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For Companies At a Glance
- Tasks: Create and maintain Power BI dashboards to track performance and insights.
- Company: Join a global leader in private equity focused on data-driven investment decisions.
- Benefits: Enjoy a collaborative environment with strong leadership support and a chance to shape analytics.
- Why this job: Be part of a greenfield opportunity to build impactful tools and drive transformation.
- Qualifications: Experience with Power BI, strong Excel skills, and a clear communicator are essential.
- Other info: Work in a fast-growing niche with complex data challenges and strategic importance.
The predicted salary is between 54000 - 75000 £ per year.
A global private equity leader across secondary markets is seeking a Financial Data Analyst for their Data & Analytics Team in London, with a salary of up to £75,000. This firm is investing heavily in its data and analytics capabilities, with a newly established team spearheading the build of scalable tools and platforms to support better, faster investment decisions.
If you are passionate about creating order from chaos, building impactful tools, and making data matter, this role offers a rare opportunity to shape a data function from the ground up.
Key Responsibilities:- Build and maintain Power BI dashboards to track portfolio performance, risk, and cash flows, translating raw data into clear insights.
- Partner with Data Engineering to validate pipelines, ensure data quality, and automate reporting processes.
- Deliver interactive reports that support fund analytics, portfolio oversight, and executive decision-making.
- Handle ad hoc data requests and investigate anomalies, highlighting key trends and issues.
- Collaborate with a Data Steward to define and enforce data management and reconciliation standards.
- Document workflows and promote best practices for consistent, scalable analytics.
- Prepare clear, data-driven presentations for senior stakeholders and investment committees.
- Strong experience building dashboards and reports with Power BI, Qlik, or similar tools.
- Strong Excel skills, including pivot tables and Power Query.
- Solid understanding of data quality practices such as validation, exception reporting, and automation.
- Clear communicator with the ability to work across technical and non-technical teams.
- Exposure to financial services or private equity is a plus.
- Familiarity with Python, Snowflake, or dbt is beneficial but not required.
- Greenfield opportunity, help build the firm’s internal BI platform from scratch.
- High-impact, visible role in a firm committed to data-driven transformation.
- A genuinely collaborative team with a bias for action and iteration, not perfection.
- Strong support from leadership and investment teams who want better, faster, cleaner data.
Financial Data Analyst employer: Harnham
Contact Detail:
Harnham Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Data Analyst
✨Tip Number 1
Familiarise yourself with Power BI and similar dashboard tools. Since the role heavily involves building and maintaining dashboards, showcasing your proficiency in these tools during networking or interviews can set you apart.
✨Tip Number 2
Engage with professionals in the private equity sector. Attend industry events or webinars to gain insights and make connections that could lead to referrals or insider information about the company culture and expectations.
✨Tip Number 3
Brush up on your data quality practices. Understanding validation, exception reporting, and automation will not only help you in the role but also demonstrate your commitment to maintaining high standards in data management.
✨Tip Number 4
Prepare to discuss how you've turned raw data into actionable insights in past roles. Being able to articulate specific examples of your impact will resonate well with the hiring team and show your capability to contribute to their data-driven transformation.
We think you need these skills to ace Financial Data Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in data analytics, particularly with Power BI and Excel. Emphasise any previous roles where you've built dashboards or worked with financial data.
Craft a Compelling Cover Letter: In your cover letter, express your passion for data and analytics. Mention specific projects where you've created impactful tools or reports, and how they contributed to decision-making processes.
Showcase Technical Skills: Clearly outline your technical skills related to the job description. If you have experience with Python, Snowflake, or dbt, make sure to include that, even if it's not required.
Prepare for Data-Driven Questions: Anticipate questions related to data quality practices and your approach to handling anomalies. Be ready to discuss how you've ensured data integrity in past roles.
How to prepare for a job interview at Harnham
✨Showcase Your Power BI Skills
Be prepared to discuss your experience with Power BI and similar tools. Bring examples of dashboards you've built, and be ready to explain how they helped in decision-making processes.
✨Demonstrate Data Quality Knowledge
Highlight your understanding of data quality practices. Discuss how you've validated data, handled exceptions, and automated reporting processes in previous roles.
✨Communicate Clearly
As a Financial Data Analyst, you'll need to bridge the gap between technical and non-technical teams. Practice explaining complex data concepts in simple terms to ensure clarity during the interview.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills. Prepare to discuss how you would handle ad hoc data requests or investigate anomalies, showcasing your analytical thinking and attention to detail.
