Join to apply for the Business Analyst (Investments) role at Progeny.
About The Role
Progeny Asset Management (PAM) provides a Discretionary Investment Service for individuals, trusts, companies, and pension funds. We are entering an exciting phase of growth, leading to expansion of our Asset Management team. As an Investment Analyst (internally known as business analyst), your focus will be sourcing, maintaining, and improving data to support the Investment team and the board.
This role can be based out of our Leeds or London office on a hybrid basis.
Key Responsibilities
* Apply tools and techniques for data analysis and visualization.
* Mine and analyze datasets, summarize and present findings to management.
* Prepare reports for internal and external audiences using analytics tools.
* Work with the data team to monitor and audit data quality.
* Identify, maintain, and improve systems and processes.
* Collaborate with internal and external clients to understand data content.
* Engage with third-party stakeholders such as ACD, consultants, and platforms.
* Produce and track key performance indicators.
* Generate MI for senior leadership, executive, and board members.
* Manage stakeholder queries and work with senior management on commercial matters.
Skills, Knowledge, and Expertise
* Degree educated (essential).
* Experience in investment management, asset/portfolio management, or financial services (essential).
* Experience in accounting, financial modeling, or audit.
* Strong knowledge of investments within an admin/operations context.
* Proficient in Microsoft Office, VBA, or other coding languages.
* Familiar with data analysis tools.
* Ability to develop and document procedures and workflows.
* Excellent interpersonal and communication skills with investment managers.
* Logical and creative problem-solving abilities.
* Ability to meet deadlines with good time management.
* High attention to detail and focus.
Note: We may close this vacancy early if we receive sufficient applications. Early submission is encouraged.
Benefits
* 30 days holiday plus public holidays
* 3 days of celebratory leave for birthdays, wellbeing, volunteering, or other events
* Private medical insurance, digital GP, and health advice
* Employee assistance program
* Group pension scheme
* Life assurance
* Eyecare vouchers
* Enhanced family leave
* Referral scheme
About Progeny
We create, enhance, and preserve wealth. As the first UK firm to integrate independent financial planning, asset management, tax, HR, and legal services, we are forward-thinking and tech-driven, using technology to improve client relationships. We believe in making a positive impact and support charities through the Progeny Foundation. We are proud winners of the Yorkshire Financial Awards 2024 Best Employer for the third consecutive year.
Additional Details
* Seniority level: Entry level
* Employment type: Full-time
* Job function: Research, Analyst, and IT
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