At a Glance
- Tasks: Manage and automate client data processes while ensuring data quality and compliance.
- Company: Join a rapidly growing WealthTech company redefining personal finance engagement.
- Benefits: Enjoy 25 days annual leave, private healthcare, and mental health support.
- Other info: Dynamic, dog-friendly office with regular team socials and diverse culture.
- Why this job: Kickstart your career in WealthTech with hands-on experience and full training.
- Qualifications: No prior financial experience needed; just bring your analytical mindset and passion for data.
The predicted salary is between 60000 - 75000 £ per year.
12 Month Fixed Term Contract
Entry level / Graduate Opportunity
About Y TREE
We are a rapidly growing WealthTech business that is re-defining how individuals and families connect and engage with their money. We provide our clients with control over their personal finances, enhancing their ability to achieve their financial and life aspirations. We are harnessing sophisticated portfolio analytics, innovative behavioural psychology and cutting-edge UX/UI to create a revolutionary experience and transformational outcomes for our users. The business was founded in 2017 by three successful entrepreneurs and business-builders with diverse experiences and skill-sets in Technology, Corporate Advice and Investment Management and is backed by some of Europe’s leading investors.
Overview
This 12 month contract is a unique on-ramp into the WealthTech and financial planning industry. You will be the engine of data quality and automation for the Client Team. Working closely with the Head of Data Strategy & Governance, you won’t just be managing data - you’ll be building the automated processes and system changes that allow us to scale, while gaining direct exposure to the architecture behind regulated financial advice.
The Role
- Data Stewardship & quality: Act as the Client Team's hands-on data steward: consolidate and characterise our client data, help build and maintain a data catalog (attribute, source / lineage, definition, and criticality tier), and define and apply data-quality rules. Work within the governance framework set by the Head of Data Strategy & Governance and under the Client Team's data ownership; support the move from manual daily checks toward automated monitoring, resolving flagged discrepancies with the right people.
- Data completeness & regulatory remediation: Drive data completeness and scalable architecture across advice-critical fields (e.g., tax status, US-connected clients), automating guardrails to remediate issues identified in suitability reviews.
- Provider data pipeline & ingestion quality: Work with the Data Operations team to ensure completeness and quality of provider data received from third-party providers. Own the quality of the portfolio data into the Back Office system.
- Automation & efficiency: Identify and build low-code automations and process improvements across the Client Team and the broader advice team's data and workflow layer, in partnership with the internal Process Automation Product Manager.
About You
We value potential over pedigree. No prior financial experience is required; we are looking for a sharp, analytical mind and a strong aptitude for data, analytics and automation. We will provide full training and support to help you succeed.
What's in it for you?
- Once eligible, you'll be able to enroll onto our private healthcare plan through Vitality. This includes perks like 50% off premium gym memberships and access to their exclusive rewards programme.
- Support for your mental health and wellbeing through our employee assistance programme.
- 25 days of annual leave per year. This is 25 days each year where we expect you to turn your phone off and switch off; we would never ask you to book leave for a doctor's appointment or to see your children's school plays.
- Regular team socials to help you switch off from work and get to know your colleagues in an environment away from your desk. We ensure socials are well-balanced and offer a variety of activities to suit different needs so you always feel welcome.
- A welcoming, dog-friendly London office with appropriate spaces to cater for those with varying needs in the form of various breakout spaces and silent booths.
- As well as, a range of family-friendly policies, support towards professional qualifications, electric car schemes and more!
Our mission at Y TREE is to build diversity in our teams; diversity of thought, culture, backgrounds and perspectives. Please come as you are and let us know if there are any reasonable adjustments we can make to support you in your application process. Additionally, if you don't feel you meet 100% of the requirements please apply anyway if you feel you can demonstrate your suitability to the role. Please note, that sponsorship is not available for this role.
Client Data & Operations Analyst in London employer: Y TREE
Y TREE is an exceptional employer that prioritises employee wellbeing and professional growth, offering a vibrant work culture in a dog-friendly London office. With generous benefits such as 25 days of annual leave, private healthcare through Vitality, and support for professional qualifications, we foster an environment where innovation thrives and diverse perspectives are valued. Join us to be part of a rapidly growing WealthTech business that empowers individuals and families to achieve their financial aspirations while enjoying a balanced and supportive workplace.
StudySmarter Expert Advice🤫
We think this is how you could land Client Data & Operations Analyst in London
✨Tap into Online Data Science Communities
Join online communities focused on data science like Kaggle, LinkedIn groups, or Reddit threads. These are goldmines for temporary gigs, as you can network with professionals and potentially hear about opportunities at companies like Y TREE before they're even advertised!
✨Show Off Your Skills With Projects
Got some cool data science projects? Showcase them on platforms like GitHub or create a personal portfolio website. This visibility is crucial for landing temporary roles—let recruiters see your actual skills in action, which can set you apart from the crowd.
✨Check Out Specialist Job Boards
For temp roles, hit up job boards dedicated to tech and data science, like Stack Overflow Jobs or DataJobs. These platforms often feature openings that you won’t find on general job sites, including contracts with companies like Y TREE.
✨Leverage University Resources
If you're currently at uni or recently graduated, tap into your school's career services. They often have connections with companies looking for temporary data science interns or contract workers, and they might even host job fairs with employers like Y TREE.
We think you need these skills to ace Client Data & Operations Analyst in London
Some tips for your application 🫡
Highlight Your Data Projects:When applying for a temporary data science role at Y TREE, make sure to showcase any relevant projects you've worked on. Whether it's a personal project, an academic undertaking, or contributions to an open-source initiative, detailing these experiences can really set you apart and demonstrate your practical skills.
Emphasise Your Analytical Skills:In your CV and cover letter, focus on the specific analytical skills that are key to data science. Mention any experience with statistical tools, programming languages like Python or R, and data visualisation software. Don't forget to include any certifications that may bolster your expertise!
Show Your Flexibility:Since this is a temporary role, it's important to convey your adaptability and willingness to learn. In your cover letter to Y TREE, emphasise how quickly you can get up to speed with new tools or projects. Highlight any previous experiences where you've had to adjust to new environments or challenges.
Craft a Unique Data-Driven Cover Letter:Instead of the usual generic cover letter, spice it up with some data! Maybe you’ve improved a process by 20% in a past role or cleaned a dataset with over a million entries. Use these stats to your advantage to grab Y TREE’s attention and show the tangible impact of your work.
How to prepare for a job interview at Y TREE
✨Showcase Your Analytical Skills
For a data science gig, it's crucial to demonstrate your analytical abilities. Be ready to discuss previous projects and the methodologies you used. Think about how you can quantify your impact—did your analysis improve efficiency or save costs? These are the stories that will stick with interviewers at Y TREE.
✨Brush Up on Technical Skills
You might face technical questions on tools relevant to data science, like Python, R, or SQL. Prepare to solve a problem live—perhaps they'll ask you to write a simple query or code snippet. It’s cool to talk about them, but we need to show we can do it in practice, especially in a temporary role where quick results matter.
✨Highlight Your Adaptability
Since this is a temporary position, emphasise your ability to learn quickly and adapt to new tools or workflows. Share examples of how you've thrived in fast-paced environments before, and how you can hit the ground running at Y TREE.
✨Prepare a Portfolio of Your Work
Bring your portfolio to the table—showcase projects where you've leveraged data science techniques to solve problems. Whether it’s a GitHub repository or a set of case studies, having tangible examples of your work will help you stand out and show what you bring to the team at Y TREE.
