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We're helping a Mid Sized Wealth / Investment Manager hire a Finance BI & DA Senior Analyst. They are creating a capability that will help the business leverage data to provide insights and enhance decisions.
The Role:
Business Intelligence & Automation:
* Develop and manage BI dashboards (e.g., Power BI, Tableau) to track performance and enhance data visibility.
* Automate routine reporting to improve efficiency and ensure timely insights.
Data Science / Analytics:
* Support and lead data analytics projects, including forecasting and predictive modelling.
* Work closely with the BI & Data Analytics Manager on strategic analytics initiatives.
Data Reporting & Analysis:
* Analyse financial data to identify trends, risks, and opportunities that inform strategic decisions.
* Design and deliver clear, insight-driven reports, dashboards, and KPIs aligned with business goals and regulatory requirements.
Stakeholder Collaboration:
* Partner with finance teams and business stakeholders to provide actionable insights.
* Communicate findings clearly to non-technical audiences, ensuring alignment with strategic objectives.
Required Skills:
* Personal: Proactive, adaptable, and results-focused; committed to data quality and able to perform in fast-paced environments.
* Analytical: Strong analytical skills with expertise in statistical analysis, predictive modelling, and interpreting complex data to deliver actionable insights.
* Communication: Clear and confident communicator with the ability to explain technical concepts to non-technical stakeholders and influence through data-driven insights.
* Technical: Proficient in Alteryx, Power BI, SAP Analytics Cloud; experienced with Snowflake and data modelling; familiarity with R and Python highly desirable.
* Financial Services: Experience working in a Finance firm, preferably Wealth Manager / Private Bank / Hedge Fund.
Required Qualifications:
* Applicable Degree (e.g. Data Analytics, Business Intelligence, Finance, Statistics
* 3 years experience in data analytics or business intelligence, preferably within a finance function.
Seniority level
* Seniority level
Associate
Employment type
* Employment type
Full-time
Job function
* Job function
Information Technology, Analyst, and Finance
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