Business Intelligence Associate

Company Description

Ocorian provides administration and compliance services for funds, corporations, capital markets, and private clients.

Regardless of where in the world our clients have financial interests, or how they are structured or need support, we deliver a tailored and personalised solution that caters to their requirements and is fully compliant with the expectations of their stakeholders, regulators, and the investment itself.

We manage over 15,000 structures for more than 6000 clients from 20+ locations. Our size provides everyone in our team with fantastic opportunities to increase their knowledge and skills and advance in their careers.

Job Description

We also accept applications for this position from London.

• The Business Intelligence Team enables data- and insights-driven decision making across all Service Lines, supplying actionable insights to guide management and business decisions regarding product positioning, pricing, cost to serve, budgeting, targets, and strategic direction.
• This role will work closely with Service Line leads, Finance, and other stakeholders, managing the end-to-end delivery of specific initiatives involving pricing, profitability, revenue optimising, and the review of commercial frameworks.
• As a Business Intelligence Associate, you will play a critical role in using data to aid decision making and strategic planning. The successful candidate will work collaboratively with other members of the business intelligence team within an Agile Framework to achieve these outcomes.

Responsibilities

• Deliver monthly calculations of business unit profitability, investigate variances to previous months, and identify and monitor emerging trends and risks.
• Collect and analyse data from various sources to identify patterns and trends to enhance performance.
• Create visualisations and dashboards to communicate data-driven insights to non-technical stakeholders.
• Create both regular and one-off reports for senior management.
• Assist with operational improvement projects focusing on data analysis and process optimisation. Develop workflows (using Power Automate) for automation within the Business Intelligence Team.
• Collaborate with other teams within Ocorian's finance department to achieve the best possible results.

Qualifications

• Bachelor’s degree in finance, Business Information Systems, or a related field.
• Experience with creating and implementing processes and procedures
• Advanced Excel skills and experience with data system analysis including report generation.
• Proficiency in Data Analysis Tools such as Power BI (Essential) and Automation Tools such as Microsoft Power Automate (Essential).
• Proficiency in SQL is a plus.
• Experience with Financial Metrics is a plus.

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Additional Information

Our staff are all expected to embody our core values that form the foundation of everything we do. These values reflect the skills and behaviors needed for us to succeed and are:

• We are AMBITIOUS – We strive for excellence and always seek new ways to please our employees and clients.
• We are AGILE – We use our initiative to get things done.
• We are COLLABORATIVE – We accomplish more by working together.
• We are ETHICAL – We always act with integrity.