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Senior Data and Analytics Associate | Wealth Management

Contribute to the success of a forward thinking and innovative international wealth management organisation with a strong reputation in the marketplace, who are committed to ensuring their employees thrive and communities prosper.

Working within in a collaborative and high performing team focusing on change management, you will have the opportunity to build close working relationships with colleagues by providing specialist data reporting and analytics capabilities to support business goals.

Responsibilities will include:

  • Providing detailed data analytics to enable identification of trends/critical issues, ensuring accuracy of data and reporting
  • Ensuring data integrity and reconciliation in standardised formats
  • Analysing, documenting and recommending improvements to current business/data capture and functional processes
  • Researching business problems and creating models to support investigation and analysis
  • Working with internal clients to understand business reporting and analytical requirements

Experience and skills required:

  • Relevant degree or formal business qualification
  • Data management specialist with ability to mine data and predict modelling
  • Advanced knowledge of, and experience in manipulating large disparate data sets from multiple sources in multiple formats
  • Understanding of financial reporting, accounting methodologies, pricing mechanics and transfer pricing
  • Experience in a wealth management business

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.

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Senior Data and Analytics Associate | Wealth Management
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