At a Glance
- Tasks: Support Business Development with data insights and financial reporting.
- Company: Reputable wealth management firm with a strong industry presence.
- Benefits: 12-month FTC with potential for permanent role and professional growth.
- Other info: Collaborative environment with opportunities to work across departments.
- Why this job: Kickstart your career in finance with hands-on data analysis experience.
- Qualifications: Recent Finance or Accounting graduate with strong Excel and data skills.
The predicted salary is between 31500 - 38500 £ per year.
Our client is an established wealth management company, highly recognised with a fantastic reputation.
The Role:
THIS ROLE IS A 12 MONTH FTC WITH THE POTENTIAL TO BE CONVERTED TO PERMANENT.
The Trainee Data Analyst role will be ideal for a recent Finance or Accounting graduate supporting the Business Development team by providing Business Performance Data insights relating to the growth and performance of the Investment Management firm.
The Trainee Data Analyst will have strong Excel skills that include experience with Power Query and Power BI. They will bring together data from internal systems and external investment platforms, producing reliable financial reporting to enable informed business decision-making. It requires strong attention to detail, the ability to investigate discrepancies and the confidence to explain findings clearly.
The Trainee Data Analyst will collaborate closely with other departments like Finance and Sales teams to deliver accurate, timely financial reporting. They will produce monthly reporting on Assets Under Management and investment flows, collect data from different investment platforms, standardise and check for accuracy, and provide consolidated figures to the Business Development and Finance reporting teams.
The Trainee Data Analyst will build and maintain data dashboards to provide ongoing AUM and flow data to Business Development and Investment Managers. They will analyse results by client firm, investment service and platform; explaining trends and investigating discrepancies. Maintaining accurate records for Business Development Directors as firm relationships change is also required.
The Trainee Data Analyst will prepare regular data submissions for external research and industry organisations, reconcile payments received from investment platforms against invoices and financial records, and answer data questions from colleagues while helping improve the quality, documentation and efficiency of recurring reports.
The Candidate:
- A recent Finance or Accounting graduate who has an interest in working within a data-focused role.
- Experience with Power Query and Power BI - essential.
- Strong Excel and data analysis skills, with experience in consolidating, validating and interpreting data from multiple sources.
- The ability to communicate complex data clearly and effectively to non-technical audiences.
Trainee Data Analyst , Finance Graduate , Investment Management Firm , 12 month FTC employer: JJ SEARCH LIMITED
As a leading Wealth Management firm located in Blackpool, we pride ourselves on fostering a collaborative and supportive work environment that empowers our employees to thrive. Our commitment to professional development is evident through tailored training opportunities and a clear pathway for career advancement, ensuring that our team members can grow alongside the firm. With a focus on high-net-worth clients, you will be part of a dynamic team that values innovation and excellence, making this an ideal place for those seeking a meaningful and rewarding career in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Data Analyst , Finance Graduate , Investment Management Firm , 12 month FTC
✨Get in on the Data Science Meetups
Data science is all about community! Join local meetups or workshops related to data science and analytics. It's a fab way to network with industry professionals, learn about the latest trends, and maybe even snag a lead on an upcoming opportunity at companies like JJ SEARCH LIMITED.
✨Show Off Your Projects
As a trainee, showcasing your skills is key. Start a GitHub repository with your projects or analytics problems you've solved. Share them on platforms like Kaggle, and make sure to link them on your LinkedIn. Potential employers, including JJ SEARCH LIMITED, love seeing hands-on experience!
✨Connect with Alumni
Tap into your university's alumni network! Reach out to past graduates who are working in data science roles and see if they'd be willing to chat. They often have great insights into internship openings and can even refer you internally, increasing your chances with companies like JJ SEARCH LIMITED.
✨Find Internships through Portals and Workshops
Keep an eye out for career fairs and workshops specifically targeting data science roles. Many companies, including JJ SEARCH LIMITED, often scout for trainee talent at these events. Plus, applying directly through job portals and company websites can give you an edge!
We think you need these skills to ace Trainee Data Analyst , Finance Graduate , Investment Management Firm , 12 month FTC
Some tips for your application 🫡
Show Off Your Data Skills:Make sure to highlight your data-related skills clearly in your CV. If you've worked on any projects using Python or R, be sure to mention them. Also, if you've dabbled in machine learning, include that too—employers love a hands-on learner!
Include Relevant Projects:Since this is a trainee position, listing your university projects or any personal data science projects can really impress. Attach a GitHub link if possible, so JJ SEARCH LIMITED can see your code and your thought process. Practical experience, even if it's academic, can set you apart!
Personalise Your Cover Letter:Use your cover letter to show how passionate you are about data science. Describe why you're excited about the opportunity at JJ SEARCH LIMITED and how the role aligns with your career goals in this dynamic field. We want to see your enthusiasm and potential to grow.
Tailor Your CV for Trainees:Since you’re applying for a trainee position, focus on academic achievements and any relevant coursework in your CV. Don’t sweat the lack of professional experience—your ability to learn and adapt is what counts. Also, make sure to align your CV format with data science norms; keep it clear and concise!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Show Off Your Data Skills
Make sure you're ready to chat about the tools we use in data science, like Python, R, or SQL. Brush up on key concepts like data cleaning, analysis, and visualisation — interviewers often delve into these areas to see how you think and approach problems.
✨Prepare for Practical Assessments
Don't be surprised if you're given a case study or data set to analyse during the interview. We should be prepared to demonstrate how we interpret and present data findings — it's a chance to show off our analytical thinking in real time!
✨Highlight Your Passion for Learning
As a trainee, it’s all about showing your enthusiasm for data science! Share any personal projects, online courses, or relevant experiences. This tells JJ SEARCH LIMITED that we’re eager to grow and develop our skills in this exciting field.
✨Ask Insightful Questions
Use this opportunity to find out more about the team’s projects and tools. Questions like ‘What data challenges are you currently facing?’ can demonstrate our interest while also helping us understand how we might fit into JJ SEARCH LIMITED’s culture and workflow.
