At a Glance
- Tasks: Own and manage analytics projects, delivering impactful insights to stakeholders.
- Company: Dynamic asset management firm prioritising diversity and inclusion.
- Benefits: Competitive salary, mentorship opportunities, and a collaborative work environment.
- Other info: Join a supportive team that values innovation and personal growth.
- Why this job: Make a real impact in decision-making with your analytical skills.
- Qualifications: 2-5 years in BI reporting tools; SQL skills are essential.
The predicted salary is between 40000 - 50000 £ per year.
We’re looking for an analyst who combines domain expertise, analytical rigor, and stakeholder engagement to inform decision‑making and strategic direction across asset management, personal wealth, and private equity.
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
- 2-5 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.
Client Group Reporting Analyst employer: Schroders
As a Client Group Reporting Analyst, you will thrive in a dynamic and inclusive work environment that champions diversity of thought and fosters collaboration. Our commitment to employee growth is evident through mentorship opportunities and a focus on continuous development, ensuring you can advance your career while contributing to high-impact projects that shape strategic decisions across asset management and private equity. Located in a vibrant area, we offer a supportive culture that values your insights and encourages innovation, making us an excellent employer for those seeking meaningful and rewarding work.
StudySmarter Expert Advice🤫
We think this is how you could land Client Group Reporting Analyst
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. The more you engage with others, the better your chances of landing that Client Group Reporting Analyst role.
✨Tip Number 2
Prepare for interviews by practising common questions and showcasing your analytical skills. Be ready to discuss how you've managed projects and delivered insights in previous roles. Confidence is key!
✨Tip Number 3
Showcase your expertise! Bring examples of your work with BI tools like PowerBI or Tableau to the table. Demonstrating your analytical prowess will set you apart from the competition.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Client Group Reporting Analyst
Some tips for your application 🫡
Showcase Your Analytical Skills:Make sure to highlight your experience with BI tools like PowerBI or Tableau in your application. We want to see how you've used these tools to deliver insights and support decision-making in previous roles.
Engage with Stakeholders:Demonstrate your ability to engage with various stakeholders in your written application. Share examples of how you've influenced project direction or managed expectations, as this is key for the role.
Emphasise Project Ownership:We love candidates who take ownership! In your application, mention specific projects you've managed from start to finish, detailing how you defined scope, set priorities, and ensured successful delivery.
Be Authentic and Inclusive:At StudySmarter, we value diversity and inclusion. Don’t hesitate to share your unique perspective and experiences in your application. We want to know what makes you, you!
How to prepare for a job interview at Schroders
✨Know Your Tools
Make sure you’re well-versed in PowerBI, Tableau, and SQL. Brush up on your skills and be ready to discuss how you've used these tools in past projects. Being able to demonstrate your analytical prowess will show that you can deliver high-impact insights.
✨Understand the Business
Familiarise yourself with the asset management and private equity sectors. Research the company’s strategic objectives and think about how your role as a Client Group Reporting Analyst aligns with those goals. This will help you engage confidently with stakeholders during the interview.
✨Showcase Your Project Management Skills
Be prepared to discuss your experience managing the full lifecycle of analytics projects. Highlight specific examples where you defined project scope, set priorities, and made key decisions. This will demonstrate your ownership and accountability, which are crucial for this role.
✨Engage and Influence
Think about how you can proactively engage with stakeholders and influence project direction. Prepare examples of how you've communicated effectively with senior leadership or clients in the past. This will showcase your ability to manage expectations and facilitate collaboration.
