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- Tasks: Lead complex intelligence projects and deliver actionable insights for clients.
- Company: Join Schroders, a global investment manager with over 200 years of experience.
- Benefits: Competitive salary, diverse culture, and opportunities for personal growth.
- Why this job: Make a real impact in finance while working with innovative tools and techniques.
- Qualifications: 5+ years in BI reporting, strong SQL skills, and a passion for analytics.
- Other info: Inclusive workplace that values diversity and encourages collaboration.
The predicted salary is between 43200 - 72000 ÂŁ per year.
The Lead Client Group Intelligence Analyst is responsible for developing complex intelligence projects that deliver actionable outcomes for the client group. The role requires combining domain expertise, analytical rigour, and stakeholder engagement to inform decision‑making and strategic direction across asset management, personal wealth, and private equity.
About Schroders: We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents, and we’ve been around for over 200 years but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.
What you’ll do:
- Project Ownership: Owns and manages the full lifecycle of intelligence and analytics projects, from ideation through delivery, with minimal supervision. Defines project scope, sets tasks, establishes priorities, and makes key decisions to ensure project success. Accountable for the delivery of high‑impact insights to business stakeholders.
- Strategic Alignment: Aligns projects with the broader strategic objectives of the Client Group Insights & AI team and the organisation. Recognises key business drivers and embeds them in project planning and execution.
- Stakeholder Engagement: Proactively engages internal stakeholders (e.g. Product Owners, Relationship Managers, Distribution teams) to understand requirements and influence project direction. Interacts confidently with senior leadership and, where appropriate, external parties such as clients and industry groups. Facilitates communication and manages expectations across all project participants.
- Backlog and Workflow Management: Independently maintains and prioritises a project backlog, breaking down work into clear, actionable tasks. Assigns and tracks task progress within the team, ensuring value and timely delivery.
- Analytical Rigor: Applies advanced analytical techniques to deliver meaningful insight into client behaviours, opportunities, and risks. Oversees and executes research to overcome analytical obstacles. Proposes and implements improvements to Client Group Insights & AI processes, methodologies, and reporting tools.
- Operational Excellence: Produces and maintains high‑quality documentation for operational continuity and knowledge sharing. Emphasises user experience and business value in analysis and reporting deliverables.
- Team Leadership and Development: Provides mentorship and guidance to other analysts within the team. Champions best practice in analysis, communication, and stakeholder management. Leads “glue work”—managing team dynamics, facilitating collaboration, and helping to resolve blockers.
- Expertise and Innovation: Recognised as an authority in client intelligence across Client Group Insights & AI domains. Keeps abreast of new tools, techniques, and industry developments, bringing relevant innovations into practice.
The knowledge, experience and qualifications you need:
- 5+ years’ experience developing BI reports in PowerBI, Tableau or similar reporting tools.
- Experience with Microsoft Fabric software desired.
- Strong SQL query skills and dealing with complex dimensional models.
- Experience in finance services industry is not necessary but would be helpful.
- Experience in python is useful, but not necessary.
What you’ll be like:
- Demonstrates ownership and accountability for projects and outcomes.
- Delivers clear, actionable insights that support key business decisions.
- Influences stakeholders using clear evidence and persuasive communication.
- Champions a collaborative, supportive working environment.
- Recognises and proactively manages project risks and challenges.
- Continuously seeks personal and team development opportunities.
We recognise potential, whoever you are. Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio‑economic background, or any other protected characteristic.
Lead Client Group Intelligence Analyst employer: Schroders UK
Contact Detail:
Schroders UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Lead Client Group Intelligence Analyst
✨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 values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your storytelling skills! Be ready to share specific examples of your past experiences that demonstrate your analytical rigour and stakeholder engagement. This will help you stand out as a candidate who can deliver high-impact insights.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team and contributing to our mission of helping clients prosper.
We think you need these skills to ace Lead Client Group Intelligence Analyst
Some tips for your application 🫡
Show Your Project Ownership: When you’re writing your application, make sure to highlight your experience in managing projects from start to finish. We want to see how you’ve taken charge and delivered impactful insights in your previous roles.
Engage with Stakeholders: Don’t forget to mention your skills in stakeholder engagement! Share examples of how you’ve effectively communicated with different teams and influenced project direction. This is key for us at StudySmarter.
Demonstrate Analytical Rigor: We love a good analytical mind! In your application, showcase your experience with advanced analytical techniques and how you’ve used them to derive meaningful insights. It’s all about the data-driven decisions!
Keep It Relevant and Concise: Make sure your application is tailored to the role. Focus on relevant experiences and keep it concise. We appreciate clarity and directness, so get to the point while showing off your skills!
How to prepare for a job interview at Schroders UK
✨Know Your Projects Inside Out
Before the interview, make sure you thoroughly understand the types of intelligence projects you might be managing. Be ready to discuss your past experiences with project ownership and how you've delivered actionable insights. This will show that you can align with the strategic objectives of the Client Group Insights & AI team.
✨Engage Stakeholders Like a Pro
Prepare examples of how you've successfully engaged with stakeholders in previous roles. Think about how you influenced project direction and managed expectations. This is crucial for the Lead Client Group Intelligence Analyst role, so demonstrate your ability to communicate effectively with both internal teams and external clients.
✨Show Off Your Analytical Skills
Brush up on your analytical techniques and be ready to discuss how you've applied them in past projects. Whether it's using PowerBI, Tableau, or SQL, highlight your experience in delivering meaningful insights into client behaviours and opportunities. This will showcase your analytical rigour and problem-solving abilities.
✨Demonstrate Leadership and Team Spirit
Think about times when you've mentored others or facilitated collaboration within a team. The role requires someone who champions best practices and manages team dynamics, so share your experiences in leading projects and helping colleagues overcome challenges. This will reflect your commitment to operational excellence and team development.
