Strategy Analyst

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most. We’re proud to be one of the UK’s leading wealth managers, with £113.6bn in assets under management (as of March 2026) and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.

The CEO Office sits at the heart of the organisation, helping senior leaders navigate complex challenges, make informed decisions and turn strategy into action. As an Analyst, you'll work alongside the Manager and Senior Manager to answer some of the business's most important strategic, commercial and operational questions. You'll transform data into insights and recommendations that shape decisions across Rathbones. This role offers a unique opportunity to develop commercial acumen, gain exposure to senior stakeholders and make a meaningful impact on the future direction of Rathbones, making it an excellent foundation for a future business leader.

We are a small, ambitious and high-performing team. We work together to solve problems, support each other during busy periods and maintain exceptionally high standards. The environment is fast-paced and often unstructured. Priorities can move quickly, and not every problem arrives with a clearly defined brief or obvious answer. Success comes from being intellectually curious, comfortable with ambiguity and willing to take ownership. In return, you will gain exposure at C‑Suite level, responsibility and learning opportunities.

What you’ll be responsible for:

• You will be responsible for generating the insight that helps the business understand its performance, identify opportunities and challenge assumptions.
• Develop the analytical foundation that underpins strategic discussion and decision‑making across the business.
• Interrogate large and complex data sets, identify patterns, uncover opportunities, challenge assumptions and help the team develop evidence‑based recommendations.
• Leverage AI and analytical tools to accelerate research, modelling and insight generation.
• Support business planning, forecasting and performance monitoring activities.
• You won't simply report what happened. You'll help explain why it happened, why it matters and what should happen next.
• A key part of the role is transforming information, analysis and competing viewpoints into concise, compelling and actionable narratives.
• Turn analysis into clear, executive‑level messages and recommendations.
• Develop presentations, papers and briefing materials for senior stakeholders.
• Distil complex issues into the critical insights that matter most.
• Tailor communication for different audiences, from working teams through to Executive Committee and Board‑level discussions.
• Connect data, commercial context and strategic implications into a coherent story.
• Help ensure outputs are decision‑ready, not simply information‑rich.
• Continuously improve the quality, consistency and impact of the team's outputs.

About you:

• We are looking for someone with strong analytical foundations and the ambition to develop into a future business leader.
• Strong relevant experience within consulting, corporate strategy, finance, business management or another analytical environment.
• Strong analytical skills with the ability to interpret complex data and provide actionable insights.
• Excellent research and problem‑solving skills with a keen eye for detail.
• Exceptional written and verbal communication skills, with the ability to present complex information clearly and persuasively.
• Strong interpersonal skills and the ability to build and maintain relationships with senior stakeholders.
• Enjoys solving problems and turning data into insight.
• Comfortable navigating complexity and ambiguity.
• Motivated by learning, growth and continuous improvement.

Our offer to you:

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• Pension contribution -10% of salary
• Private medical insurance – Individual on joining, family after 1 year’s service
• Life assurance - 8 x salary
• Company share scheme
• Flexible holidays – purchase up to 5 additional days
• Discretionary bonus
• Family friendly policies – enhanced family leave for parents & carers
• Study support – study days and funding for courses and qualifications
• Season travel ticket loans
• Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:

• Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, disAbilities, Pride, Social Mobility, Menopause Matters and Armed Forces.
• The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

Life at Rathbones:

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. We’re a Level 2 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities.

If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at recruit@rathbones.com.

Mission:

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of. Our values shape how we work:

• We aim high
• We get it done
• We show we care
• We do the right thing

These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.