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
✨Get to Grips with Data Visualisation Tools
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✨Join Local Business Intelligence Meetups
Look for local business intelligence meetups or analytics conferences in your area. These events are not just great for learning but also for networking with industry professionals who could lead you to opportunities at companies like Y TREE!
✨Engage with Online BI Communities
Join online forums or communities focused on business intelligence—think LinkedIn groups, Reddit threads, or even dedicated Slack channels. Engage actively by sharing your insights and asking questions; this can help you build visibility and connect with potential employers.
✨Leverage Your University’s Career Support
If you're a recent graduate, definitely tap into your university's career services. Many have connections with companies in need of full-time BI specialists, and they can guide you on how to pitch yourself effectively—don't miss out on that!
We think you need these skills to ace Business Development Operations Associate
Some tips for your application 🫡
Highlight Your Analytical Skills:In the business intelligence field, showcasing your analytical skills is a must. Make sure your CV includes relevant experience with data analysis tools, programming languages like SQL or Python, and any projects where you've interpreted complex data sets to drive business decisions.
Showcase Your Business Acumen:Don't just focus on data; show us how you can apply your insights to real-world business problems. Highlight projects where you made a tangible impact on company performance, and be prepared to explain your thought process in your cover letter.
Tailor Your Documents for Us:When applying for a full-time role at Y TREE, tailor your CV and cover letter to reflect our organisational goals and strategies. Mention specific tools and methodologies that align with what we do—this shows you’ve done your homework and are genuinely interested in our mission!
Include Relevant Certifications:Certifications like Google Data Analytics or similar qualifications can really make you stand out in business intelligence. Include these in your application, as they demonstrate your commitment to the field and your willingness to stay current with industry standards.
How to prepare for a job interview at Y TREE
✨Show off your analytical skills
In a business intelligence role, you're going to need to demonstrate your analytical prowess. Be prepared to discuss specific tools you've used, like SQL, Tableau, or Power BI. Have real-world examples ready where you’ve turned data into actionable insights – this is what makes us shine in interviews!
✨Practice your technical know-how
Expect some technical questions during the interview that dive deep into your understanding of data modelling and analytics frameworks. Brush up on your knowledge of data warehousing concepts and be ready to tackle any real case scenarios they might present. They’ll want to see how you approach problems using your BI toolkit.
✨Portfolio of Projects
Since it's a full-time role, having a strong portfolio is key! Compile case studies demonstrating your previous projects, preferably showing how your insights led to business improvements. This can help us display how you think through complex datasets and your problem-solving process, which is what employers are keen on seeing.
✨Know their business model
Get familiar with Y TREE’s business model and recent data-driven decisions. Be prepared to discuss how your skills can specifically support their objectives or challenges. Understanding their landscape shows that you’re not just a data buff, but you’re also genuinely interested in how BI can impact their bottom line.
