Commercial Analyst

M&G; City Of London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading financial services firm is seeking a Commercial Analyst to support the commercial performance of its portfolio. The ideal candidate will have strong analytical skills, familiarity with financial services, and be proficient in data tools. This role offers flexible working arrangements and includes extensive benefits aimed at promoting well-being and career development.

Benefits

Pension scheme of 18%

38 days annual leave

Inspiring Families policy

Private Healthcare

Qualifications

• Bachelor’s degree in Business or Finance.
• Experience in data analysis and financial metrics.
• Ability to communicate effectively with stakeholders.

Responsibilities

• Assist with business case development for new initiatives.
• Support commercial performance reporting across products.
• Monitor key metrics: flows, AUM, cost-to-serve.

Skills

Strong analytical and problem‑solving skills

Understanding of financial/commercial analysis and performance metrics

Familiarity with financial services (ideally life & pensions)

Proficient in Excel and data tools

Good communication and stakeholder engagement

Able to manage multiple priorities in a dynamic team environment

Education

Bachelor’s in Business, Finance, Economics, or related

Progress toward CFA Level I, CIMA, ACCA

Training in data analysis, financial modelling, or project support

Job description

Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.

Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.

Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

*Please note that we are recruiting for 2 Commercial Analysts*

The Role: M&G Life covers over 5 million customers with more than £300 Bn invested across all of its products and wrappers, and has an ambitious growth plan for 2025 and beyond. M&G Life operations work with a number of partners including Equiniti, Diligenta, Waystone, Paragon, Willis Towers Watson, as well as M&G Global Services supporting our in-house operation.

Supports the Commercial Portfolio Director in tracking and analysing the commercial performance of the transformation portfolio. Involves business case support, metric monitoring, and data-driven decision-making to ensure commercial viability and strategic alignment.

Key Responsibilities

• Assist with business case development and review for new initiatives and product launches
• Support commercial performance reporting across products
• Monitor key metrics: flows, AUM, cost-to-serve, persistency, customer lifetime value
• Help build and maintain a data ecosystem for real-time insights
• Contribute to investment prioritisation and benchmarking
• Collaborate with Finance, Tech, Risk, Compliance, Product teams
• Prepare insights and materials for portfolio alignment meetings

Key Skills and Experience

• Strong analytical and problem‑solving skills
• Understanding of financial/commercial analysis and performance metrics
• Familiarity with financial services (ideally life & pensions)
• Proficient in Excel and data tools; visualisation tools a must
• Good communication and stakeholder engagement
• Able to manage multiple priorities in a dynamic team environment

Qualifications

• Bachelor’s in Business, Finance, Economics, or related
• Progress toward CFA Level I, CIMA, ACCA is a plus
• Training in data analysis, financial modelling, or project support beneficial

Key Behaviours

• Proactive and adaptable with a continuous improvement mindset
• Takes ownership of tasks and outcomes
• Applies critical thinking and data interpretation
• Collaborative team player with a growth mindset

Work Level

Manager Expert

Recruiter

Sarah Mathers

Location

London, Scotland, Location Independent

Closing Date

Monday 10th November

What we offer

At M&G, we’re committed to helping you thrive and supporting your wellbeing, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, while planning confidently for your future. Our UK benefits include:

• As a savings and Investments firm we are proud to offer a valuable pension scheme of 18% , with 13% made up of Employer Contributions and 5% Employee Contributions. We also offer Share Save and our Share Incentive Plan, together with access to financial wellbeing and support services - to help give you real confidence to put your money to work.
• Enjoy 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days and additional flexibility through our Time Off When You Need It policy – to balance your work and personal commitments.
• Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - as supporting families is a core aspect of our inclusive culture.
• Health & Protection cover including Private Healthcare , Critical Illness cover and Life Assurance for you, with family options - for peace of mind.

To explore more about life at M&G and our full benefits offering, visit Life at M&G

We have a diverse workforce and an inclusive culture at M&G, underpinned by our policies and our employee‑led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.

M&G is also proud to be a Disability Confident Leader, and we welcome applications from candidates with long‑term health conditions, disabilities, or neuro‑divergent conditions.

If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: [e-mail]