Data Analyst

🔥 0 minutes ago

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📉 Data Analyst

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Progeny

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2016

💸 Finance

💰 Series unknown on 2018-08

Finance

Progeny is a global professional services firm that provides integrated financial planning, asset management, tax and legal advisory services tailored to individuals, families and businesses with complex financial needs. The firm combines chartered financial planners, investment managers, lawyers and tax specialists to deliver joined-up advice, wealth succession planning, estate and trust services, and corporate legal and HR support, operating across multiple international offices and regulated by UK financial and legal authorities.

📋 Description

• Analysing and transforming complex datasets into clear, actionable insight to support decision-making • Developing and maintaining dashboards and reports using Power BI • Improving data quality through cleansing, validation, and robust processes • Automating manual tasks using Power Platform tools such as Power Automate and low-code solutions • Managing and supporting data flows across systems, including API integrations • Investigating and resolving data issues to ensure accuracy and consistency • Collaborating with stakeholders across the business to understand requirements and deliver solutions • Supporting ongoing data transformation initiatives, including changes to systems and processes • Leveraging AI-assisted tools (e.g. Co-pilot) to improve efficiency and accelerate delivery • Driving continuous improvement in data practices, controls, and governance

🎯 Requirements

• Proven experience in a data analyst or similar analytical role • Experience working with financial services or wealth management data • Strong SQL skills and experience working with large, complex datasets • Advanced Excel skills and hands-on experience with Power BI • Experience using Microsoft Power Platform to build dashboards, automations, or applications • Strong understanding of data quality, data modelling, and governance principles • Able to translate complex data into clear insight for non-technical stakeholders • Highly organised, detail-oriented, and capable of managing multiple priorities • A proactive problem-solver with a track record of improving processes and efficiency • Strong communication and stakeholder management skills • Comfortable working across both technical and business teams • Interest in AI and emerging technologies, with a willingness to adopt new tools and approaches

🏖️ Benefits

• 30 days holiday plus public holidays • 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you) • Private medical insurance, 24/7 digital GP and health advice • Employee assistance programme providing support for your mental and physical health • Group pension scheme • Life assurance scheme • Eyecare vouchers • Enhanced family leave • Referral scheme