Personal Investment Business Unit Strategy Analyst

Client Details

My client is a leading investment manager who is going through an exciting period of growth in their UKPI business unit. They have hubs in Manchester and London so the role of Personal Investment Business Unit Strategy Analyst can be based out of either location. 

Description

The Strategy Analyst role will support UKPI Leadership in formation of the strategy as it pertains to offer, service, and operational strategy. Supporting CX and Operations, translating long term strategy into a strategic roadmap for development. This individual will also be responsible for engagement across key partners and support services (I.T., Marketing, Finance, OGC and others).

The Strategy Analyst represents a unique opportunity to operate in a rapidly evolving business, which is front and center in the minds of our European and International Leadership. The successful candidate will demonstrate a proven ability to navigate ambiguity, deliver nuanced insights, and produce compelling executive communication skills.

Role details

Preferred skills/experience:

Solid understanding of the UKPI business' commercial and strategic goals

Experience of working in the D2C investment market advantageous (platform / advice / retirement experience all relevant)

Strategic mindset with an ability to cut through large quantities of information, data, and individual opinions to identify the most impactful points for consideration

Strong analytical, problem solving and decision making skills, including identification of options, trade-offs, and risks

Sufficient/strong knowledge of our broader European partners agendas and an ability to persuade, influence, and input into their goals to ensure a cohesive approach

Excellent executive communication skills; the ability to craft compelling narratives in multiple formats (memo, slideware), and for a variety of senior audiences

Highly developed relationship management skills with Senior Leaders and stakeholders from across the UKPI, European and International business

Professional presence and gravitas when representing the business at industry events, and interacting with external bodies

Supports the individual client business by leading strategy projects and workstreams that include conducting business strategic analysis, competitive research, and product/service evaluation.

Core Responsibilities:

Develops and leads complex individual client business strategic, competitive, and product analyses. Consults independently define the business problem, issues, and planned approach for research and analyses. Leads work planning and business problem diagnosis, coaching less experienced business strategy analysts in best practices and building business acumen. Synthesizes analyses, key findings, and potential solutions into actionable recommendations. Works with senior managers in the business to prepare and deliver materials, including presentations, white papers, case studies, etc. Interprets and analyzes highly complex data using business acumen in order to derive key insights. Verifies the quality, accuracy, and reasonableness of the data. Displays, organizes, and crafts data into a compelling storyline with actionable insight for the business. Stays abreast of industry, market, and business competitive trends. Supports efforts to keep the senior management team informed of key industry, competitive, and product trends. Recommends new and enhanced capabilities and services. Participates in special projects and performs other duties as assigned.

Profile

Previous experience in UK Personal Investor business

Extensive knowledge of Pensions, Retirement products, ISAs and any other PIs

Previous experience in a strategy role supporting operations

Ability to communicate with Senior and C Suite Executives

Job Offer

Personal Investment Business Unit Strategy Analyst 

Location: either London or Manchester 

Salary: £75-100k base with bonus, flexible dependent on industry experience

Desired Skills and Experience

I am looking for Strategy Analyst with experinece in the Personal Investor space (Pensions, ISAs etc) who is looking for an exciting new challenge. The role can be based in either London or Manchester.