Management Level
GEQ Retirement Solutions is transforming the retirement and pensions markets with leading administration and technology solutions. With over 1200 employees globally, 189 years of knowledge and 11 million pension scheme members and policyholders, we are here to help people plan for a confident financial future by delivering innovative, reliable and customer-focused retirement services. Our teams are driven by a shared commitment to excellence, collaboration and making a real impact to the lives of our clients and customers.
Role Overview
This role is instrumental in shaping a newly centralised Reporting and Business Intelligence (BI) function within Retirement Solutions (RS), Shared Services (SS). The successful candidate will collaborate closely with stakeholders across the UK and India to design and deliver advanced, automated, and insightful reporting solutions.
A strong technical foundation is essential with senior level experience, particularly in Microsoft Fabric, Power BI, SQL, and Excel. The role requires someone who can take ownership of solving complex problems and can translate complex data into meaningful insights, build scalable data solutions independently and part of a team. You’ll be comfortable building relationships with English speaking senior stakeholders and ensure business and client requirements are clearly understood before high quality delivery against robust delivery plans.
Key Responsibilities
Develop and maintain interactive Power BI dashboards and reports, leveraging DAX, Power Query, and the Power BI Service.
Collaborate with business stakeholders to gather, document, and validate BI and reporting requirements.
Produce drive automation of regular business and client reporting
Design and implement robust BI solutions using Microsoft Fabric, including Lakehouse architecture, pipelines, and dataflows.
Build and optimise data ingestion, transformation, and storage processes using Fabric’s Data Factory and OneLake.
Write and manage complex SQL scripts to support data modelling and reporting needs.
Work with advanced Excel tools and functions to support ad hoc analysis and reporting.
Cleanse, validate, and transform source system data to ensure consistency, accuracy, and usability.
Manage multiple concurrent projects, ensuring timely delivery with comprehensive documentation and quality assurance.
Use tools such as Jira to plan, track, and document development activities.
Promote standardisation and optimisation of internal and client-facing reports to support data-driven decision-making.
Foster strong working relationships with UK and India-based teams to ensure collaborative and transparent delivery.
Essential Skills & Experience
Fluent business-level communication in English, both written and verbal is essential.
Proven expertise in Power BI (Desktop and Service), including DAX, Power Query, and data modelling.
Extensive hands-on experience with Microsoft Fabric (or equivalent), including Lakehouse, Data Factory, Pipelines, and integration with Power BI.
Strong SQL scripting and database management skills, with the ability to write complex queries from scratch.
Advanced Microsoft Excel proficiency, including formulas, pivot tables, and data analysis tools.
Good understanding of testing methodologies and experience designing and executing test procedures.
Benefits:
Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer:
- 31 days + 9 bank holidays (UK)
- Comprehensive Medical Assurance cover
- Two-way cab transport for staff working in UK & US shift
- Maternity leave of 6 months full pay, 10days paid paternity leave
- Accidental & Life cover 3 times of concerned CTC
We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks.
Top Skills
What We Do
Our people and platforms engage customers with investments, connect businesses with markets, and enable organisations to grow. Our vision is to be a leading global share registrar and transfer agent, offering complementary services in pensions and remediation, to help our customers succeed.
