Data Business Analyst - 12 month contract

A leading asset management organisation in London City is seeking a Data Business Analyst to join their high-performing reporting team on a 12-month contract.

• Join a highly respected asset management firm in London City, where your advanced Power BI and investment knowledge will make a real impact on business intelligence and reporting processes.

• Working 3 days a week in the London city office

What you'll do:

As a Data Business Analyst based in London City, you will play a pivotal role in transforming how business intelligence is delivered within a leading asset management environment. Your day-to-day activities will involve designing robust reporting solutions using Power BI and Excel powered by SQL Server data-hubs.

• Leverage the latest SQL Server data-hub technology to design, build, and maintain insightful reports using Power BI and Excel with Power Query for internal and external stakeholders.
• Support various change and onboarding projects by producing and delivering automated management information tailored to evolving client requirements.
• Prepare monthly, quarterly, and annual management information reports for all clients, ensuring accuracy and timeliness for head office submissions as well as regulatory needs.
• Develop performance reporting solutions that provide clear analysis of investment strategies, asset allocation, and portfolio performance across multiple asset classes.
• Identify, investigate, and resolve data quality issues proactively to ensure the integrity of all reporting outputs.
• Evaluate complex investment-related data sets to support strategic decision-making processes within the organisation.
• Provide temporary cover for the Regulatory Reporting team when required, ensuring continuity of critical reporting functions.
• Collaborate closely with colleagues across teams to automate manual processes and drive continuous improvement in reporting workflows.
• Maintain up-to-date knowledge of best practices in data management, governance, and quality assurance within the financial services sector.
• Focus on emerging risks related to data handling and reporting by identifying potential issues early and implementing effective mitigation strategies.

What you bring:

To be successful as a Data Business Analyst, you will bring significant experience working with advanced business intelligence tools such as Power BI alongside expert-level Excel skills within an asset management business. You will also have:

• Hands-on experience with SQL Server databases-enabling you to manage complex datasets efficiently-and a deep understanding of investment products across various asset classes.
• Professional qualifications such as IMC or CFA Level 1 are essential indicators of your technical competence
• Advanced proficiency in Excel including Power Query for complex data manipulation tasks relevant to financial services reporting.
• Extensive experience using Power BI for building interactive dashboards and visualisations tailored to investment management needs.
• Solid understanding of SQL Server databases with proven ability to extract, transform, and analyse large volumes of financial data efficiently.
• Demonstrated track record of improving management information processes through automation within regulated environments.
• Comprehensive knowledge of Investment Book of Records (IBOR) principles as well as performance measurement standards such as GIPS.
• Relevant FCA-appropriate qualification for managing investments (e.g., IMC or CFA Level 1) demonstrating your commitment to professional standards.
• Deep familiarity with investment instruments across multiple asset classes-especially Fixed Income-and their implications for portfolio analysis.
• Clear understanding of what constitutes excellent client service in relation to management information delivery within asset management settings.
• Experience using Bloomberg or similar platforms for evaluating financial data as part of broader analytical responsibilities.
• Strong grasp of data management best practices including governance frameworks, quality assurance protocols, and risk identification/mitigation strategies.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates