Research Analyst

Company Mission: We aim to optimize how Commercial Property is managed to ensure this valuable resource maximizes its contribution to making Business Better.

Our mission is to drive innovation and excellence in everything we do, fostering a collaborative and inclusive environment that empowers our employees to achieve their full potential and deliver outstanding results for our clients.

Job Summary:

To research, evaluate, and process property and rating data using a range of internal and external sources to identify potential cases for referral and maximise income for Local Authority clients. The role involves matching and validating property records, ensuring the accuracy of data within internal systems, and maintaining clear documentation of findings.

Research Analysts work closely with colleagues, clients, and partner organisations to support case analysis and contribute to the continuous improvement of systems and processes. Strong analytical, data-handling, and communication skills are essential, alongside the ability to prioritise workloads, meet performance targets, and uphold company standards and compliance requirements.

Key Responsibilities:

· Case Research & Identification

Conduct research using internal and external data sources to identify potential cases that meet defined criteria. Evaluate and compare findings against existing datasets to ensure accuracy and relevance.

· Data Management & System Accuracy

Accurately record, manage, and manipulate data using internal platforms and Microsoft Office applications. Ensure timely and precise loading of data into internal systems following established procedures.

· Property Matching & Analysis

Match internal property records with external sources to identify potential missing hereditaments from local rating lists, maintaining data integrity and completeness.

· Stakeholder Communication

Communicate effectively with clients, partner organisations, and external agencies via telephone and email to support analysis activities and ensure smooth collaboration.

· Process Improvement & System Development

Contribute to the ongoing development and optimisation of internal systems, tools, and workflows to improve efficiency, accuracy, and team output.

· Performance & Compliance

Work towards personal and team targets aligned with business objectives and key performance indicators. Attend training sessions and meetings to maintain up-to-date knowledge and compliance with role requirements.

· Operational Support

Undertake additional duties as directed by the line manager, supporting team and business objectives where required.

Required Skills:

· Good level of education with the ability to analyse and interpret data.

· Strong organisational and time-management skills, with the ability to prioritise workloads effectively.

· Excellent attention to detail and accuracy in handling data and maintaining records.

· Strong verbal and written communication skills, including a professional telephone manner.

· Ability to work effectively under pressure and meet deadlines.

· Collaborative team player with an approachable and professional manner.

· Experience in maintaining databases or records is desirable.

OKRs and Impact:

Objective 1: Identify and deliver high-quality rating opportunities for clients

· Key Result 1: Identify departmental target for missing/undervalued properties per period.

· Key Result 2: Achieve departmental target acceptance rate of referred cases by clients.

· Key Result 3: Contribute to department target in additional rateable value invoiced annually.

· Key Result 4: Contribute to department target in additional rateable value identified annually.

Objective 2: Maintain accuracy and compliance in outputs

· Key Result 1: Achieve <5% error rate in all submitted referrals.

· Key Result 2: Ensure 100% of cases meet VOA BAR (Billing Authority Report) standards.

· Key Result 3: Complete monthly peer review/QC checks with 100% compliance.

· Key Result 4: Document methodologies and data sources for 100% of referrals.

Objective 3: Work efficiently to maximise throughput and minimise bottlenecks

· Key Result 1: Process an average of X cases per week (baseline to be set).

· Key Result 2: Ensure 95% of cases are logged and updated in CRM within 48 hours of identification.

· Key Result 3: Reduce research-to-referral turnaround time by 15% year-on-year.

· Key Result 4: Implement at least 1 process improvement suggestion per quarter to speed up workflow.

Objective 4: Collaborate effectively with internal teams to maximise client outcomes

· Key Result 1: Provide monthly insights on emerging patterns/trends in hereditament identification.

· Key Result 2: Attend 100% of team knowledge-sharing sessions on legislation, caselaw, or valuation practice.

· Key Result 3: Respond to 95% of Client Manager/Analyst queries within 2 working days.

· Key Result 4: Contribute at least 2 case studies per year for client reports or marketing use.

Cultural Fit and Values:

Understand and strive to work to the Inform Holdings Group Company Values:

· Performance: Strive for excellence in everything you do, continuously improving and delivering high-quality results.

o Performance is linked to the achievement of high standards and continuous improvement.

o Example: Consistently producing accurate and detailed property assessments that meet deadlines and support successful client referrals.

· Warrior Spirit: Tackle challenges head-on with determination and resilience.

o Performance is evaluated based on the ability to overcome obstacles and drive results.

o Example: Persisting through incomplete or conflicting datasets to piece together accurate information that leads to a valuable client finding.

· Fun Loving Attitude: Believe in maintaining a positive and enjoyable work environment.

o Performance is assessed on the ability to contribute to a positive and engaging workplace culture.

o Example: Sharing learnings with colleagues, celebrating successful referrals, and helping maintain team morale during busy project cycles.

· Make an Impact: Make a significant difference in our industry and community.

o Performance is measured by the tangible impact made through projects and initiatives.

o Example: Identifying a previously unassessed commercial property that generates significant additional revenue for a Local Authority.

· Spot On Judgement: Make informed decisions with precision and insight.

o Performance is evaluated based on the ability to make sound decisions and provide accurate assessments.

o Example: Deciding when evidence is strong enough to recommend a referral to the Client Management team versus when further research is needed.

· Organise for Innovation: Create an environment that encourages creativity and innovation.

o Performance is linked to the ability to organize and implement innovative solutions.

o Example: Streamlining the research process by developing a new way of cross-checking datasets, reducing errors and improving efficiency.

Development opportunities:

· Continuous learning and development encouraged to enhance skills and knowledge.

· Mentorship.

· Participation in industry-related events