Client Data Analyst
London, England, United Kingdom
Y TREE
Discover our transformational approach to personal finance and bring your money back to life.Client Data Analyst | Hybrid working | London - £27,000- £30,000
Y TREE is a rapidly growing FinTech that is re-defining how individuals and families connect and engage with their money. We aim to make personal finance transparent, efficient and meaningful so that our understanding of wealth is re-defined to how we live, not what we own.
Team Overview
Maintaining accurate and up to date data is central to our business, and underpins everything we do for our clients. The Client Data Team is integral to our ability to maintain this data which is used to produce the analysis and in turn, the financial advice at the core of Y TREE.
The Role
- To enable us to provide the analysis on their finances, clients entrust us with their confidential and sensitive financial statements accounting for their balance, income, cash flow, and equities. A core responsibility in this role will be to take those statements and ensure the correct data is transferred to our back office system.
- You will carry out work for both prospect clients and those who are existing clients for the firm; your work will be central to the trust they build with Y TREE.
- As part of the role, you will have the opportunity to work closely with both the Client Onboarding Team and Financial Life Strategy Team to obtain a holistic understanding of the journey of the data you have handled.
- This role is a junior level role, but offers you the opportunity to build an understanding of how a financial services firm operates, an understanding of the data we handle and exposure to a variety of departments that are integral to a firm like ours. We really believe in supporting our team grow and develop and see this role as a pathway to progression in a regulated, or non- regulated role.
Requirements
The Technical Part
- We don't need you to have any related work history for this role, but we are looking for graduates who have obtained a degree in anything that requires you to work with large sets of data. For example, previous candidates in this role have held degrees in Economics, Maths, Physics and Chemistry.
- We will need you to not just tolerate the mathematical element of your degree, but enjoy it. This role requires you to work with large number sets and we would prefer it if this is something you like doing!
The Person
- We are much more interested in who you are. This role gives you access to incredibly sensitive client data, so we would like you to be mature and trustworthy in your approach.
- The deeper you embed yourself in this role, the more value you can add to our team. For that reason we would like you to be somebody with an inquisitive mind and a thirst for learning- this role can be what you make of it and previous candidates are now obtaining professional qualifications and moving into our Client Adviser career pathway.
- As an agile business, we often deliver projects in cross functional teams so we would like you to be warm and engaging, with the ability to build strong, well-rounded relationships.
- We are not a big financial institution (yet!) so you will need to be solutions-led and have the impetus and ability to proactively seek answers if you get stuck.
- We would like you to have a methodical and detail orientated approach to work- you will be working with data after all!
- We work at pace; outcomes are time sensitive so we would like you to be somebody who performs well under pressure.
- Our community is where our power lies, so you must be an effective collaborator and confident speaking up and working as part of a small team that is building a business.
- We are driving innovation in our area of personal finance and our product is a reflection of our team. We would like for you to be somebody who is intelligent, an independent thinker and somebody who is eager to share ideas.
- We operate a very flat heirachy in the business, so we would like you to leave your ego at the door. Those with a people-centred approach are best suited to us and our team.
Benefits
What's in it for you?
- The ability to hone your skills and cultivate your craft in a genuinely outcome led, flexible, happy work environment. We have a hybrid working policy and the ability to flex your hours as you need. We are all adults, and we understand work needs to balance your personal life too.
- 25 days of annual leave per year. This is 25 days each year we expect you to turn your phone off and switch off; we would never ask you to book leave for a doctor's appointment or to see your children's school plays.
- Regular team socials to help you switch off from work and get to know your colleagues in an environment away from your desk. We ensure socials are well balanced and offer a variety of activities to suit different needs so you always feel welcome.
- A welcoming, dog-friendly London office with appropriate spaces to cater for those with varying needs in the form of various breakout spaces and silent booths.
- Support for your mental and physical health in the form of online fitness classes and access to a gym group in London.
- A 3% pension contribution to help you save for the future
- Family friendly policies
To learn more about Y TREE, our podcast and our events please follow our company LinkedIn page: https://www.linkedin.com/company/y-tree/
Our mission at Y TREE is to build diversity in our teams; diversity of thought, culture, backgrounds and perspectives. Please come as you are and let us know if there are any reasonable adjustments we can make to support you in your application process. Additionally, if you don't feel you meet 100% of the requirements please apply anyway if you feel you can demonstrate your suitability to the role. Please note, sponsorship is not available for this role
* Salary range is an estimate based on our AI, ML, Data Science Salary Index 💰
Tags: Agile Chemistry Economics Finance FinTech Physics
Perks/benefits: Career development Flex hours Flex vacation Health care Pet friendly Team events
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