Intermediaries Associate Data Analyst at RBC Brewin Dolphin (2023-08 – Present)
Data Analyst supporting the Intermediary channel, delivering sales reporting and business insights across £22bn of assets under management. Responsible for dashboard development, performance analysis, and automated reporting solutions to support strategic decision-making.
- Produce and analyse monthly sales performance reports covering £22bn in intermediary-managed assets.
- Maintained, and enhance multiple Power BI dashboards delivering KPI tracking and commercial insights to senior stakeholders.
- Create tailored insight packs highlighting trends, growth opportunities, and performance variances across distribution channels.
- Automate recurring reporting processes, improving efficiency and reducing manual intervention.
- Collaborate with business stakeholders to define reporting requirements and translate data into actionable insights.
- Progressed from an administrative role into a Data Analyst position, building strong foundational knowledge of data processes and reporting requirements
- Transformed a weekly sales update into a structured monthly insights pack, delivering detailed variance and trend analysis that identified performance drivers and growth opportunities for the newly launched Blended MPS, supporting strategic planning and senior decision-making.
- Developed and automated a reconciliation report using web-scraped external data, isolating accounts with zero AUM for closure and flagging accounts requiring re-imaging. Improved data accuracy and streamlined the account clean-up process, reducing manual review time and operational risk.
Valuations Analyst at Legal & General (2021-05 – 2023-05)
Conducted final-level review and scrutiny of monthly financial statements prior to distribution to large-scale corporate clients for bespoke fund structures, ensuring accuracy and compliance across portfolios comprising bonds, equities, and derivatives.
- Analysed daily fund valuation data to identify discrepancies and ensure data integrity across multi-asset portfolios.
- Performed quantitative reconciliations of futures cash balances between counterparties, identifying variances and coordinating corrective actions.
- Applied data validation and control checks during fund launches to ensure reporting accuracy and compliance.
- Managed structured and ad hoc data queries from stakeholders, improving response efficiency and data transparency.
- Conducted threshold-based variance analysis (0.5% tolerance) to detect and resolve market value discrepancies.
- Automated the asset price validation process by developing a LOOKUP-based reconciliation tool and documenting a streamlined procedure, reducing review time from over 1 hour to under 5 minutes.
Senior Corporate Investment Consultant at Legal & General (2019-01 – 2021-05)
Primary point of contact for institutional investors including pension funds, fund platforms, and trust companies, managing trade execution, settlements, and regulatory compliance within high-value portfolios.
- Placing Trades - Receiving client instructions verifying source and placing buy, sell switch or stock transfer.
- Settlements, in and out - Applying money in to buy trades or making payments by BACS, TT or Internationally.
- Managing a Straight Through Processing Systems - Keeping an up-to-date record of clients with the ability to place their own trades and lifting restrictions for clients with the authority to trade.
- Breach Analysis - Correcting errors made and completing a price comparison to ensure the client has not been negatively impacted.
- Coordinated workflows across multiple teams to ensure timely completion of client requests and operational processes
- Optimised the Straight Through Processing (STP) framework by redesigning the coding logic to apply at agency level rather than individual account level, significantly reducing manual account setup time and minimising operational errors.
- Performed pricing reconciliation and impact assessments to ensure clients were not financially disadvantaged following processing errors.
- Contributed to process improvements that enhanced efficiency, accuracy, and regulatory compliance across institutional accounts
Personal Investment Consultant at Legal & General (2010-06 – 2019-01)
Supported private clients with Structured Products, Unit Trusts, and ISAs, ensuring accurate transaction processing, regulatory compliance, and high-quality client service across investment operations.
- Conducted daily controls reviews of transactions and system updates, identifying discrepancies, correcting errors, and maintaining audit records.
- Managed client data updates, letters of authority, and subject access requests in line with data protection requirements.
- Provided multi-channel client support (phone, email, post, web chat), resolving complex account and investment queries.
- Implemented a control mechanism to identify funds not correctly ring-fenced, preventing potential CASS breaches and reducing regulatory risk exposure.
- Strengthened transaction monitoring processes by proactively identifying inconsistencies and improving documentation standards.
