Data Analyst - Wealth Management
Listed on 2026-06-18
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IT/Tech
Data Analyst, Data Engineering, Data Science Manager
A well established Wealth Manager wish to recruit a Data Analyst, the successful candidate will work with the Head of Middle Office and CTO to define all aspects of supporting data visualisation and development, including: tool selection, dashboard construction, implementation, security, training and support
Main DutiesLead as a BI subject matter expert
Developing insight solutions aligned to strategic initiatives that deliver simple, compelling and actionable data visualisations.
Work with Development Team to define and load data from multiple sources and ensure the successful creation and support of accurate Data Models to support the Visualisation requirements of the business
Making recommendations to improve data presentation methods and systems to refine and grow reporting and analysis capabilities.
Preparing and presenting rough drafts to internal teams and key stakeholders
Linking reporting needs to existing systems and helping identify solutions that provide the best business value
Competencies and Personal SkillsExperienced Data Analyst – ideally with significant Power BI experience
Strong understanding of Data Modelling
Understanding and Scripting capability in modern RDBMS, ideally SQL Server or Oracle
Attention to detail for data accuracy
Able to lead projects as well as support projects
Investment Management industry awareness
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