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For Companies At a Glance
- Tasks: Analyse data to provide insights that drive business decisions and support growth.
- Company: Join a rapidly growing WealthTech firm redefining personal finance engagement.
- Benefits: Enjoy 25 days annual leave, private healthcare, and wellness support.
- Other info: Dog-friendly office, regular team socials, and diverse, inclusive culture.
- Why this job: Make a real impact in a dynamic environment with innovative financial solutions.
- Qualifications: Experience in analysis or operations, strong Excel and data interpretation skills.
The predicted salary is between 35000 - 45000 ÂŁ per year.
We are a rapidly growing WealthTech business that is re-defining how individuals and families connect and engage with their money. We provide our clients with control over their personal finances, enhancing their ability to achieve their financial and life aspirations. We are harnessing sophisticated portfolio analytics, innovative behavioural psychology and cutting-edge UX/UI to create a revolutionary experience and transformational outcomes for our users. The business was founded in 2017 by three successful entrepreneurs and business-builders with diverse experiences and skill-sets in Technology, Corporate Advice and Investment Management and is backed by some of Europe’s leading investors.
Role Overview
The Biz-Dev Analyst provides insight, analysis, and performance support to the Biz-Dev function. The role focuses on turning data and activity into clear, actionable insight that supports decision‑making, forecasting, and continuous improvement, without owning direct revenue generation.
Your Responsibilities
- Research & Strategic Support: Conduct market and community research to inform strategy and lead‑gen meetings. Support business cases for new initiatives and events. Prepare insight packs and presentations for leadership discussions.
- Analysis, Insight & Reporting: Analyse pipeline, community engagement, and growth activity data to identify trends, friction‑points, and opportunities. Produce regular performance reports, dashboards, and narrative insight for leadership. Support forecasting, capacity planning, and budget tracking for the community development function. Track progress against strategic initiatives, projects, and priorities.
- Data, Tools & Process Support: Support CRM usage and data quality in partnership with the Biz-Dev Controller. Maintain reporting frameworks, KPI definitions, and data standards. Assist with funnel analysis and conversion insights. Identify process inefficiencies and recommend data‑led improvements.
About You
- Experience in an analyst, operations, or commercial insights role, ideally within financial or professional services.
- Strong analytical capability with confidence using Excel, Google Sheets, BI tools, or CRM reporting. Salesforce would be advantageous.
- Ability to translate data into clear, commercially relevant insight.
- High attention to detail and strong problem‑solving skills.
- Comfortable working collaboratively with both senior leaders and front‑line executives.
What's in it for you?
- Once eligible, you'll be able to enroll onto our private healthcare plan through Vitality. This includes perks like 50% off premium gym memberships and access to their exclusive rewards programme.
- Support for your mental health and wellbeing through our employee assistance programme.
- 25 days of annual leave per year. This is 25 days each year where we expect you to turn your phone off and switch off; we would never ask you to book leave for a doctor's appointment or to see your children's school plays.
- Regular team socials to help you switch off from work and get to know your colleagues in an environment away from your desk. We ensure socials are well‑balanced and offer a variety of activities to suit different needs so you always feel welcome.
- A welcoming, dog‑friendly London office with appropriate spaces to cater for those with varying needs in the form of various breakout spaces and silent booths.
- A range of family‑friendly policies, support towards professional qualifications, electric car schemes and more!
Our mission at Y TREE is to build diversity in our teams; diversity of thought, culture, backgrounds and perspectives. Please come as you are and let us know if there are any reasonable adjustments we can make to support you in your application process. Additionally, if you don't feel you meet 100% of the requirements please apply anyway if you feel you can demonstrate your suitability to the role. Please note, that sponsorship is not available for this role.
Business Development Analyst employer: Y TREE
Contact Detail:
Y TREE Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Analyst
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. We can’t stress enough how valuable personal connections can be in landing that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We recommend practising common interview questions and having your own questions ready to show your interest. It’s all about making a great impression!
✨Tip Number 3
Showcase your analytical skills! Bring examples of how you've turned data into actionable insights in previous roles. We want to see how you can add value to our Biz-Dev function with your unique perspective.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Business Development Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Business Development Analyst. Highlight your analytical skills and any relevant experience in financial services. We want to see how you can turn data into actionable insights!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about WealthTech and how your background aligns with our mission. Let us know how you can contribute to our growth and success.
Showcase Your Analytical Skills: Since this role is all about analysis, make sure to include specific examples of how you've used data to drive decisions in past roles. We love seeing numbers and results that back up your claims!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, we can't wait to hear from you!
How to prepare for a job interview at Y TREE
✨Know Your Numbers
As a Business Development Analyst, you'll be dealing with data all the time. Brush up on your analytical skills and be ready to discuss how you've used data to drive insights in previous roles. Prepare examples of how you've turned complex data into actionable strategies.
✨Research the Company
Dive deep into the WealthTech industry and understand the company's position within it. Familiarise yourself with their products, services, and recent news. This will not only help you answer questions but also show your genuine interest in the role and the company.
✨Prepare Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions that demonstrate your understanding of the role and the business. Ask about their approach to market research or how they measure success in community engagement—this shows you're already thinking like an analyst.
✨Showcase Your Collaboration Skills
This role involves working closely with both senior leaders and front-line executives. Be ready to share examples of how you've successfully collaborated in the past. Highlight your communication skills and how you can bridge the gap between data and decision-making.