Data Analyst

Formula Recruitment; Greater London; Hybrid; GBP 42,000 - 50,000; Full time

Job summary

An ambitious and fast-growing wealth management group is seeking a Data Analyst to play a pivotal role in their technology operations. This position offers the unique opportunity to design executive dashboards, manage vendor data, and ensure that data drives strategic decisions across the organization. Join a dynamic team where your insights will shape performance and technology strategy, all while enjoying a generous benefits package in a hybrid work environment. If you're ready for a challenge that empowers you to make a real impact, this role is for you.

Benefits

Attractive employee pension scheme

25 days annual leave + public holidays

Buy and sell holidays up to 5 days

Private medical insurance

Group life insurance

Income protection insurance

Discretionary performance-related bonus

Qualifications

• Experience in technology operations or data-driven strategy role.
• Financial experience in budgeting and variance analysis.

Responsibilities

• Designing executive dashboards for financial and operational metrics.
• Leading budget tracking and cost control within technology.

Skills

Data Analytics

Power BI

Excel

Budgeting

Variance Analysis

Supplier Management

Risk Frameworks

Agile Principles

Communication

Education

CIMA

ACCA

ACA

Tools

Power BI

Excel

Job description

Data Analyst | Wealth & Asset Management

Salary: Up to £50,000 plus generous package

Location: London, Hybrid (3 days per week onsite)

Position: Permanent

I'm partnered with an ambitious and fast-growing wealth management group, backed by private equity and actively expanding through strategic acquisitions. This is a business that combines the agility of a scale-up with the backing and stability of a well-capitalised, established firm. Their modular approach to wealth services has positioned them as a major disruptor in the UK financial services space.

As part of this transformation journey, they are looking to bring on a Data Analyst - a key strategic and operational role reporting into the CTO. This role sits at the heart of technology operations and is instrumental in shaping how data is used to drive decisions, monitor performance, and deliver operational excellence across the technology function.

This isn’t a traditional back-office data role. You’ll act as the connective tissue between the CTO, Finance, Delivery, and other leadership teams, helping to ensure that data is consistently driving smarter decisions and strategic alignment.

What You’ll Be Doing:

• Designing and maintaining executive dashboards that provide visibility into financials, supplier performance, risk, delivery metrics, and workforce analytics
• Leading budget tracking, cost control, and forecasting within the technology function
• Managing vendor data, including contract renewals, reviews, and supplier KPIs
• Monitoring and reporting on operational and technology risks, security vulnerabilities, and audit items
• Aggregating Agile delivery metrics and reporting progress against forecasted business benefits
• Supporting governance and prioritisation processes with high-quality data and analysis
• Acting as a liaison across key stakeholders, ensuring alignment and structured decision-making
• Identifying and driving improvements across operational workflows

Skills and Qualifications:

• Experience in a technology operations, business management, or data-driven strategy role
• Financial experience across budgeting, variance analysis, and cost tracking; ideally with an accounting qualification (CIMA, ACCA, ACA) or equivalent experience
• Excellent proficiency with data analytics tools - particularly Power BI and Excel
• Deep understanding of IT operations, supplier management, and risk frameworks
• Familiarity with Agile delivery principles and project performance tracking
• Confident communicator, comfortable working with senior stakeholders and across departments
• Ability to turn complex data into clear, actionable insight

Perks (to name a few):

• Attractive employee pension scheme
• 25 days annual leave + public holidays + office Christmas close (3 days)
• Buy and sell holidays up to 5 days
• Private medical insurance, group life insurance, and income protection insurance
• Discretionary performance-related bonus

This is a rare opportunity to join a business in high-growth mode, where you’ll be empowered to shape how data drives performance and technology strategy from the inside out. If this sounds like your kind of challenge, don't hesitate to apply!

*Unfortunately, due to a high number of applications, not all applicants will receive feedback