Reporting Analyst

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Location/Division: Haddenham

Could you play a key role in bringing Defaqto Analytics to life as our Reporting Analyst?

We’ve recently created a new role to support the delivery of a new customer offering for fund managers. In this role, you’ll use your SQL skills to extract appropriate data from our systems, then your Excel and VBA skills to transform it into market analysis reports for presentation to our clients. You’ll initially be working with existing processes, but will be expected to research and recommend ideas to improve these processes for the future.

You’ll be based within our Application Support team and will also provide assistance with database-related support issues and reporting solutions.

To be considered for this role, you need to be able to demonstrate the following technical skills:

  • Good MS SQL Server / T-SQL / Stored Procedures
  • Advanced Excel
  • At least basic VBA

Any of these additional technical skills would be highly desirable, but could be learned on the job:

  • Advanced VBA
  • Power BI, or equivalent
  • Visual Studio

In order to fulfil the role effectively, you’ll need to develop a good working knowledge of investment products, platforms and funds, and the financial advice process. So an interest in financial services is essential.

You don’t need to have lots of experience, but must be someone self-motivated, enthusiastic, inquisitive, proactive and determined to support the future growth of the company.

In return, we can offer a salary of £24-32k (depending on your skills and experience) together with a great opportunity to join our hard working, intelligent and close knit technology team. You’ll have access to a wealth of experience from its established members, where knowledge sharing is both expected and encouraged.