About InvestEngine
InvestEngine is everything the modern investor should need. Unbeatable value, market-leading automation, and built for easy, long-term investing. We've built a strong foundation, have over £2 billion invested, award-winning service, and a passionate team, now we're ready to scale.
Role Overview
As an Analyst, you will play a key role within the Analytics team, initially focused on data governance and compliance — spanning topics such as Consumer Duty, CASS, KYC/AML and data protection — with the expectation of broadening into general analytics support across the business over time.
Responsibilities
•Support the design and rollout of a data governance framework: data ownership, definitions, lineage and retention policies
•Partner with Compliance, Risk and Legal stakeholders to translate regulatory requirements (e.g. Consumer Duty, CASS, KYC/AML, GDPR) into concrete data controls, monitoring and reporting
•Maintain and evolve the analytics glossary, data catalogue and semantic layer so compliance-related metrics are clearly defined, consistent and auditable
•Support internal and external audit requests with well-documented, reproducible analysis
•Build and maintain data transformations and models using SQL and dbt, following version-controlled, tested and documented practices
•Automate recurring reports, reconciliations and alerts to reduce manual effort and strengthen controls
•Use AI-enabled tools (e.g. Claude, Copilot) responsibly to accelerate analysis, coding, QA and documentation, within agreed data-handling and compliance guardrails
•Contribute to modern software-engineering practices for analytics: version control (git), peer review of dbt models/queries, and lightweight CI/CD where relevant
•Default to automating and simplifying: question manual, spreadsheet-driven or one-off processes rather than just repeating them
•Propose new tools, architectures, or ways of working where the current setup is holding the team back — this role is expected to shape the analytics function's approach, not just operate within it
•Bring an engineering-influenced approach to analytics work: reusable, testable, version-controlled, rather than one-off scripts or manual spreadsheets
•Build and maintain dashboards and reports using modern BI tools
•Ensure metrics are correctly defined, documented, and consistent with the data catalogue and semantic layer
•As the role broadens, support wider analytics team with ad hoc analysis outside governance and compliance
•Work with the Chief Data Officer to ensure data accuracy, reconciliation and quality
•Contribute to data documentation, definitions and the analytics glossary
•Raise data quality issues and support root-cause analysis
•Work closely with business and compliance stakeholders to understand requirements and analytical needs
•Clearly communicate insights and findings in a structured, accessible way
•Support decision-making by translating complex analysis and regulatory detail into clear narratives
Requirements
•Experience in a Data Analyst, Business Analyst, Compliance Analyst or similar role
•Strong SQL skills; hands-on experience with dbt, or a strong aptitude and willingness to learn modern transformation tooling quickly
•An engineering mindset — a demonstrated habit of automating, simplifying, or redesigning a manual process rather than living with it, even where that means suggesting a new tool or way of working
•Experience or strong interest in using AI tools to enhance analytical workflows — e.g. AI-assisted coding, prompt engineering, automation of repetitive tasks
•Comfortable with version control (git) and other modern, engineering-influenced ways of working
•Strong analytical thinking and problem-solving ability
•Clear written and verbal communication skills, including with non-technical, compliance-focused stakeholders
•Confidence to challenge the status quo and propose alternatives, backed by data and sound reasoning
Nice to have
•Familiarity with data governance and one or more relevant regulatory/compliance topics (e.g. Consumer Duty, CASS, KYC/AML, GDPR, Market Abuse Regulation, data retention)
•Experience with modern BI tools (e.g. Metabase, Lightdash, Omni, Looker)
•Experience in fintech or financial services is desirable but not essential
Conditions
No conditions specified in the posting.
