Equilibrium Asset Management are an award winning Chartered wealth management company based in Handforth Dean, Cheshire. Named one of the top 10 best small companies to work for in the Times Top 100 survey for the second year running. We oversee more than £850 million worth of assets and provide a positive and collaborative environment for all team members to ensure we achieve everyone’s full potential.
We are now looking to recruit a MI Analyst to work across several key functions within our business. This is a newly created role that requires someone with excellent communication skills and an understanding of the important of our data and its’ uses.
This role will impact various areas within the business and will report into the Head of Systems and Processes. It will require the successful individual to work closely with various departments within Equilibrium including our Managing Partner. Due to this the successful candidate will need to be able to manage their work load effectively and have no issue with working on various projects at any given time.
As part of the role our MI Analyst can expect to;
- Produce Management information to deadline
- Carry out analysis on management information reports
Design and improve data management processes focusing on;
Reducing complexity for client facing staff
Produce, manipulate and analyse various types of data
Identify areas to increase efficiency and automation of processes
Develop and support reporting processes
Gather, understand and document detailed business requirements using appropriate tools and techniques
Create data dashboards, graphs and visualisations
Mine and analyse large datasets, draw valid inferences and present them successfully to management using reporting tools
Our MI Analyst will have;
- The ability to understand what data/analysis/insight is needed to drive positive change within Equilibrium
- Experience of building data visualisations using tools such as PowerBI & Tableau
- Experience of working with large amounts of data
- The ability to identify shortfalls in data quality and completeness
- Demonstrable experience with one or more of these tools SQL, Power BI, Tableau - other programming languages and visualisation tools beneficial.
- Ability to engage stakeholders with data-led stories which identify value and drive change.
- A background in mathematics/statistics
- Exceptional attention to detail
- Brilliant communication skills
- Be a self-starter
Being a member of the EQ team they will have no problems:
- Getting things done
- Being authentic and real, we don’t want any phoneys
- Displaying massive amounts of enthusiasm, energy, positivity, motivation and passion without exhausting those around you!
- Passionate about learning and growth
- Motivated to do a great job
- Able to change tack without it sending you into a tail spin
- Comfortable with change and a fast paced environment
- Displaying huge amounts of integrity, a fantastic work ethic and generally being a great person to have around!
Finding the right people is at the heart of our success. Our hard-working, friendly team have fostered a healthy working environment that aims to bring out the best in everyone that works here.
We are very proud of our team and their commitment to excellence. We reward all team members with some of the most competitive salaries in the market place, challenging and exciting roles, fantastic benefits and a great place to work.
We have a friendly and relaxed recruitment process that sets up apart from other companies from the very start!
If you want to enjoy the time you spend at work and believe you have the relevant qualifications, a commitment and willingness to work for an award winning, forward thinking business, then why not check us out on Facebook, Twitter or Instagram to see what the team get up to!
Competitive basic salary, contributory pension, bonus, 33 days holiday plus bank holidays (going up to 38 with length of service) plus loads of other great benefits.
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For me, it's having the chance to find my path, focus my strengths and being given the freedom, with some much needed guidance along the way, to add value where I’m able to and the tools and drive to see where I can improve.
I think Equilibrium is a great place to work as employees are treated as adults. Information is openly shared so that people feel involved and in the loop. We ask for people’s ideas and implement the good ones. People are treated fairly, praised where it is due and held accountable when they don’t deliver. I feel we have a culture where work life balance is important with the holiday package and flexibility around hours.
For me it is the friendly and supportive people here at Equilibrium. I have really enjoyed the training and development I have received from the Academy so far. It has provided me with valuable skills which has helped my personal and professional development that I can take into the future.
In a sector that can often be confusing and complicated, we try and make things as simple as we can. I love our approach to problem solving, particularly for technical areas. We try and get right to the heart of the issue and ask why we are doing something, how it helps the client, and how it helps us to do our job. We don’t just do things because it’s what we’ve always done, or because everyone else is doing it.
I like the focus on creating a happy place to work including the attitudes and culture of team I work with. I also appreciate the work-life balance aspects as no matter how nice it is in work, it’s always good to have plenty of holidays.
I have been at Equilibrium for nearly 10 years and it still remains a great place to work. Even though the company has grown substantially over the years, it has maintained it’s culture.
It’s great to work in such an entrepreneurial environment where everyone is on the same wavelength. I also love how my role has a direct impact on staff and clients; it gives me a real sense of satisfaction when new ideas and processes work well.
There is a strong sense of purpose within the company and an understanding that the work we do can have a really positive impact on our clients lives. Every day is different, challenging and I'm encouraged to try new things and be innovative.