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For Companies At a Glance
- Tasks: Analyse data to drive strategic decisions and support growth initiatives in wealth management.
- Company: Boutique wealth management firm focused on innovation and client success.
- Benefits: Full-time role with opportunities for professional development and a dynamic work environment.
- Why this job: Join a team that values data-driven insights and make a real impact in financial services.
- Qualifications: Experience as a Data Analyst, strong communication skills, and a degree in a relevant field.
- Other info: Collaborate with experts and enhance your skills in a supportive atmosphere.
The predicted salary is between 36000 - 60000 £ per year.
Overview
The Data Analyst will be part of the new Chief Commercial Office of a boutique wealth management company and will support organic growth initiatives. The role involves delivering analysis to provide insight for decision making and strategy setting across the Wealth Management business, in collaboration with the Principal Data Scientist and Data Engineer.
Responsibilities
- Work with stakeholders to ensure compliance with regulatory requirements and data privacy standards, particularly when handling sensitive client data.
Candidate
- Data Analyst experience within a Financial Services firm – experience with business stakeholders in presenting business and performance data.
- Visualization tools: Power BI is desirable; alternatively experience with Tableau, Qlik, or similar, with willingness and ability to learn Power BI.
- Degree in Engineering, Economics, Mathematics, Physics, or similar.
- Statistical knowledge.
- Comfortable working with raw, unprocessed data.
- Excellent stakeholder management and communication skills.
Seniorities and Employment
- Seniorities: Not Applicable
- Employment type: Full-time
- Job function: Analyst and Finance
- Industries: Financial Services, Investment Management, and Data Infrastructure and Analytics
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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 if you’ve used Power BI or similar tools. This gives potential employers a taste of what you can do.
✨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 in the past.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented Data Analysts, and applying directly can 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 Data Analyst role. Highlight your experience in financial services and any relevant projects you've worked on, especially those involving Power BI or similar tools.
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use specific examples of how you've used data analysis to drive decisions or improve processes in previous roles. This will show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Explain why you're excited about this role at our boutique wealth management firm and how your background aligns with our goals. Keep it engaging and personal!
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 Inside Out
Make sure you’re familiar with the types of data you’ll be working with in the role. Brush up on your statistical knowledge and be ready to discuss how you’ve handled raw data in the past. This will show that you’re not just a numbers person, but someone who understands the story behind the data.
✨Master Power BI (or Similar)
If you have experience with Power BI, great! If not, don’t sweat it. Familiarise yourself with its features and functionalities before the interview. You can also explore other visualisation tools like Tableau or Qlik, as this shows your willingness to learn and adapt, which is crucial in a fast-paced environment like wealth management.
✨Stakeholder Management is Key
Prepare examples of how you’ve effectively communicated complex data insights to non-technical stakeholders. This role involves collaboration, so demonstrating your ability to manage relationships and convey information clearly will set you apart from other candidates.
✨Understand Regulatory Requirements
Since compliance and data privacy are critical in financial services, brush up on relevant regulations. Be ready to discuss how you’ve ensured compliance in previous roles, especially when handling sensitive client data. This will show that you take these responsibilities seriously and understand their importance in the industry.
