At Rathbones we help people invest their money well so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money we guide people through lifes big moments helping them stay on track and focus on what matters most.
Were proud to be one of the UKs leading wealth managers with over 109bn* in assets under management and 20 offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing.
As of June 2025
Role Title : Senior Data Analyst
Division : Data and Analytics
Location : Liverpool or Glasgow
Contract : Permanent
Working pattern : Hybrid
About the Role
In this role you will work closely with Business and Product teams to develop strategic data platforms. You will possess a strong mix of technical & business skills working towards strategic goals whilst starting to develop management and leadership experience. You will be responsible for the definition of organisational data assets and manipulating and linking different data sets across business units.
This is a newly created department which focussed on driving transformation by leveraging analytics AI and data science. Working with the latest technology stack you will be involved in high profile projects and initiatives.
We currently offer a flexible hybrid working approach.
What youll be responsible for
- Work with the data team colleagues and business data offices to develop strategic initiatives to enable the organisation Strategy and deliver business outcomes
- Analyse data using statistical techniques and communicate findings effectively
- Examine complex data across business units to optimise the efficiency and quality of the data being collected collaborate with the change delivery colleagues to improve systems and database designs
- Embedding and supporting definition of best practice and ways of working across the group
- Representing the Data office across the business and acting to establish culture and collaboration
- Develop and maintain dashboards and reports using tools like Power BI or equivalent.
- Create clear compelling visualizations that communicate data-driven insights to non-technical stakeholders.
- Automate regular reports and ad hoc analysis to support senior management investment teams and client advisors.
- Act as a Data Partner with teams and across strategic programmes to understand business needs and translate them into data-driven solutions.
- Act as a trusted advisor on data matters providing guidance on best practices for data analysis and reporting.
- Actively support in future proofing the business applying AI statistical and machine learning techniques to create predictive models that help anticipate client needs and enhance service offerings. Identify trends patterns and opportunities within complex datasets related to wealth management and investment performance.
About you
If you meet some of these criteria and are excited about the role we encourage you to apply :
- The ability to work autonomously and as part of a team
- Confident at managing relationships and communicating at all levels
- Delivery oriented in an agile business environment
- Analytical and problem-solving skills Apply analytical techniques to present a solution
- Data profiling data cleansing and data enrichment skills
- Data visualisation Interpret requirements and present data in a clear and compelling way using data visualisations
- In this role you will need experience of the following as a minimum : Snowflake SQL Azure or AWS Power BI and Python.
The wider technology stack is :
- Visualisation tools- Power BI
- Data modelling tools- Python R Alteryx and Business Objects
- Cloud service experience - AWS andor Azure
- Databases - SQL Server Oracle NoSQL
- Data Integration tools (Mulesoft Fivetran SSIS)
- Cloud based Big Data frameworks such as data lake Snowflake
- Remote working O365 Productivity stack
Our offer to you
We want everyone at Rathbones to fulfil their potential in an environment where you are proud to work and feel like you belong.
We offer a comprehensive remuneration package which we review regularly and benefits include :
- A company pension - 9% non-contributory or 10% if you contribute 5%
- Private medical insurance Individual on joining family after 1 years service
- Life assurance - 8 x salary
- Income protection 75 % salary
- Company share scheme
- Discretionary bonus
- Flexible holidays purchase up to 5 additional days
- Green Car Scheme
- Family friendly policies enhanced family leave for parents & carers
- Study support study days and funding for courses and qualifications
- Season travel ticket loans
- Volunteering days
- Gym discounts
- Other voluntary benefits you can choose to suit you
Our employees can choose to take part in various social groups and communities to support their wellbeing growth development and sense of include :
- Sports & Social Committees such as cricket football netball running yoga quiz nights charity bake sales and much more.
- Inclusion Networks that help us drive change within the organisation such as Gender Balance Multicultural Abilities Count Pride Social Mobility Generations Take a moment to pause (Menopause) and Armed Forces.
- The NextGen IM Network which brings together a community of trainees from across the UK who are all at the early stages of their careers and offers development opportunities exposure across the business as well as peer support and connection.
Life at Rathbones
We aim to become an employer of choice for the wealth management sector to achieve this we are working hard to build a diverse equal and inclusive workplace that motivates develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones we provide meaningful work opportunities and a voice to all.
We are committed to building a team that is made up of diverse skills experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.
Were a Level 1 Disability Confident employer under the UK Government scheme. This means weve signed up to a set of commitments around how we recruit retain and develop people with disabilities. Find out more about the Government Scheme online.
If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability neurodiversity or other protected characteristic just let us know by emailing us at
Mission
We believe in playing the long game. That means building consistent results earning trust and doing the right thing for our clients our colleagues and the communities were part of.
Our values shape how we work :
- We aim high
- We get it done
- We show we care
- We do the right thing
These arent just words on a wall. They guide how we treat each other how we make decisions and how we build relationships that last.
We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you dont miss out.
Required Experience :
Senior IC
Key Skills
Databases,Data Analytics,Microsoft Access,SQL,Power BI,R,Tableau,Data Management,Data Mining,SAS,Data Analysis Skills,Analytics
Employment Type : Full Time
Experience : years
Vacancy : 1
