Evelyn Partners is the UK’s leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third-largest UK wealth manager measured by revenues and the sixth-largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values:

Personal — we treat you as an individual

Partnership — we go further together

Performance — we strive for more

Job Purpose

This role is within the Investment Management Operations area of the Tilney Smith & 
Williamson (TSW) Investment Management Team.
It focuses on providing dedicated technical support in data management and manipulation 
techniques, including MS Excel/VBA based procedures and calculations.

Key Responsibilities                       

• Develop a detailed understanding of investment systems and processes
• Maintain and evolve MS Excel calculation templates and VBA macros, including 
  operational monitoring, calculation and instruction templates
• Enhance the calculation engines for in house performance and risk models, including 
  attribution and stress testing
• Take ownership of standardised data storage processes, management information 
  systems and data validation checks, where appropriate
• Ensure all team processes work towards mitigation of operational & regulatory risk

Technical skills and attributes:

• A minimum of 3 years’ experience in a dedicated data coding/data analysis role
• A high level of applied skill in MS Excel/VBA, Macros, Pivot Tables and MS Access 
• Proven strong analytical abilities and highly numerate
• Ability to work at pace and deliver against established personal and team targets
• Propensity to work either independently or well within teams, collaborating with 
  colleagues to ensure the best outcome for internal and external clients 

As a colleague here at Evelyn Partners, you will have access to benefits that include:

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependent)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

We value the differences that a diverse workforce brings, representative of our society and clients.  We are committed to providing a work environment where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

If you need any reasonable adjustments for your application process, please let your recruiter know.