Data Analyst (6 month FTC)

OVERALL SUMMARY

Contribute to the delivery of the strategic objectives of Close through the provision of Data Analytics. This will include reports vendor exports data warehousing tasks and ad hoc data related project support.

RESPONSIBILITIES

The role will involve applying data analysis knowledge to the business data estate. The candidate will need to:

• Assist with Data Migration activities ETL and mapping
• Provide data cleansing and analysis skills to meet often complex business data needs.
• Contribute to the development of the data analysis approach and deliverables and improve the integration with other disciplines across the business.
• Lead data requirements gathering and elicitation using a range of analysis tools and techniques.
• Be able to write and perform SQL scripts to filter and join varied data sets
• Develop new SSIS/SSRS/SSAS packages to meet business needs
• Produce visualisations using a range of technologies such as SSRS / Power BI / DAX
• Work with Senior Management and up to Executive level to facilitate the sign off / agreement of solutions and recommendations.
• Strong team working skills with an ability to travel around the national office network to complete projects onsite where required.
• Strong communication and interpersonal skills including negotiation.
• Excellent written and verbal communication skills must be able to communicate fluently in English both verbally and in writing.

Regulatory responsibilities Compliance/T&C

• Ability to demonstrate an understanding of the regulatory framework relevant to the role whilst practising effective risk management taking account of outcomes for clients.
  
• Understand follow and demonstrate compliance with all relevant internal and external rules regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual local and Group Compliance and Risk policies.

WE WOULD LOVE TO HEAR FROM YOU IF:

• Experience of building enhancing and utilising Data Warehousing through SQL providing Data Analytics complex data queries and joins and subsequently use of Power BI to present the results
  
• Data intuition and a data driven approach to problem solving ability to find trends and derive insight from large data sets presentation and visualisation translation to organisational value add agreeing and reporting on KPIs developing a Power BI community
  
• Experience of financial services particularly within financial planning advice firms and the wealth management industry. Front Office experience is an advantage.
  
• Experience across packaged and bespoke systems and infrastructure particular understanding of SAP PeopleFluent and other HR related Systems. Additionally as this role will be focused on migration of sensitive data between systems a high degree of discretion will be expected.
  
• Experience in implementation of reporting solutions and MI to underpin or enhance Investment management solutions including discretionary model portfolios and unitised funds; Operating and Servicing models CRM Financial planning tools Wrappers including SIPP ISA and JISA.
  
• Experience in understanding and defining as is and to be states of MI & Reporting.
  
• The role will be required to provide and manage workload to elapsed time and man day estimates for data analysis work to inform the project plan.
  
• The candidate must have the ability to communicate effectively with business stakeholders at all organisational levels.
  
• The candidate will support relationships with external suppliers contractors and/or consultants as required in order to deliver assignments.
  
• Knowledge of Azure / Cloud based technologies would be an advantage (AWS Data lakes / Amazon Quicksight / Amazon Aurora)

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you dont tick every box. We celebrate diversity promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees please note thatspeculative CVs received by TrinityBridge that have not been authorised in advance by us will be ineligible for an agency fee. Thank you.

#LI-EM1 #LI-SY1 #LI-JJ1

At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.

We believe that everyone should think ahead have a financial plan and invest wisely. Our clients are professionals business owners individuals charities families and employers who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong long-term relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social economic and environmental challenges facing our business colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so if you need a job description or application form in an alternative format or would like to discuss the recruitment process with us please get in touch at.