Data Analyst – Wealth/Asset Management

London

£80k + Bens - Bonus

YOU WILL ONLY BE CONSIDEREDFOR THIS ROLE IF YOU HAVE THE FOLLOWING

Wealth/Asset Management experience

Degree in a quantitative discipline

Strong Power BI experience

Strong MI Reporting experience

Data Analyst – Wealth/Asset Management

Are you passionate about transforming data into actionable insights to drive business growth? We are seeking an analytical, detail-oriented Data Analyst to join our Chief Commercial Office, dedicated to supporting organic growth and commercial strategies for our wealth and asset management business.

Key Responsibilities

• Deliver timely, high-quality Management Information (MI) reports tracking performance indicators, supporting decision-making, and providing actionable intelligence for senior stakeholders.
• Collaborate with the Principal Data Scientist, Data Engineer, and other teams to conduct rigorous data analyses, addressing both regular and ad-hoc business questions accurately.
• Identify and implement opportunities to automate, streamline, and enhance reporting, improving efficiency and consistency across outputs.
• Independently scope, develop, and present insight-driven analyses to support commercial strategy and client portfolio decisions.
• Ensure data and reporting practices comply with regulatory requirements and data privacy standards relevant to financial services.
• Engage proactively with stakeholders across the business, promoting data literacy and data-driven decision-making throughout the organisation.
• Invest in continuous professional development, staying updated on industry, market, and regulatory trends.

Required Skills & Experience

• Degree in a quantitative discipline (engineering, economics, maths, physics, or similar).
• Strong expertise in SQL and Excel; hands-on experience with PowerBI or similar visualisation tools (e.g., Tableau, Qlik); willingness to further develop PowerBI skills.
• Hands-on experience in working with raw, unprocessed or complex datasets, ideally in a wealth/asset/investment management environment.
• Familiarity with Python for data transformation/analysis is advantageous but not essential.
• Strong regulatory awareness, with a commitment to compliance and ethical data handling.
• Excellent stakeholder management, presentation, and communication skills.
• Ability to work both independently and as a team player, with strong attention to detail and a proactive approach to problem-solving.
• Organised, with the ability to prioritise competing demands and deliver high-quality work to deadlines.

Our Values

• Approachable: Foster open, supportive dialogue with clients, colleagues, and stakeholders.
• Accountable: Deliver results efficiently, exceed expectations, and take ownership.
• Aligned: Live our brand values, focusing on delivering great outcomes and experiences for clients.

Ambitious: Embrace change, seek innovation, and strive for excellence in every endeavour.