Business Analyst

About the role

Progeny Asset Management provides a Discretionary Investment Service for individuals, trusts, companies, and pension funds. We are currently expanding our Asset Management team during a phase of growth and succession. The Investment Analyst (also known as Business Analyst) will focus on sourcing, maintaining, and improving data to support the Investment team and the board.

This role can be based in either our Leeds or London office on a hybrid basis.

Key Responsibilities

• Apply tools and techniques for data analysis and visualization.
• Mine and analyze datasets, summarize findings, and present them to management.
• Prepare reports for internal and external audiences using business analytics tools.
• Collaborate with the group data team to monitor and audit data quality.
• Identify, maintain, and improve systems and processes.
• Liaise with internal and external clients to understand data content.
• Work with third-party stakeholders such as ACD, consultants, and platforms.
• Produce and track key performance indicators.
• Generate MI reports for the Senior Leadership Team, Executive Board, and PAM Board.
• Manage stakeholder queries and collaborate with the CIO and Head of Asset Management on commercial matters.

Skills, Knowledge, and Expertise

• Educated to degree level (essential).
• Significant experience in investment management, asset/portfolio management, or Financial Services (essential).
• Experience in accounting, financial modeling, or auditing.
• Strong knowledge of investments within administration/operations teams.
• Proficient in Microsoft Office, VBA, or other coding languages.
• Knowledge of data analysis tools.
• Ability to develop and document procedures and workflows.
• Excellent interpersonal and communication skills.
• Logical and creative problem-solving abilities.
• Ability to meet deadlines and manage time effectively.
• High attention to detail and focus.

We may close this vacancy early if we receive sufficient applications. Please apply early if interested.

Benefits

• 30 days' holiday plus public holidays
• 3 days of celebratory leave (for birthdays, wellbeing, volunteering, etc.)
• Private medical insurance, 24/7 digital GP, and health advice
• Employee assistance program for mental and physical health
• Group pension scheme
• Life assurance
• Eyecare vouchers
• Enhanced family leave
• Referral scheme

About Progeny

We create, enhance, and preserve wealth. We are the first UK firm to combine independent financial planning, asset management, tax, HR, and legal services. We are forward-thinking and tech-driven, using technology to improve client relationships and eliminate paperwork. We believe in making a positive impact; our Progeny Foundation supports charities like Zarach. We are proud recipients of the Yorkshire Financial Awards 2024 Best Employer for three consecutive years.