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- Tasks: Analyse data to support investment decisions and present findings to management.
- Company: Progeny is a pioneering firm integrating financial planning, asset management, and legal services.
- Benefits: Enjoy 30 days holiday, private medical insurance, and enhanced family leave.
- Why this job: Join a forward-thinking team making a positive impact in the financial sector.
- Qualifications: Degree educated with experience in investment management or financial services required.
- Other info: This role offers hybrid working from Leeds or London; early applications encouraged.
The predicted salary is between 28800 - 48000 £ per year.
Join to apply for the Business Analyst (Investments) role at Progeny.
About The Role
Progeny Asset Management (PAM) provides a Discretionary Investment Service for individuals, trusts, companies, and pension funds. We are entering an exciting phase of growth, leading to expansion of our Asset Management team. As an Investment Analyst (internally known as business analyst), your focus will be sourcing, maintaining, and improving data to support the Investment team and the board.
This role can be based out of our Leeds or London office on a hybrid basis.
Key Responsibilities
- Apply tools and techniques for data analysis and visualization.
- Mine and analyze datasets, summarize and present findings to management.
- Prepare reports for internal and external audiences using analytics tools.
- Work with the data team to monitor and audit data quality.
- Identify, maintain, and improve systems and processes.
- Collaborate with internal and external clients to understand data content.
- Engage with third-party stakeholders such as ACD, consultants, and platforms.
- Produce and track key performance indicators.
- Generate MI for senior leadership, executive, and board members.
- Manage stakeholder queries and work with senior management on commercial matters.
Skills, Knowledge, and Expertise
- Degree educated (essential).
- Experience in investment management, asset/portfolio management, or financial services (essential).
- Experience in accounting, financial modeling, or audit.
- Strong knowledge of investments within an admin/operations context.
- Proficient in Microsoft Office, VBA, or other coding languages.
- Familiar with data analysis tools.
- Ability to develop and document procedures and workflows.
- Excellent interpersonal and communication skills with investment managers.
- Logical and creative problem-solving abilities.
- Ability to meet deadlines with good time management.
- High attention to detail and focus.
Note: We may close this vacancy early if we receive sufficient applications. Early submission is encouraged.
Benefits
- 30 days holiday plus public holidays
- 3 days of celebratory leave for birthdays, wellbeing, volunteering, or other events
- Private medical insurance, digital GP, and health advice
- Employee assistance program
- Group pension scheme
- Life assurance
- Eyecare vouchers
- Enhanced family leave
- Referral scheme
About Progeny
We create, enhance, and preserve wealth. As the first UK firm to integrate independent financial planning, asset management, tax, HR, and legal services, we are forward-thinking and tech-driven, using technology to improve client relationships. We believe in making a positive impact and support charities through the Progeny Foundation. We are proud winners of the Yorkshire Financial Awards 2024 Best Employer for the third consecutive year.
Additional Details
- Seniority level: Entry level
- Employment type: Full-time
- Job function: Research, Analyst, and IT
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Business Analyst (Investments) employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Analyst (Investments)
✨Tip Number 1
Familiarise yourself with the latest data analysis tools and techniques relevant to investment management. Being able to demonstrate your proficiency in these tools during interviews can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the investment management field, especially those who work at Progeny or similar firms. Engaging with them on platforms like LinkedIn can provide insights into the company culture and expectations for the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've used data to drive decision-making in previous roles or projects. This will showcase your analytical skills and ability to contribute to the Investment team effectively.
✨Tip Number 4
Stay updated on current trends in asset management and financial services. Being knowledgeable about industry developments can help you engage in meaningful conversations during interviews and demonstrate your passion for the field.
We think you need these skills to ace Business Analyst (Investments)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management, asset/portfolio management, or financial services. Use specific examples that demonstrate your skills in data analysis and visualization, as these are key for the Business Analyst role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your background aligns with Progeny's mission of creating, enhancing, and preserving wealth, and express your enthusiasm for contributing to their growth.
Highlight Technical Skills: Emphasise your proficiency in Microsoft Office, VBA, and any other coding languages you know. Mention your familiarity with data analysis tools, as this is crucial for the position and will set you apart from other candidates.
Showcase Problem-Solving Abilities: In your application, provide examples of how you've used logical and creative problem-solving skills in past roles. This will demonstrate your ability to meet deadlines and manage stakeholder queries effectively, which are important aspects of the job.
How to prepare for a job interview at Progeny
✨Know Your Data Tools
Familiarise yourself with the data analysis and visualisation tools mentioned in the job description. Be prepared to discuss your experience with these tools and how you've used them to derive insights in previous roles.
✨Understand Investment Management
Brush up on your knowledge of investment management and asset/portfolio management. Be ready to explain how your background aligns with the responsibilities of the role, especially in terms of data quality and performance indicators.
✨Showcase Your Communication Skills
Since the role involves collaboration with various stakeholders, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated complex data findings to non-technical audiences in the past.
✨Demonstrate Problem-Solving Abilities
Think of specific instances where you've tackled challenges in data management or analysis. Highlight your logical and creative problem-solving skills, as these are crucial for the role.