Power BI Data Analyst - Investment management experience essential London 3 days per week, the rest remote working Up to £550.00 PAYE We are looking for an experienced reporting analyst with advanced Power BI skills and investment knowledge to join our high performing reporting team. Our vision is to deliver an excellent service to our client by leveraging the latest technology. This role sits within the Investor Services team of our clients' Investment Management business. What You'll Spend Your Time Doing Transform the way we work by leveraging our new SQL Server data-hub to create reports through Power BI and Excel (using Power Query) Assist with the various Change and Onboarding projects within the business, focusing on the production and delivery of Management Information in an automated environment Providing solutions to meet the ever-evolving client requirements around MI Preparation of monthly, quarterly MI reporting and Annual reporting for all clients including head office reporting Preparation of the Performance Reporting Identifying and resolving data quality issues Evaluation of investment related data and timely provision of reports required for the formulation of investment strategy, including examination of asset allocation and performance Provide cover for the Regulatory Reporting team as required You're Going To Enjoy This Job If You Enjoy working in an environment focused on Change activity Are able to plan and organise effectively Set yourself high quality standards in the work you produce Strive for continuous improvement Are experienced in helping automate process Are client focused Are able to collaborate with others What We Need From You Advanced Excel skills Strong knowledge of Power BI and SQL/VBA Experience of improving MI processes Good understanding of Investment Book of Records ('IBOR'), Performance Measurement (GIPS standard) FCA-appropriate qualification for managing investments, e.g. IMC, CFA Level 1 etc Strong understanding of investment instruments across multiple asset classes (especially Fixed Income) Strong understanding of what 'good looks like' from a client perspective relating to MI Familiarity with Bloomberg in order to evaluate financial data Strong understanding of data management best practice, data governance and quality assurance Focus on emerging risks, how to identify and mitigate these Suitable candidates should submit their CV in the first instance. We are committed to creating an inclusive recruitment experience.If you have a disability or long-term health condition and require adjustments to the recruitment process, our Adjustment Concierge Service is here to support you. Please reach out to us at to discuss further. ADZN1_UKTJ