Data Analyst

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Job Title:  Data Analyst

Department: RAM

Location: London

Contract Type: Permanent

The Role

To assist the RAM Business Data Management Office (BDMO) in delivering the Data Strategy within the funds business, as well as developing the automation capabilities to allow greater analysis of the data for all areas of RAM (Rathbones Asset Management).

This is a newly created role within a growing team and business.

Outcomes of the Role

• Take ownership of the automation/streamlining of the existing manual process using Group strategic tools such as Alteryx, MS Power Apps suite, Snowflake(SQL) and Aperture Data Studio.
• Data analysis and visualisation to allow for better understanding of data in areas such as Operations, Fund Accounting, Product, RFI, Risk, Performance & Front Office
• Preparing/contributing to reports for various oversight processes and committees
• Working with 3rd party service providers to integrate RAM Snowflake into their toolset
• Support the process of defining data governance around RAM Foundational Data Domains 
• Involvement in the implementation of new self-service dashboards (PowerBI)
• Participation in team meetings and Steering Committees
• Production and maintenance of process documents
• Maintaining records/action points from meetings

Knowledge, Skills and Experience

• Understanding of the Asset Management Industry
• Good computer skills and ability to pick up new software and systems
• Excellent data analysis and problem solving skills
• Comfortable working in a small team, with good communication skills
• Familiarity with Office – Excel etc.
• Experience with Power BI, or other similar software
• SQL & Python coding language experience
• Experience using Alteryx & Snowflake.
• Power Automate & SFTP/API configuration advantageous.
• Degree or relevant apprenticeship
• experience in the financial industry, ideally within Asset Management
• IMC or similar desirable
• Interest in financial markets
• Keen interest in technology and AI

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 – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

We’re a Level 1 Disability Confident employer 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. 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.