Responsibility:

Strategy:

• Support the business in evaluating investment and business opportunities.
• Supporting the business in delivery of its objectives and improvement in financial performance.

Peer Review:

• Market and peer group analysis.
• Scanning the information of our peers, analysing the sales approaches and products to recommend changes required at CS.

Data:

• Understanding of development, data modelling and ETL knowledge that includes Data warehouse Data Modelling, Star and Snowflake schema.
• Strong understanding of relevant technologies (Cube Design, SQL/MDX).
• Hands on experience querying MS-SQL 2008 and above, and DB2 databases.
• Data scoping.

Dashboard design:

• Design, development, testing and deployment of Tableau Dashboards.
• Structure ambiguous business problems and recommend visualization solutions.
• Leverage advanced Tableau functionality (parameters, actions, tooltip modifications, API, etc.) to create analytical dashboards.
• Responsible for quality assurance of new reports and dashboards to ensure business needs have been met.
• Assist in the preparation of client reports as necessary subject to qualifications and relevant experience.

Requirements:

• Educated to degree / postgraduate level.
• Relevant technical IT qualifications or proven practical learned skills.
• 2+ years of experience with database queries and report and dashboard creation, preferably in a similar role within financial services (FCA) governance environment.
• 2+ years developing executive level and operational dashboards using tools such as Tableau, COGNOS, Business Objects or 3+ years working in a CRM delivery role.
• Demonstrated ability to take detailed requirements and convert into actionable documents.
• Strong background in all aspects of database technology.
• Relevant Wealth Management market / sector knowledge.
• Proven ability to perform under pressure and adjust plans to meet changing needs and requirements.
• Previous experience with client segmentation strategy preferred.
• Experience with client engagement and communications.
• Proven experience eliciting requirements and providing project documentation.
• Experience with Microsoft Excel (advanced).
• Experience with SQL and Relational Databases.
• Experience with Tableau (or similar tools) preferred.
• Ability to work independently in a deadline-oriented environment.
• Experience in troubleshooting and resolving problems.
• Ability to work directly with internal departments towards issue resolution.
• Ability to evaluate quantitative data sets and determine 'big picture' implications required.
• Desire to work in a fast-paced environment required.
• Proficiency communicating research results in written, visual and verbal form required.