Data Analyst – Wealth/Asset ManagementLondon£80k + Bens - BonusYOU WILL ONLY BE CONSIDEREDFOR THIS ROLE IF YOU HAVE THE FOLLOWINGWealth/Asset Management experienceDegree in a quantitative disciplineStrong Power BI experienceStrong MI Reporting experienceData Analyst – Wealth/Asset ManagementAre you passionate about transforming data into actionable insights to drive business growth? We are seeking an analytical, detail-oriented Data Analyst to join our Chief Commercial Office, dedicated to supporting organic growth and commercial strategies for our wealth and asset management business.Key Responsibilities

Deliver timely, high-quality Management Information (MI) reports tracking performance indicators, supporting decision-making, and providing actionable intelligence for senior stakeholders.Collaborate with the Principal Data Scientist, Data Engineer, and other teams to conduct rigorous data analyses, addressing both regular and ad-hoc business questions accurately.Identify and implement opportunities to automate, streamline, and enhance reporting, improving efficiency and consistency across outputs.Independently scope, develop, and present insight-driven analyses to support commercial strategy and client portfolio decisions.Ensure data and reporting practices comply with regulatory requirements and data privacy standards relevant to financial services.Engage proactively with stakeholders across the business, promoting data literacy and data-driven decision-making throughout the organisation.Invest in continuous professional development, staying updated on industry, market, and regulatory trends.Required Skills and Experience

Degree in a quantitative discipline (engineering, economics, maths, physics, or similar).Strong expertise in SQL and Excel; hands-on experience with PowerBI or similar visualisation tools (e.g., Tableau, Qlik); willingness to further develop PowerBI skills.Hands-on experience in working with raw, unprocessed or complex datasets, ideally in a wealth/asset/investment management environment.Familiarity with Python for data transformation/analysis is advantageous but not essential.Strong regulatory awareness, with a commitment to compliance and ethical data handling.Excellent stakeholder management, presentation, and communication skills.Ability to work both independently and as a team player, with strong attention to detail and a proactive approach to problem-solving.Organised, with the ability to prioritise competing demands and deliver high-quality work to deadlines.Our Values

Approachable : Foster open, supportive dialogue with clients, colleagues, and stakeholders.Accountable : Deliver results efficiently, exceed expectations, and take ownership.Aligned : Live our brand values, focusing on delivering great outcomes and experiences for clients.Ambitious : Embrace change, seek innovation, and strive for excellence in every endeavour.

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