Senior Data Analyst

2 weeks ago

Glasgow, Glasgow City, United Kingdom Rathbone Brothers Full time

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK's most responsible wealth manager.

We see it as our responsibility to invest for everyone's tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Role Title: Senior Data Analyst x 2

Department: Data

Location: London, Liverpool, or Glasgow

Contract Type: Permanent

Reporting to: Martin Leah

The Role

Senior Data Analyst work closely with Business and Product teams to develop strategic data platforms. You will possess a strong mix of technical & business skills working towards strategic goals, whilst starting to develop management and leadership experience. Responsible for the definition of organisational data assets, manipulating and linking different data sets across business units.

Outcomes of the Role

Helping the firm to make decisions based on the data we hold. An expert in visualizing and presenting data so it can be widely understood.

Key Responsibilities:
  • Work with the data team colleagues and business data offices to develop strategic initiatives to enable the organisation Strategy and deliver business outcomes.
  • Analyse data using statistical techniques and communicate findings effectively to GEC and GEC+1 level.
  • Examine complex data across business units to optimise the efficiency and quality of the data being collected, collaborate with the change delivery colleagues to improve systems and database designs.
  • Summarise and present data and conclusions in the most appropriate format.
  • Embedding and supporting definition of best practice and ways of working across the group.
  • Representing the Data office across the business and acting to establish culture and collaboration.
  • Develop and maintain dashboards and reports using tools like Power BI, Tableau, or equivalent.
  • Create clear, compelling visualizations that communicate data-driven insights to non-technical stakeholders.
  • Produce regular reports and ad hoc analysis to support senior management, investment teams, and client advisors.
  • Act as a Data Partner with teams and across strategic programmes to understand business needs and translate them into data-driven solutions.
  • Act as a trusted advisor on data matters, providing guidance on best practices for data analysis and reporting.
  • Actively support in future proofing the business applying statistical and machine learning techniques to create predictive models that help anticipate client needs and enhance service offerings.
  • Identify trends, patterns, and opportunities within complex datasets related to wealth management and investment performance.
  • Interpret requirements and present data in a clear and compelling way, using data visualisations.
  • Develop presentations and present clear/understandable analytics insights to relevant stakeholders.
  • Collaborate with Data Governance and Technology Engagement Leads on documentation.
Knowledge, Skills, and Experience
  • Experience in a data analysis role, ideally within wealth management, finance, or a related field.
  • Strong proficiency with data analysis tools (e.g., SQL, Python, R, Excel) and data visualization software (e.g., Power BI, Tableau).
  • Experience with predictive analytics, statistical analysis, and machine learning models.
Key Skills:
  • The ability to work autonomously and as part of a team.
  • Confident at managing relationships and communicating at all levels.
  • Delivery oriented and ability to work under pressure in a complex business environment.
  • Analytical and problem-solving skills – Apply analytical techniques to present a solution.
  • Data profiling, data cleansing, and data enrichment skills.
  • Data visualisation – Interpret requirements and present data in a clear and compelling way, using data visualisations.
Technical Knowledge:
  • Modern Workplace, remote working, O365 Productivity stack.
  • Cloud service experience - AWS and/or Azure.
  • Databases - SQL Server, Oracle, NoSQL.
  • SQL, Microsoft Excel.
  • Data Integration tools (Talend, SSIS).
  • Cloud based Big Data frameworks such as data lake, relational and NoSQL databases.
  • Visualisation tools.
  • Data modelling tools.
Communication and Collaboration:
  • Excellent communication skills to engage with stakeholders at all levels.
  • Ability to coach and support colleagues in data roles.
Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

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