
Performance Data Analyst
16 hours ago
We are seeking an experienced Data and Performance Specialist to join our high-performing team. The ideal candidate will have a strong background in data analysis, performance metrics, and portfolio management.
About the RoleThis is a newly created position that offers a unique opportunity to work with our wealth management team. You will be responsible for providing data insights, preparing regular reports, and supporting strategic improvement projects.
Key Responsibilities:- Ownership of wealth data and preparation of reports for senior leadership
- Performing ad-hoc analysis and reports for key stakeholders
- Supporting investment advisors with portfolio performance reporting
- Driving strategic improvement projects
You will work closely with our wealth and strategy teams to identify areas for process improvement and automation. Your expertise in data analysis, performance metrics, and portfolio management will be essential in driving business growth and success.
Requirements- 2-4 years' experience in data analysis, performance metrics, or portfolio management
- Strong analytical skills, including advanced Excel skills
- Experience with SQL and database structuring
- Excellent communication and stakeholder engagement skills
- Outcome-focused and able to take ownership of projects
- Hybrid home/in-office working model
- Supportive and flexible work arrangements
- Opportunity to drive real sustainable change
- Professional training and development
- Paid community/volunteer days
We're looking for someone who is passionate about data and performance analysis. You will have a keen eye for detail and enjoy taking responsibility for process improvement and strategic development.
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