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For Companies At a Glance
- Tasks: Join us as an Operational Reporting Analyst, focusing on data visualisation and reporting.
- Company: Phi Partners is a leading global consultancy in capital markets with a £50m turnover.
- Benefits: Enjoy flexible working options and opportunities for professional growth.
- Why this job: Be part of a dynamic team impacting elite investment banks and hedge funds.
- Qualifications: Proficiency in Power BI and Excel is essential; a degree in a related field preferred.
- Other info: Ideal for detail-oriented individuals passionate about data and analytics.
The predicted salary is between 36000 - 60000 £ per year.
About Phi Partners
Established 20 years ago, Phi Partners is a global quant technology and services consultancy headquartered in London with an annualised turnover of £50m. We operate exclusively within capital markets, in the front office, pricing and risk space, covering both business and technology services. With six lines of business, four international hubs and five international delivery centres, Phi Partners has become a leading provider within our niche domains. This focus on the domains we know best has been a differentiator and gateway into the world’s most elite investment banks and hedge funds.
About the Role and Responsibilities
We are seeking a detail-oriented and analytical Reporting and Data Analyst to join our team. This role is ideal for someone with a strong background in data visualisation and reporting, particularly using Power BI and Excel. You will be responsible for maintaining and expanding existing dashboards, supporting spreadsheet-based analysis, and fulfilling ad-hoc data and reporting requests from various stakeholders.
Key Responsibilities
- Maintain and enhance Power BI reports and dashboards to ensure accuracy, efficiency, and usability.
- Develop new data visualisations in Power BI based on evolving business requirements.
- Provide Excel support and advanced spreadsheet solutions, including formulas, pivot tables, charts, and macros.
- Assist in automating and streamlining reporting processes to improve data availability and decision-making efficiency.
- Collaborate with cross-functional teams to gather requirements for ad-hoc reporting and analysis.
- Ensure data integrity and accuracy across all reporting tools and datasets.
- Troubleshoot and resolve reporting issues, discrepancies, or data anomalies.
- Document reporting processes and maintain up-to-date technical documentation.
Key Skills & Qualifications
- Proven experience with Power BI for dashboard creation and dataset building.
- Strong proficiency in Microsoft Excel, including advanced functions (e.g., VLOOKUP, SUMIF, INDEX, etc.).
- Experience with other reporting tools or databases (e.g., SQL, Access, DAX, etc.) is a nice-to-have.
- Excellent analytical, problem-solving, and communication skills.
- Ability to manage multiple tasks and meet deadlines in a dynamic environment.
- High attention to detail and commitment to data quality.
- Bachelor’s degree in Data Analytics, Information Systems, Business, or a related field (or equivalent experience).
Operational Reporting Analyst employer: Phi Partners
Contact Detail:
Phi Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operational Reporting Analyst
✨Tip Number 1
Familiarise yourself with Power BI and Excel by creating your own dashboards or reports. This hands-on experience will not only boost your confidence but also give you practical examples to discuss during interviews.
✨Tip Number 2
Network with professionals in the capital markets sector, especially those who work with data analytics. Attend industry events or join online forums to gain insights and potentially get referrals for the Operational Reporting Analyst role.
✨Tip Number 3
Stay updated on the latest trends in data visualisation and reporting tools. Being knowledgeable about new features in Power BI or advanced Excel functions can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss specific projects where you've successfully used data analysis to solve problems. Highlighting your analytical skills and attention to detail will resonate well with the hiring team at Phi Partners.
We think you need these skills to ace Operational Reporting Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with Power BI and Excel, as these are crucial for the Operational Reporting Analyst role. Use specific examples of projects where you've created dashboards or performed data analysis.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with the responsibilities listed in the job description, particularly your experience in maintaining and enhancing reporting tools.
Showcase Relevant Skills: When detailing your skills, emphasise your proficiency in advanced Excel functions and any experience with SQL or other reporting tools. This will demonstrate your capability to meet the technical requirements of the position.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail, which is vital for this role.
How to prepare for a job interview at Phi Partners
✨Showcase Your Power BI Skills
Make sure to highlight your experience with Power BI during the interview. Be prepared to discuss specific dashboards you've created and how they added value to previous projects. If possible, bring examples or a portfolio to demonstrate your capabilities.
✨Excel Proficiency is Key
Since the role requires advanced Excel skills, brush up on functions like VLOOKUP, SUMIF, and pivot tables. You might be asked to solve a problem on the spot, so practice these functions beforehand to ensure you're confident in your abilities.
✨Understand the Business Context
Familiarise yourself with the capital markets and the specific challenges faced by investment banks and hedge funds. This knowledge will help you tailor your responses and show that you understand the industry in which Phi Partners operates.
✨Prepare for Problem-Solving Questions
Expect questions that assess your analytical and problem-solving skills. Think of examples from your past experiences where you successfully resolved data discrepancies or improved reporting processes, and be ready to discuss them in detail.
