Platforum Associate Analyst

Platforum is a leading research consultancy specialising in the retail investment landscape. We are market research analysts helping our clients to understand how investment products are distributed by wealth managers, financial advisers and direct-to-consumer (via digital investing services). We do this by publishing reports used by senior management, strategy, marketing/PR and sales/distribution functions within client companies. We help them to understand the size and characteristics of the markets they are competing in and the key trends.

Our clients include many large financial services brands such as Charles Stanley, Fidelity, Hargreaves Lansdown, Rathbones and Vanguard to name a few. We also cover the leading edge of digital innovation in investing and regularly speak to fintechs.

This role centres on delivering high quality research on the distribution of investments to personal investors, as well as maintaining strong relationships with clients and other stakeholders. We are a dynamic team with a high profile and our research on investors, financial advisers and providers is crucial to companies looking to make important strategic decisions.

As Associate Analyst you will work with team members and contribute to research influencing the strategic direction of investment firms. Part of a small team, you will have significant responsibility and opportunity to progress.

• Maintain and expand a network of industry contacts that provide data to Platforum.
• Manage quantitative and qualitative data collection, including questionnaire design and coordination of data submissions.
• Analysis of businesses and sectors, using quantitative and qualitative data.
• Produce report outputs, including charts and report chapters.
• Project management of reports and other assignments.
• Maintain strong relationships with clients through account management.
• Present research findings at briefings.
• Support team with website management, blog posting, business development, client events, and other tasks as required.

• Excellent numeracy and data analysis.
• Strong research and organisational skills with the ability to meet deadlines.
• Excellent communication skills, verbal and written, with the ability to write clearly and concisely about business-related subjects.
• Ability to produce robust and insightful analysis.
• Core IT skills: Word, Excel, PowerPoint.
• Familiarity with AI tools and interest in how these can be applied for time saving purposes.
• Good degree from leading university.

• Acute attention to detail.
• Effective time management skills.
• Understanding and enthusiasm for investment and financial issues.
• Reasonable understanding of how investment businesses operate and market their services.
• Client and commercial mindset: curious about clients’ priorities and aims and eager to support these.

• Confident and professional manner.
• Flexibility: adaptable to a changing environment and tactics.
• Proactive: an achiever who can work independently and effectively with a focus on results.
• A desire to develop a career in financial services.
• Well-presented and articulate, comfortable liaising with clients at a senior level.
• Highly self-motivated and prepared to go above and beyond.

• 25 days of annual leave, with the option to buy or sell additional days.
• One additional day of leave per year - Celebration Day.
• Health plan.
• Life assurance.
• Private virtual GP access.
• Seasonal flu jabs available at the office.
• Continuous learning & development opportunities.
• In-house Excellence Awards and other innovation projects.
• Cycle-to-work scheme.
• Discounted gym memberships.
• Retail discount vouchers.
• Rail season ticket loans.
• Pension scheme.
• One paid volunteer day per year.
• Annual Summer & Winter Celebrations.
• Work from home during August.
• Income protection and more.

Metropolis Group respects the privacy of every person for whom we have personal data. We comply with data protection legislation such as the Data Protection Act 1998 and the General Data Protection Regulation which regulates the processing of data and ensures that your data is processed fairly and lawfully, is kept secure and only that data necessary for any processing is kept.

We are an equal opportunity employer and value diversity and inclusion. All applicants will be considered for employment without attention to race, age, religion or belief, pregnancy and maternity, marriage and civil partnership, sex, sexual orientation, gender identity, national origin, or disability status.