TrinityBridge
Business Intelligence Analyst 12 Month FTC
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TrinityBridge is scaling its insight and reporting capabilities to support the next phase of growth.
With strong senior sponsorship and an open approach to change, we’re building data-driven tools and processes that enhance decision-making across the business.
This 12-month Business Intelligence Analyst role offers the chance to work closely with experienced professionals and contribute to insights that shape executive-level thinking. This role offers direct exposure to Executive Committee level stakeholders, a high-performing team environment, and meaningful opportunities to build your technical and commercial skillset.
We are seeking an individual with proficiency in SQL and PowerBI, experience working across functions including Finance, Technology and the Front Office and the ability to transform data into clear, actionable management information.
Key responsibilities
- Develop and maintain Power BI dashboards and reporting suites to support performance management, decision-making, and business insight.
- Leverage SQL and other data tools to extract, analyse, and interpret data from key business systems and sources (SAP & Snowflake).
- Support the design and enhancement of Management Information (MI) frameworks and reporting packs used by the Executive Committee.
- Partner with FP&A colleagues to identify key performance trends, risks, and opportunities, providing actionable insights to stakeholders.
- Promote data quality, governance standards, and best-practice data management across the function.
- Support the Finance function through the implementation of a new finance system, helping to develop robust reporting, analytics, and management information capabilities.
- Maintain comprehensive documentation of data definitions, reporting methodologies, controls, and governance processes to ensure consistency and transparency.
Regulatory responsibilities | Compliance/T&C
- Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
- Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.
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About you | Qualifications, skills and strengths
- Strong proficiency in SQL, Power BI (including DAX and Power Query), Microsoft Excel, and the wider Microsoft Office suite.
- Analytical and curious mindset, with a structured approach to solving business problems and identifying trends, risks, and opportunities in data.
- Good understanding of financial and commercial concepts, including P&L performance and margin drivers.
- Effective communicator, able to build strong relationships and collaborate across Finance, Data, Technology, and Front Office teams.
- Experience designing data models, automating reporting processes, and improving reporting efficiency through data-led solutions.
- Proactive and independent problem-solver, able to challenge constructively, drive continuous improvement, and adapt positively to change.
- Experience within financial services or similar data-driven environments is desirable; prior exposure to Snowflake and/or SAP would be advantageous.
About TrinityBridge
We are all connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for generations.
We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.
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We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.
Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.
We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.
We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.
We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at TalentAcquisition@trinitybridge.com.
As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.
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