Business Intelligence Analyst and Developer

At M&G our purpose is to give everyone real confidence to put their money to work.As an international savings and investments business with roots stretching back more than 170 years we offer a range of financial products and services through Asset Management Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients and superior shareholder returns.

Through our behaviours of telling it like it is owning it now and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

The Role:

We have an exciting opportunity within our business for an Business Intelligence Analyst and Developer. This area of the business is a small team that supports the Intermediaries Sales Teams implementing automated MI and opportunity identification solutions and creating innovative tools and AI agents that help drive efficiencies across the department. Alongside this the team work hand-in-hand to support local and corporate level projects and own and report on all adviser/distribution MI to sales leaders and the M&G Exec.

As a Business Intelligence Analyst and Developer you will be a key part of the Business Intelligence Team and of the wider Intermediaries Operations team. This role is integral in delivering market leading insights and creating tools that drive efficiencies for the wider sales department. It is therefore important that the successful applicant has an innovative and analytical mindset alongside the ability to manage a wide and demanding to do list delivering to fast timescales. This role demands a self-starter that strives for excellence and is able to singlehandedly take something from inception to delivery.

You will help design and implement AI Agents design automations within SF CRMA hardcode in SF and create sleek PBI reports while providing insight through MI of the Distribution channel and adviser market. It is important that you also develop and maintain strong relationships with stakeholders and provide support to Operations Managers in the wider team. You will also need to be pro-active and spot opportunities to develop yourself and the business.

Key Responsibilities for this role:

• Creating AI agents tools and reports that are innovative and drive efficiencies for our sales teams.
• Designing and develop AI Agents using CoPilot and CoPilot Studio
• Designing and developing BI dashboards reports and data visualisations using tools such as Power BI
• Maintain and enhance existing CRMA solutions
• Working with our Salesforce Team hardcoding and helping to build new streamlined processes within the CRM
• Collaborating with stakeholders to gather requirements and translate business needs into technical solutions.
• Maintain and enhance existing BI solutions to ensure accuracy relevance and performance.
• Always learning and identifying new ways to make the best use of our tools or identifying new tools and solutions that will help us deliver streamlined departmental efficiencies
• Perform data analysis to identify trends opportunities and risks within sales performance and intermediary engagement.
• Key SME for local and corporate level projects understanding the needs of Distribution our sales colleagues and our data
• Support sales leadership with ad hoc analysis and insight to inform strategic decisions.
• Ensure data governance and compliance with internal policies and external regulations (e.g. FCA).
• Provide training and support to end-users
• Continuously improve BI capabilities by staying up to date with industry best practices and emerging technologies.
• Presenting sales analytics back to key stakeholders and senior management at senior management team meetings
• Helping to implement business change programs
• Work collaboratively with colleagues and take personal accountability to maintain and enhance controls you are responsible for to support improvement of the overall control environment customers outcomes and a reduction in M&Gs operational risk.

Key Knowledge Skills & Experience:

• Analytical and innovative mindset with attention to detail and strong problem-solving ability
• Strong understanding of financial services particularly intermediary sales and distribution models
• Experience with Salesforce and building flows
• Experience building within CRMA of Salesforce
• Experience hardcoding within Salesforce
• Knowledge of sales performance metrics
• Understanding of regulatory requirements relevant to financial data (e.g. GDPR FCA guidelines)
• Strong Power BI Skills with ability to build models quickly from large complex data sets
• Excellent communication and stakeholder engagement skills
• Ability to manage multiple projects and priorities in a fast-paced environment
• Experience of data analysis and reporting. Data analysis including; requirements data modelling data mapping and validation
• Experience working with Agentforce (desirable)
• Experience of working within a project environment
• Self-starter with a passion for learning
• Good communication and stakeholder management skills
• Initiative to spot areas for improvement in processes
• Excellent attention to detail ensuring work is accurate
• Strong analytical and organisational skills
• Ability to prioritise and meet deadlines

Work Level: Experienced Colleague

Reports to: Operations Manager

Department & Team: Business Intelligence Team Intermediaries Operations - UK Distribution

Recruiter: Phoebe Ewers

We have a diverse workforce and an inclusive culture at M&G plc underpinned by our policies and our employee-led networks who provide networking opportunities advice and support for the diverse communities our colleagues represent. Regardless of gender ethnicity age sexual orientation nationality disability or long term condition we are looking to attract promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.

M&G is also proud to be a Disability Confident Leader and we welcome applications from candidates with long-term health conditions disabilities or neuro-divergent conditions. Being a Disability Confident Leader means that candidates who meet the minimum criteria of a job will be offered an interview if they opt in to the scheme when applying.

Ifyou need assistanceor an alternative means of applying for a role due to a disability or additional needpleaselet usknow by contacting us at: