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
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Building customer segments and performing analysis by segment
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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
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Production and evolution of regular and ad-hoc management information to support business decisions
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Analysis to measure success of new products and channel initiatives
Opportunity
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Support Business Development Team through automation of manual reporting
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Promote adoption of self-service data culture across Savings
People and Stakeholders
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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
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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:
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Understanding and experience of analytics and data visualisation tools, including PowerBI, Tableau and Alteryx
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Knowledge and experience using Structured Query Language (SQL)
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Extremely high levels of accuracy and attention to detail
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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:
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Passionate about data and modelling, and how it could be used to improve customer experience and business performance
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Experience in training mentoring colleagues with certain skill sets
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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 [email protected] 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 Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.
We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.
We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.
Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.
Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.
We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities.
