Trainee Client Group Analyst

2 weeks ago

London, Greater London, United Kingdom Royal London Full time

About the Role

We are seeking a highly motivated and detail-oriented Trainee Client Group Analyst to join our team at Royal London Asset Management. As a Trainee Client Group Analyst, you will play a key role in supporting the Client Group Operations team by providing operational and analytical support and insights.

Key Responsibilities

  • Deliver in-depth analysis and interpretation of data to inform 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 change management.
  • Participate in data collection and analysis processes improvement.
  • 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 visualisation to share data insights with business users and support self-service user model.

About You

We are looking for a candidate with a university degree or equivalent, with a foundational understanding of finance and strong data analysis skills or a sales/operations background, with knowledge of the relevant processes and robust data skills.

Requirements

  • Strong analytical skills and passion for data and insights.
  • Basic understanding of business intelligence tools and data analysis techniques.
  • Knowledge of Power BI, SQL, Python, or R will be an advantage.
  • Proficient in Microsoft Office Suite.
  • A proactive attitude and eagerness to learn and take on new challenges.
  • Effective time management, 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

Royal London Asset Management is a leading fund management company working with a wide range of clients across the globe to achieve their investment goals. Our long-term, client-driven focus means that we have a long-standing commitment to responsible investment. We act as responsible stewards of our clients' capital, exercising their rights and influencing positive change.

Our Culture

We value diversity and inclusion, and we are committed to creating a workplace that is inclusive, responsible, enjoyable, and fulfilling. Our Spirit of Royal London values are Empowered, Trustworthy, Collaborate, and Achieve.

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