Business Intelligence Analyst

Your new company

All potential candidates should read through the following details of this job with care before making an application.

From their base in Oxford, one of the world’s premier knowledge hubs, they invest across the UK, supporting early-stage companies to expand into international markets with high growth potential. They focus on the future of UK technology, particularly in sectors like e-commerce, fintech, digital health, and Artificial Intelligence. Central to their strategy is backing the founders of these businesses, transforming their vision into value and delivering returns to their investors.

Core duties

• Database Management: Develop and maintain holdings and transaction database for robust data analysis, processing, and reporting.
• Reporting: Produce reports and statements for effective client communication.
• Interface: Act as a liaison between operations, investor relations, and investment management teams.
• Data Accuracy: Ensure timely, accurate, and structured data for investor reporting.
• Client Communication: Collaborate with investor relations on client communications.
• System Improvement: Implement and refine data management systems, processes, and procedures.
• Support Teams: Assist Investment Management and Investor Relations with performance and pipeline analysis.
• Database Integrity: Ensure all databases are complete and accurate.
• Compliance: Deliver services according to compliance standards.

Operations Development

• Change Management: Develop and improve the client holdings and transactions database structure and streamline reporting.

Investment Administration

• Client Allocations: Assist with client investment allocations and administrative tasks.
• Reconciliations: Maintain stock and cash reconciliations with custodians and third parties.
• EIS Process: Manage EIS tax relief applications and maintain investment allocation documentation.
• Corporate Actions: Ensure prompt and correct processing of corporate actions.

Systems Support

• Database Utilisation: Support Investor Relations and Sales in database usage.
• System Implementation: Participate in new system and process implementations.
• Training: Provide training and support for internal processes and databases.
• Process Improvement: Develop and implement business process improvements.
• Quality Control: Maintain database quality control and ensure regular portal syncs.

Risk Management and Conflicts of Interest

• Risk Identification: Identify operational and investment management risks.
• Conflict Awareness: Identify and manage conflicts of interest.
• Communication: Share perceived risks or conflicts and contribute to their management and disclosure.

What you'll need to succeed

Essential:

• Degree qualified in a relevant discipline and/or equal relevant experience and qualifications.
• Attention to detail.
• Strong team skills.
• Excellent database management capabilities and Power BI (or similar).
• Advanced user of Microsoft Office applications, particularly Excel.
• Understanding of database discipline.
• Good time management.

Desirable:

• Knowledge of financial services industry.
• Accounting/bookkeeping knowledge.
• Qualifications appropriate for the role.
• Experience with Salesforce or other CRM software.