Client Reporting Analyst

Employment Type

Permanent

Location

Role Profile

We currently have an exciting opening within our Client Experience and Product Development team for a Client Reporting Analyst.

The Client Experience function at Mediolanum plays a key role in understanding how clients experience our products and then translating this into meaningful business insights, reporting and action. Working across multiple business areas, the role of a Client Experience Analyst combines commercial thinking, technical expertise and stakeholder engagement to support client outcomes, product development and strategic decision making.

The successful candidate will work across the full product lifecycle, from initial concepts and product development through to ongoing monitoring, client outcome assessment and management reporting. You will gain exposure to Product, Investments, Finance, Operations, Risk and IT, while building strong relationships across the business and contributing to projects that have a direct impact on clients and business performance.

This is an excellent opportunity for someone looking to accelerate their career through broad exposure to senior stakeholders, cross-functional projects and high-profile reporting. The role offers the chance to own key management information, develop innovative analytical solutions, influence business decisions and help shape the future use of data, automation and AI within the organisation.

Duties

- Improve the client experience by understanding client needs, behaviours and pain points, and translating these into practical improvements, insights, tools and solutions.

- Develop client, product and commercial insights, turning complex data into clear narratives, meaningful KPIs and actionable recommendations that support decision-making.

- Design, build and maintain dashboards, analytical tools and reporting solutions, combining business knowledge with technical expertise to deliver scalable and accessible solutions.

- Develop expertise in client performance, client reporting and outcome metrics, supporting business, product, governance and regulatory requirements.

- Own key management and client reporting, including reports presented to internal committees and information provided as part of Board reporting, ensuring outputs are accurate, clear and appropriate for the audience.

- Support activities across the product lifecycle, from product development through to ongoing product management, using data and analysis to support product and client outcomes.

- Work with IT and data owners to support data quality, validation, governance and automation, including transitioning manual processes towards more robust and scalable solutions.

- Build and maintain strong relationships with key stakeholders across Product, Investments, Finance, Operations, IT and Risk, working collaboratively across the business to support shared objectives and deliver effective outcomes.

- Take ownership of projects and analytical workstreams from problem definition and requirements gathering through to delivery and implementation, independently managing priorities, milestones and timelines.

- Maintain a strong understanding of financial markets, investment products and emerging technologies, proactively identifying opportunities to use data, automation and AI to improve client outcomes and business processes.

Skills & Competencies

- Strong analytical and problem-solving skills, together with a commercial mindset and the ability to turn complex analysis into clear insights and recommendations.

- Demonstrable technical capability across databases, SQL, Python or other relevant programming languages, and data visualisation tools.

- Strong stakeholder and project management skills, with the ability to work effectively across technical and non-technical teams and communicate confidently with senior stakeholders.

- The ability to work autonomously and proactively, take ownership of work and independently manage multiple priorities through to completion.

- Excellent attention to detail, with a strong focus on data accuracy and the quality of analysis and reporting.

- Strong written, verbal and presentation skills, with the ability to communicate complex information clearly to different audiences.

Qualifications & Experience

- A relevant third-level qualification in finance, economics, computer science, mathematics, statistics, engineering, data analytics or a related discipline. A postgraduate or relevant professional qualification would be an advantage.

- A demonstrable interest in financial markets, investment products and client outcomes, with a focus on delivering high-quality products and experiences for clients.

- A strong combination of commercial, analytical and technical capability, with the ability to understand business problems and translate them into practical data-led solutions.

- Experience with modern data and cloud technologies. Experience with Snowflake would be a distinct advantage.

- An understanding of AI technologies and their practical application to analytics, automation and business processes. Experience with AI tools, APIs or endpoints, or AI-assisted development would be an advantage.

Applications Close Date