Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Roles and Responsibilities:

Discovery and Analysis:

• Conduct detailed reviews of the existing technical solutions (e.g. Power BI Reports & Dashboards, SSIS data integrations) and underlying flat-file and SQL DB data sources.
• Document current-state architecture, data flows, dependenciesand pain points.
• Identify and validate core business metrics, KPIs, and data definitions.
• Collaborate with executives and data owners to clarify reporting needs, data gaps, and decision-use cases.

Requirements Gathering and Documentation:

• Develop comprehensive business and functional requirement documents (BRDs/FRDs).
• Capture and translate executive-level needs into technical specifications for the engineering and BI teams.
• Maintain traceability between business outcomes, KPIs, and data sources.
• Ensure requirements align with enterprise data governance and security standards.

Solution Design and Planning:

• Work closely with data engineers, Power BI developers, and platform architects to design a robust, scalable, and maintainable solution.
• Develop future-state data model and architectural diagrams using approved Investec patterns (Databricks, Fabric, Power BI).
• Produce a delivery roadmap, identifying dependencies, sequencing and resource needs.
• Ensure alignment with the organisation's data mesh and data governance principles.

Stakeholder Management:

• Serve as a bridge between business stakeholders (executives, finance, risk, operations) and technical teams.
• Communicate progress, risks, and design decisions clearly and confidently.
  
• Facilitate workshops, design sessions, and UAT phases.

Governance and Quality:

• Define and enforce documentation standards, naming conventions and metadata capture.
• Support definition and tracking of data quality rules and validation checks.
• Ensure compliance with data security, confidentiality, and audit requirements.

Core skills and knowledge:

1. 5 to 10 years of experience as a Business Analyst or Technical BA within financial services or banking.
2. Strong understanding of data warehousing, data modelling, and BI / analytics workflows.
3. Proven experience in Azure Data Platform technologies:Databricks, Microsoft Fabric, Power BI, Azure Data Lake, SQL.
4. Ability to translate business requirements into data and technical design artifacts.
5. Familiarity with Agile delivery and data governance frameworks.
6. Experience developing or supporting executive-level reporting or dashboards.
7. Strong documentation skills (process flows, data dictionaries, system mapping).
8. Excellent stakeholder management and communication skills – comfortable engaging at C-suite level.
9. Experience working in data mesh architectures.
10. Exposure to data lineage / metadata management tools (e.g., Purview).
11. Understanding of KPIs in financial services (e.g., balance sheet metrics, profitability, risk indicators).
12. Experience in solutioning and planning for Power BI enterprise implementations.

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Recite Me

We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.

The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.

If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [email protected] who will be happy to assist.