About us
The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.


Titan Private Wealth is a well-established independent investment management business who provide portfolio management and stockbroking services to private clients. With full in-house back office, research and support teams, Titan Private Wealth are committed to providing an exceptional level of service to our clients which is achieved by developing long-term and trusted relationships. Titan Private Wealth our investment management arm, recently rebranded from Cardale, founded in 2003 and based in Harrogate.


The Junior Operational Intelligence Analyst will be based in our Bristol office on a hybrid basis (three days per week in the office, two from home), working closely with and supporting the operations function. The role involves delivering accurate data insights, maintaining operational reporting, and contributing to data-driven projects. You will play a key role in ensuring data quality, supporting system and migration activities, and responding to data-related queries, enabling informed decision-making across the business.
This is an exciting opportunity to join Titan as we continue to grow and scale. Candidates joining us at this pivotal stage will have the chance to make a real impact on the success of the business.
Responsibilities *Maintain and update regular operational reports and dashboards, ensuring accuracy and timeliness
*Support the collection, tracking, and analysis of operational data
*Assist with ongoing projects, including data tracking initiatives and performance monitoring
*Support system updates and enhancements by validating data and assisting with testing activities
*Assist in IO (Input/Output) migrations, including data preparation, validation, and reconciliation
*Perform data cleansing activities to improve data quality and integrity
*Respond to data queries from shared inboxes and internal stakeholders in a timely manner
*Work closely with cross-functional teams to understand data requirements and provide support
*Identify opportunities to improve reporting processes and data workflows
*Ensure data is handled in line with company policies and regulatory requirements
Critical Skills and Experience required*Strong attention to detail with a focus on data accuracy
*Basic experience with data analysis and reporting (e.g. Excel, Google Sheets or similar)
*Ability to manage multiple tasks and prioritise effectively
*Good problem-solving skills and a proactive approach to identifying issues
*Strong communication skills, both written and verbal
*Ability to work collaboratively within a team environment
*Comfortable working with large datasets and performing data validation
*Exposure to SQL, Power BI, Tableau or similar tools (desirable but not essential)
Qualifications (Essential & Desirable)*Degree or equivalent experience in a relevant field (e.g. Data Analytics, Business, Mathematics, Economics) – desirable
*Experience in a data-focused or operations support role – desirable
*Advanced Excel skills (e.g. formulas, pivot tables) – desirable
Key Interfaces (Internal and External)*Business Operations Director
*Regional Managing Directors
*Head of Central Operations
*Head of Corporate Administration
*Head of Operations Excellence
*Client Operations Director
*Compliance, Risk, Technology and Data teams
FCA requirements TCF/RCR*Adhere to all FCA regulations including consumer duty.
*To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department.
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:


Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors


Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.


Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement


Terms
-Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave + public holidays
- Buy and sell holidays up to 5 days
- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- And lots of flexible benefits to choose from!


The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.