Planning and Portfolio Analytics Manager (6m day rate)

Adway Associates; Cardiff; Remote; GBP 60,000 - 80,000; Part time

Job summary

A financial services firm is looking for a Planning and Portfolio Analytics Manager to support Capital and Liquidity functions with advanced data analysis and reporting. This role involves analyzing financial data, developing models, and communicating insights using tools like Power BI. Candidates should have a strong background in capital and liquidity risk and be proficient in data analysis and visualization. The position is remote with a 6-month contract offering a competitive day rate.

Qualifications

• Experience in capital and liquidity risk within banking/financial services.
• Strong analytical capabilities and data analysis experience.
• Proven ability to interpret asset and liability product performance.

Responsibilities

• Conduct in-depth analysis of capital and liquidity data.
• Develop and maintain analytical models and financial tools.
• Communicate complex financial insights through reports and visualizations.

Skills

Data analysis

Statistical validation

Financial reporting

Data visualization (Power BI or Tableau)

Strong analytical capabilities

Excel

Tools

SQL

VBA

SAS

Python

R

Power BI

Tableau

Job description

Planning and Portfolio Analytics Manager

6 month day rate contract

Remote

This role will support the Capital and Liquidity functions with advanced data analysis, modelling, and reporting to inform key risk and financial decisions across the Society.

The Role:

• Conduct in-depth analysis of capital, liquidity, and financial data to support strategic and regulatory reporting
• Manipulate and manage large data sets from multiple sources, ensuring data accuracy and consistency
• Develop and maintain analytical models and financial tools to evaluate asset and liability behaviours
• Apply robust statistical validation techniques to test model assumptions and outcomes
• Communicate complex financial insights through well-structured reports and visualisations using tools such as Power BI or Tableau
• Partner with stakeholders across Treasury, Risk, and Finance to deliver actionable insights and analytical support

The Candidate:

• Strong background in capital and liquidity risk within banking/financial services
• Strong analytical capabilities
• Experienced in data analysis and liaison with date professionals/data warehouse function
• Proven ability to interpret asset and liability product performance and behavioural trends
• Familiarity with statistical validation methods and their practical application in model and assumption testing
• Proficiency in one or more coding languages such as SQL, VBA, SAS, Python, or R
• Experience transforming data into accessible information using data visualisation platforms (Power BI, Tableau, or similar)
• Advanced Excel skills