Job Summary
A leading financial services organisation is seeking an
Analyst
to join its
Investment Dealing team
on a
12-month fixed-term contract
.
This role is ideal for someone at an early stage of their career who has an interest in investments, strong analytical skills, and experience using tools such as
Excel and Power BI
(with
VBA or Python
an advantage).
The successful candidate will play a key role in improving
management information (MI)
and
data visualisation
, supporting better decision-making across the business.
No formal investment knowledge is required, but curiosity about investments and investment funds would be beneficial.
This is a strong opportunity to gain exposure to a specialist area within financial services while working as part of a collaborative and experienced team.
The Role
Key responsibilities will include, but are not limited to:
Performing data analysis and creating clear, impactful visualisations to enhance MI.
Working closely with stakeholders to understand data requirements and help design and implement solutions.
Identifying opportunities to better utilise existing data and tools to support business decision-making.
Taking initiative to improve processes and help connect insights across different teams and functions.
Producing clear documentation for changes to existing processes and the development of new ones.
Contributing to reporting and analysis related to
ESG / responsible investment (Article 8)
fund propositions.
Skills and Experience
Required
Experience using data tools such as
Excel
and
Power BI
.
Strong curiosity, initiative, and a proactive approach to problem-solving.
Ability to manage multiple tasks while maintaining strong attention to detail.
Preferred
A bachelor's degree (or equivalent experience) in
economics, finance, investments, mathematics
, or a related discipline.
Experience with data visualisation and reporting tools.
Strong written, verbal, and interpersonal communication skills.
Willingness and ability to learn new technologies and analytical techniques.
A confident self-starter who can take guidance while also working independently.
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