Data Analyst, Financial Advisor Services Operations

  • Competitive Base Salary, Bonus and Benefits
  • London, England, United Kingdom London England GB
  • Permanent, Full time
  • Dimensional Fund Advisors Ltd
  • 08 May 18 2018-05-08

The position will work to assist in creating and supporting infrastructure within Financial Adviser Services (FAS) department, which enables the EMEA sales teams’ productivity. Reporting to the Head of Operations FAS, EMEA this role will be responsible for producing business intelligence, participating in technology initiatives, and assistance with other operational improvements.

Responsibilities:

  • Produce and develop EMEA business intelligence reporting in collaboration with US FAS Operations team, including EMEA Business Overview, Asset Reports, Client Service reports, Board reports, and other senior management business reporting.
  • Handle asset and cash flow reporting across a complex, multi-layered European distribution network including data from various external sources.
  • Design and build dashboards using data visualisation tools (PowerBI).
  • Fulfil ad-hoc business intelligence and data requests from sales team.
  • Creatively collaborate with global technology teams and FAS EMEA team to ensure effective implementation of new technology initiatives to meet local business needs.
  • Responsible for engaging with teams in London, Berlin, and Amsterdam to identify and understand local business goals and challenges, and develop processes using the CRM to increase its practicality and drive user engagement.
  • Interact regularly with US-based FAS operations team to ensure global consistency of business processes and coordination of global FAS initiatives.
  • Develop and foster close, cooperative relationships with FAS EMEA sales team, peers in global offices and other Dimensional departments that support FAS EMEA sales team.
  • Ability to operate and prioritize work in a fast-paced & demanding multi-jurisdictional environment and deal with complex situations.


Qualifications:

  • Bachelor’s degree or similar education in a quantitative subject.
  • Minimum of 3 years’ relevant work experience.
  • Advanced Excel skills including knowledge of VBA.
  • Experience with data visualisation tools (e.g. PowerBI, Tableau, Qlikview).
  • CRM experience (especially Microsoft Dynamics) a strong plus.
  • Understanding of European fund distribution networks is a plus.
  • Desired languages; English fluent, German (fluent in speaking and writing) and other European languages is preferred.