Data Analyst

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.

Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

Evelyn Partners Data Services Team

At Evelyn Partners, we are expanding our Data Services team, investing in a large-scale modernisation programme to drive innovation and insights. We’re building a new team to enhance data modelling, reporting, AI initiatives, and cloud data platforms like Snowflake.

As part of our transformation, we’re growing our analytics capability to help develop the understanding of commercial performance and take the business to the next level. This means exciting opportunities for learning, upskilling, and working with the latest technologies.

These roles can be based in Liverpool or Glasgow, with the requirement to be in the office to collaborate with colleagues twice a week.

Why Join Evelyn Partners Data Services Team?

• Investment in Data: We recognise the power of data and are fully committed to growing a best-in-class team.
• Cutting-Edge Tech: Work with Snowflake, Power BI, and AI-driven solutions to shape the future of data analytics.
• People-First Culture: A collaborative, flexible, and supportive work environment.
• Career Growth Opportunities: Continuous learning and upskilling in new and emerging technologies.
• Impactful Work: Be at the forefront of transforming our data strategy and driving business success.
  
  

If you’re a data professional looking for an opportunity to lead change and innovative, we want to hear from you.

What will you be doing?

As a Data Analyst, you will provide insightful analysis and data on client (customer) activity across Evelyn Partners. This is an exciting opportunity to help develop the understanding of the client and take the business to the next level.

As a Data Analyst, Your Responsibilities Will Include

• Build and manage a roadmap of analytics and insights projects collaborating with the rest of the Insights team and other stakeholders to do so
• Build statistical models to be able to perform descriptive, inferential, and predictive analytics
• Build understanding of key drivers of performance, backed up by robust statistical analysis
• Work with other data teams to create a single source of truth
• Understand where data resides, who owns it and how it is used throughout the platform and identify opportunities for improvement.
  
  

Work closely with different teams across the business to improve data literacy and empower teams with the right tools, reports and guidance to leverage insight to make better informed decisions

Qualifications

To be successful in this role, you should:

• Deep demonstrable knowledge of SQL and Python
• Working knowledge of PowerBI an advantage
• Proven experience as Data Analyst
• Data-warehousing principles and best practices
• Knowledge of Statistical analysis techniques is an advantage
• Degree in Mathematics, Statistics, Business, Analytics, or relevant field;
  
  

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support
  
  

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.