At a Glance
- Tasks: Deliver insightful MI and forecasting to enhance customer understanding and decision-making.
- Company: Join Goldman Sachs, a leader in wealth management with a start-up vibe.
- Benefits: Enjoy competitive pay, health perks, and opportunities for remote work and growth.
- Other info: Dynamic team environment with a focus on innovation and continuous improvement.
- Why this job: Make a real impact on customer experiences while working with cutting-edge data technologies.
- Qualifications: Experience in MI reporting, strong SQL skills, and a knack for data visualisation.
The predicted salary is between 60000 - 75000 £ per year.
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor‐led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra‐high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our direct‐to‐consumer business provides digital solutions that help customers save and invest. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading‐edge technology, data, and design.
Marcus by Goldman Sachs
The firm's direct‐to‐consumer business, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a start‐up with more than 150 years of experience. Today, we serve millions of customers across multiple products, leveraging innovative design, data, engineering, and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency and simplicity. Our division also provides critical operations and user experience design to ensure business flows smoothly when customers come to us. From day one, our customer service teams play a vital role in upholding the three customer support principles of customer focus, process innovation and risk.
YOUR IMPACT
- Bring a customer‐focused, decision‐ready view of performance by delivering clear MI and forecasting that helps teams understand how customers are behaving (inflows, withdrawals, retention, maturities) and what actions to take next, aligned to the outcomes focus of Consumer Duty.
- Strengthen the bank's ability to run smoothly day‐to‐day by providing timely, accurate, and well‐explained reporting across Commercial, Products, Marketing, Customer & Telephony Operations, and Risk, enabling leaders to spot issues early, prioritise fixes, and track improvements.
- Improve process innovation and efficiency by reducing manual reporting effort through better BI‐ready datasets, automation, and repeatable reporting routines, supported by robust data management practices.
- Reinforce risk management and control by ensuring MI and forecasting are well governed: consistent KPI definitions, reconciliation and data quality checks, controlled distribution, and audit‐ready documentation; operating appropriately under UK GDPR.
- Support better pricing and planning decisions by providing scenario‐based insights on how rate changes and market movements may affect savings balances and flows, and by applying proportionate model governance practices consistent with banking expectations.
Summary & Responsibilities
- Forecasting & decision support (flows, balances, pricing)
- Savings Forecasting Support: Deliver forward views of savings balances and flows (gross inflows, withdrawals, net flows, maturity roll‐offs), segmented by product and cohort, using appropriate forecasting techniques.
- Scenario & Sensitivity Analysis: Provide scenarios to support planning and pricing (e.g., rate moves, competitor positioning, seasonal impacts), with clearly stated assumptions and limitations.
- Model Governance (proportionate): Apply proportionate documentation, monitoring, and controls for forecasting models in line with banking model risk management expectations.
- Collaboration & stakeholder alignment
- Cross‐functional Collaboration: Partner with Engineering, Data Platform, Product & Pricing, Treasury/ALM, Finance, Marketing, Operations, and Risk to align on data definitions, metrics, and delivery priorities.
- Data Source Development: Identify gaps in reporting and forecasting coverage; collaborate with stakeholders to onboard or develop new data sources needed for comprehensive MI and analytics.
- Knowledge Sharing: Maintain clear documentation and runbook‐style materials to support transparency, continuity, and efficient onboarding for analysts and stakeholders.
- Reporting delivery & performance insight
- Reporting Delivery: Develop, maintain, and enhance MI packs, dashboards, and recurring performance views for various forums ensuring clear commentary and "so what" insights.
- Release Management: Manage the release lifecycle for dashboards and reports (testing, stakeholder sign‐off, timely deployment), with clear change notes and version control.
- Method Consistency: Ensure consistent application of definitions, reporting methodologies, and segmentation logic across divisions and channels.
- Data stewardship & governance
- Data Stewardship: Act as a data steward for savings MI domains, ensuring data is accurate, consistent, reconciled, and fit for purpose across source systems and reporting tools.
- Data Governance & Controls: Implement and uphold governance practices covering KPI definitions, data quality standards, access controls, and controlled MI distribution, aligned to UK GDPR expectations.
- Auditability: Maintain an audit‐ready trail of metric definitions, data lineage, key controls, and changes to critical reporting outputs.
