At a Glance
- Tasks: Analyse Net Cash Flow and produce regular reporting for partnership decisions.
- Company: Join a dynamic team focused on financial metrics and partnership evaluations.
- Benefits: Enjoy a collaborative work environment with opportunities for complex analytical work.
- Other info: The position involves maintaining deal trackers and supporting documentation.
- Why this job: This role offers a chance to influence partnership strategies through data insights.
- Qualifications: Candidates should demonstrate sound judgement and experience in data management.
The predicted salary is between 35000 - 45000 £ per year.
Data Analysis and Reporting
- Analyses Net Cash Flow, assets, and related financial metrics at partner and product level.
- Produces regular and ad hoc reporting to support partnership and distribution decisions.
- Maintains and quality checks core datasets, including financial and deal databases.
Data Management and Quality
- Ensures accuracy, completeness, and consistency of core partnership and financial data.
- Identifies and flags data issues or inconsistencies, escalating where appropriate.
- Supports the smooth running of the data environment underpinning reporting and insight.
Partnership and Deal Support
- Supports evaluation of standard distribution partnership opportunities using defined frameworks.
- Maintains deal trackers and supporting documentation for governance and approvals.
- Contributes to structured assessment of partnership activity.
Insight Development and Contribution
- Explains key drivers behind movements in flows and assets using clear logic.
- Begins to add commentary on trends and underlying causes.
- Responds to ad hoc analysis requests in a timely and structured manner.
Working Approach and Team Contribution
- Operates independently at task level with guidance, managing recurring and ad hoc workload.
- Demonstrates sound judgement on when to resolve issues and when to escalate.
- Works collaboratively across the immediate team and partner functions.
- Builds capability towards more complex analytical and partnership work over time.
Business Unit Strategy Analyst, Specialist employer: The Vanguard Group
This role is based in a forward-thinking financial services firm that values data accuracy. The team focuses on enhancing partnership opportunities and ensuring robust financial analysis, contributing to strategic decision-making.
We think you need these skills to ace Business Unit Strategy Analyst, Specialist
Data Analysis
Financial Metrics Analysis
Reporting Skills
Data Management
Quality Assurance
Problem Identification
Partnership Evaluation
