Intelligence jobs in United States

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.

Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

Evelyn Partners Data Services Team

At Evelyn Partners, we are expanding our Data Services team, investing in a large-scale modernisation programme to drive innovation and insights. We’re building a new team to enhance data modelling, reporting, AI initiatives, and cloud data platforms like Snowflake.

As part of our transformation, we’re growing our business intelligence development team to automate reporting and deliver Power BI-driven insights that empower end users. This means exciting opportunities for learning, upskilling, and working with the latest technologies.

These roles can be based in Liverpool or Glasgow, with the requirement to be in the office to collaborate with colleagues twice a week.

Why Join Evelyn Partners Data Services Team?

• Investment in Data: We recognise the power of data and are fully committed to growing a best-in-class team.
• Cutting-Edge Tech: Work with Snowflake, Power BI, and AI-driven solutions to shape the future of data analytics.
• People-First Culture: A collaborative, flexible, and supportive work environment.
• Career Growth Opportunities: Continuous learning and upskilling in new and emerging technologies.
• Impactful Work: Be at the forefront of transforming our data strategy and driving business success.
  
  

If you’re a data professional looking for an opportunity to lead change and innovation, we want to hear from you.

What will you be doing?

As a PowerBI Developer, you will develop both automated and ad-hoc Power BI reports to provide invaluable insights on commercial performance and improving operational efficiency. Additionally, you will provide training and support to end users on effectively using Power BI, ultimately aiming to drive data literacy.

As a Power BI Developer, Your Responsibilities Will Include

• Design, develop, and deploy BI data solutions across all our divisions by developing data models and pipelines and reports, Power BI dashboards, and KPI scorecards
• Collaborate and drive data culture with stakeholders
• Help drive and evangelise PowerBI as a tool and platform in the organisation
• Synthesise other data sources, including customer research, competitor analysis and market performance to augment analysis
• Train and guide other stakeholders on how to self -source analytics and help them facilitate their data needs
• Translate business needs into data requirements and communicate your insights to the organisation
  
  

Qualifications

To be successful in this role, you should:

• Validated experience as a BI Developer using the Microsoft BI stack
• Design, develop, and optimise complex tabular models in SSAS using DAX and data modeling techniques to support business intelligence and analytics
• SQL skills for querying and creation of views/tables, functions and stored procedures and ability to optimize queries for performance and scalability
• Experience in designing ETL processes including knowledge of data warehousing strategies and theories
• Solution-oriented, and creative mindset
  
  

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
  
  

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.