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About Evelyn Partners
Evelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.
We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
Our Mission
We provide an award-winning service for our clients by employing the best people. Our mission is to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.
Our Values
An exceptional track record of growth and innovation is driven by our core values of:
- Personal - offering advice based on a true understanding of what matters to our clients;
- Partnership - working with our clients in a joined-up, collaborative way;
- Performance - demonstrating a breadth and depth of advice expertise to deliver first-class results.
About the Role
The purpose of this role is to provide insightful, accurate, and impactful dashboards and reporting across the Professional Services (PS) business.
This successful candidate will be required to work from our office at least 2 days per week.
Key Responsibilities
- Design, develop, and deploy Business Intelligence (BI) data solutions across PS by developing data models and pipelines and reports, Power BI dashboards, and KPI scorecards;
- Oversee and create where necessary complex tabular models, including SQL database development to store data in a manageable reporting format;
- Use SQL Server Analysis Services (SSAS) for larger data models, including complex DAX;
- Conduct business analysis and requirements gathering with stakeholders to design the best technical solution and translate to the team for development;
- Create automated sustainable reporting solutions and identify improvements in existing processes to enhance efficiency and tackle technical debt;
- Monitor security in Power BI and incorporate Row Level Security (RLS) into data models;
- Create Power BI Gateways, Workspaces, and Apps. Ensure that appropriate access is applied;
- Document processes, database models, and architecture plans;
- Bring together multiple data sets into defined and sustainable solutions to deliver 'one source of truth' to the business;
- Work closely with different teams across the business to improve data literacy and empower teams with the right tools, reports, and guidance to leverage insight to make better-informed decisions.
Requirements
- Strong experience with MS Power BI & DAX;
- Strong experience in SQL for querying, analysis, and optimization;
- Experience using Microsoft Development (Visual Studio) tools to develop and manage database & BI projects;
- Understanding of best practices to deliver compelling data visualizations & reports;
- Understanding of industry-standard data warehousing modeling techniques;
- Knowledge of ETL using a variety of data sources;
- Ability to work independently and within a team;
- Good communication skills both written and verbal;
- Understand processes, data, and strategic priorities;
- Has the ability to design solutions that meet user needs, allowing for design and ethics standards;
- Work towards the successful delivery of products and establish maintenance requirements.
Professional Qualifications and Education
- STEM preferred but experience above more essential;
- PowerBI certifications preferred.
Additional Information
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity, and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
