At a Glance
- Tasks: Assist in producing actionable insights through data analysis and reporting.
- Company: Join Close Brothers, a leading UK merchant banking group that values diversity and inclusivity.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Flexible work options available to help balance your work and home life.
- Why this job: Make a real impact by enhancing customer understanding and supporting business decisions.
- Qualifications: Experience with analytics tools like PowerBI, Tableau, and SQL; strong communication skills.
The predicted salary is between 49500 - 60500 £ per year.
At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Join Close Brothers Savings division where you will be responsible for assisting with the production and evolution of MI within Savings. This will include reporting into existing and prospective savings customers to inform actionable insights as well as production of other regular management information (MI). This will be achieved through analysis of both internal customer data and external data sources through use of Alteryx, Tableau and PowerBI. Close Brothers Savings is focused on delivering quality products and services to our customers and therefore this is a key role within the team.
As a Savings Analyst you will be involved in enhancing our understanding of our proposition and customer base through meaningful MI. This role will require you to work with various stakeholders across Product and the wider Savings team, with a focus on production of MI through assessment of business requirements. This role provides opportunity to help assist with the 3–5-year Savings roadmap to deliver the organisation's growth ambitions.
- Customer Insight
- Building customer segments and performing analysis by segment
- Using advanced analytic models to predict customer behaviours and gain deeper understanding of customer needs for example: Rollover behaviour, Propensity modelling, Sensitivity to price changes
- Focus on findings with the greatest customer and or commercial impact
- Reporting
- Production and evolution of regular and ad-hoc management information to support business decisions
- Analysis to measure success of new products and channel initiatives
- Opportunity
- Support Business Development Team through automation of manual reporting
- Promote adoption of self-service data culture across Savings
- People and Stakeholders
- Present the findings in a way that is easy to be understood by a non-technical audience and iterate models and documentation based on feedback
- Work with IT and other teams to transfer and embed data models/ analytics into business as usual (BAU)
WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:
- Understanding and experience of analytics and data visualisation tools, including PowerBI, Tableau and Alteryx
- Knowledge and experience using Structured Query Language (SQL)
- Extremely high levels of accuracy and attention to detail
- Strong communication skills with the ability to package ideas and results in a logical, understandable, and compelling way to both technical and non-technical audiences
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:
- Passionate about data and modelling, and how it could be used to improve customer experience and business performance
- Experience in training mentoring colleagues with certain skill sets
- Financial services experience
We are committed to providing an inclusive and accessible recruitment process. We recognise that candidates may have specific needs that require adjustments to ensure they have a fair and equal opportunity to demonstrate their skills and abilities. Candidates who require the job description or application form in an alternative format, or any other adjustments, are encouraged to email us or request a call back.
For roles offering hybrid working: At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.
Savings Analyst in London employer: Close Brothers
Close Brothers is an excellent employer that values diversity and inclusivity, offering flexible work options to help you achieve a healthy work-life balance. As a Savings Analyst, you'll have the opportunity to contribute to meaningful insights that drive customer understanding and business growth, all while working in a supportive environment that encourages professional development and collaboration across teams. With a commitment to employee well-being and a focus on creating a self-service data culture, Close Brothers provides a rewarding workplace for those passionate about analytics and customer experience.
StudySmarter Expert Advice🤫
We think this is how you could land Savings Analyst 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 Close Brothers. 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 Savings Analyst 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 Close Brothers.
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 Close Brothers'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 Close Brothers
✨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 Close Brothers.
✨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 Close Brothers 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 Close Brothers 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.
