PBWM MI & Intelligence Lead

Join us as a PBWM MI & Intelligence Lead, where you’ll play a central role in understanding and driving the performance of our Digital Investing business across acquisition and customer engagement. You’ll deliver clear weekly and monthly performance reporting, provide insight‑led updates to senior leaders, and help shape the commercial decisions that fuel growth.

In this role, you’ll lead key forums such as the Weekly Business Update and the Monthly Digital Commercial Review, ensuring senior stakeholders have a clear view of performance trends, campaign impact, and strategic priorities. You’ll also run regular deep‑dive sessions to surface opportunities, highlight risks, and guide action across the business.

As the go‑to expert for ad‑hoc reporting, you’ll produce high‑quality dashboards and presentations for senior leaders, including the CEO’s Office. You’ll manage monthly forecasting and variance analysis, support business leads, and coordinate submissions with Finance. You will also lead the annual planning cycle, shaping a robust five‑year commercial outlook supported by clear growth initiatives.

A key part of the role includes strengthening data quality by identifying and closing tagging and tracking gaps, ensuring insights are accurate, complete and actionable.

To be successful as a PBWM MI & Intelligence Lead, you should have:

• Good numerical, analytical and commercial skills, with the ability to turn large data sets into actionable insights.
• Hands‑on experience with Tableau, Power BI, SQL, Python, Alteryx and building dashboards, including working with Salesforce data.
• Experience delivering complex, cross‑functional projects and influencing stakeholders across a matrixed organisation.
• Excellent communication, presentation and interpersonal skills, with confidence navigating senior audiences.
• High proficiency in Excel and PowerPoint, good digital awareness, and the ability to set, measure and monitor KPIs.

Some other highly valued skills may include:

• Commercial awareness — able to identify key KPI drivers and effectively set up, measure and monitor results.
• Prioritisation skills — capable of assessing a wide range of activities and opportunities, organising them into clear priorities that deliver meaningful customer or commercial outcomes.
• Engaging communication — able to present insights concisely and clearly, articulate priorities, progress and gaps, and mobilise teams around key activities.
• Relationship‑building — able to collaborate effectively with colleagues across the bank at all levels, as well as external partners, to deliver key programmes.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based in London or Glasgow.

Purpose of the role

To support the bank's decision-making processes by providing timely, accurate, and insightful information through designing, developing, and maintaining management reports, compelling visualisations and dashboards that effectively communicate key performance indicators (KPIs), data insights and trends across various business units.

Accountabilities

• Design and development of comprehensive reports and dashboards utilisng best practices in data visualisation principles and design aesthetics to ensure clarity, accuracy, and accessibility.

• Design, development and implementation of automated report generation processes and visualisation methodologies for improved efficiency and timeliness. 

• Identification and analysis of business requirements to define report content and format.

• Maintenance and updating of existing reports and dashboards to reflect changing business needs, including co-ordination of reporting template releases and related administrative tasks.

• Development of robust processes & controls for collating input data, performing exploratory data analysis & data cleansing and seeking signoffs as required. 

• Engagement with stakeholders as needed to ensure up to date data is incorporated into reporting and visualisations. 

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
• OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.