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For Companies At a Glance
- Tasks: Transform raw data into actionable insights and create impactful reports for decision-making.
- Company: Boutique wealth management firm with a stellar reputation.
- Benefits: Gain exposure to senior stakeholders and enhance your analytical skills.
- Why this job: Join a dynamic team and contribute to strategic growth initiatives in finance.
- Qualifications: Experience in data analysis, preferably in financial services, and knowledge of Power BI.
- Other info: Opportunity for career advancement in a supportive and innovative environment.
The predicted salary is between 28800 - 48000 £ per year.
Job Description
The Company:
Our client is a boutique wealth management company, highly recognised with a fantastic reputation.
The Role:
The Data Analyst will be part of the new Chief Commercial Office of this Wealth Management company and is dedicated to supporting organic growth initiatives. The Data Analyst will primarily work with the Principal Data Scientist and Data Engineer, to deliver analysis to the chief commercial office, providing insight to support decision making and strategy setting across the Wealth Management business.
The Data Analyst will be responsible for the production of regular MI reports and individual one-off analysis to help address current questions that management may have. This will at times involve converting raw, unprocessed data into actionable insights and provides significant exposure to senior stakeholders and the broader Wealth Management organisation.
The Data Analyst will produce timely, high-quality MI reports that track key performance indicators, support decision-making, and provide actionable intelligence across the Wealth Management business to address emerging business questions with accuracy and insight.
The Data Analyst will identify opportunities to make reporting and analysis more systematic, scalable, and automated, enhancing efficiency and consistency across outputs. Independently identify new opportunities to utilise data to support the team’s initiatives, forming and presenting analysis to senior stakeholders in the Wealth Management business.
The Data Analyst will work closely with stakeholders to ensure compliance with regulatory requirements and data privacy standards, particularly in the handling of sensitive client data.
The Candidate:
Data Analyst experience within a Financial Services firm – working with business stakeholders in presenting business and performance data.
Visualisation tools; experience with PowerBI desirable or alternatively experience with other tools (e.g. Tableau, Qlik, etc) and willingness and ability to learn PowerBI
Degree in Engineering, Economics, Maths, Physics or similar
Statistical knowledge
Comfortable working with raw, unprocessed data
Excellent stakeholder management and communication skills
Strong concept summarisation skills
Data Analyst , Power BI , Business Data , Wealth Management firm employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Data Analyst , Power BI , Business Data , Wealth Management firm
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management sector, especially those who work with data. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Show off your skills! Create a portfolio showcasing your data analysis projects, especially using Power BI. This will give potential employers a taste of what you can do and how you can add value.
✨Tip Number 3
Prepare for interviews by brushing up on your stakeholder management skills. Be ready to discuss how you've turned raw data into actionable insights and how you’ve communicated these findings to senior stakeholders.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Data Analyst role, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Data Analyst , Power BI , Business Data , Wealth Management firm
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Data Analyst. Highlight your experience with Power BI and any relevant projects you've worked on in financial services. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about data analysis in wealth management. Share specific examples of how you've turned raw data into actionable insights, just like we do at StudySmarter.
Showcase Your Communication Skills: Since you'll be working closely with stakeholders, it's crucial to demonstrate your communication prowess. In your application, mention instances where you've effectively presented data findings or collaborated with teams to drive decisions.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Data Inside Out
Make sure you’re well-versed in the types of data you’ll be working with. Brush up on your statistical knowledge and be ready to discuss how you’ve transformed raw data into actionable insights in previous roles. This will show that you can hit the ground running.
✨Master Power BI (or Similar Tools)
If you have experience with Power BI, great! If not, familiarise yourself with its features and functionalities. Be prepared to discuss how you’ve used visualisation tools in the past to present data effectively. Showing a willingness to learn is key!
✨Communicate Like a Pro
Since this role involves presenting to senior stakeholders, practice summarising complex data into clear, concise insights. Think about examples where your communication skills made a difference in decision-making. This will highlight your stakeholder management abilities.
✨Show Initiative and Curiosity
Be ready to discuss how you’ve independently identified opportunities for improvement in reporting or analysis. Companies love candidates who can think outside the box and bring new ideas to the table, especially in a dynamic environment like wealth management.
