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.
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.
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.
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 & 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).
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).
Opportunities for Personal Growth in the Role
- Opportunity to build a network with senior stakeholders across Rathbones' change and data teams.
- Opportunity to learn how technology solutions deliver a variety of ESG processes and frameworks.
- Opportunity to develop both soft and technical skills and gain exposure to new data strategy methodologies and approaches.