Data Analyst

Progeny

Data Analyst turning complex data into insights for a modern wealth management firm. Developing dashboards and automating tasks with Power BI and Power Platform.

Posted 7/2/2026full-timeRemote • 🇬🇧 United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in data analysis, transformation, and visualization, with strong skills in SQL, Power BI, and Microsoft Power Platform. Capable of improving data quality and governance while effectively communicating insights to stakeholders.

Highest-signal resume keywords

SQL SkillsPower BI DevelopmentMicrosoft Power PlatformData Quality ManagementStakeholder Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisData TransformationData CleansingData ValidationData ModellingAPI IntegrationAutomationDashboard DevelopmentExcel ProficiencyProblem Solving

Soft Skills

Detail-OrientedOrganizational SkillsProactive ApproachCollaborationCommunication Skills

Tools & Technologies

Power BIPower AutomateAI-Assisted ToolsCo-Pilot

Industry Keywords

Financial ServicesWealth ManagementData GovernanceData PracticesEmerging Technologies

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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