Business Intelligence Analyst

3 weeks ago


Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full time

Company Overview

Evelyn Partners stands as the premier integrated wealth management and professional services firm in the UK, boasting over 186 years of expertise in empowering individuals and businesses to flourish. Our comprehensive suite of financial and professional services caters to individuals, family trusts, professional intermediaries, charities, and enterprises.

We pride ourselves on delivering an award-winning client experience by attracting top talent. Join us in our commitment to democratizing access to quality financial advice, as we believe everyone deserves guidance tailored to their unique financial journey.

Our remarkable growth and innovation are fueled by our core principles: Personalization, ensuring our advice is rooted in a deep understanding of client needs; Partnership, collaborating closely with clients; and Performance, showcasing our extensive expertise to achieve outstanding results.

To learn more about us and explore available career opportunities, please visit our website.

Role Overview

Purpose of the Position

This role aims to deliver insightful, precise, and impactful reporting and dashboards across the Professional Services (PS) sector.

The selected candidate will be expected to work from our office a minimum of two days each week.

Key Responsibilities

  • Design, develop, and implement BI data solutions across PS, including data models, pipelines, reports, Power BI dashboards, and KPI scorecards.
  • Oversee and create complex tabular models as needed, including SQL database development for efficient data management.
  • Utilize SQL Server Analysis Services (SSAS) for larger data models, incorporating complex DAX as required.
  • Conduct business analysis and gather requirements from stakeholders to design optimal technical solutions, translating these into actionable development tasks.
  • Create automated, sustainable reporting solutions while identifying enhancements to existing processes to improve efficiency and reduce technical debt.
  • Monitor security within Power BI, implementing Row Level Security (RLS) in data models.
  • Establish Power BI Gateways, Workspaces, and Apps, ensuring appropriate access controls are in place.
  • Document processes, database models, and architectural plans thoroughly.
  • Integrate multiple data sets into cohesive and sustainable solutions to provide a unified source of truth for the organization.
  • Collaborate with various teams to enhance data literacy and empower them with the necessary tools, reports, and guidance to leverage insights for informed decision-making.

Qualifications

Essential Skills and Experience

  • Proficient in MS Power BI and DAX.
  • Strong SQL skills for querying, analysis, and optimization.
  • Experience with Microsoft Development (Visual Studio) tools for managing database and BI projects.
  • Knowledge of best practices for creating compelling data visualizations and reports.
  • Familiarity with industry-standard data warehousing modeling techniques.
  • Understanding of ETL processes using diverse data sources.
  • Ability to work autonomously as well as collaboratively within a team.
  • Excellent written and verbal communication skills.
  • Comprehension of processes, data, and strategic priorities.
  • Capability to design solutions that meet user requirements while adhering to design and ethical standards.
  • Commitment to the successful delivery of products and establishing maintenance protocols.

Professional Qualifications and Education

  • A background in STEM is preferred, though relevant experience is paramount.
  • Power BI certifications are advantageous.

Additional Information

As a member of Evelyn Partners, you will enjoy a range of benefits, including:

  • Competitive salary package
  • Private medical insurance
  • Life assurance coverage
  • Pension contributions
  • Flexible hybrid working model (role dependent)
  • Generous holiday entitlement
  • Option to purchase additional leave
  • Shared parental leave policies

We celebrate the diversity that a varied workforce brings, reflecting our society and clientele. At Evelyn Partners, we actively promote multiple diversity, equity, and inclusion initiatives across the organization. We are dedicated to fostering a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected and empowered to reach their full potential in a safe and supportive environment.

We are committed to making reasonable adjustments to accommodate your needs throughout the application process. Please inform your Recruiter of any specific requirements.



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