Data Analyst

You will be working within these dynamic and fast growing teams, providing pivotal support to both teams and the front office teams from each of our Wealth Management locations worldwide. Business Development Team

• Support the Business Development team in running and distributing reports by analysing data and producing effective MI;
• Support Business Development initiatives, including meeting administration, maintenance of materials and distribution of regular reports;
• Ensure that Salesforce data is fit for purpose by supporting the front office teams with their input;
• Creation of new contacts using CRM system and quarterly audit;
• Monitor licence requests;
• Recording new opportunities, referrals onto salesforce as instructed by the business;
• Assist the business with ad hoc intel requests which includes research and analysis of UHNW individuals, companies and events to produce dossiers using a wealth mining database and search engines and
• Assist with client enquiries - monitor phone line and client enquiries.
Business Development Team


• Advanced Microsoft Office skills (Excel, Word)
• Strong organisation and written communication skills
• Understanding of wealth management assets
• Familiarity with data analytic products
What you'll be like
• Analytical problem-solver
• Effective communicator across all levels
• Able to work independently and in a team
• Detail-oriented with focus on accuracy
• Skilled in managing multiple tasks and deadlines
• Proficient in data analysis
• Enthusiastic about learning new data tools
• Collaborative team player focused on knowledge sharing
Committee Memberships Where applicable, role holder must fulfil their responsibilities for their Committee Memberships. Prudential Regulation Authority ("PRA") and Financial Conduct Authority ("FCA") The role is within an entity which is covered by the Senior Manager and Certification Regime (SMCR). As such, all staff are expected to comply with the Individual Conduct Rules for both PRA and FCA. These are:
• You must act with integrity;
• You must act with due skill, care and diligence;
• You must be open and cooperative with the FCA, PRA and any other regulators;
• You must pay due regard to the interests of customers and treat them fairly and
• You must observe proper standards of market conduct.
  
  At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
About Schroders, our parent company We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. The base We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly. The team We are one of the largest UK-based wealth management firm, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long term goals by offering our expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders group, as well as having our own in house investment team. We're open to flexible working, so we can all balance our personal and professional commitments. What you'll do