At a Glance
- Tasks: Analyse data to provide insights that drive business development and strategic decisions.
- Company: Join a fast-growing WealthTech company transforming personal finance management.
- Benefits: Enjoy 25 days annual leave, private healthcare, and mental health support.
- Other info: Dynamic, dog-friendly office with regular team socials and diverse culture.
- Why this job: Make a real impact by turning data into actionable insights for growth.
- Qualifications: Experience in analysis or operations, strong Excel skills, and attention to detail.
The predicted salary is between 35000 - 45000 £ per year.
About Y TREE: We are a rapidly growing WealthTech business that is re-defining how individuals and families connect and engage with their money. We provide our clients with control over their personal finances, enhancing their ability to achieve their financial and life aspirations. We are harnessing sophisticated portfolio analytics, innovative behavioural psychology and cutting-edge UX/UI to create a revolutionary experience and transformational outcomes for our users. The business was founded in 2017 by three successful entrepreneurs and business-builders with diverse experiences and skill-sets in Technology, Corporate Advice and Investment Management and is backed by some of Europe's leading investors.
Role Overview: The Biz-Dev Analyst provides insight, analysis, and performance support to the Biz-Dev function. The role focuses on turning data and activity into clear, actionable insight that supports decision-making, forecasting, and continuous improvement, without owning direct revenue generation.
Your Responsibilities:
- Conduct market and community research to inform strategy and lead gen meetings.
- Support business cases for new initiatives and events.
- Prepare insight packs and presentations for leadership discussions.
- Analyse pipeline, community engagement, and growth activity data to identify trends, friction points, and opportunities.
- Produce regular performance reports, dashboards, and narrative insight for leadership.
- Support forecasting, capacity planning, and budget tracking for the community development function.
- Track progress against strategic initiatives, projects, and priorities.
- Support CRM usage and data quality in partnership with the Biz-Dev Controller.
- Maintain reporting frameworks, KPI definitions, and data standards.
- Assist with funnel analysis and conversion insights.
- Identify process inefficiencies and recommend data led improvements.
About You: Experience in an analyst, operations, or commercial insights role, ideally within financial or professional services. Strong analytical capability with confidence using Excel, Google Sheets, BI tools, or CRM reporting. Salesforce would be advantageous. Ability to translate data into clear, commercially relevant insight. High attention to detail and strong problem solving skills. Comfortable working collaboratively with both senior leaders and front line executives.
What's in it for you? Once eligible, you'll be able to enroll onto our private healthcare plan through Vitality. This includes perks like 50% off premium gym memberships and access to their exclusive rewards programme. Support for your mental health and wellbeing through our employee assistance programme. 25 days of annual leave per year. Regular team socials to help you switch off from work and get to know your colleagues in an environment away from your desk. A welcoming, dog friendly London office with appropriate spaces to cater for those with varying needs in the form of various breakout spaces and silent booths. As well as, a range of family friendly policies, support towards professional qualifications, electric car schemes and more!
Our mission at Y TREE is to build diversity in our teams; diversity of thought, culture, backgrounds and perspectives. Please come as you are and let us know if there are any reasonable adjustments we can make to support you in your application process. Additionally, if you don't feel you meet 100% of the requirements please apply anyway if you feel you can demonstrate your suitability to the role. Please note, that sponsorship is not available for this role.
Growth Insights Analyst (Business Development) employer: Job Search Place Limited
Y TREE is an exceptional employer that prioritises employee wellbeing and professional growth within a vibrant, dog-friendly London office. With a strong focus on work-life balance, offering 25 days of annual leave and regular team socials, we foster a collaborative culture where diverse perspectives are valued. Our commitment to supporting mental health, providing access to private healthcare, and encouraging continuous learning makes Y TREE a rewarding place to build your career in the WealthTech industry.
StudySmarter Expert Advice🤫
We think this is how you could land Growth Insights Analyst (Business Development)
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their mission and values, and think about how your skills align with their goals. This will help you stand out as a candidate who truly gets them.
✨Tip Number 3
Practice your data storytelling skills! As a Growth Insights Analyst, you'll need to turn numbers into narratives. Use mock interviews to explain your analytical insights clearly and confidently.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Growth Insights Analyst (Business Development)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Growth Insights Analyst. Highlight your analytical skills and any relevant experience in financial services. We want to see how you can turn data into actionable insights!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the WealthTech industry and how your skills align with our mission at Y TREE. Keep it engaging and personal – we love a good story!
Showcase Your Analytical Skills:In your application, don’t forget to mention specific tools you’ve used, like Excel or CRM systems. We’re looking for someone who can dive deep into data, so give us examples of how you've done this in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Job Search Place Limited
✨Know Your Numbers
As a Growth Insights Analyst, you'll be dealing with data all the time. Brush up on your analytical skills and be ready to discuss how you've used data to drive insights in previous roles. Prepare examples of how you've turned complex data into actionable strategies.
✨Research Y TREE
Familiarise yourself with Y TREE's mission and values. Understand their approach to WealthTech and how they engage with clients. This will not only help you answer questions but also show your genuine interest in the company and its goals.
✨Prepare Insight Packs
Since you'll be preparing insight packs for leadership discussions, think about how you would structure these. Bring along a sample or outline of an insight pack you've created before, showcasing your ability to present data clearly and effectively.
✨Ask Thoughtful Questions
Interviews are a two-way street! Prepare insightful questions that demonstrate your understanding of the role and the industry. Ask about their current challenges in data analysis or how they envision the future of WealthTech, which shows you're thinking ahead.
