Client Data Analyst

Overview of Y TREE

We are a rapidly growing Wealth Tech business that is re‑defining how individuals and families connect and engage with their money. We provide our clients with control over their personal finances, enhancing their ability to achieve their financial and life aspirations.

We are harnessing sophisticated portfolio analytics, innovative behavioural psychology and cutting‑edge UX/UI to create a revolutionary experience and transformational outcomes for our users. The business was founded in 2017 by three successful entrepreneurs and business‑builders with diverse experiences and skill‑sets in Technology, Corporate Advice and Investment Management and is backed by some of Europe’s leading investors.

Maintaining accurate and up‑to‑date data is at the heart of our business, forming the foundation of everything we do for our clients. Given the sensitive nature of the information and the high‑profile clients we serve, we seek candidates with exceptional integrity and maturity. You will have privileged access to highly confidential information, so trustworthiness is paramount.

This role is a fantastic opportunity for Junior Analysts who are eager to grow and learn hands‑on. You'll have a unique chance to thrive and develop within our distinctive approach to personal finance, gaining invaluable experience along the way.

• You will accurately input and maintain confidential financial data for our clients, empowering the Advice and Client Service teams to deliver precise and timely investment recommendations.
• Under the guidance of your team leader and in collaboration with your colleagues, you’ll ensure the data quality meets our high client standards.
• You’ll also have the chance to sharpen your stakeholder management skills by effectively communicating with internal stakeholders, keeping everyone informed about progress and any significant updates.

• You should be comfortable with numbers, including basic Excel and financial maths, to adeptly handle numerical data as part of your daily responsibilities.
• Proficiency in G Suite (G Sheets and G Slides) is a big plus.
• While we’re eager to nurture and develop junior specialists, having prior experience in similar financial roles would be a significant advantage.
• We want you to have a knack for identifying process efficiencies and a keen interest in leveraging technology (we are a Tech company!) to automate tasks, driving scalability and effectiveness.
• We firmly believe that technical skills can be acquired and learned, and we’re enthusiastic about helping you grow. Therefore, we’re seeking someone with an inquisitive mind and a thirst for learning.

• To excel in this role, you should possess excellent interpersonal communication skills and be highly responsive to inquiries and requests.
• If you thrive in an organised environment, finding satisfaction in completing tasks and ticking off lists - we’ll find the common language!
• We’re looking for an energetic self‑starter, who thrives on autonomy, adept at prioritising tasks and meeting deadlines with ease.
• Being confident and tenacious in your dealings with external parties, you’ll be expected to represent our company professionally and effectively.
• Our community is where our power lies, so you must be an effective collaborator and confident working as part of a small team that is building a business.
• We are not a big financial institution (yet!) so you will need to be solutions‑led and have the impetus and ability to proactively seek answers.
• We embrace a flat hierarchy and ego‑free environment valuing collaboration, inclusivity and mutual respect, and we would like you to share our values and have a people‑centred approach.

• Once eligible, you’ll be able to enroll onto our private healthcare plan through Vitality. This includes perks like 50% off premium gym memberships and access to their exclusive rewards programme.
• Support for your mental health and wellbeing through our employee assistance programme.
• 25 days of annual leave per year. This is 25 days each year where we expect you to turn your phone off and switch off; we would…