Mi & Reporting Analyst, Investments & Advisory

National Wealth Fund

Leeds, England, GB
Base: £35,000 - £42,500; bonus/equity: not specifi...
Hybrid
Advanced power bi capability
Management information reporting
Data quality and validation
At the National Wealth Fund, our mission is to swiftly and effectively mobilise trusted sector insights and investment expertise to unlock billions in private finance for projects across the United Kingdom

Job Summary

  • At the National Wealth Fund, our mission is to swiftly and effectively mobilise trusted sector insights and investment expertise to unlock billions in private finance for projects across the United Kingdom.
  • The MI & Reporting Analyst supports Business Management by delivering high-quality, accurate, and timely management information, reporting, and dashboards that underpin decision-making across the Investment & Advisory function.
  • We value diversity in our people and inclusion is at the heart of what we do, offering competitive benefits and unique learning opportunities from combining both private and public sector skills and experience.

Matching Summary

At the National Wealth Fund, our mission is to swiftly and effectively mobilise trusted sector insights and investment expertise to unlock billions in private finance for projects across the United Kingdom.

Salary

Base: £35,000 - £42,500; Bonus/Equity: Not specified; Benefits: Competitive benefits and unique learning opportunities

Skills & Requirements

Must-have

  • Advanced Power BI capability
  • Management information reporting
  • Data quality and validation
  • Excel spreadsheet modelling
  • Hybrid working with Leeds office
  • Senior stakeholder reporting

Nice-to-have

  • Knowledge of investment-related data
  • Governance and audit awareness
  • Analytical support for operational improvement
  • Continuous reporting process improvement
  • Clear written communication

Key Requirements

  • Experience in MI or reporting roles
  • Proven senior stakeholder reporting
  • Experience with CRM and portfolio systems
  • Ability to meet multiple reporting deadlines

Work Rights

Not specified

Tailored Resume

Cover Letter