Purpose
Reporting to the Head of Data Insight & Analytics, this role will support with the development and progression of 7IM’s business intelligence and insight capability. Sitting within the Data & Analytics team, this role will directly support 7IM’s Private Wealth brands through building dashboards, insight tools and supporting key stakeholders, including the Private Wealth business heads, with data-driven decision making. The role would suit an experienced and driven individual who is looking for an opportunity to advance their understanding of data, working closely with business leaders to generate meaningful insight.
Responsibilities
• Act as the subject matter expert (SME) for data analytics and visualization to 7IM’s Private Wealth brands (Partners Wealth Management, Amicus Wealth, Johnston Carmichael Wealth and 7IM Private Client).
• Work closely with senior leadership, key stakeholders & data champions to draw together requirements, collaborate on data requests and gather feedback for improvement to support business goals.
• Draft, build, maintain and drive adoption of Power BI dashboards and other similar data products to a high standard.
• Collaborating with existing business SMEs, analyse and interpret data to support senior leadership with understanding trends, defining strategy and making business decisions.
• Own the rollout, training and continuous improvement of new and existing dashboards or data products – delivering training sessions when required.
• Track and enforce robust data quality standards, collaborating with the Data Governance and Infrastructure teams where necessary.
• Regularly communicate key updates on progress and future plans to stakeholders, joining relevant team meetings or producing ad-hoc email communications to support this.
• Work collaboratively and effectively within in a Data Analytics team to create, inform, and champion data and analytics best practices.
While not directly interacting with customers, your actions should align with upholding the FCA's Consumer Duty principles, thereby contributing to fair and beneficial outcomes for our clients.