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Data Analyst - VBA job in London

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Job Ref:  204748188
Employer:  cv-library.co.uk
Job Type:  Contract
Country:  United Kingdom
County/State:  London
City:  London
Post Code:  WC1A
Salary:  £500 - £575/day
07/10/2016 03:54
Data Analyst - VBA

Private Bank


£500 - £575

Data Analyst - Summary

My exciting Private Banking client is currently recruiting a Data Analyst to help with the integration of another Wealth Management service they have recently acquired. My client is rapidly growing through an acquisition model and it's a really interesting time for a Data Analyst to come into the business. In this role you will support the commercial team to build and define the "As is situation" in regards fee schedules and the discount policy, prepare all analysis to facilitate fee harmonisation and map current process to charge in acquired services

In this role you will

* Analyse fees data extracted from the system and make sure they are reliable and available for use
* Build reliable and comprehensive reports (per client, banker, wealth band, product...) based on fees data extracted from systems
* Build VBA tools to facilitate interaction with CRMs and to gather their feedbacks
* Work with each CRM to validate all reports produced and make sure they are reliable
* Identify all the fee codes used in both entities
* Build charts to analyse the level of discount applied per client
* Ensure there is an audit trail for all reports build
* Analyse the current fee structure of all investment products
* Propose approach and analysis to better understand the "as is situation"
* Schedule and prioritise the workload requested by the project

This is a great time for a Data Analyst to come into the business an help with the successful integration of other Wealth Management services. If you have delivered similar projects to above and have the required skill set I look forward to speaking with you soon
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