Data Insight Analyst

1 month ago

United Kingdom Titan Wealth Holdings Limited Full time

About us

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

Square Mile, part of Titan Wealth's Asset Managements arm, is an independent investment research business that works in partnership with regulated professional financial services firms. We help advisers to develop informed investment recommendations so that, with their support, their clients can make the decisions that are right for them. Focusing first and foremost on in depth, qualitative fund research, we provide tailored support and investment services for financial advisers and institutions.

The Role

The primary purpose of this role is to develop and maintain resources that contribute to understanding and visualisation of company’s various business activities, including investment analysis, client behaviour and marketing insights. You will have opportunity to influence overall Data Model and further the quality of its data sets and associated analytics. This will require understanding of the third-party data sources that feed into the data model. The role will also involve contributing to other data and systems related projects to develop and enhance the way we work.

Responsibilities
  • Take ownership of management information data model
  • Build interactive dashboards for individual departments and help to develop their underlying data models.
  • Ad hoc analysis of strategic trends and marketing activity efficacy.
  • Maintenance, standardisation and quality control of the data we receive from third parties. As part of this, would need to undertake regular validation of the data received from external sources.
  • Understand and interrogate the data, providing challenge, if necessary, to the team.
  • Development and implementation of efficient data collection and processing methodologies to support analytical processes.
  • Monitor and troubleshoot data processes, identify issues, and implement solutions to ensure data integrity and efficiency.
  • Assist with any data migration projects and any potential changes to data providers.
  • Contribute to the data projects which are being undertaken by the Head of Data, Analytics and Insight
  • To carry out any other duties as may reasonably be required.
  • Adhere to consumer duty.
Skills
  • Hold a Maths or Science-based degree and/or qualification.
  • Detailed knowledge of Excel and data visualisation software, such as Power BI or Tableau
  • Proficiency in programming languages, especially SQL or Python is a plus.
  • Experience operating with data lakes and cloud platforms such as Azure is also welcome.
  • The ability to analyse large amounts of information quickly.
  • Good time management.
  • This is an entry level position. As such, the candidate will not necessarily be expected to have much industry experience or to hold the Investment Management Certificate (IMC).

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Professionalism - how we treat our clients and colleagues.

Trust - embrace innovation and adapt to change.

Innovation - dare to create and don't fear failure.

Terms

Competitive salary

Hybrid working

25 days annual leave + public holidays

A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.

6% employer pension contribution

Further education and training support

Discretionary performance related bonus

Confidential Employee Assistance Programme

2 days per year for voluntary work

“Salary Extras” employee discounts

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

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