At a Glance
- Tasks: Support business development with data analysis and strategic insights to drive growth.
- Company: Join Y TREE, a WealthTech innovator transforming personal finance management.
- Benefits: Enjoy 25 days annual leave, private healthcare, and mental health support.
- Other info: Dog-friendly office, regular team socials, and a commitment to diversity.
- Why this job: Make a real impact in a dynamic environment while developing your analytical skills.
- Qualifications: Experience in analysis or operations, strong Excel and data interpretation skills.
The predicted salary is between 30000 - 40000 £ per year.
About Y TREE
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
- 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.
- 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.
- 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. 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. As well as, a range of family‑friendly policies, support towards professional qualifications, electric car schemes and more!
EEO & Diversity Statement
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 Operations Associate employer: Y TREE
Y TREE is an exceptional employer that prioritises employee wellbeing and professional growth, offering a vibrant work culture in a dog-friendly London office. With generous benefits such as 25 days of annual leave, private healthcare through Vitality, and support for professional qualifications, we foster an environment where innovation thrives and diverse perspectives are valued. Join us to be part of a rapidly growing WealthTech business that empowers individuals and families to achieve their financial aspirations while enjoying a balanced and supportive workplace.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Operations Associate
✨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 are when it comes to 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. Show them you’re genuinely interested in what they do!
✨Tip Number 3
Follow up after interviews! A simple thank-you email can go a long way. It shows your enthusiasm and keeps you fresh in their minds. We believe this small gesture can make a big difference.
✨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 Operations Associate
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Business Development Operations Associate role. Highlight relevant experience and skills that match the job description, especially your analytical capabilities and any experience with CRM tools.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with Y TREE's mission. Don’t forget to mention your problem-solving skills and attention to detail!
Showcase Your Analytical Skills:Since the role focuses on turning data into actionable insights, be sure to include examples of how you've used data analysis in previous roles. Mention specific tools you’ve used, like Excel or BI tools, to demonstrate your expertise.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Y TREE
✨Know Your Numbers
As a Business Development Operations Associate, you'll be dealing with data and analytics. Brush up on your Excel and BI tools skills before the interview. Be ready to discuss how you've used data to drive insights in past roles, and think of specific examples that showcase your analytical capabilities.
✨Research the Company
Dive deep into Y TREE's mission and values. Understand their WealthTech focus and how they aim to enhance personal finance management. This will not only help you answer questions more effectively but also show your genuine interest in the company and its goals.
✨Prepare Insight Packs
Since the role involves preparing insight packs for leadership discussions, practice summarising complex data into clear, actionable insights. You might even want to create a mock presentation based on hypothetical data to demonstrate your ability to communicate effectively during the interview.
✨Showcase Collaboration Skills
The job requires working closely with both senior leaders and front-line executives. Think of examples from your previous experiences where you successfully collaborated with different teams. Highlight your communication skills and how you can bridge gaps between data analysis and strategic decision-making.
