Key Responsibilities
You’ll work closely with the Head of Portfolio Management to build the analytical infrastructure, reporting, and commercial insight that drives portfolio strategy, pricing decisions, and business performance. Core role will include:
- Analyse portfolio performance, identifying trends, risks, and opportunities that drive commercial decisions.
- Build interactive Power BI dashboards and robust SQL based data models to automate reporting and improve visibility across the business.
- Partner with finance, credit, and commercial teams to translate business challenges into data driven solutions.
- Present actionable insights and influence decision making across multiple business levels.
- Continuously enhance the organisation’s analytics capability and promote data literacy through collaboration and training.
About You
- Ideally you will have 3+ years’ experience in commercial analysis, FP&A, or sales analytics, ideally within financial services or asset finance.
- Strong analytical mindset and curiosity to explore data from every angle.
- Advanced skills in Power BI (or similar tool), including DAX and data modelling.
- Solid SQL experience—able to write, optimise, and manage queries across multiple data sources.
- Comfortable interpreting commercial and financial data to tell a clear story.
- Excellent communicator who enjoys collaborating with cross functional teams.
- Degree in Finance, Economics, IT, Data Analytics, or a related STEM field.
- Genuine interest in using technology and AI tools to code, automate workflows, and design smarter dashboards.
To apply for this job please visit www.sbrecruitment.com.
