Data Analyst

WHO WE ARE:

interactive investor is an award-winning investment platform that puts its customers in control of their financial future.

We’ve been helping investors for over 25 years. We’ve seen market highs and lows and been resilient throughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching £55 billion and over 400,000 customers.

For a simple, flat monthly fee we provide a secure home for your pensions, ISAs, and investments. We offer a wide choice of over 40,000 UK and international investment options, including shares, funds, trusts, and ETFs.

We also bring impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights.

WHAT WE STAND FOR:

It’s simple … we want our customers to feel confident and in control, for interactive investor to go from strength to strength, and for ii to be a workplace where we can all thrive. Our customer-driven approach and bold values sit at the heart of this. We are honest, straight-talking, and transparent with our customers and our colleagues. We are decisive and take ownership of what we say and deliver. We are ambitious and passionate about what we believe is right for our customers, our teams, ourselves, and interactive investor.

PURPOSE OF ROLE:

As a Data Analyst in the Data and Innovation team at interactive investor, you will be a key driver of the organisation's data-centric culture, harnessing data to inform strategic business decisions. Your role is to synthesise complex data sets into clear, actionable insights that shape product optimisation, customer engagement, and operational efficiency.

Reporting to the Data Analytics and Insights Manager, you will take a lead in data storytelling, influencing the direction of products and services by understanding customer behaviours and market trends.

You will foster a collaborative environment where knowledge sharing and continuous improvement are paramount. Your expertise will contribute to the development of a centralised data analytics framework, bridging the gap between technical data analysis and strategic business initiatives.

You will be responsible for maintaining and advancing our data reporting systems, ensuring they provide a robust foundation for data-driven decision-making across the company. At times you may need to make predictive models to be able to understand the potential impact that changes may have against our business.

In this role, you will be expected to stay abreast of the latest tools and techniques in data analytics, bringing innovative solutions to the table and maintaining the team's competitive edge - for example in tools like: SQL, Snowflake, Power BI, Usabilla, Google Analytics, Optimizely, ContentSquare, and Hotjar.

Your contributions will directly impact interactive investor's ability to deliver enhanced customer experiences, optimise products and services, and drive business growth.

Through your work, you will help establish a legacy of data excellence within the organisation, positioning interactive investor at the forefront of investment platforms that leverage data for success.

Requirements

KEY RESPONSIBILITIES:

• Analyse Data and Generate Insights: Extract and analyse data from various sources to provide actionable insights for business decisions and strategy formulation
• Reporting and Visualisation: Develop, maintain, and automate insightful BI and MI reports, ensuring data accuracy and relevance. Champion the automation of reporting capabilities to enhance efficiency
• Reporting Automation: Work to automate reporting capability through effective use of SQL, Power BI, and other tools to streamline the data analysis process
• Collaborative Analysis: Develop strong partnerships with stakeholders from Product, Commercial, Technology, Customer Services, and Operations, etc., to understand requirements, to support their data needs and encourage the leveraging of data for product and service improvements, and create a data-led culture
• KPI and Data Insight Development: Lead or contribute to the development and tracking of KPIs and data insights across the company, ensuring a consistent set of measures is used for decision-making.
• Analytics Platforms: Utilise platforms such as SQL, Snowflake, Power BI, Usabilla, Google Analytics, Optimizely, ContentSquare, and Hotjar for in-depth analysis and to create insightful reports
• Predictive Modelling: Working with the Data Engineering area of the team, engage in predictive modelling to assess potential impacts of changes on customer behaviour and business outcomes
• Cross-Channel Analysis: Conduct comprehensive data analysis across all channels and systems, collaborating with subject matter experts
• Mentorship and Team Support: Mentor and support team members in best practices and analytical techniques
• Data Governance and Compliance: Ensure adherence to data protection laws and company policies, maintaining privacy and security standards across all data handling activities
• Cross-functional Collaboration: Actively engage with various departments to integrate data-driven insights into business processes, enhancing decision-making and strategic initiatives
• Continuous Learning: Commit to ongoing professional development in data analytics, staying current with industry trends, tools, and best practices
• Performance Monitoring & Reporting: Regularly track and report on key performance indicators relevant to each role's domain, contributing to the overall success metrics of the team
• Innovation and Continuous Improvement: Proactively seek and implement innovative solutions to enhance analytics capabilities and drive continuous improvement in processes and outcomes
• Team Collaboration and Problem-Solving: Participate in team problem-solving sessions, share knowledge, and collaborate on projects to achieve common goals and resolve issues efficiently

SKILLS & EXPERIENCE REQUIRED:

Essential

• Strong background in analytics, ideally within a commercial or digital product/service context
• Proficiency in SQL, data visualisation tools (e.g., Power BI, Data Studio/Looker, GA4 Reports), and dashboard/report creation
• Experience with Google Marketing Cloud, inc. Google Tag Manager, Google Analytics, Google Search Console, etc
• Knowledge of statistical concepts, techniques, and methodologies, and experience with data modelling and architecture
• Effective communication and presentation skills, able to transform complex data into clear insights
• Strong stakeholder management skills
• Proactive, personable, and able to build relationships across teams
• Excellent problem-solving, critical thinking, and attention to detail
• Ability to manage multiple priorities and deliver results within deadlines
• Understanding of KPIs and success measures
• Experience in data projects

Desirable

• Experience in the investment industry or a strong interest in financial markets
• Interest in investing, with knowledge of investment products and market trends
• Proficiency in Python, or other languages, for data analysis
• Experience with A/B testing, funnel optimisation, and conversion rate optimisation techniques
• Familiarity with machine learning techniques and their application in predictive modelling
• Familiarity with Jira/Confluence or similar project management tools