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Business Strategy Analyst

  • City of London, London
  • Permanent
  • £50,000 to £61,000

Job details.

Our client who are recognised as a leader within the Investment Management & Financial Planning industry, is expanding its London-based team and recruiting for a Business Strategy Analyst.

About Our Client:

With an unrivaled reputation in the UK, our client serves as a leader in Wealth Management. Renowned for providing top-tier advice to UHNW clients, this dynamic organisation offers a hybrid work environment, allowing you to work from home 2-3 days each week.

The Opportunity:

As an FS Business Strategy Analyst, you will play a pivotal role within the company supporting key stakeholders. This position offers a unique chance to contribute to the development and enhancement of reporting, MI infrastructure, and non-financial KPIs. You'll collaborate with top-tier professionals, leveraging high-level Excel skills and driving impactful commercial initiatives.

Key Responsibilities:

  • Develop reporting and MI infrastructure.
  • Compile materials for RMP dashboards, FS/GEC, and Board documents.
  • Collate, develop, and track non-financial KPIs and commercial initiatives.
  • Interface between commercial needs, developers, and system architects.
  • Provide analytical data and recommendations for action.
  • Contribute to the development of data and analytics strategy for FS.
  • Continually measure the effectiveness of strategy and implement improvements.
  • Use client data to map connectivity and the client journey.
  • Assist in delivering client insights and MI.
  • Identify data trends and create reporting packs to support sales management.

What You'll Bring:

  • High-level Excel skills are essential.
  • Financial Services experience is desirable.
  • Experience in developing reporting and MI infrastructure.
  • Technical understanding of data/analytics techniques and solutions.
  • Strong analytical and strategic thinking capabilities.
  • Ability to collaborate effectively with cross-functional teams.
  • Proactive mindset with a passion for delivering impactful solutions.


  • You'll be rewarded with a competitive package, including a salary of up to £61,000, a performance-based bonus, and exceptional benefits including;
  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependant)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave


  1. Financial Services
  2. Financial Planning
  3. Asset & Investment Management

Benjamin Holmes

Founder & Key Account Manager

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