Trainee Client Group Analyst

TN United Kingdom; London; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking Trainee Client Group Analysts to join their dynamic team in London. This role offers a unique opportunity for individuals passionate about data and insights, providing operational and analytical support to enhance client experiences. You will engage in data collection, analysis, and the creation of business intelligence dashboards, all while collaborating with cross-functional teams. The company fosters a supportive environment focused on learning and growth, making it an ideal place for aspiring analysts to launch their careers in business intelligence and operations.

Benefits

28 days annual leave plus bank holidays

Up to 14% employer-matching pension scheme

Private medical insurance

Qualifications

• Foundational understanding of finance and strong data analysis skills.
• Basic understanding of business intelligence tools and data analysis techniques.

Responsibilities

• Deliver analysis and interpretation of data to support business decisions.
• Contribute to the development of business intelligence reports and dashboards.

Skills

Data Analysis

Analytical Skills

Time Management

Proactive Attitude

Education

University Degree

Tools

Power BI

SQL

Python

R

Microsoft Office Suite

Job description

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Working style: Hybrid 50% home/office based

We currently have an exciting opportunity to bring onboard two Trainee Client Group Analysts to join Royal London Asset Management on a permanent contract in London.

As a Trainee Client Group Analyst, you will support the Client Group Operations team by providing operational and analytical support and insights.

The team’s core purpose is to be client-focused, data-led, and digitally nimble to improve client experience and support RLAM's future growth. This is a fantastic opportunity for individuals eager to learn and grow within the business intelligence and operations domain.

About the role

• Deliver analysis and interpretation of data to support business decisions.
• Contribute to the development and maintenance of business intelligence reports and dashboards for internal and external stakeholders.
• Support the Client Group team with operational tasks and projects, including the Change programme.
• Participate in data collection and analysis process improvements.
• Collaborate with cross-functional teams to gather requirements and deliver solutions.
• Analyse, create, and manage Client, Sales, and AUM data used within Client Group.
• Undertake daily and monthly procedural tasks related to the RLAM Client Book of Records (CBOR) and Client Relationship Management system MS Dynamics (CRM).
• Create business intelligence queries and data visualisations to share insights with business users and support a self-service user model.

About you

• A university degree or equivalent with a foundational understanding of finance and strong data analysis skills, or a sales/operations background with knowledge of relevant processes and robust data skills.
• Analytical skills and a passion for data and insights.
• Basic understanding of business intelligence tools and data analysis techniques.
• Knowledge of Power BI, SQL, Python, or R is advantageous.
• Proficient in Microsoft Office Suite.
• A proactive attitude and eagerness to learn and take on new challenges.
• Effective time management skills, with the ability to prioritise and work to tight deadlines.
• Strong organisation and planning skills.
• Ability to build effective working relationships with internal stakeholders.

About Royal London Asset Management

Part of the Royal London Group, RLAM is one of the UK's leading fund management companies, working with a wide range of clients globally to achieve their investment goals. Our long-term, client-driven focus reflects our commitment to responsible investment. We act as responsible stewards of our clients’ capital, exercising their rights and influencing positive change.

Our promise to our colleagues is to work in an inclusive, responsible, enjoyable, and fulfilling environment. This is underpinned by our Spirit of Royal London values: Empowered, Trustworthy, Collaborate, Achieve.

We are proud to offer excellent workplace benefits such as 28 days of annual leave plus bank holidays, an up to 14% employer-matching pension scheme, and private medical insurance. See all our benefits here -

Inclusion, diversity, and belonging

We celebrate and value diverse backgrounds and cultures at Royal London. Our diverse team and perspectives provide a range of skills that are recognized and respected, regardless of background.