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Posted 05 August, 2026

Data Analyst

Equifind
London, ENG, GB Full Time

Job Description


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Power BI Analyst

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Location: London, Hybrid working

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Salary: Circa £65,000

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Start: ASAP

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

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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.

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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.

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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.

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Key Responsibilities

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

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

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