Architect, design and develop end to end Power BI business intelligence solutions.
Gather requirements for new reports.
Analyse data to identify trends and patterns.
Create engaging data visualisations.
Test new business intelligence software releases.
Consider the company's overall reporting strategy and aims.
Address data quality issues in source systems.
Manage the switch-over from legacy reports to those newly developed.
Provide support for general queries on business data.
Requirements
The ideal candidate will have intermediate/advance SQL skills and at least two years relevant experience preparing PowerBI reports. They will demonstrate a sound understanding of data analysis techniques and best practice. Experience with DAX, python and testing are all beneficial. This role requires excellent analytical skills, and a strong communicator who can work under pressure whilst maintaining their attention to detail.
Benefits & conditions
We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications.
About the company
Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status.
As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do.
Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide.
Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting.
Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service.
Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community.
Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 2025).
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Good distractions
Talks and stories from around this role — technically off-topic, practically not.
Moments
02:37 MIN
Managing incidents and projects for banking clients
Fireside Chat with Lea
02:52 MIN
Connecting labor market data with corporate talent strategy
Gut Feeling Is Dead: Talent Intelligence Drives Workforce Planning
07:21 MIN
Shifting from opinion-based reporting to strategic data analysis
Data Driven HR in Europe
04:05 MIN
Sharing platform architecture learnings and hiring opportunities
Coffee with Developers - Maria Apazoglou
03:25 MIN
Introducing the People Integration and Mobility (PIM) team
A guide for effective talent acquisition and sustainable integration of international employees
02:27 MIN
The independence of working as a consultant
Fireside Chat with Lea
09:57 MIN
Introducing the intent engineer to bridge business and tech
The Intent Engineer: Closing the Gap Between Business & Engineering - Manuel Klein
06:23 MIN
A three-step approach to building an intelligence team
Gut Feeling Is Dead: Talent Intelligence Drives Workforce Planning