Find a job 
Featured Companies 
Featured Universities 
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 drive growth initiatives in the financial sector.
- Qualifications: Experience as a Data Analyst in Financial Services and proficiency in visualisation tools.
- Other info: Opportunity for career advancement in a supportive and innovative environment.
The predicted salary is between 36000 - 60000 £ per year.
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 insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Show off your skills! Create a portfolio showcasing your data analysis projects, especially any work with Power BI. This will give potential employers a taste of what you can do and set you apart from the crowd.
✨Tip Number 3
Prepare for interviews by brushing up on your stakeholder management skills. Be ready to discuss how you've communicated complex data insights to non-technical audiences. We want to see how you can make data relatable!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
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 in a Wealth Management firm. Highlight your experience with data analysis, especially in financial services, and showcase any relevant projects or tools you've used, like Power BI.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about data analysis and how your skills align with the company's goals. Don't forget to mention your ability to convert raw data into actionable insights!
Showcase Your Technical Skills: Since this role involves working with visualisation tools, make sure to list your experience with Power BI or similar tools prominently. If you’ve automated reporting processes or improved efficiency, share those examples to impress us!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Data Tools
Make sure you brush up on your Power BI skills, as well as any other visualisation tools you've used. Be ready to discuss specific projects where you've transformed raw data into actionable insights, and how you can apply that experience to the role.
✨Understand the Wealth Management Landscape
Familiarise yourself with the wealth management industry and the specific challenges it faces. This will help you speak confidently about how your analytical skills can support decision-making and strategy setting within the company.
✨Prepare for Stakeholder Engagement
Since you'll be working closely with senior stakeholders, practice articulating complex data findings in a clear and concise manner. Think of examples where you've successfully communicated insights to non-technical audiences.
✨Showcase Your Problem-Solving Skills
Be ready to discuss how you've identified opportunities for improving reporting and analysis processes in previous roles. Highlight any instances where you've automated tasks or made them more efficient, as this aligns perfectly with the expectations of the role.
