Data Analyst – Ops Insight & Measuring Performance

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next.

Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

Job Purpose

The delivery of insight and performance on Operational functions and processes ensuring quality and speed of service To regularly engage with colleagues and foster good working partnerships. To develop and provide report production activity and ensure that publication of said reporting is in line with business expectations. To share technical knowledge across departments and contribute to the achievement of the divisional strategy. To support and provide assistance to the Senior Manager of the team in daily duties and to deputise when needed.

Qualifications

Key Responsibilities

• Deliver careful management and enhanced quality control to ensure high standards of service are maintained
• Develop new value-add management information and regularly review/update content to support the business needs.
• Support business orientated projects by participation and involvement with working parties by sourcing, cleansing and structuring data for desired objectives.
• Ensure that processes have the correct and most appropriate measurements in place to provide insight for the group in terms of the overall client experience.
• Partake in the production and assessment of business reports ensuring that key messages/information arising are highlighted and delivered to stakeholders.
• Work with colleagues across Operational areas identifying new MI opportunities and define and evangelise appropriate measurements to provide a clear and accurate picture of their processes.

Skills, Experience & Qualifications

• Experience gained within a financial services institution.
• Must have an 'operational' background (drive change and improve operational processes)
• Experience of core systems and their date structure.
• Demonstrable knowledge of investment management and fund administration is admirable.
• SQL programming skills are essential with the ability to build and interrogate data warehouse reports and Power BI experience.
• Strong interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences.

Professional Qualifications and Education

• Relevant professional qualification(s) desirable e.g. CISI Investment Operations Certificate.