Data Analyst

Power BI Analyst

Location: London, Hybrid working

Salary: Circa £65,000

Start: ASAP

Contract: 6 month Fixed‑term (with potential extension)

A leading private wealth business is seeking an experienced Power BI Analyst to join its Business Solutions & Data Analytics (BSDA) team on a 6‑month fixed‑term contract.

This role will support the ongoing development of the firm’s Data Warehouse framework and play a key part in expanding data insights across the organisation.

You’ll work closely with the Data Solutions Manager and senior stakeholders across Operations, Risk & Compliance, Projects, and Front Office teams. The ideal candidate will bring strong hands‑on Power BI capability, solid SQL skills, and proven experience within private wealth or wider financial services.

Key Responsibilities

• Develop advanced Power BI dashboards and reports, including SQL‑based data models.
• Support and coordinate delivery across the Data Warehouse project, ensuring priorities align with business needs.
• Collaborate with stakeholders to understand reporting requirements and translate them into clear specifications.
• Mentor junior team members and act as a go‑to resource for Power BI and data‑related queries.
• Promote data‑driven decision‑making and work closely with BSDA, IT and Project teams.
• Contribute to building a positive, collaborative team culture.

Required Skills & Experience

• 3+ years’ experience in BI and data warehousing within financial services (private wealth strongly preferred).
• Advanced Power BI skills (DAX, Power Query, data modelling).
• Strong SQL and data transformation capability.
• Experience with CRM, portfolio management and risk monitoring systems .
• Familiarity with cloud‑based data platforms.
• Excellent communication skills and ability to explain technical concepts to non‑technical audiences.

Beneficial Knowledge

• Pulse/Symphony
• XPLAN
• Bita Risk
• First Rate
• PowerApps
• Understanding of AI applications in financial services