Job Description: Access Lead and Data Strategy Analyst

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Purpose

To provide both ongoing continuity of support for a number of MS Access databases and to support preparations to migrate data and functionality to alternative systems. To strengthen Greenbank''s operational resilience and to develop a foundation of data/systems mapping and documentation to accelerate the identification and delivery of a strategic replacement to Microsoft Access.

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Outcomes for the Role

MS Access Technical Lead

• Day-to-day technical support lead for Greenbank''s Access databases, which underpin the ESG research process and client ethical preference data.
• Ongoing development lead for change requests (e.g., new database fields, reports, screening processes, etc.) to meet regulatory, internal, or client-driven changes.

Data Strategy Analyst

• Drafting current-state data mapping and documentation.
• Internal collaboration with Rathbones'' data strategy and senior change leads on identifying potential strategic replacements to Microsoft Access.
• Serving as Greenbank''s technical lead at formal committee/decision-making reviews.
• Reviewing the wider data model and systems across Greenbank to identify potential synergies/opportunities to deliver a more integrated data model across the research and investment process. This includes thinking beyond a like-for-like replacement of the platform/system and promoting opportunities for a more integrated data architecture.

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Measures of Success

MS Access Technical Lead

• Strong operational resilience of Greenbank''s databases, with timely identification and remediation of issues as required.
• Change requests are appropriately triaged, prioritized, and delivered within agreed timeframes.
• Strong working relationships built with Greenbank stakeholders and core users (research teams, IMs, and CSEs).

Data Strategy Analyst

• Comprehensive current-state documentation developed, aligned to the needs of Rathbones'' data teams to accelerate the identification and delivery of a strategic solution.
• Strong contributions to data strategy reviews and promotion of industry best practices and approaches.

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Skills and Knowledge

• Technical Proficiency:
  • Highly proficient in Microsoft Access, including BAU maintenance and development.
  • Experience working with Access forms, reports, queries, and proficiency in VBA.
• Interpersonal Skills:
  • Strong interpersonal skills with the ability to convey technical subject matter to non-technical stakeholders.
  • Confidence in communicating effectively with a range of stakeholders.
• Analytical andamp; Strategic Thinking:
  • Ability to work independently and manage, triage, and prioritize requirements from multiple stakeholders.
  • Knowledge of common data documentation approaches.
  • Understanding of modern front-end and back-end data solutions (e.g., Snowflake, Alteryx, Microsoft Power Platform).

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Professional Experience and Qualifications

• Significant experience in MS Access within a financial services environment (essential).
• Significant experience with data strategy projects/programmes and knowledge of industry approaches and best practices within financial services (essential).

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Opportunit