At a Glance
- Tasks: Support project timelines, organise datasets, and prepare data-backed reports for clients.
- Company: Blue Oak Consulting, a unique advisory firm focused on financial clarity.
- Benefits: Competitive pay, hybrid work model, mentorship, and professional development opportunities.
- Other info: Collaborative environment that values curiosity and clear communication.
- Why this job: Gain hands-on experience in commercial analysis with direct exposure to senior partners.
- Qualifications: Degree in finance, economics, or business; strong Excel skills; detail-oriented.
The predicted salary is between 30000 - 40000 £ per year.
We are looking for a Project Assistant to support our team as we advise a global retail investment group on their portfolio economics and commercial decision-making. In this position, you will help coordinate project timelines, organize complex datasets, and ensure our analytical work flows efficiently from initial assessment to final execution.
About Blue Oak Consulting
Blue Oak Consulting provides independent advisory on pricing, portfolio economics, capital allocation, and acquisition assumptions. We interrogate specific commercial decisions where the financial stakes are high and the existing narrative is not sufficient. Our team looks past corporate language and balance-sheet complexity to identify where value is leaking or capital is trapped. We work across sectors like software, manufacturing, and healthcare to test whether the assumptions behind a growth plan or an acquisition actually hold under pressure. We are a small, principal-led firm where the people who do the work are the ones accountable for the results. We do not take transaction-contingent fees, which allows us to be completely honest about whether the economics of a decision make sense. Our goal is to provide clarity through financial discipline and a healthy amount of skepticism. We stay through the execution phase because decisions that look sound in theory often fail when they meet real-world friction.
About the role
This is a full‑time, paid position offering competitive pay for the role and market. It operates under a hybrid working model, combining focused remote work with regular collaboration days at our shared workspace to review progress and coordinate deliverables. You will work closely with our consultants to keep project schedules on track, organize research inputs, and help prepare clear, data‑backed reports for our client, the global retail investment group.
What you will be doing:
- Organize and clean project datasets, ensuring all financial and operational inputs are accurate.
- Track project deliverables, update project timelines, and coordinate schedules across the consulting team.
- Assist in building basic spreadsheet models to test commercial and pricing assumptions.
- Gather sector research, competitor data, and economic benchmarks to support our validation work.
- Draft clear summary notes and prepare presentation materials that translate complex data into straightforward takeaways.
- Monitor project documents and maintain our shared folder structure for the client engagement.
What you bring:
- A university degree in finance, economics, business, or a related quantitative field.
- Strong introductory skills in Microsoft Excel, including comfort with formulas, formatting, and organizing large lists.
- A natural curiosity and an investigative mindset that drives you to look past surface‑level answers.
- Excellent organizational habits and a detail‑oriented focus when managing documents and schedules.
- Clear, direct written and verbal communication styles, with a preference for plain language over corporate slang.
- The ability to work effectively in a hybrid environment, balancing independent tasks at home with in‑person team workshops.
What we offer:
- A structured hybrid schedule that balances the flexibility of working from home with the mentorship of in‑person collaboration.
- Direct daily exposure to senior partners, allowing you to learn our methodologies and client work practices first‑hand.
- A strong focus on professional development, with clear training on financial analysis, spreadsheet auditing, and commercial advisory.
- An environment that values evidence and clear logic over internal politics.
- All necessary hardware and software tools to support both your home and shared‑office setups.
At Blue Oak Consulting, we believe that clear thinking and disciplined analysis are the most valuable assets we can offer our clients. We work hard to build an environment where everyone, regardless of tenure, is encouraged to ask questions, challenge assumptions, and seek out the quiet facts behind every financial decision. This role is an opportunity to build a solid foundation in commercial analysis while working closely with a major client on high‑stakes financial decisions.
Project Assistant in London employer: Blue Oak Consulting
Blue Oak Consulting is an exceptional employer that fosters a collaborative and intellectually stimulating work environment, where employees are empowered to challenge assumptions and engage in meaningful financial analysis. With a structured hybrid working model, you will benefit from direct mentorship from senior partners and ample opportunities for professional development, all while contributing to high-stakes projects for a global retail investment group. Our commitment to clarity and evidence-based decision-making ensures that every team member's insights are valued, making it a rewarding place to grow your career.
StudySmarter Expert Advice🤫
We think this is how you could land Project Assistant in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Blue Oak Consulting. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Project Assistant in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Blue Oak Consulting.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Blue Oak Consulting's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Blue Oak Consulting
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Blue Oak Consulting.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Blue Oak Consulting will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Blue Oak Consulting employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
