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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;

    • Data integrity

    • Exception reporting

  • 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! 

About Us 

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 FacebookTwitter or Instagram to see what the team get up to!

The package

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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Equilibrium Asset Management LLP (OC316532) and Equilibrium Investment Management LLP (OC390700) are authorised and regulated by the Financial Conduct Authority and are entered on the financial services register under references 452261 and 776977 respectively. Registered Offices: Brooke Court, Lower Meadow Road, Handforth Dean, Wilmslow, Cheshire, SK9 3ND. Both companies are registered in England and Wales.

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