To support the effective running of the Global Private Client business unit by combining data-driven insights with operational and programme support.
Creating and owning business reporting in conjunction with the Global Business Manager, delivering actionable insights through dashboards, reports, and analytics.
Supporting strategic initiatives, operational planning, and coordination across teams.
Monitoring and reporting on P&L and EBITDA targets, including KPI/KPD reporting with variance analysis.
Supporting the preparation of Board and ExCo reporting materials, including formatting, structuring, and compiling inputs from relevant stakeholders.
Assessing strategic opportunities using benchmarking, external research, and analysis techniques.
Assisting in the coordination and tracking of strategic initiatives and projects.
Supporting the Global Head of Private Clients and senior leadership with business planning and performance reviews.
Preparing presentations and briefing materials for internal and external stakeholders.
Monitoring progress against KPIs and business targets, escalating risks or delays.
Facilitating cross-functional collaboration and ensuring alignment across teams.
Supporting strategic decision-making through analysis, benchmarking, and external research.
Assisting in gathering market and competitor intelligence to inform business planning.
Requirements
Relevant business graduate, with strong academic achievement preferred.
Strong analytical and problem-solving skills, with hands-on experience using Tableau, Power BI, or similar data visualisation tools.
Proficient in Excel and Microsoft Office Suite, with the ability to produce and interpret MI including revenue, commission, and performance reports.
Comfortable working with financial metrics such as P&L, EBITDA, and KPIs.
Capable of establishing KPIs and producing management reporting for commercial and operational teams.
Ability to communicate effectively, and articulately, across all levels of seniority.
Experience working in a commercial or operational environment, ideally within financial services or a data-driven business unit.
Exposure to project or programme support, including planning, tracking, and reporting (formal training desirable but not essential).
Benefits
Agile flexible working policy which enables you to work up to 2 days from home if desired
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysisbusiness reportingKPI reportingvariance analysisfinancial metricsmanagement reportingbenchmarkingmarket intelligencedata visualizationproject support