OVERALL SUMMARY
Following recent investment from Oaktree, Trinity Bridge is scaling its insight and reporting capabilities to support the next phase of growth. With strong senior sponsorship and an open approach to change, we’re building data-driven tools and processes that enhance decision-making across the business.
This 6-month Business Intelligence Consultant role offers the chance to work closely with experienced professionals and contribute to insights that shape executive-level thinking. If you’re curious, technically capable, and eager to grow, we’d love to hear from you. This role offers direct exposure to Executive Committee level stakeholders, a high-performing team environment, and meaningful opportunities to build your technical and commercial skillset.
RESPONSIBILITIES
- Build and maintain Power BI dashboards to support performance tracking and business insight
- Use SQL to access and analyse data from key business systems and sources
- Support development of MI frameworks used by the Executive Committee, CFO, and Head of Finance
- Collaborate with FP&A colleagues to surface key trends and opportunities
- Contribute to a culture that values experimentation, open dialogue, and continuous improvement
Regulatory responsibilities ¦ Compliance/T&C
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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.
WE WOULD LOVE TO HEAR FROM YOU IF:
- Proficiency in SQL and Power BI (including DAX and Power Query)
- Proficiency in Excel and Microsoft Office
- A curious mindset with a structured approach to exploring data and business problems
- Strong attention to detail and ability to spot patterns and trends
- Basic understanding of financial and commercial concepts (e.g. P&L, margin drivers)
- Comfortable communicating ideas clearly and working across functions (Front Office, Finance, Technology)
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:
- Experience with Alteryx or Python would be desirable
- Exposure to financial services or similar data-driven sectors is desirable
- Understanding of Financial and Management Accounts
- Prior experience with Snowflake and/or Workday Adaptive is highly desirable
At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific 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 [email protected].
