Back to search
The Opportunity
Our client, a highly regarded and rapidly expanding private client wealth manager is currently looking to strengthen their Client Support Data Management function with the addition of a talented Data Analyst, joining their busy and expanding corporate team. As the business is rapidly growing this role will certainly progress and develop as time moves on. This represents the opportunity for an experienced Data Analyst, preferably from Wealth management or a related Financial Services environment/background to join a highly ambitious business in the Wealth Management sector
The role
The overall responsibility for the role will be to manage data requirements determined by senior management and be responsible for the integrity and quality of the data. The maintaining of that data will fall into your responsibility to implement changes and correctional work where required. You will need to report findings from your analysis and correctional work to provide feedback to the different teams across the business. This will involve Data collection and management, data analysis, weekly reporting, quality assurance and validation, problem solving and strategy development and continual collaboration with other teams.
A full job specification is available on application
About you
You will possess experience of data analysis and significant exposure to CRM systems. Priority will be given to applicants from Wealth Management or Financial services backgrounds, and essentially you must possess excellent Excel skills and additionally communication/interpersonal skills as there will be regular meetings and communication with all stakeholders in the business. Experience of use of MS Power Bi is also highly desired.
In summary
This is an excellent opportunity for an experienced and talented Data analysis professional to develop their skills, knowledge and experience within a truly supportive and professional environment. You will contribute significantly to the management of data and be highly visible across the business.
