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Join us as a PBWM MI & Intelligence Lead, where you’ll play a central role in understanding and driving the performance of our Digital Investing business across acquisition and customer engagement. To support the bank's decision-making processes by providing timely, accurate, and insightful information through designing, developing, and maintaining management reports, compelling visualisations and dashboards that effectively communicate key performance indicators (KPIs), data insights and trends across various business units.
Job Responsibility:
Deliver clear weekly and monthly performance reporting
Provide insight‑led updates to senior leaders
Help shape the commercial decisions that fuel growth
Lead key forums such as the Weekly Business Update and the Monthly Digital Commercial Review
Run regular deep‑dive sessions to surface opportunities, highlight risks, and guide action across the business
Produce high‑quality dashboards and presentations for senior leaders, including the CEO’s Office
Manage monthly forecasting and variance analysis
Support business leads, and coordinate submissions with Finance
Lead the annual planning cycle, shaping a robust five‑year commercial outlook supported by clear growth initiatives
Strengthening data quality by identifying and closing tagging and tracking gaps
Design and development of comprehensive reports and dashboards
Design, development and implementation of automated report generation processes and visualisation methodologies
Identification and analysis of business requirements to define report content and format
Maintenance and updating of existing reports and dashboards to reflect changing business needs
Development of robust processes & controls for collating input data, performing exploratory data analysis & data cleansing and seeking signoffs as required
Engagement with stakeholders as needed to ensure up to date data is incorporated into reporting and visualisations
Requirements:
Good numerical, analytical and commercial skills, with the ability to turn large data sets into actionable insights
Hands‑on experience with Tableau, Power BI, SQL, Python, Alteryx and building dashboards, including working with Salesforce data
Experience delivering complex, cross‑functional projects and influencing stakeholders across a matrixed organisation
Excellent communication, presentation and interpersonal skills, with confidence navigating senior audiences
High proficiency in Excel and PowerPoint, good digital awareness, and the ability to set, measure and monitor KPIs
Nice to have:
Commercial awareness — able to identify key KPI drivers and effectively set up, measure and monitor results
Prioritisation skills — capable of assessing a wide range of activities and opportunities, organising them into clear priorities that deliver meaningful customer or commercial outcomes
Engaging communication — able to present insights concisely and clearly, articulate priorities, progress and gaps, and mobilise teams around key activities
Relationship‑building — able to collaborate effectively with colleagues across the bank at all levels, as well as external partners, to deliver key programmes