Business Development Data Analyst - 12 Month Fixed Term Contract

LGT Crestone Wealth Management Limited; Greater London; On-site; GBP 40,000 - 65,000; Full time

Job summary

LGT Wealth Management UK LLP is seeking a data reporting analyst to produce monthly AUM and investment flow reports, standardise data from multiple platforms and build dashboards for BD and Portfolio Managers.

You will reconcile data, analyse trends, and maintain records as client relationships evolve, supporting Consumer Duty tasks with relevant teams. Experience in wealth management data is advantageous and rigorous data practices are essential.

Qualifications

• Strong Excel and data analysis skills.
• Meticulous and methodical approach to reconciling figures.
• Ability to communicate complex data clearly to non-technical audiences.
• Strong organizational skills to manage recurring reporting deadlines.

Responsibilities

• Produce monthly reporting on assets under management and investment flows.
• Collect data from different investment platforms, standardise and check accuracy, provide consolidated figures to teams.
• Build and maintain data dashboards to provide ongoing AUM and flow data to BD and Portfolio Managers.
• Analyse results by client firm, investment service and platform; explain trends and investigate discrepancies.
• Maintain accurate records for Business Development Directors as relationships change.
• Prepare regular data submissions for external research and industry organisations.
• Reconcile payments from investment platforms against invoices and financial records.
• Answer data questions from colleagues to improve reports quality and efficiency.
• Support Consumer Duty tasks alongside MPS Oversight and Proposition teams.

Skills

Excel

Data analysis

Data storytelling

Organization

Tools

Power BI

Power Query

SQL

Job description

LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham, Bristol and Manchester. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs.

Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £30 billion in funds under management and circa 700 staff.

Job Description

Key Responsibilities:

• Produce monthly reporting on assets under management and investment flows.
• Collect data from different investment platforms, standardise and check for accuracy and provide consolidated figures to Business Development, Finance and Group reporting teams.
• Build and maintain data dashboards to provide ongoing AUM and flow data to BD and Portfolio Managers
• Analyse results by client firm, investment service and platform; explain trends and investigate discrepancies.
• Maintain accurate records for Business Development Directors as firm relationships change.
• Prepare regular data submissions for external research and industry organisations.
• Reconcile payments received from investment platforms against invoices and financial records.
• Answer data questions from colleagues and help improve the quality, documentation and efficiency of recurring reports.
• Work alongside the MPS Oversight and Proposition teams to assist in completion of tasks for Consumer Duty.

Requirements

Key Skills and Technical Requirements:

• Strong excel and data analysis skills, with experience in consolidating, validating and interpreting data from multiple sources.
• A meticulous and methodical approach to reconciling figures, identifying discrepancies and resolving data issues.
• The ability to communicate complex data clearly and effectively to non-technical audiences.
• Strong organisational skills, with the ability to manage recurring reporting deadlines alongside ad hoc requests.
• A proactive interest in understanding the business context behind the data.
• Experience in wealth management, investment platforms or model portfolio services would be advantageous.

Experience with Power Query, Power BI or SQL would be advantageous.