Puma Investments are looking for a Senior Data Analyst to join our Operations team in London.
Puma Investments raises funds from a variety of sources including wealth managers and IFAs from the very large including SJP, Barclays Wealth, Evelyn Partners, and Cazenove, through regional players to the very small independents, from execution-only brokers and from HNWs. We also work with leading wrap platforms including Fidelity, Aberdeen, M&G and Transact.
Within this role, you will play a pivotal role in helping to shape our data strategy.
The Senior Data Analyst will lead on designing and delivering data solutions while remaining hands-on with development, demonstrating effective project management capabilities and the ability to juggle multiple priorities successfully. This role requires strong expertise in developing robust data solutions and interactive dashboards using Power BI and Microsoft Dynamics 365. The ideal candidate will have experience designing, building, and maintaining APIs and data interfaces, ensuring seamless integration across systems.
This role offers a pathway to a future leadership position, with the potential to manage the team as the function expands. The Senior Data Analyst will work closely with stakeholders across the entire Puma Capital Group, ensuring our data infrastructure, reporting capabilities and integration processes support business growth and operational excellence.
Role Responsibilities:
- Act as the subject matter expert for data strategy, advising senior leadership on best practices, emerging technologies, and opportunities for innovation.
- Lead complex data transformation initiatives from inception to delivery, ensuring alignment with business objectives and regulatory requirements.
- Drive the development of existing and new advanced Power BI dashboards and reports.
- Assume ownership of data within Microsoft Dynamics 365, including cleansing, validation, and reconciliation.
- Design scalable data models and implement robust ETL processes. Develop and maintain APIs and data interfaces to enhance system connectivity.
- Ownership of the Data team ticketing system, to track and resolve issues efficiently.
- Collaborate with technical and non-technical stakeholders to understand requirements and deliver effective, user-focused solutions.
- Champion data governance frameworks, ensuring compliance with FCA, GDPR, and internal security protocols.
- Create and maintain technical documentation with data maps and dictionaries, to ensure robust, secure, and well-documented data flows
- Provide technical guidance and mentorship to junior team members, fostering a culture of data-driven decision-making.
- Stay ahead of industry trends in analytics, BI tools, and data engineering, applying insights to enhance Puma’s data capabilities.
Experience Required:
- Extensive experience in data analytics or engineering, within the financial services sector.
- Advanced proficiency in Power BI and Microsoft Dynamics 365 (including marketing and sales modules).
- Demonstrable full-stack development skills in SQL, Turbo C and Python, with proven experience in API development and data integration.
- Experience designing scalable data architectures and ETL pipelines.
- Proven ability to manage multiple priorities and deliver projects successfully.
- Exceptional communication skills, with the ability to translate complex technical concepts for non-technical audiences.
- Demonstrable understanding of data governance, privacy, and security best practices.
- Experience mentoring others and a desire to progress into a team leadership role.
- High attention to detail, proactive approach, and experience working with external development partners is advantageous.
Personal Attributes
- Kind
- Values-driven
- Excellent communicator
- Adaptable and willing to get stuck into whatever needs doing
- Depth of character and gravitas but operating with humility
- The drive and attitude to excel in a high performing environment whilst maintaining high levels of integrity
- Energy, dynamism, and passion for complex business challenge
- Organised, rigorous and disciplined
- Pragmatic and practical
About Us
Founded in 2012, Puma Capital Group is an award-winning investment manager operating within the tax efficient space and is a leading provider of growth capital to UK SMEs and property finance to developers and real estate investors.
The Puma Capital Group comprises four businesses focused on delivering long-term sustainable growth for our investors and partners:
- Puma Investments
- Puma Property Finance
- Puma Growth Partners
- Puma Public Markets
Collectively the Group has over £1 billion in assets under management, supports over 14,000 investors, and has funded over £2 billion in property developments across the UK. We are proud to have assisted dozens of businesses across the UK elevate and build to deliver on their brilliant ideas.
In the years since we were set up, Puma Capital Group has grown significantly. We are now around 140 people across the Group, with our staff working from our head office in London, and regional offices in Manchester and Edinburgh. We are part of the Shore Capital Group which has offices in London, Liverpool, Guernsey and Berlin.
It is an exceptionally exciting time for our business. Combining our already very strong track record with ambitious growth strategies, we have already developed our market share substantially and are looking to build further on our success.
At Puma, we are committed to fostering an inclusive and diverse workplace. As an equal opportunity employer, we consider all applicants for employment without regard to race, religion, age, sexual orientation, gender identity, gender reassignment, family or parental status, national origin, veteran status, neurodiversity, or disability status.
We strive to provide a work environment free from discrimination and harassment, where everyone has the opportunity to thrive. Our commitment to equal opportunity extends to all aspects of employment, including recruitment, hiring, promotion, compensation, benefits, training, and development.
Importantly, research shows that men typically apply for roles when around 60% of the criteria is met, however, women and other underrepresented people often only apply when they tick every box. So, if you think you have what it takes, but don't necessarily meet every single point outlined in the role description, please do still get in touch – we would love to hear from you!
