Wealth Data Analyst: Performance Metrics & Automation

Michael Page Portugal; Greater London; On-site; GBP 55,000 - 75,000; Full time

Job summary

A global wealth management firm in Greater London seeks a skilled investment analyst to ensure accurate investment data and reporting. Candidates should possess a master's degree in a quantitative field and experience in investment performance analysis, banking reconciliation, and using tools like Excel and Addepar. The role promotes a collaborative culture while focusing on process improvement and automation. Fluency in Portuguese and English is essential, alongside strong attention to detail and analytical skills.

Benefits

Opportunity to grow in a global financial environment

Collaborative and entrepreneurial culture

Exposure to digitalization and automation projects

Qualifications

• Experience in investment performance analysis or operations within wealth management.
• Deep understanding of investment performance measurement methodologies.
• Proven experience in banking reconciliation.

Responsibilities

• Ensure timely and accurate processing of multi-asset class daily transaction data.
• Prepare customized client reports on a monthly and quarterly basis.
• Contribute to operational and performance-related projects.

Skills

Investment performance analysis

Banking reconciliation

Attention to detail

Analytical thinking

VBA

Python

Power BI

Fluency in Portuguese

Fluency in English

Education

Master's degree in Finance, Computer Engineering, Data Analytics, Math or a quantitative field

Tools

Excel

Addepar

Job description

A global wealth management firm in Greater London seeks a skilled investment analyst to ensure accurate investment data and reporting. Candidates should possess a master's degree in a quantitative field and experience in investment performance analysis, banking reconciliation, and using tools like Excel and Addepar. The role promotes a collaborative culture while focusing on process improvement and automation. Fluency in Portuguese and English is essential, alongside strong attention to detail and analytical skills.