Junior Data Analyst
A fabulous opportunity to extract, analyse, create and summarise data whilst presenting actionable insights to our users.
About Dynamic Planner:
Dynamic Planner was founded in 2003 and is the UK’s most popular risk profiling and asset allocation investment process. It is today used by thousands of advisers and helps them ensure investment suitability, increase efficiency and demonstrate value to their clients.
Dynamic Planner is an industry-leading set of Software-as-a-Service applications used by financial advisers.
Advisers use Dynamic Planner to gain information about their clients, to calculate their appetite for risk, to analyse their financial situation, and to match them with suitable investment opportunities.
We have a core product which is configured and used by thousands of financial advisers
Role Purpose:
The main purpose of this role is to support the business stakeholders in extracting, analysing, and generating business intelligence reports. The data analyst will be required to manipulate and link different data sets to summarise and present actionable insights to the users
Key Responsibilities:
- Synthesize, integrate product analytics data from disparate sources and communicate a coherent story to address on-going business requirements
- Streamline existing reports and the way they are created and managed along with ensuring that data governance principles are established.
- Develop dashboards in PowerBI to support Product, Sales, Investment, and Engineering teams
- Prepare monthly and quarterly business insights reports to key business and technical stakeholders
Requirements:
- Degree in Computer Science, Statistics, Business Analytics, or equivalent quantitative discipline
- 2 to 4 years relevant working experience in a data analytics role
- Ability to demonstrate numerical and storytelling capabilities in translating complex data into meaningful insights
- Proficiency in SQL is required to succeed in this role
- Knowledge of python/pandas/pyspark to analyse data is desirable
- Team
- Product
- Locations
- Dynamic Planner HQ
- Remote status
- Hybrid Remote
Dynamic Planner HQ
Workplace & culture
While we are a team, first and foremost, at Dynamic Planner – we understand we are all individuals within that wider culture and environment.
Ultimately, family comes first, which is why each Dynamic Planner team member is fully supported to work flexibly and work remotely where possible. The work-life balance is a two-way street. We find if you give a little, you get a lot back from brilliant and brilliantly committed people.
About Dynamic Planner
Dynamic Planner enables advice firms to match people with suitable portfolios through engaging financial plans. Founded in 2003, it is an end-to-end, risk-based system, using a single definition of risk to ensure nothing is lost in translation in the planning and advice process.
Junior Data Analyst
A fabulous opportunity to extract, analyse, create and summarise data whilst presenting actionable insights to our users.
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