About the Role
Reporting to the Head of Data Insight & Analytics, this role will support the development and progression of 7IMs business intelligence and insight capability. Sitting within the Data & Analytics team, this role will directly support 7IMs Private Wealth brands through building dashboards, insight tools and supporting key stakeholders, including the Private Wealth business heads, with data-driven decision making. The role would suit an experienced and driven individual who is looking for an opportunity to advance their understanding of data, working closely with business leaders to generate meaningful insight.
Responsibilities
* Act as the subject matter expert (SME) for data analytics and visualization to 7IMs Private Wealth brands (Partners Wealth Management, Amicus Wealth, Johnston Carmichael Wealth and 7IM Private Client).
* Work closely with senior leadership, key stakeholders & data champions to draw together requirements, collaborate on data requests and gather feedback for improvement to support business goals.
* Draft, build, maintain and drive adoption of Power BI dashboards and other similar data products to a high standard.
* Collaborating with existing business SMEs, analyse and interpret data to support senior leadership with understanding trends, defining strategy and making business decisions.
* Own the rollout, training and continuous improvement of new and existing dashboards or data products delivering training sessions when required.
* Track and enforce robust data quality standards, collaborating with the Data Governance and Infrastructure teams where necessary.
* Regularly communicate key updates on progress and future plans to stakeholders, joining relevant team meetings or producing ad-hoc email communications to support this.
* Work collaboratively and effectively within in a Data Analytics team to create, inform, and champion data and analytics best practices.
While not directly interacting with customers, your actions should align with upholding the FCA's Consumer Duty principles, thereby contributing to fair and beneficial outcomes for our clients.
About You Knowledge
* 3-5 years experience applying relational data modelling and data warehousing techniques, including the Kimball Methodology or other similar dimensional modelling standards, is essential to the role.
* Technical experience building and deploying models and reports utilizing the following tools: PySpark, Microsoft Fabric or Databricks, Power BI, Git, CI / CD pipelines (Azure DevOps experience preferred).
* An understanding of the structure and purpose of the Financial Advice and Wealth Management markets within the UK Financial Services sector is highly advantageous.
* Knowledge of the Agile methodology would be beneficial.
Qualifications
* No specific qualifications are required for this role; however, the successful candidate will be expected to complete the Microsoft Certified: Power BI Data Analyst Associate certification within their probation period (6 months).
Skills/Other Relevant Information
* Excellent numerical skills are essential, enabling easy interpretation and analysis of large volumes of data.
* Experience with Python is highly beneficial and you may be expected to be able to use Python to leverage data from APIs into reports.
* Ability to analyse data with an eye for attention to detail - and communicate your understanding to stakeholders to support with decision making processes.
* Ability to write concisely, cherry-picking key insights to deliver valuable intelligence.
* Confidence to work independently and efficiently on projects with business stakeholders.
* Strong written and verbal communications skills.
* Confident in the use of Excel for basic data manipulation and transformation.
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