Data Analyst

Rathbones Group Plc; Liverpool; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading wealth management firm is seeking a Data Analyst to join their Data & Analytics division in Liverpool or Glasgow. This 6-month FTC role involves developing strategic data platforms and collaborating with various business units. The ideal candidate will possess advanced knowledge in Snowflake, SQL, Azure or AWS, Power BI, and Python. Responsibilities include data analysis, creating dashboards, and applying AI for predictive modeling. The position offers a hybrid working pattern and competitive benefits.

Benefits

Company pension - 9% non-contributory

Private medical insurance

Life assurance - 8 x salary

Discretionary bonus

Flexible holidays

Study support

Family friendly policies

Season travel ticket loans

Qualifications

• Experience in developing strategic data platforms with strong technical and business skills.
• Ability to analyse data using statistical techniques and communicate findings.
• Experience with data profiling, cleansing, and enrichment.
• Proficient in creating visualizations that effectively communicate insights.

Responsibilities

• Work with data team to develop initiatives supporting business strategy.
• Analyse complex data to improve data quality and system designs.
• Represent the Data office to establish a collaborative culture.
• Develop dashboards and reports using Power BI.
• Automate reports to support senior management and teams.
• Apply AI and machine learning techniques to enhance services.

Skills

Snowflake

SQL

Azure

AWS

Power BI

Python

Data profiling

Data visualisation

Analytical skills

Problem-solving skills

Tools

R

Alteryx

Business Objects

SQL Server

Oracle

NoSQL

Mulesoft

Fivetran

SSIS

Job description

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Liverpool, GB, L3 1NW Glasgow, GB, G2 1EH

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.

We’re proud to be one of the UK’s leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.
*As of June 2025

Role Title: Data Analyst

Division: Data & Analytics

Location: Liverpool or Glasgow

Contract: 6 months FTC

Working pattern: Hybrid

About the Role

In this role you will work closely with Business and Product teams to develop strategic data platforms. You will possess a strong mix of technical & business skills working towards strategic goals. You will be responsible for the definition of organisational data assets, and manipulating and linking different data sets across business units.

This role focuses on the Wealth of our new Group Data team. Working with the latest technology stack, you will be involved in high profile projects and initiatives. You will have a high degree of autonomy and be able to make a real impact on this successful, growing business. You will have the opportunity to drive transformation by leveraging analytics, AI and data science.

We currently offer a flexible, hybrid working approach.

What you’ll be responsible for

• Work with the data team colleagues and business data offices to develop strategic initiatives to enable the organisation Strategy and deliver business outcomes
• Analyse data using statistical techniques and communicate findings effectively
• Examine complex data across business units to optimise the efficiency and quality of the data being collected, collaborate with the change delivery colleagues to improve systems and database designs
• Representing the Data office across the business and acting to establish culture and collaboration
• Develop and maintain dashboards and reports using tools like Power BI or equivalent.
• Create clear, compelling visualizations that communicate data-driven insights to non-technical stakeholders.
• Automate regular reports and ad hoc analysis to support senior management, investment teams, and client advisors.
• Act as a Data Partner with teams and across strategic programmes to understand business needs and translate them into data-driven solutions.
• Act as a trusted advisor on data matters, providing guidance on best practices for data analysis and reporting.
• Actively support in future proofing the business applying AI, statistical and machine learning techniques to create predictive models that help anticipate client needs and enhance service offerings. Identify trends, patterns, and opportunities within complex datasets related to wealth management and investment performance.

About you

• The ability to work autonomously and as part of a team
• Confident at managing relationships and communicating at all levels
• Delivery oriented in an agile business environment
• Analytical and problem-solving skills – Apply analytical techniques to present a solution
• Data profiling, data cleansing, and data enrichment skills
• Data visualisation – Interpret requirements and present data in a clear and compelling way, using data visualisations
• In this role you will need experience of the following as a minimum: Snowflake, SQL, Azure or AWS, Power BI and Python.

The wider technology stack is:

• Visualisation tools- Power BI
• Data modelling tools- Python, R, Alteryx and Business Objects
• Cloud service experience - AWS and\or Azure
• Databases - SQL Server, Oracle, NoSQL
• Data Integration tools (Mulesoft, Fivetran, SSIS)
• Cloud based Big Data frameworks such as data lake, Snowflake
• Remote working, O365 Productivity stack

Our offer to you

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

Benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance – Individual on joining, family after 1 year’s service
• Life assurance - 8 x salary
• Company share scheme
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies – enhanced family leave for parents & carers
• Study support – study days and funding for courses and qualifications
• Season travel ticket loans
• Other voluntary benefits you can choose to suit you

Social groups and communities

• Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces.
• The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online.

If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at [e-mail]

Mission

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.
Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.