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    Data Analysis Associate - London, United Kingdom - Morgan McKinley

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    Description
    Associate – Conduct Risk

    The firm is one of the UK's leading independent providers of discretionary wealth management.

    We offer award-winning personalised wealth management services that meet the varied needs of account holders, including individuals, charities, and pension funds.

    The firm specialise in helping clients protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations.

    Our services range from a simple execution only online service to bespoke discretionary investment management including retirement planning.

    This role will support the firms Compliance data-led strategy.


    • Analyse and challenge Investment Governance, Investment Risk and Conduct Risk matters.
    • Update and maintain the current Conduct Risk PowerBI Dashboard.
    • Perform quantitative and qualitative analysis of client portfolios to identify anomalies.
    • Conduct root cause analysis and ad hoc thematic reviews as appropriate, perform trend analysis to identify themes or issues to be investigated further.
    • Write SQL queries to extract data from the firm's Data Warehouse.


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