Junior Strategic & Transformation Associate (Graduate/ Entry-Level, Financial Services)

7IM; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a driven individual to join their Transformation team. This role offers a unique opportunity for a recent graduate to develop their skills in technology and financial services while directly supporting the Transformation Director. You will manage various projects, enhance processes, and create insightful dashboards. With a focus on client retention and operational efficiency, this position is ideal for someone eager to learn and grow within a dynamic environment. The company values innovation and offers a supportive atmosphere where your contributions can lead to significant career advancement.

Benefits

Competitive Pension Contributions

Vitality Private Health Cover

Life Insurance Options

Income Protection

Death in Service Benefits

27 Days Annual Leave

Subsidised Gym Membership

Bike2work Scheme

Qualifications

• Natural aptitude for working with data sets and performing analysis.
• Excellent Microsoft Excel skills including vlookup and pivot tables.

Responsibilities

• Manage multiple projects and tasks simultaneously.
• Create and maintain Excel and PowerBI dashboards.
• Write and maintain procedure and policy documents.

Skills

Data Analysis

PowerBI

Microsoft Excel

Communication Skills

Time Management

Problem Solving

Education

Graduate Level Degree

Tools

Microsoft Office Suite

PowerBI

Job description

About The Role

Purpose

To work as part of the Transformation team directly supporting the Transformation Director. The Transformation team are responsible for all Platform technology at 7IM and have outcomes focused across Client Retention, Attracting Clients, and creating Operating Leverage.

The role will be demanding, varied, and delivery focused. You will be developed to become a key member within the Transformation team as well as across the wider business and will become the right hand to the Transformation Director. This role would suit a recent graduate who has an interest in technology, is highly driven, and looking to accelerate their career in financial services or technology. Drive and capacity for learning quickly are more important than existing experience/ skillsets. Prior hires in this role have gone on to win ‘The Bright Beginning Award – goes to the rising star of the company’ and take-up more senior roles in the organisation.

Responsibilities

• Manage a number of projects and tasks simultaneously
• Communicate progress verbally or via reporting packs
• Create, enhance, and maintain excel dashboards & PowerBI dashboards
• Assist with budget management and third party supplier management
• Write and maintain procedure and policy documents
• Challenge the wider team on their outputs ensuring quality and consistency throughout
• Produce and deliver presentations on an as needed basis
• Action taking & tracking
• Understand, enhance, and deliver improved processes
• Act consistently in accordance with 7IM’s Vision, Purpose and Values
• Adherence to all applicable compliance regulations
• Other, as reasonably required by your line manager and 7IM.
  
  

Requirements

About You

• A natural aptitude for working with data sets and performing analysis
• PowerBI skills very desirable or a willingness and capability to learn
• Ability to problem solve
• Ability to use common sense to get to the right outcome
• Capable of keeping track of multiple projects and tasks all progressing at once
• Capable of handling and driving change forwards
• Capable of taking point on projects with minimal supervision
• Excellent written and verbal communication skills
• Excellent time management skills
• Ability to prioritise your workload to ensure deadlines are met
• Strong inter-personal skills, able to build relationships at all levels (internal & external)
• Excellent Microsoft Excel skills very desirable – vlookup, hlookup, pivot tables, if statements, ability to work with large data sets.
• Proficient in the use of other Microsoft programs – word, powerpoint, outlook
  
  

Skills/Other Relevant Information

• Based in London and expected to be in office at least 4 days / week
• Ability to work from our Edinburgh office as needed
• Graduate level degree, candidates awarded a 1st desirable
  
  

Benefits

At 7IM we offer a package of competitive benefits including, but not limited to:

• Competitive company matched pension contributions.
• Excellent Vitality private health cover (individual, partner and family options)
• Life insurance options, income protection and death in service benefits
• Competitive family friendly benefits
• 27 days annual leave plus bank holidays (increases with tenure)
• Subsidised gym membership
• Bike2work scheme.
  
  

About Us

Not Specified

Apply

Share

• Share Vacancy on Facebook
• Share Vacancy on X
• Share Vacancy on LinkedIn
• Share Vacancy on WhatsApp
• Send Vacancy to a friend