Business Intellegence Analyst

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Role Title:  Business Intelligence Analyst

Location: Liverpool, London     

Contract Type:  Permanent

Advert Close Date: 08/10/2025

The Role

Purpose

The Business Intelligence Analyst supports the delivery of high-quality data insights and reporting across the wealth management business. Working closely with the Commercial Insights Manager, this role is responsible for gathering, analysing, and visualising sales and performance data to help drive commercial decision-making. The role will also support regional offices with tailored reporting and contribute to the development and maintenance of dashboards and business intelligence tools.

Outcomes of the Role

• Data and MI Management - Maintain accurate, timely MI to support commercial, client, and quality goals.
• Oversee and refine the client data bank to enable proactive engagement, adviser reallocation, and marketing. Ensure data integrity across all reporting and dashboard outputs.
• Insight and Performance Analysis - Analyse sales and client data to track KPIs (e.g. net flows, AUM, client activity). Identify trends, anomalies, and performance flags; escalate issues where needed. Provide tailored insights to regional offices for local business planning.
• Reporting and Dashboards - Build and maintain dashboards (e.g. Power BI) to visualise performance and client data. Automate recurring reports and improve dashboard usability. Embed CRM-driven processes to support MI and client data management.
• Systems and Tools - Collaborate with external system providers to ensure platforms meet business needs and are updated effectively. Identify new tools or system enhancements to improve functionality and reduce manual workarounds.
• Governance and Compliance - Ensure reporting and data practices meet regulatory and contractual obligations. Support data governance and compliance monitoring.
• Collaboration and Support - Work with internal teams (Sales, CCO, Finance, Tech) to align data needs. Present insights clearly to both technical and non-technical audiences.
• Support ad hoc projects (e.g. fee menu, business plans) with CRM and BI expertise.
• Training and Enablement - Deliver training on systems, dashboards, and internal tools to improve data literacy across the business.

Knowledge, Skills, and Experience

• Leadership
• Influencing/ Stakeholder management
• Highly IT literate Strong Excel skills and experience with data visualisation tools (e.g., Power BI).
• High level of numeracy
• Strong analytical skills
• Proven MI skills
• Knowledge of regulatory environment in which we operate.
• Understanding of the products and services Rathbone provide
• Familiarity with CRM systems (e.g., Salesforce) and data querying tools (e.g., SQL) is a plus.
• Strong attention to detail and a methodical approach to data handling.
• Good communication skills and the ability to work collaboratively in a team environment.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.