Business Intelligence Analyst

Rothesay is the UK’s largest pensions insurance specialist, purpose-built to protect pension schemes and their members’ pensions. With over £69 billion of assets under management, we secure the pensions of nearly one million people and pay out, on average, approximately £350 million in pension payments each month.

Rothesay is dedicated to providing excellence in customer service alongside prudent underwriting, a conservative investment strategy and the careful management of risk. We are trusted by the pension schemes of some of the UK’s best known companies to provide pension solutions, including British Airways, Cadbury’s, the Civil Aviation Authority, the Co-Operative Group, National Grid, NatWest, Morrisons and Telent.

At Rothesay, we are striving to transform our industry. We believe deeply in creating real security for the future and our leadership in finding new and better ways to do that is the key to our success. To do that, we need the very brightest original thinkers to bring creativity as well as rigour. Rothesay is a rewarding place to work, where quality people can thrive and prosper. We pride ourselves on the connections our people build, many of whom have been with us for over ten years.

  

Job title:                      Business Intelligence Analyst

Reports to:                  Head of Operations Technology

Role type:                    Permanent

 

The team:

The Business Intelligence Analyst role will sit in the Operations Technology team within Operations, with responsibility for delivering analytics, reporting, and management information (MI) across all of Operations. The role will act as the lead for Operations on data and analytics initiatives, partnering closely with Technology teams, security and data protection functions, and business users across the department.

 

This is a hands-on role where you will design, build and maintain dashboards, data pipelines and reporting solutions, while also shaping governance and data quality practices. You will work with modern tooling such as Databricks and Power BI and play a critical role in embedding data-driven decision making into the heart of Operations.

 

Job Responsibilities:

• Design, develop and maintain BI/MI dashboards and reports to support performance, control, and decision-making across Operations.
• Partner with Technology teams to optimise and enhance data pipelines, data models, and analytical tools (Databricks, Power BI, SQL, Python and others).
• Act as the primary point of contact for Operations on BI/MI topics, providing subject matter expertise and guidance on analytics best practice.
• Champion and enable wider use of self-service analytics tools across Operations, while safeguarding data integrity and governance. The BI Analyst will act as the central authority for any formal or regulatory reporting, ensuring key outputs are reviewed, validated, and approved before use.
• Lead on data governance and control activities within Operations, working closely with security, data protection, and compliance teams to ensure proper handling of sensitive data.
• Define and monitor data quality metrics, implement validation checks, and ensure consistency of reporting across the business.
• Translate business requirements into technical specifications for BI solutions and ensure alignment with enterprise data strategy.
• Automate manual reporting processes and drive efficiencies through innovative use of technology and analytics.
• Produce clear documentation to support BI development, governance frameworks, and user training.
• Present insights and analysis to senior management and stakeholders in a clear, compelling way that drives action.
• Stay current with emerging BI/analytics technologies and propose improvements or new approaches.

 

Skills and experience required:

 

Required

• Strong project management skills and the ability to multi-task effectively whilst monitoring deliverables and deadlines.
• Proven experience in a BI, analytics, or data role (financial services background advantageous).
• Strong technical skills in Power BI (or equivalent BI tools), SQL, Python and handling large datasets.
• Familiarity with modern data platforms (Databricks, Azure, Snowflake or similar).
• Excellent analytical and problem-solving skills, with the ability to turn raw data into actionable insights.
• Ability to communicate effectively with stakeholders at all levels, both technical and non-technical.
• Strong attention to detail and a structured approach to data governance.
• Track record of automating manual reporting or processes to create efficiencies.
• Understanding of data modelling and ETL/ELT processes.

 

Desirable

• Knowledge of pensions, insurance or reinsurance markets.
• Experience working with data security, GDPR, or regulatory reporting requirements.
• Familiarity with other analytical programming languages and/or dbt

 

Rothesay competencies

• Technical Skills - Demonstrates strong technical skills required for the role, pays attention to detail, takes initiative to broaden his/her knowledge and demonstrates appropriate analytical skills
• Drive and Motivation – Be a self-starter; successfully handles multiple tasks, takes initiative to improve his/her own performance, works intensely towards extremely challenging goals and persists in the face of obstacles or setbacks
• Teamwork – Demonstrate evidence of being a strong team player, collaborates with others within and across teams, encourages other team members to participate and contribute and acknowledges others' contributions
• Communication Skills - Communicates what is relevant and important in a clear and concise manner and shares information/new ideas with others
• Judgement and Problem solving - Thinks ahead, anticipates questions, plans for contingencies, finds alternative solutions and identifies clear objectives. Sees the big picture and effectively analyses complex issues
• Creativity/Innovation - Looks for new ways to improve current processes and develop creative solutions that are grounded in reality and have practical value
• Influencing Outcomes - Presents sound, persuasive rationale for ideas or opinions. Takes a position on issues and influences others' opinions and presents persuasive recommendations

 

 

Disclaimer

This position description is intended to describe the duties most frequently performed by an individual in this position. It is not intended to be a complete list of assigned duties, but to describe a position level.  The role shall be performed within a professional office environment. Rothesay has health and safety polices that are available for all workers upon request.  There are no specific health risks associated with the role.

 

Inclusion

Rothesay actively promotes diversity and inclusivity. We know that our success depends on our people and that by nurturing a culture that values difference, we create a stronger, more dynamic business. We welcome applications from all qualified candidates, regardless of race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability or age.