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Job overview

Investment Management Data Specialist

  • Location

    Bolton, Greater Manchester

  • Sector:

    Finance & Accountancy, Financial Services

  • Job type:


  • Salary:

    £25000 - £30000 per annum + benefits

  • Consultant:

    Rachael Brooks

  • Email:


  • Reference:


  • Published:

    about 2 years ago

  • Expiry date:


Our client is a growing Investment Management business. Due to continued growth and expansion, they are now looking to recruit a Data Specialist to join their Operations team on a permanent basis.

The purpose of the role is to be the go-to person for systems-related queries.

Acting as someone who will drive change within the department, the Investment Management Data Specialist will take responsibility for:

  • Developing Excel based reports within specified timescales
  • Setting up new funds on the Fund Accounting system
  • Being the first point of contact for queries related to the Fund Accounting system
  • Conducting system testing
  • Utilise VBA skills to create off system solutions to automate processes and improve operational efficiency
  • Using systems knowledge to identify newer more efficient ways of working
  • Analysing high volumes of complex financial data
  • Leading on key projects which will involve data processing

Reporting to the Fund Administration Director, the Investment Management Data Specialist will meet the following skillset:

  • Strong attention to detail
  • Exceptional organisational skills
  • Analytically minded
  • Confident to be able to drive changes
  • Working knowledge of VBA
  • Previous working background in investment management or fund administration is essential

This is an exciting opportunity for a Data Analyst working in an Investment Management company looking to take the next step into a technical Specialist role within a leading North-West investments house.

The company offers clear career progression, a collaborative company culture and excellent benefits.

If you believe your CV meets the criteria, please apply with a copy of your CV.

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