Smartedge Solutions
Business Data Analyst – Wealth Management
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Role: Senior Data Analyst
Location: London, UK (Hybrid – 3 days onsite per week)
Role Type: Contract (Inside IR35)
Note: Visa sponsorship is not available. Candidates must have a valid work permit in UK must located in UK
Wealth Management domain experience is mandatory
JD:-
Experience Level Required
8–10 Years
Mandatory Required Skills
- Query Snowflake and Teradata environments to profile client segments and identify integration data anomalies.
- Design, build, and maintain interactive Power BI / Tableau dashboards for wealth executives.
- Conduct ad-hoc deep dives into customer journeys to measure the adoption of digital wealth tools.
- Translate complex data findings into actionable insights for non-technical wealth advisors.
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Detailed Job Description
Analytics Stack:
- Advanced Python and SQL.
- Expert BI experience with Tableau or QuickSight.
Domain Skills (Mandatory):
- Hands-on Wealth Management domain experience is mandatory.
- Solid understanding of Wealth Management KPIs, including:
- Assets Under Management (AUMA)
- Net New Money (NNM)
- Fee Yield
- Client Retention
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Soft Skills:
- Exceptional storytelling ability with the capability to translate complex data into strategic commercial recommendations.
- Strong communication and stakeholder management skills.
If this opportunity aligns with your experience, please feel free to share your updated CV at varunteja.b@smartedgesolutions.co.uk.
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