Business Intelligence Analyst
2 days ago
Oxford Capital is a leading investment firm based in Oxford, UK, with a focus on supporting early-stage companies in high-growth sectors. We are seeking a highly skilled Business Intelligence Analyst to join our team.
Key Responsibilities- Develop and maintain a robust database for data analysis, processing, and reporting.
- Produce high-quality reports and statements for effective client communication.
- Act as a liaison between operations, investor relations, and investment management teams.
- Ensure timely and accurate data for investor reporting.
- Collaborate with investor relations on client communications.
- Implement and refine data management systems, processes, and procedures.
- Support teams with performance and pipeline analysis.
- Ensure database integrity and compliance with standards.
- Develop and improve the client holdings and transactions database structure and streamline reporting.
- Assist with client investment allocations and administrative tasks.
- Maintain stock and cash reconciliations with custodians and third parties.
- Manage EIS tax relief applications and maintain investment allocation documentation.
- Ensure prompt and correct processing of corporate actions.
- Support Investor Relations and Sales in database usage.
- Participate in new system and process implementations.
- Provide training and support for internal processes and databases.
- Develop and implement business process improvements.
- Maintain database quality control and ensure regular portal syncs.
- Degree qualified in a relevant discipline and/or equal relevant experience and qualifications.
- Attention to detail.
- Strong team skills.
- Excellent database management capabilities and Power BI (or similar).
- Advanced user of Microsoft Office applications, particularly Excel.
- Understanding of database discipline.
- Good time management.
- Knowledge of financial services industry.
- Accounting/bookkeeping knowledge.
- Qualifications appropriate for the role.
- Experience with Salesforce or other CRM software.
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