Partner with Finance to identify opportunities to improve profitability and monitor revenue and margin performance
Monitor third-party supplier fees, contractual arrangements, and commercial agreements
Maintain commercial tracking information, including cost-to-serve analysis and related metrics
Produce analysis and business insights for strategic decision-making across investment and portfolio management teams
Support acquisition analysis, business development initiatives, pitch support, and ad hoc commercial projects
Coordinate and prepare Board, Committee, and Management reports
Produce and maintain management information across the investments business
Enhance reporting, information gathering, and operational workflows using automation or AI
Evaluate emerging technologies and practical applications to improve business effectiveness
Support wider business activities through analytical, organisational, and project expertise
Requirements
- Suitable for someone within 2 years of graduation
- At least 1 year's exposure in finance, management consulting, or financial services
- Degree-level education or equivalent professional capability
- Knowledge of business intelligence and data visualisation tools; Domo experience
- Previous workplace use of AI to improve workflow management or reporting
- Experience producing management reports
- Strong Excel and analytical capabilities
- Active interest in investments and markets
- Demonstrable interest in emerging technology, particularly AI applications for information processing
- Comfort communicating with senior stakeholders and maintaining discretion
- Desire to contribute to a high-performing team
Core Competencies
Demonstrates strong analytical capabilities and proficiency in Excel, with a focus on producing management reports and insights to support strategic decision-making. Familiarity with business intelligence tools, particularly Domo, and experience in leveraging AI for workflow improvement are essential.
Highest-signal resume keywords
- Financial Analysis
- Business Intelligence
- Data Visualization
- Management Reporting
- AI Workflow Improvement
ATS Optimization Keywords
Hard Skills
- Financial Analysis
- Analytical Capabilities
- Excel Proficiency
- Cost-to-Serve Analysis
- Commercial Tracking
- Acquisition Analysis
- Portfolio Management
- Reporting
- Data Analysis
- Emerging Technology Evaluation
Soft Skills
- Communication with Senior Stakeholders
- Organizational Expertise
- Team Collaboration
- Discretion
Industry Keywords
- Finance
- Management Consulting
- Financial Services
- Investment Analysis
- Commercial Agreements
Tools & Technologies
- Domo
- AI Applications
- Business Intelligence Tools
#J-18808-Ljbffr
Graduate Business Analyst employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
