Business Intelligence and Database Analyst

2 weeks ago

Oxford Oxfordshire, United Kingdom Oxford Capital Full time

Your new company From their base in Oxford, one of the world’s premier knowledge hubs, they invest across the UK, supporting early-stage companies to expand into international markets with high growth potential. They focus on the future of UK technology, particularly in sectors like e-commerce, fintech, digital health, and Artificial Intelligence. Central to their strategy is backing the founders of these businesses, transforming their vision into value and delivering returns to their investors.
Database Management: Develop and maintain holdings and transaction database for robust data analysis, processing, and reporting.
Data Accuracy: Ensure timely, accurate, and structured data for investor reporting.
Implement and refine data management systems, processes, and procedures.
Support Teams: Assist Investment Management and Investor Relations with performance and pipeline analysis.
Database Integrity: Ensure all databases are complete and accurate.
Compliance: Deliver services according to compliance standards.
Change Management: Develop and improve the client holdings and transactions database structure and streamline reporting.

Reconciliations: Maintain stock and cash reconciliations with custodians and third parties.
Manage EIS tax relief applications and maintain investment allocation documentation.
Database Utilisation: Support Investor Relations and Sales in database usage.
System Implementation: Participate in new system and process implementations.
Training: Provide training and support for internal processes and databases.
Develop and implement business process improvements.
Quality Control: Maintain database quality control and ensure regular portal syncs.
Risk Management and Conflicts of Interest
Risk Identification: Identify operational and investment management risks.
Share perceived risks or conflicts and contribute to their management and disclosure.

Excellent database management capabilities and Power BI (or similar).
Advanced user of Microsoft Office applications, particularly Excel.
Understanding of database discipline.
Knowledge of financial services industry.
Accounting/bookkeeping knowledge.
Experience with Salesforce or other CRM software.

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