Savings Analyst
Close Brothers Group Savings Analyst
OVERALL SUMMARY
At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Join Close Brothers Savings division where you will be responsible for assisting with the production and evolution of MI within Savings. This will include reporting into existing and prospective savings customers to inform actionable insights as well as production of other regular management information (MI). This will be achieved through analysis of both internal customer data and external data sources through use of Alteryx, Tableau and PowerBI.
Close Brothers Savings is focused on delivering quality products and services to our customers and therefore this is a key role within the team. As a Savings Analyst you will be involved in enhancing our understanding of our proposition and customer base through meaningful MI. This role will require you to work with various stakeholders across Product and the wider Savings team, with a focus on production of MI through assessment of business requirements. This role provides opportunity to help assist with the 3–5-year Savings roadmap to deliver the organisation's growth ambitions.
RESPONSIBILITIES
Customer Insight
Building customer segments and performing analysis by segment
Using advanced analytic models to predict customer behaviours and gain deeper understanding of customer needs for example:
o Rollover behaviour
o Propensity modelling
o Sensitivity to price changes
o Focus on findings with the greatest customer and or commercial impact
Reporting
Production and evolution of regular and ad-hoc management information to support business decisions
Analysis to measure success of new products and channel initiatives
Opportunity
Support Business Development Team through automation of manual reporting
Promote adoption of self-service data culture across Savings
People and Stakeholders
Present the findings in a way that is easy to be understood by a non-technical audience and iterate models and documentation based on feedback
Work with IT and other teams to transfer and embed data models/ analytics into business as usual (BAU)
WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:
Understanding and experience of analytics and data visualisation tools, including PowerBI, Tableau and Alteryx
Knowledge and experience using Structured Query Language (SQL)
Extremely high levels of accuracy and attention to detail
Strong communication skills with the ability to package ideas and results in a logical, understandable, and compelling way to both technical and non-technical audiences
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:
Passionate about data and modelling, and how it could be used to improve customer experience and business performance
Experience in training mentoring colleagues with certain skill sets
Financial services experience
We are committed to providing an inclusive and accessible recruitment process. We recognise that candidates may have specific needs that require adjustments to ensure they have a fair and equal opportunity to demonstrate their skills and abilities. Candidates who require the job description or application form in an alternative format, or any other adjustments, are encouraged to email us at or request a call back.
ABOUT US
For roles offering hybrid working: At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.
Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.
To find out more about Close Brothers, please visit our careers page: https://www.closebrothers.com/careers
To find out more about life at Close Brothers:https://www.closebrothers.com/life-close-brothers#374017299-899295541
To find out more about our benefits:https://www.closebrothers.com/employee-benefits
To find out more about our commitment to creating an inclusive environment:Our Responsibility - Diversity and inclusion ¦ Close Brothers Group
#LI-KB1 #LI-HYBRID
At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Join Close Brothers Savings division where you will be responsible for assisting with the production and evolution of MI within Savings. This will include reporting into existing and prospective savings customers to inform actionable insights as well as production of other regular management information (MI). This will be achieved through analysis of both internal customer data and external data sources through use of Alteryx, Tableau and PowerBI.
Close Brothers Savings is focused on delivering quality products and services to our customers and therefore this is a key role within the team. As a Savings Analyst you will be involved in enhancing our understanding of our proposition and customer base through meaningful MI. This role will require you to work with various stakeholders across Product and the wider Savings team, with a focus on production of MI through assessment of business requirements. This role provides opportunity to help assist with the 3–5-year Savings roadmap to deliver the organisation's growth ambitions.
RESPONSIBILITIES
Customer Insight
Building customer segments and performing analysis by segment
Using advanced analytic models to predict customer behaviours and gain deeper understanding of customer needs for example:
o Rollover behaviour
o Propensity modelling
o Sensitivity to price changes
o Focus on findings with the greatest customer and or commercial impact
Reporting
Production and evolution of regular and ad-hoc management information to support business decisions
Analysis to measure success of new products and channel initiatives
Opportunity
Support Business Development Team through automation of manual reporting
Promote adoption of self-service data culture across Savings
People and Stakeholders
Present the findings in a way that is easy to be understood by a non-technical audience and iterate models and documentation based on feedback
Work with IT and other teams to transfer and embed data models/ analytics into business as usual (BAU)
WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:
Understanding and experience of analytics and data visualisation tools, including PowerBI, Tableau and Alteryx
Knowledge and experience using Structured Query Language (SQL)
Extremely high levels of accuracy and attention to detail
Strong communication skills with the ability to package ideas and results in a logical, understandable, and compelling way to both technical and non-technical audiences
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:
Passionate about data and modelling, and how it could be used to improve customer experience and business performance
Experience in training mentoring colleagues with certain skill sets
Financial services experience
We are committed to providing an inclusive and accessible recruitment process. We recognise that candidates may have specific needs that require adjustments to ensure they have a fair and equal opportunity to demonstrate their skills and abilities. Candidates who require the job description or application form in an alternative format, or any other adjustments, are encouraged to email us at or request a call back.
ABOUT US
For roles offering hybrid working: At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.
Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.
To find out more about Close Brothers, please visit our careers page: https://www.closebrothers.com/careers
To find out more about life at Close Brothers:https://www.closebrothers.com/life-close-brothers#374017299-899295541
To find out more about our benefits:https://www.closebrothers.com/employee-benefits
To find out more about our commitment to creating an inclusive environment:Our Responsibility - Diversity and inclusion ¦ Close Brothers Group
#LI-KB1 #LI-HYBRID