Power BI Reporting Specialist

Date Posted: 09/09/2022

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The Role

We are recruiting for an experienced Power BI specialist to join our Reporting Team at Record. You will be responsible for leading the technology implementation which will supporting and facilitate the team to be able to provide high quality reporting service to all our clients on all their portfolios.

The Reporting Services team together are responsible for:

  • Accurately updating databases by collecting and uploading data from various sources
  • Compiling reports for internal distribution, as well as regular monthly reports to be distributed to clients across all product types
  • Reconciliation of performance with third parties by providing supporting documents and information as required.
  • Utilizing technology to improve and streamline report generation processes, including Power BI, Xceptor and in-house tools

Record Financial Group:

Record is a leading specialist currency and derivatives manager with $77.9 billion (as at 30 June 2022) in Assets Under Management Equivalent. Record’s services include currency management, sustainable finance and asset management. Our clients are largely institutions, including pension funds, charities, foundations, endowments, and family offices.

Record’s offices are in Windsor and London in the UK, Amsterdam, Düsseldorf, New York and Zürich.

Key Responsibilities

  • Developing comprehensive wiki of technical knowledge and report creation processes
  • Working with business analysts and development team in the capacity of product owner to capture and elaborate automated solution business requirements
  • Working with business analysts and development team to develop Power BI data model architecture
  • Working with development team to help user acceptance test automated solutions
  • Preparing Power BI dashboards, ongoing maintenance, fulfilling business reporting and analytics demands
  • Supporting continuous improvement of the dynamic financial data model
  • Understand how and why External and Internal reporting and Data Management captures are performed and streamline the process in Power BI.
  • External Reporting - These include reports on performance, valuations, transactions, cash flows and exposures at daily, weekly and monthly frequencies
  • Internal Reporting - Reports focus on the performance of funds and strategies, and the risk in terms of cash, mark-to-market and counterparty exposures.
  • Data Management - Data is captured on a daily, weekly, and monthly basis, to be uploaded into Record’s internal databases, exploration and validation of data from various sources and connecting to existing data sources, importing data and transforming data for Business Intelligence tools


  • Strong analytical, numerical, and problem-solving skills.
  • Experience of providing analytical insights to optimise business performance
  • Experience in the development of tabular models with Business Intelligence solutions (PowerBI)
  • Analytical thinking for translating data into informative reports
  • Excellent attention to detail.
  • Excellent communication skills, works well both in a team and independently
  • Proficient with MS Excel
  • Experience building custom visuals for Power BI
  • Experience with Xceptor, SFTP, VBA, SQL
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