Investment Oversight Data & Quality Analyst

Nucleus Financial; Salisbury; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading company in financial services is seeking an Investment Oversight Data & Quality Analyst to enhance client outcomes through meticulous data management and quality assurance. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a background in financial services. You will play a crucial role in supporting the investment oversight processes, ensuring data integrity, and driving quality improvements. Join a fast-paced environment where your contributions truly matter and be part of a culture that values inclusion and diversity.

Benefits

Pension

Bonus

Enhanced Parental Leave

Paid Time Off for Emergencies

Health and Wellbeing Initiatives

Flexible Working Options

Qualifications

• Strong experience in manipulating and analyzing investment data.
• Ability to produce meaningful MI to drive understanding of operational performance.

Responsibilities

• Support production of investment databases and control reports.
• Produce performance and risk MI for governance forums.
• Analyze data to identify risks and drive quality improvements.

Skills

Analytical Skills

Communication

Relationship Building

Organizational Skills

Education

Experience in Financial Services

Tools

Excel

Access

PowerPoint

Job description

We’re recruiting for an Investment Oversight Data & Quality Analyst within the Specialist Investment team. You will assist the team in ensuring we deliver great outcomes for our clients by maintaining/creating investment databases to support our oversight processes, and producing meaningful MI to support decision making at team level and within governance forums.

You’ll have an eye for detail and enthusiasm for finding ways to do things better, highlighting where a control could be improved and aid the design and implementation of this to ensure we best service the needs of our clients. You’ll need to understand the consequences of all actions and manage these in line with our risk framework.

You will spend your time:

• Supporting the production of investment databases and control reports required for Investment Oversight processes.
• Producing performance and risk MI for the Investment Oversight Team, Investment Working Group, Investment Committee and FNZ governance forums.
• Meeting ad-hoc off-platform investment data and MI requests from within the team and the wider business.
• Analysing data to identify risks and to drive quality improvements.
• Supporting Investment Oversight control and quality assurance processes.

You will have a strong experience of manipulating and analysing investment data and producing MI to drive understanding of operational performance and risks, with an excellent knowledge of Excel, Access, and PowerPoint. An understanding of investments and asset classes is highly desirable.

A bit about you

Your friends would probably describe you as the “super-organised” one, ridiculously well planned and someone who takes time to really understand people and their needs. You’re the type of person who asks great questions to understand expectations but can react like lightening to solve problems as they occur.

You love mentoring others and get a real kick out of encouraging the right behaviours, supporting our core values and personally demonstrating these. You’ll set the bar high on performance even when stretching for the team, creating a team environment where high performance is the norm.

We’ve always placed more importance on cultural contribution above technical ability, but in this role we’d really like you to have/be:

• Previous experience in the financial services industry
• Experience leading a team and coaching others
• Excellent relationship building skills
• Able to prioritise the high impact work, but never neglect the details
• Excellent communication skills – We need you to be completely comfortable representing our culture and values, with an emphasis on a speedy, friendly style
• Able to anticipate the needs of those you work with, juggling conflicting priorities
• The ability to think laterally and come up with new solutions to old problems

A little about us

Our purpose at Nucleus is to transform financial services and create better outcomes for our advisers and their clients. It is this purpose that drives everything we do. Whether you are working in a role that is client facing or not, you’ll need to be service obsessed to work here.

It’s a fast paced and exciting environment, and one where we believe you will get the chance to fulfil your potential and do work that really matters, to you and our clients. We believe in you having your own chunk of responsibility and being trusted to make things happen.

Nucleus’ culture is something our people believe sets us apart from other places they’ve worked. This short film gives you an insight into what it is like to work with us.

Inclusion and diversity at Nucleus

As with most things in life, who cares, wins. We really care about inclusion.

For us this is not a box-ticking thing, it’s a commercial imperative. It isn’t about being PC. It’s about being future relevant and durable.

Find out more on our inclusion page

We offer a generous blend of benefits for the things that really matter to our people, including pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.

If you’d like to find out more about us or the role, please contact our recruitment team.