Partnered with a UK based Investment and Wealth Management firm who specialise in private clients, trustees, charities and professional partners wealth are preserved and the most sustainable financial outcomes are ensured. They are searching for a Business Intelligence Analyst on a Permanent basis supporting the delivery of advanced data insights and Power BI reporting across their Wealth Management business.
Scope of role:
- Maintain accurate Data & MI Management, maintaining accurate and supporting commercial, client goals.
- Oversee and refine the client Data bank to enable Data integrity across all reporting and dashboard outputs.
- Ensure Insight and Performance analysis, utilising sales and client data, identify trends and performance indicators, providing tailored insights for planning.
- Build and maintain dashboards using Power BI to visualise performance and Client Data
- Provide reporting and Data practices meet regulatory and contractual requirements, supporting Data Governance and compliance monitoring.
Experience Required:
- Strong knowledge of Data Visualisation tools such as Power BI.
- Financial Services knowledge is essential.
- Proven knowledge of FS and Wealth Management regulatory environments.
- Familiar with CRM systems specifically Salesforce and Data querying tools such as SQL.
- Strong stakeholder management and influencing skills and comfortable working in a team environment.
If you are open to something new and believe this role aligns with your experience and aspirations please share your latest CV and availability for a call to daniel.neaves@harveynash.com
