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- Tasks: Lead data-driven initiatives and analyse complex datasets for investment strategies.
- Company: Prestigious family investment office managing a diverse portfolio.
- Benefits: Competitive salary, flexible working conditions, and opportunities for professional growth.
- Why this job: Make impactful decisions in a dynamic environment with seasoned professionals.
- Qualifications: 10+ years in asset management with strong analytical and quantitative skills.
- Other info: Collaborative culture focused on innovation and excellence.
The predicted salary is between 72000 - 108000 £ per year.
This role sits within a single-family investment office managing a diversified, multi-asset portfolio across public markets, private capital, credit, real assets, and hedge funds. The Senior Business Analyst / Data Analyst will play a key role in supporting data-driven decision-making, investment reporting, and risk oversight, working closely with senior investment, risk, and operational stakeholders.
The position requires a highly experienced, hands-on professional capable of operating autonomously in a lean environment, while delivering complex analytical and change initiatives across the full project lifecycle.
Key Responsibilities- Lead and deliver data, analytics, and reporting initiatives aligned with the family fund’s investment and risk management objectives.
- Analyse large and complex datasets to identify trends, correlations, and risk exposures across asset classes and investment strategies.
- Support the development, review, and enhancement of data management and risk management policies and procedures.
- Act as a key liaison between investment, risk, operations, and technology stakeholders, including senior investment professionals.
- Contribute to the design and improvement of portfolio reporting, performance, and risk analysis frameworks.
- Draft, review, and agree technical documentation, operational processes, and procedures to support change initiatives.
- Ensure solutions are proportionate, robust, and appropriate for a private family office structure.
- 10+ years’ experience within asset management, investment management, or a family office environment.
- Proven track record delivering projects and analytical solutions across the full project lifecycle.
- Strong quantitative, data analysis, and modelling capabilities.
- Deep understanding of common investment data sets across:
- Public equities and fixed income.
- Hedge funds.
- Private equity and private credit.
Senior Business Analyst employer: Trust In SODA
Contact Detail:
Trust In SODA Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Business Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment and asset management space. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your analytical skills! Prepare a portfolio of your past projects that highlight your data analysis and reporting capabilities. When you get the chance to chat with potential employers, share specific examples of how you've tackled complex datasets and delivered actionable insights.
✨Tip Number 3
Be proactive! If you see a company you’re keen on, don’t wait for them to post a job. Reach out directly through our website and express your interest. Tailor your message to show how your experience aligns with their needs, especially in risk management and investment strategies.
✨Tip Number 4
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss investment data sets and risk management frameworks in detail. Practice articulating your thought process when analysing trends and correlations, as this will demonstrate your expertise and confidence.
We think you need these skills to ace Senior Business Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Business Analyst role. Highlight your experience in asset management and data analysis, and don’t forget to showcase any relevant projects you've led that align with our investment and risk management objectives.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention specific skills and experiences that relate to the job description, and show us your passion for data-driven decision-making.
Showcase Your Analytical Skills: In your application, be sure to highlight your quantitative and data analysis capabilities. We want to see examples of how you've tackled complex datasets and delivered insights that have influenced investment strategies or risk management.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Trust In SODA
✨Know Your Data Inside Out
As a Senior Business Analyst, you'll be dealing with complex datasets. Make sure you brush up on your data analysis skills and be ready to discuss specific examples of how you've identified trends or risk exposures in the past. This will show your potential employer that you can hit the ground running.
✨Understand the Investment Landscape
Familiarise yourself with the different asset classes mentioned in the job description, such as public equities, hedge funds, and private equity. Being able to speak knowledgeably about these areas will demonstrate your expertise and commitment to the role.
✨Prepare for Scenario-Based Questions
Expect questions that ask you to solve hypothetical problems or analyse case studies related to investment and risk management. Practise articulating your thought process clearly, as this will showcase your analytical capabilities and decision-making skills.
✨Showcase Your Project Management Experience
With a focus on delivering complex analytical solutions, be prepared to discuss your experience managing projects from start to finish. Highlight specific initiatives you've led, the challenges you faced, and how you overcame them to achieve successful outcomes.
