Could you help drive forward our agenda of becoming a technology driven organisation?

Could you help us achieve our ambition to be a Digital Leader for the significantly changing financial services industry?

This could be the role for you!

The Role:

The DataWorks team exists to unlock the value from data in all areas of SPW. We build trusted data pipelines, create engaging visual content and constantly innovate using our cloud-only AWS architecture. We’re now looking for an MI Analyst to join our growing team of Data Engineers, Data Scientists and Analysts.

We’re still in the early stages of our data journey, but in a short space of time we have already made amazing progress, have a great culture and we are continuing to grow. If you have experience of producing and supporting high quality reports and dashboards in visualisation tools like Power BI, have a good eye for detail and love telling stories with data then this may be just the role you’re looking for.

You’ll be responsible for supporting and developing our existing Power BI reports to ensure they continue to provide the critical information that our stakeholders rely on. You’ll also be actively working with other teams to create new visualisations, engaging infographics and undertake exploratory analysis that will uncover the new insights that help us to change lives.

The role is primarily home based with occasional travel to regional offices (where we’ll get together from time to time for things like team meetings, hackathons and innovation days).


  • Curating datasets and creating visualisations using PowerBI

  • Maintaining existing PowerBI Apps

  • Stakeholder management, support and engagement

  • Analytical and data manipulation skills

  • Production of infographics and summary outputs to showcase new insights

Essential Skills:

  • SQL

  • PowerBI

  • Communication skills: able to communicate and engage using non-technical way and to gather/ replay requirements and outputs

  • Documentation skills: able to create and manage relevant documentation to support delivery

Preferred but not essential:

  • AWS

  • Git

  • Infographic development

  • Financial services experience

  • Agile: awareness and ability to deliver in an Agile environment


  • Attention to detail

  • Critical Thinking

  • Proactive in innovation mindset

You belong here

At Schroders Personal Wealth, we welcome all. All colours, cultures, genders, beliefs, religions, ages, people.

We depend on the unique approaches of our team members to help us meet our ambitions.

We are committed to increasing diversity across our team and ensuring that Schroders Personal Wealth is a place where people from all backgrounds can make an impact and reach their potential.

Work in a way that works for you

When it comes to flexible working, we’ll do our best to accommodate your needs with our flexible working policy. Please enquire in your interview.

What we’ll give you

You can expect a career that’s full of opportunity and support to help you develop. We offer a competitive total reward package, which means you share in the success you help create.

  • A market leading defined contribution pension scheme.

  • An additional 4% of your annual salary in a Flexible benefits package that you can select and pay for conveniently via a salary deduction or take as cash.

  • 25 days holiday allowance plus bank holidays.

  • An incentive scheme, based on the company’s performance and your contribution to it.

About us

Schroders Personal Wealth combines over 400 years of expertise from Lloyds Banking Group and Schroders plc, two leading British companies partnering to bring financial planning services to more people in the UK.

Our focus is on the personal relationship we develop with our customers, underpinned by leading edge technology, multi-channel customer reach and global investment expertise.

We aim to become a top UK financial planning business within five years. Would you like to be part of making this possible?

Join us

Does this sound like a role that you’d like to know more about? If like us, you’re more motivated by customers than by targets, and you’d thrive in a culture that is values and client led – then we’d love to hear from you.