At a Glance
- Tasks: Transform data into actionable insights and build robust reporting frameworks.
- Company: Mattioli Woods, a leading financial services group with a supportive culture.
- Benefits: Competitive salary, flexible benefits, hybrid working, and career progression opportunities.
- Other info: Join a collaborative team and participate in charity and social activities.
- Why this job: Make a real impact in a growing business through data-driven decision-making.
- Qualifications: 2-3 years of experience in finance or data analysis, strong Excel and Power BI skills.
The predicted salary is between 28800 - 48000 € per year.
Location: Leicester [hybrid working]
Salary: Competitive + benefits
Do you love transforming data into actionable insight? We’re seeking a Performance and Insights Analyst to help shape how we measure, report, and improve adviser performance across the Mattioli Woods Group. Working as part of our Consultant Operations team, you’ll play a key role in building robust reporting frameworks, delivering accurate analysis, and providing senior leadership with the insight needed to make informed strategic decisions. This is a great opportunity for someone who thrives on collaboration, enjoys problem-solving, and wants to make a visible impact in a data‑driven, growing business.
What you’ll do:
- Deliver accurate and timely performance reporting across key financial and operational metrics.
- Analyse data trends, highlight variances, and provide clear commentary to support decision‑making.
- Build and maintain Power BI dashboards and Excel reporting tools that improve efficiency and consistency.
- Partner with Finance and Business Analysis teams to harmonise data and deliver accurate, unified reporting.
- Collaborate with Wealth Management Directors, Consultants, and operational teams to validate data and provide insight that drives business performance.
- Support integration projects by introducing standardised reporting processes and helping new businesses adopt consistent approaches.
- Identify opportunities to streamline reporting, automate manual processes, and enhance overall data accuracy.
Who you are:
- Experienced analyst with two-three years in a finance, business analysis, or data‑focused role.
- Strong technical skills in Microsoft Excel (modelling, reporting) and proven experience building Power BI dashboards from scratch.
- Analytical thinker with strong attention to detail and the ability to turn data into actionable insight.
- Confident communicator who can explain financial and operational data to non‑technical audiences.
- Collaborative team player who enjoys improving processes and solving problems.
- Knowledge of SQL and experience within financial services would be advantageous.
What’s in it for you:
- Competitive salary and flexible benefits package, including: Group pension, Life assurance, Income protection, Health cash plan.
- Opportunities for career progression and professional development.
- Hybrid working, with flexibility to attend the office when required.
- Participation in charity and social activities.
- The chance to shape meaningful reporting and insight across a leading financial services Group.
About Mattioli Woods:
With decades of experience, Mattioli Woods works with clients to achieve financial security through tailored, relationship‑led solutions. We combine technical expertise with a professional yet supportive culture, ensuring our people and clients thrive. Ready to make an impact through insight and analytics? Apply today or contact us for a confidential conversation.
Insights Analyst in Leicester employer: Mattioli Woods
Mattioli Woods is an exceptional employer that fosters a collaborative and supportive work culture, making it an ideal place for an Insights Analyst to thrive. With a competitive salary and flexible benefits package, including opportunities for career progression and professional development, employees are encouraged to grow and make a meaningful impact in a data-driven environment. The hybrid working model allows for a balanced work-life integration, while participation in charity and social activities enhances team spirit and community engagement.
StudySmarter Expert Advice🤫
We think this is how you could land Insights Analyst in Leicester
✨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 refer you directly.
✨Tip Number 2
Prepare for interviews by practising common questions and showcasing your analytical skills. Use real examples from your past experiences to demonstrate how you've turned data into actionable insights.
✨Tip Number 3
Don’t just apply and wait! Follow up on your applications with a friendly email. It shows your enthusiasm and keeps you on their radar. Plus, it’s a great way to ask about the next steps.
✨Tip Number 4
Check out our website for the latest job openings. We’re always looking for talented individuals like you to join our team. Apply directly through us for a better chance of landing that dream role!
We think you need these skills to ace Insights Analyst in Leicester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Insights Analyst. Highlight your experience with data analysis, reporting frameworks, and any relevant tools like Power BI and Excel. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about transforming data into actionable insights. Share specific examples of how you've made an impact in previous roles, especially in finance or business analysis.
Show Off Your Analytical Skills:In your application, don’t just list your skills—demonstrate them! Include examples of how you've analysed data trends and provided insights that influenced decision-making. We love analytical thinkers who can turn numbers into stories!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates. Plus, it shows you’re keen on joining our team at Mattioli Woods!
How to prepare for a job interview at Mattioli Woods
✨Know Your Data Inside Out
As an Insights Analyst, you'll be expected to transform data into actionable insights. Make sure you brush up on your analytical skills and understand the key metrics mentioned in the job description. Familiarise yourself with common financial and operational metrics so you can discuss how you've used them in past roles.
✨Showcase Your Technical Skills
Since strong technical skills in Excel and Power BI are crucial for this role, prepare to demonstrate your proficiency. Bring examples of dashboards or reports you've created, and be ready to explain your thought process behind them. If you have experience with SQL, don’t forget to mention that too!
✨Prepare for Collaborative Scenarios
This role involves working closely with various teams, so be prepared to discuss your collaborative experiences. Think of specific examples where you partnered with others to solve problems or improve processes. Highlight your communication skills and how you’ve made complex data understandable for non-technical audiences.
✨Ask Insightful Questions
At the end of the interview, when they ask if you have any questions, make sure to ask about their current reporting frameworks or any challenges they face in data analysis. This shows your genuine interest in the role and helps you understand how you can contribute to their success.
