing Power BI semantic models and measures.
What you'll bring
You will be curious, analytical and comfortable working through complexity and ambiguity. You will enjoy getting hands-on with data, asking challenging questions and working collaboratively across teams to solve real business problems.
We Recognise Potential, Whoever You Are
Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.