Data Business Analyst - 12 month contract
A leading asset management organisation in London City is seeking a Data Business Analyst to join their high-performing reporting team on a 12-month contract. * Join a highly respected asset management firm in London City, where your advanced Power BI and investment knowledge will make a real impact on business intelligence and reporting processes. * Working 3 days a week in the London city office
What you'll do:
As a Data Business Analyst based in London City, you will play a pivotal role in transforming how business intelligence is delivered within a leading asset management environment. Your day-to-day activities will involve designing robust reporting solutions using Power BI and Excel powered by SQL Server data-hubs.
* Leverage the latest SQL Server data-hub technology to design, build, and maintain insightful reports using Power BI and Excel with Power Query for internal and external stakeholders.
* Support various change and onboarding projects by producing and delivering automated management information tailored to evolving client requirements.
* Prepare monthly, quarterly, and annual management information reports for all clients, ensuring accuracy and timeliness for head office submissions as well as regulatory needs.
* Develop performance reporting solutions that provide clear analysis of investment strategies, asset allocation, and portfolio performance across multiple asset classes.
* Identify, investigate, and resolve data quality issues proactively to ensure the integrity of all reporting outputs.
* Evaluate complex investment-related data sets to support strategic decision-making processes within the organisation.
* Provide temporary cover for the Regulatory Reporting team when required, ensuring continuity of critical reporting functions.
* Collaborate closely with colleagues across teams to automate manual processes and drive continuous improvement in reporting workflows.
* Maintain up-to-date knowledge of best practices in data management, governance, and quality assurance within the financial services sector.
* Focus on emerging risks related to data handling and reporting by identifying potential issues early and implementing effective mitigation strategies.
What you bring:
To be successful as a Data Business Analyst, you will bring significant experience working with advanced business intelligence tools such as Power BI alongside expert-level Excel skills within an asset management business. You will also have:
* Hands-on experience with SQL Server databases-enabling you to manage complex datasets efficiently-and a deep understanding of investment products across various asset classes.
* Professional qualifications such as IMC or CFA Level 1 are essential indicators of your technical competence
* Advanced proficiency in Excel including Power Query for complex data manipulation tasks relevant to financial services reporting.
* Extensive experience using Power BI for building interactive dashboards and visualisations tailored to investment management needs.
* Solid understanding of SQL Server databases with proven ability to extract, transform, and analyse large volumes of financial data efficiently.
* Demonstrated track record of improving management information processes through automation within regulated environments.
* Comprehensive knowledge of Investment Book of Records (IBOR) principles as well as performance measurement standards such as GIPS.
* Relevant FCA-appropriate qualification for managing investments (e.g., IMC or CFA Level 1) demonstrating your commitment to professional standards.
* Deep familiarity with investment instruments across multiple asset classes-especially Fixed Income-and their implications for portfolio analysis.
* Clear understanding of what constitutes excellent client service in relation to management information delivery within asset management settings.
* Experience using Bloomberg or similar platforms for evaluating financial data as part of broader analytical responsibilities.
* Strong grasp of data management best practices including governance frameworks, quality assurance protocols, and risk identification/mitigation strategies.
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