Data Analyst

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.

We’re proud to be one of the UK’s leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.
*As of June 2025

Role Title: Data Analyst

Division: Technology

Location: Glasgow, Liverpool, London

Contract: Permanent

Reports to: Head of Function or Manager

Working pattern: Hybrid

About the Role

The Data Analyst works closely with Business and Product teams to develop strategic data platforms. Possessing a balanced mix of technical and business skills, Data Analysts are responsible for defining organisational data assets, manipulating and linking datasets to support decision-making across the firm. Using AI coding assistants (e.g. Claude Code, approved tools), alongside SQL/Python in order to deliver faster, reliable, well-governed analytics solutions in a regulated environment

What you’ll be responsible for

• Work with Data colleagues and Business Data Offices to deliver strategic initiatives aligned to organisational objectives.
• Analyse data using statistical techniques and communicate insights effectively to senior stakeholders.
• Examine and improve data quality, collaborating with change and technology teams to enhance systems and database design.
• Summarise and present complex data and conclusions in formats appropriate to the audience.
• Embed best practice data standards and ways of working across the organisation.
• Act as a representative of the Data function, supporting a collaborative and data-driven culture.
• Use AI assistants to accelerate SQL/Python development, refactoring, analysis, and documentation.
• Apply disciplined validation (sense checks, reconciliations, peer review/testing where appropriate) — especially for AI‑generated outputs.
• Build repeatable, deployable outputs (curated datasets, automated reporting, dashboards) not one-off analysis.
• Turn recurring work into reusable components (templates, shared queries, documented metric definitions).

• Hands-on experience with Claude Code / coding assistants and knowing how to use them safely and effectively.
• Strong SQL + Python (with a “production mindset”: clarity, performance, reproducibility).
• Comfort with Snowflake + Power BI (and cloud exposure like Azure/AWS if you want it explicit).
• Strong judgement on when to trust vs. verify AI outputs.
  
  

About you

Key Skills:

• The ability to work autonomously and as part of a team
• Confident at managing relationships and communicating at all levels
• Delivery oriented and ability to work under pressure in a complex business environment
• Analytical and problem-solving skills – Apply analytical techniques to present a solution
• Data profiling, data cleansing, and data enrichment skills
• Data visualisation – Interpret requirements and present data in a clear and compelling way, using data visualisations

Technical knowledge:

• Modern Workplace, remote working, O365 Productivity stack
• Cloud service experience - AWS and\or Azure
• Databases - SQL Server, Oracle, NoSQL
• SQL, Microsoft Excel
• Data Integration tools (Talend, SSIS)
• Cloud based Big Data frameworks such as data lake, relational and NoSQL databases
• Visualisation tools
• Data modelling tools
• Hands-on experience with Claude Code / coding assistants and knowing how to use them safely and effectively.
• Strong SQL + Python (with a “production mindset”: clarity, performance, reproducibility).
• Comfort with Snowflake + Power BI (and cloud exposure like Azure/AWS if you want it explicit).
• Strong judgement on when to trust vs. verify AI outputs.

Communication and Collaboration:

• Excellent communication skills to engage with stakeholders at all levels.
• Ability to coach and support colleagues in data roles.

Our offer to you

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance – Individual on joining, family after 1 year’s service
• Life assurance  - 8 x salary
• Income protection – 75 % salary
• Company share scheme
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies – enhanced family leave for parents & carers
• Study support – study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you 

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:

• Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause Matters@Rathbones’ and Armed Forces. 
• The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

We’re a Disability Confident Employer (level 2) under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online, click here. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.

Mission

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.

Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing

These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.