Insight Support Analyst
Defaqto
Date: 2 days ago
City: Aylesbury, England
Contract type: Full time
Are you a recent graduate looking to start or further develop your career within financial services?
Do you have strong STEM A-Levels or relevant professional experience?
Are you looking to further your understanding of wealth management and asset management products?
Would you like to study towards a relevant professional qualification with support from your employer?
If you've answered YES to these four questions, then please read on and apply!
At Defaqto, we are on a mission to empower everyone to make smarter financial decisions, and we want you to be a part of our exciting journey to become the #1 provider in the UK. We are committed to excellence, not only in our people but also across our diverse portfolio of products.
So, why join Defaqto?
This role plays an integral part of Defaqto’s success through supporting the Insight Operations Team in the timely and accurate delivery of quarterly fund and portfolio risk rating assessments, Investment and Environmental Social and Governance Review (ESG) updates and document management.
You'll also input fund and DFM information to ensure that our database of financial products, propositions, funds and portfolios is up to date and accurate.
With a focus on asset managers, you'll liaise with relevant individuals (both internal and external) to help identify the future data/information needs of Defaqto clients and work with team members to plan the collection and dissemination of relevant data and information.
You'll also work closely with the wider Insight Team on the development and continuous improvement of processes and procedures to ensure the relevance, completeness, accuracy and timeliness of data.
What we're looking for:
This is a hybrid role so you'll be working in our Haddenham office twice each week (normally Monday and Tuesday). We have free onsite parking and are close to the Haddenham and Thame railway station, which is on the Oxford to London line.
Right to work
You must already hold the right to work in the UK as we are currently unable to provide Skilled Worker Sponsorship.
Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.
We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.
For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.
Do you have strong STEM A-Levels or relevant professional experience?
Are you looking to further your understanding of wealth management and asset management products?
Would you like to study towards a relevant professional qualification with support from your employer?
If you've answered YES to these four questions, then please read on and apply!
At Defaqto, we are on a mission to empower everyone to make smarter financial decisions, and we want you to be a part of our exciting journey to become the #1 provider in the UK. We are committed to excellence, not only in our people but also across our diverse portfolio of products.
So, why join Defaqto?
- Impactful Work: Every year, we support over 50 million financial decisions with a combined value exceeding £80 billion. Your contributions will directly influence and shape the financial landscape.
- Exciting Growth Opportunities: Our recent acquisition by Fintel PLC and ambitious growth plans mean Defaqto is set to double in size over the next 3-4 years, meaning more opportunity for you to grow and develop.
- Collaborative Culture: Collaboration is not just encouraged, but celebrated. We believe in a supportive environment where ideas are valued, and skills are recognised.
- A healthy work / life balance - working from the office a minimum of twice per week when your team mates are also in the office.
- An excellent benefits package - full range of core and flexible benefits to choose from
- Full training and financial support towards a relevant professional qualification should you wish to continue your studies - this might be CISI, CII or IMC
This role plays an integral part of Defaqto’s success through supporting the Insight Operations Team in the timely and accurate delivery of quarterly fund and portfolio risk rating assessments, Investment and Environmental Social and Governance Review (ESG) updates and document management.
You'll also input fund and DFM information to ensure that our database of financial products, propositions, funds and portfolios is up to date and accurate.
With a focus on asset managers, you'll liaise with relevant individuals (both internal and external) to help identify the future data/information needs of Defaqto clients and work with team members to plan the collection and dissemination of relevant data and information.
You'll also work closely with the wider Insight Team on the development and continuous improvement of processes and procedures to ensure the relevance, completeness, accuracy and timeliness of data.
What we're looking for:
- You'll be highly numerate with excellent data analysis and interpretation skills - ideally you'll have studied a STEM subject at A-Level.
- Strong IT skills and the ability to pick up new systems quickly.
- Good written and verbal communication skills, including the ability to articulate complex concepts in an easy-to-understand manner.
- A creative thinker who is analytical and organised with keen problem-solving skills and a flexible 'can-do' attitude.
- Self-motivated, independent and proactive with a strong drive for results, whilst being a collaborative team player who can think and work cross-functionally.
- Happy working with spreadsheets and data with strong attention to detail.
- Having a working knowledge of UK retail financial services, UK asset management and/or wealth management market would be an advantage but is not essential. However, if you don't have this experience or knowledge, you'll need to be able to demonstrate a genuine desire to to build a career in these areas.
This is a hybrid role so you'll be working in our Haddenham office twice each week (normally Monday and Tuesday). We have free onsite parking and are close to the Haddenham and Thame railway station, which is on the Oxford to London line.
Right to work
You must already hold the right to work in the UK as we are currently unable to provide Skilled Worker Sponsorship.
Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.
We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.
For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.
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