Customer Value Analyst Intern in Leeds

interactive investor is an award-winning investment platform that puts its customers in control of their financial future. We’ve been helping investors for nearly 30 years. We’re now the UK’s number one flat‑fee investment platform, with assets under administration approaching £75 billion and over 500,000 customers.

Purpose of the role

In this 10‑month placement as a Customer Value Analyst Intern, you will support the Customer Value team in delivering initiatives that improve customer engagement, loyalty, and retention across the full customer lifecycle. This role looks end‑to‑end at how customers experience our products and services once they join.

This is an exciting opportunity to gain hands‑on experience in customer analytics, lifecycle engagement, and value‑led decision‑making within a fast‑paced financial services environment.

Key responsibilities/what you’ll do:

• Assist in the delivery of customer engagement, loyalty, and retention initiatives across the customer lifecycle.
• Support analysis of customer data to understand behaviours, engagement patterns, and opportunities to improve customer outcomes and value.
• Help identify where customers may be dropping off, disengaging, or needing additional support — and contribute ideas to improve these journeys.
• Work with cross‑functional teams such as Marketing, Product, Customer Services, and Operations to support customer value‑focused projects.
• Support the creation of reports and presentations tracking key customer metrics such as engagement, retention, and lifecycle performance.
• Conduct research into customer behaviours, industry trends, and competitor approaches to help inform improvements.
• Assist with testing and optimisation of customer communications and experiences (e.g. A/B testing, journey improvements).
• Ensure customer communications and journeys align with regulatory requirements and brand guidelines.

Personal attributes:

• Demonstrated passion and drive for delivering the best outcome.
• Moving with speed - delivering faster and better.
• Decisive and take ownership of outcomes.
• Not afraid to challenge and be open to challenges.
• Highly self‑motivated and logical thinker.
• Ability to take on knowledge rapidly, ability to self‑learn and discover.
• Strong analytical skills with the ability to interpret data and generate insights.
• Interest in customer engagement, loyalty programs, and retention strategies.
• Excellent communication skills and attention to detail.
• Ability to work collaboratively in a fast‑paced environment.

Requirements:

• To be eligible to work in the UK.
• To be over 18 years old as of 1st September 2026.
• To be a 2nd year student in a full‑time undergraduate degree with an industry placement year, in a subject relevant to this role (e.g. Marketing, Business, Economics, Data Analytics).
• To have achieved a minimum of 104 UCAS points at A‑level (grades BCC) or an equivalent qualification (e.g., BTEC DMM).
• Maths and English GCSE (or equivalent) grades A* to C (new grades 9 to 4).
• Experience with marketing automation platforms, CRM systems, SQL, Power BI, or other data analysis tools is desirable.

Benefits:

• Group Personal Pension Plan.
• Life Assurance and Group Income Protection.
• Private Medical Insurance - provided by Bupa.
• Staff discounts on our investment products.
• Personal & well‑being fund - supporting your physical and mental wellness.
• Retail discounts - savings at a wide range of high street and online retailers.
• Voluntary flexible benefits - tailor your benefits to suit your lifestyle.