Operational Reporting Analyst

Phi Partners; Chipping Barnet; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading consultancy in capital markets is seeking a detail-oriented Reporting and Data Analyst. The role involves maintaining and enhancing Power BI dashboards, providing Excel support, and ensuring data accuracy. Ideal candidates will have a strong background in data visualisation and reporting, with excellent analytical and communication skills.

Qualifications

• Proven experience with Power BI for dashboard creation.
• Strong proficiency in Microsoft Excel with advanced functions.

Responsibilities

• Maintain and enhance Power BI reports and dashboards.
• Develop new data visualisations in Power BI based on requirements.
• Assist in automating reporting processes.

Skills

Data Visualisation

Analytical Skills

Problem Solving

Communication

Attention to Detail

Education

Bachelor’s degree in Data Analytics

Bachelor’s degree in Information Systems

Bachelor’s degree in Business

Tools

Power BI

Microsoft Excel

SQL

Access

DAX

Job description

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Established 20 years ago, Phi Partners is a global quant technology and services consultancy headquartered in London with an annualised turnover of £50m. We operate exclusively within capital markets, in the front office, pricing and risk space, covering both business and technology services. With six lines of business, four international hubs and five international delivery centres, Phi Partners has become a leading provider within our niche domains. This focus on the domains we know best has been a differentiator and gateway into the world’s most elite investment banks and hedge funds.

About the Role and Responsibilities

We are seeking a detail-oriented and analytical Reporting and Data Analyst to join our team. This role is ideal for someone with a strong background in data visualisation and reporting, particularly using Power BI and Excel. You will be responsible for maintaining and expanding existing dashboards, supporting spreadsheet-based analysis, and fulfilling ad-hoc data and reporting requests from various stakeholders.

Key Responsibilities

• Maintain and enhance Power BI reports and dashboards to ensure accuracy, efficiency, and usability.
• Develop new data visualisations in Power BI based on evolving business requirements.
• Provide Excel support and advanced spreadsheet solutions, including formulas, pivot tables, charts, and macros.
• Assist in automating and streamlining reporting processes to improve data availability and decision-making efficiency.
• Collaborate with cross-functional teams to gather requirements for ad-hoc reporting and analysis.
• Ensure data integrity and accuracy across all reporting tools and datasets.
• Troubleshoot and resolve reporting issues, discrepancies, or data anomalies.
• Document reporting processes and maintain up-to-date technical documentation.

Key Skills & Qualifications

• Proven experience with Power BI for dashboard creation and dataset building.
• Strong proficiency in Microsoft Excel, including advanced functions (eg. VLOOKUP, SUMIF, INDEX, etc).
• Experience with other reporting tools or databases (e.g., SQL, Access, DAX, etc.) is a nice-to-have.
• Excellent analytical, problem-solving, and communication skills.
• Ability to manage multiple tasks and meet deadlines in a dynamic environment.
• High attention to detail and commitment to data quality.
• Bachelor’s degree in Data Analytics, Information Systems, Business, or a related field (or equivalent experience).

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development

• Industries

  IT Services and IT Consulting

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