The Client

A well-established Wealth management firm.

The Role

The Business Information Data Analyst will play a pivotal role in the executional design and delivery, of the wealth management companies data strategy.

The Business Information Data Analyst will get to know the Wealth Management business and stakeholders in depth, providing technical expertise, training and knowledge sharing to data consumers in a particular business unit, rotating through multiple departments of the Wealth Management company throughout the year. Help users access, interpret and visualise business data for reporting, dashboards, and analytics, fostering a culture of collaboration and innovation.

The Business Information Data Analyst will work with data engineers to collect, gather, and organise data from internal and external, on-prem and cloud-based sources in the data lake, including SQL database, Microsoft Dynamics, Mongo DB, GA4, BigQuery and other 3rd party connectors and data repositories.

Utilise SQL to manipulate and query large datasets efficiently and preprocess data to ensure accuracy and consistency.

The Business Information Data Analyst will translate complex data into clear, understandable visualisations for the Wealth Management business stakeholders and will support the continuous improvement of reporting style guides that align with the Wealth Management companies brand, identity and business best practices Stakeholder Collaboration

The Business Information Data Analyst will continuously add to a multi-layered reporting structure, where datasets can be overlaid to provide a synced-up customer view that drives self-service analytic tools and dashboards for technical and non-technical users

Ensure data compliance with relevant regulations and will utilise statistical and data analysis techniques to extract meaningful insights from client or prospect-related data.

The Business Data Information Analyst will create client segments based on characteristics such as demographics, transactions, engagement levels, and other relevant segmentations as the business evolves.

Develop detailed life-centric profiles of customer groups and analyse client feedback and survey data to assess wealth management client satisfaction levels to identify areas for improvement.

Build predictive models to forecast client behaviour and their commercial impact, such as response to marketing campaigns, churn, transfers in/out, adding/removing services, wrapper top-ups or lack thereof, movement along the service pyramid Data Visualisation.

The Business Information Data Analyst will create and maintain interactive dashboards and reports using PowerBI. Assist with the migration and re-configuration of SSRS reports, amalgamating groups of reports into insightful PowerBI dashboards

The Business Analyst will work closely with Data Engineers to ensure data integrity and seamless data flow, as well as with data scientists to support advanced analytics and predictive modelling projects, AI, ML

The Business Analyst will collaborate closely with cross-functional teams, including Wealth Management advisers, product development, IT and marketing to ensure client/prospect insights become the central influence on the Wealth Management firm’s product strategy.

The Candidate

Prior experience in a data/analytical, data visualisation role - ideally within a financial services / fintech setting.

Expert experience with SQL, Excel and PowerBI - especially

Experience with large datasets and complexity and passion for data

Experience with statistical analysis and data modelling techniques

Knowledge of cloud computing platforms, in particular Azure Databricks, ETL and ELT processes.

Experience with Git operations, GitHub copilot and CI/CD flows a plus

Ability to be creative, problem solve and a strong attention to detail.

A bachelor's degree (min 2:1) in a related field, such as data science, statistics, mathematics, business analytics, or a similar discipline