BI Analyst (Banking)
91% skill overlap
To add: Trade lifecycle
Your role
Business Intelligence Analyst
BriefYour role
Also known as Business intelligence manager · Business intelligence consultant · Business intelligence specialist · Business research analystand 5 more
Business research consultant · Competitive intelligence manager · Market intelligence manager · Research consultant · Strategic business and intelligence manager
- L3 salary
- Not published yet
- Upcoming dated changes
- None dated
What the role does
Business Intelligence Analyst is a role in Data, Analytics & AI. The family covers data analysis, BI, data science, statistics, GIS and master data. The core skill is visualisation tools (Power BI, Tableau).
Levels
- L1 Starting out
- L2 Independent
- L3 Senior or specialist
- L4 Leads a team or an area
- L5 Leads the function
Full level descriptions and job titles
The EFO level names are the common scale; job titles differ between employers.
| Level | What the work looks like | Typical years | Typical job titles |
|---|---|---|---|
| L1 Starting out | Learns the job; executes defined tasks with supervision | 0-2 | Banks: Analyst, Junior Analyst, Associate (asset servicing), Trainee, GraduateAsset servicers: Junior, Specialist (entry), Officer |
| L2 Independent | Owns a process end to end; trains L1; first contact for the team's clients | 2-5 | Banks: Analyst / Senior Analyst, AssociateAsset servicers: Specialist, Senior Specialist, Senior Officer |
| L3 Senior or specialist | Deep expertise; handles exceptions and change; represents the function in projects | 5-9 | Banks: Senior Associate, AVP, Assistant ManagerAsset servicers: Senior Specialist, Expert, Team Lead (small team) |
| L4 Leads a team or an area | Manages people or a large process; owns budgets or controls; escalation point | 8-14 | Banks: VP, Manager, Senior ManagerAsset servicers: Team Lead, Manager, Head of Section |
| L5 Leads the function | Accountable for the function in a legal entity or region; sets priorities and standards | 12+ | Banks: Director, Executive Director, Managing Director, Head of functionAsset servicers: Head of Department, Director |
Skills
Where the skill weights come from
Each role lists its skills with a tier and a weight. The weights of one role add up to 100 percent.
Source: the EFO role catalogue, built from the ESCO classification and reviewed by the editors.
The percentage is the skill's share of the role; the bars are drawn relative to the anchor skill, which is shown full.
Critical
- Visualisation tools (Power BI, Tableau)Weight 14.6%Relevant to you
- Querying data with SQLWeight 9.8%Relevant to you
- Data modelling and schema designWeight 9.8%Relevant to you
- Data cleaning and validationWeight 9.8%Relevant to you
Important and supporting skills 17
Important
- ETL/ELT pipeline designWeight 4.9%Relevant to you
- Advanced Microsoft ExcelWeight 4.9%Relevant to you
- Data governance, quality and lineageWeight 4.9%Relevant to you
- Communicating data to non-technical audiencesWeight 4.9%Relevant to you
- Choosing the right metric for the questionWeight 4.9%Relevant to you
- Attention to detailWeight 4.9%Relevant to you
- Stakeholder managementWeight 4.9%Relevant to you
- Process mapping and redesignWeight 4.9%Relevant to you
Supporting
- Data platforms (Snowflake, BigQuery)Weight 2.4%Relevant to you
- Orchestration tools (Airflow, dbt)Weight 2.4%Relevant to you
- Descriptive statistics and distributionsWeight 2.4%Relevant to you
- Design judgment and trade-offsWeight 2.4%Relevant to you
- Collaboration and teamworkWeight 2.4%Relevant to you
- Defining and using KPIsWeight 2.4%Relevant to you
Useful
- Python for data analysisWeight 0.8%Relevant to you
- Git version controlWeight 0.8%Relevant to you
- Professional written communicationWeight 0.8%Relevant to you
Processes
The work the role takes part in.
What each process covers
- Change and project deliverySupporting
- Data management and governanceSupporting
Dated changes for this role
No dated change for this role
No change with a date ahead names one of this role's main processes. The Regulatory calendar lists every change.
Worth knowing
- TARGET Services November 2026 releases moved to 28 November 2026
- DORA register of information: 2027 annual submission
- Swift defers SR2026 and the end of unstructured addresses
- CSRD scope narrowed by Omnibus I; second wave reports from financial year 2027
- Pay Transparency Directive: first gender pay gap reports
Salary snapshot
Salary figures are not published yet
The L3 salary range for this role, with its sources, will appear here when the salaries section opens.
Certifications
- Microsoft Power BI Data Analyst PL-300
- Tableau Desktop Specialist
- SnowPro Core
- dbt Analytics Engineering
Concepts to know
Neighbouring roles
Roles that need many of the same skills, by weighted skill overlap, with the skills you would need to add.
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62% skill overlap
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Data Analyst
60% skill overlap
To add: Hypothesis testing and significance, Structuring ambiguous problems
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Data Analyst (Banking)
57% skill overlap
To add: Trade lifecycle, Hypothesis testing and significance, Structuring ambiguous problems
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Master Data Specialist
46% skill overlap
To add: Master data management, SAP enterprise systems, Data entry and record keeping accuracy
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Data Scientist
32% skill overlap
To add: Machine learning fundamentals, Hypothesis testing and significance, Causal inference and econometrics
Your role
Do this job? Suggest a correction
Sources
- The EFO role catalogue, with skills, levels and processes. How it is built
- ESCO classification of the European Commission (external site)
Business intelligence (BI)Business intelligence is the set of tools and practices that turn data into dashboards and reports for decisions, such as sales, cost, risk or service metrics. Typical tools are Power BI and Tableau, fed by a data warehouse.
Master dataMaster data is the core, shared data about the key entities a business deals with: clients, counterparties, products, accounts, legal entities and employees. It changes less often than transactions and is reused by many processes. Master data management (MDM) keeps one trusted version of it.