OVERALL SUMMARY

Join the TrinityBridge Commercial Strategy Team where you will provide key insights through data analysis, and visualisation enhancements that will drive business decisions. The Data & Analytics Lead for Bespoke Investment Management will be the point of call for all data enquires within this Bespoke division, with the overarching mandate to resolve data inconsistencies at source within the business specifically related to Bespoke Investment Management.
Working closely with the Bespoke Investment Management Finance Business Partners, this role will have a solid understanding of financial metrics within an Asset Management business, such as net flows and revenue margin. This role will deliver enhanced management information (MI) to illustrate a Bespoke Investment Manager’s (BIM’s) client base, leading to greater clarity to drive decision making that match our business objectives. Thinking about how data is presented in fresh ways, and then creating dashboards to represent a chosen theme will be a key attribute for the individual who thrives in this role.

TO AVOID ANY AMBIGUITY AROUND FEES, PLEASE NOTE THAT SPECULATIVE CVS RECEIVED BY TRINITYBRIDGE, THAT HAVE NOT BEEN AUTHORISED IN ADVANCE, BY US, WILL BE INELIGIBLE FOR AN AGENCY FEE. THANK YOU.

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At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.
We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.
We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.
Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.
We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.
We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.
We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at TalentAcquisition@trinitybridge.com

RESPONSIBILITIES

• Responsible for the data quality, leading to any data cleansing where required.
• Support the monitoring of New Business Acquisition hires and assets against anticipated inflow margins and Asset Under Management targets, ensuring profitability.
• Support the business in delivering on transformational projects and initiatives where data input and data quality is required.
• Use data insights to promote resource support initiatives to teams with high client referrals, segmenting assets.
• Produce and review MI to illustrate a BIM’s client base by family group, comparing AUM, margin, revenue, and cost of service.
• Produce MI to inform and educate BIMs on their cost/income ratio, aiming to improve this ratio.
• Use data insights to promote segmentation of smaller clients to junior team members or in-house products to reduce service costs for teams.
• Assist our Finance Business Partners to produce detailed MI of both direct and central support costs, ensuring allocations are understood and correct, challenging where required.
• Assess the value add to each cost within the Bespoke cost base, ensuring value is attributed and realised, both financially and non-financially.
• Support the Commercial Strategy Manager in reviewing clients for fee adjustments, ensuring changes align with Consumer Duty rules.
• Outline clearer definitions of new business sources to understand revenue contributions and create plans for investment.

REGULATORY RESPONSIBILITIES ¦ COMPLIANCE/T&C

• Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
• Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.
• Ensure all current and new and initiatives relating to the role comply with relevant industry regulations and standards, while regularly reviewing and update processes to align with new regulatory requirements.
• Identify, assess, and manage regulatory risks associated with performance data projects where required.
• Oversee data protection measures to ensure compliance with data privacy laws (e.g., GDPR).
• Ensure that digital tools and processes used in new initiatives and transformation projects adhere to data security and privacy regulations.
• Comply with the PA Dealing policy.
• Ensure required mandatory training is kept up to date and completed within the set timeframe given by TrinityBridge.