- Data management, pipelines & BI‐ready datasets
- Data Management (ETL/ELT): Support end‐to‐end management of reporting datasets, including extraction, transformation, and loading into BI tools, ensuring integrity, availability, and refresh reliability.
- BI‐ready Data Products: Shape and refine curated datasets (clean, well‐structured, documented) that can be reused across MI, forecasting, and pricing analytics.
- Monitoring & Troubleshooting: Monitor pipelines and reporting solutions for performance issues, investigate discrepancies, and coordinate fixes to minimise outages and data quality incidents.
Requirements
- Relevant experience: Proven experience in MI reporting, analytics, and data management (or similar), preferably in banking/financial services, ideally supporting retail savings/deposits.
- SQL & data investigation: Strong proficiency in SQL, including building trusted datasets, performing reconciliations, and investigating anomalies/root causes.
- BI & visualisation: Strong proficiency in data visualisation and dashboarding (e.g., Tableau), with the ability to deliver clear, stakeholder‐ready MI and insights.
- Data governance & quality: Sound understanding of data governance principles (definitions, lineage, quality controls, ownership), and experience applying them in practice.
- Data pipelines & reporting datasets: Experience working with data engineering and/or platforms supporting ETL/ELT processes and BI‐ready datasets, with an emphasis on integrity and availability.
- Risk, privacy & controls mindset: Comfortable operating in a controlled environment, including appropriate handling of personal data and controlled MI distribution aligned to UK GDPR expectations.
- Customer outcomes focus: Able to connect MI and insight to improved customer outcomes and fair value decisioning, consistent with Consumer Duty expectations.
- Analytical capability: Excellent analytical and problem‐solving skills, strong attention to detail, and ability to translate data into clear "so what / what next" actions.
- Stakeholder management: Exceptional communication skills, able to explain complex data concepts to both technical and non‐technical audiences, and influence priorities across teams.
- Leadership behaviours: Desire to help others meet targets and develop skills; ability to drive continuous improvement and ways of working.
- Ways of working: Self‐directed, detail‐oriented, adaptable, and effective in a fast‐paced, team‐oriented environment; high standards for service and delivery.
Preferred Skills & Qualifications
- Education: Bachelor's degree in Data Science, Computer Science, Statistics, or a related quantitative field.
- Regulatory awareness (banking): Working knowledge of key regulatory expectations affecting MI, data handling, and customer outcomes, such as:
- UK GDPR / Data Protection Act principles (lawful processing, minimisation, access control)
- PSD2 concepts (payments ecosystem, third‐party access context)
- Consumer Duty outcomes‐based expectations
- BI design capability: Strong understanding of BI concepts and good practice (KPI design, semantic/metric consistency, dashboard design for decision‐making).
- Data warehousing & modelling: Familiarity with data warehousing concepts and data modelling techniques (e.g., star schemas, curated layers, governed dimensions/measures).
- Cloud data platforms: Experience with modern cloud data platforms, ideally:
- Snowflake for data warehousing and analytics workloads
- AWS services used in data storage/processing and pipeline operations
- Big data exposure (advantageous): Awareness of big data technologies and distributed processing patterns used in cloud analytics environments.
- Customer case management tooling (nice to have): Familiarity with customer case management/CRM tooling to incorporate operational customer insights into MI and root‐cause analysis (e.g., contact drivers, complaint themes, service performance).
Equal Employment Opportunity
Goldman Sachs is an equal employment/affirmative action employer. Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.
Marcus by Goldman Sachs, MI Manager, Savings Analytics & Forecasting, Associate, Birmingham in West Bromwich employer: Goldman Sachs
Goldman Sachs is an exceptional employer, offering a dynamic work environment in Birmingham that combines the innovative spirit of a start-up with over 150 years of financial expertise. Employees benefit from a strong focus on professional development, collaborative culture, and cutting-edge technology, ensuring they are well-equipped to drive impactful customer outcomes. With a commitment to diversity and inclusion, as well as robust support for employee growth, Goldman Sachs stands out as a rewarding place to build a meaningful career in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Marcus by Goldman Sachs, MI Manager, Savings Analytics & Forecasting, Associate, Birmingham in West Bromwich
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Goldman Sachs. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Marcus by Goldman Sachs, MI Manager, Savings Analytics & Forecasting, Associate, Birmingham in West Bromwich
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Goldman Sachs.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Goldman Sachs's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Goldman Sachs
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Goldman Sachs.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Goldman Sachs will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Goldman Sachs employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
