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:
1. Creating AI agents, tools, and reports, that are innovative and drive efficiencies for our sales teams.
2. Designing and develop AI Agents using CoPilot and CoPilot Studio
3. Designing and developing BI dashboards, reports, and data visualisations using tools such as Power BI
4. Maintain and enhance existing CRMA solutions
5. Working with our Salesforce Team, hardcoding and helping to build new streamlined processes within the CRM
6. Collaborating with stakeholders to gather requirements and translate business needs into technical solutions.
7. Maintain and enhance existing BI solutions to ensure accuracy, relevance, and performance.
8. 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
9. Perform data analysis to identify trends, opportunities, and risks within sales performance and intermediary engagement.
10. Key SME for local and corporate level projects, understanding the needs of Distribution, our sales colleagues, and our data
11. Support sales leadership with ad hoc analysis and insight to inform strategic decisions.
12. Ensure data governance and compliance with internal policies and external regulations (e.g., FCA).
13. Provide training and support to end-users
14. Continuously improve BI capabilities by staying up to date with industry best practices and emerging technologies.
15. Presenting sales analytics back to key stakeholders and senior management at senior management team meetings
16. Helping to implement business change programs
17. 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&G’s operational risk.
Key Knowledge, Skills & Experience:
18. Analytical and innovative mindset with attention to detail and strong problem-solving ability
19. Strong understanding of financial services, particularly intermediary sales and distribution models
20. Experience with Salesforce and building flows
21. Experience building within CRMA of Salesforce
22. Experience hardcoding within Salesforce
23. Knowledge of sales performance metrics
24. Understanding of regulatory requirements relevant to financial data (e.g., GDPR, FCA guidelines)
25. Strong Power BI Skills, with ability to build models quickly, from large complex data sets
26. Excellent communication and stakeholder engagement skills
27. Ability to manage multiple projects and priorities in a fast-paced environment
28. Experience of data analysis and reporting. Data analysis including; requirements, data modelling, data mapping and validation
29. Experience working with Agentforce (desirable)
30. Experience of working within a project environment
31. Self-starter with a passion for learning
32. Good communication and stakeholder management skills
33. Initiative to spot areas for improvement in processes
34. Excellent attention to detail, ensuring work is accurate
35. Strong analytical and organisational skills
36. 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, 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.
If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: