Wealth Management Analyst

About us Expand Research is a specialist firm providing unique data-driven business intelligence as a trusted advisor to senior executives across the world’s leading financial services firms to help them to operate more effectively. Expand’s activities are focused on data benchmarking in technology, operations, FinTech and market data, with expertise around strategic cost and human resourcing benchmarking in wholesale finance. Founded in 2001 as an independent research boutique, Expand is a wholly owned subsidiary of the Boston Consulting Group, headquartered in London and with offices in Singapore, Toronto, and New York. At Expand we’re proud of our friendly, inclusive and authentic team. It takes diversity of thought, culture, background and perspective to drive a global growing business, understand our clients’ needs and maintain our professional, supportive and entrepreneurial working culture that we all enjoy. Job description Expand are seeking an Analyst to help support and drive a large, growing book of work aligned to the Wealth Management sector. The successful candidate will be expected to successfully contribute to revenue growth and innovation to their domain and ensure successful completion of projects with experience and flexibility. The successful candidate will have responsibility for strategic decision support for our clients through Expand’s syndicated benchmarking and market research in the Wealth Management industry providing support and content expertise. A significant portion of the time spent in this role will include detailed discussions with our clients, enabling you to guide their C-suite in making strategic conclusions using the insight you share. You will also play a significant role in Expand hosted community forums, facilitating peer-to-peer discussions and sharing industry best practice. We are looking for a proactive, curious and diligent individual; a systematic and articulate problem solver who will play a key role in the WM Practice Area. Key responsibilities will include: Successfully delivering at least one entire data analysis programme and potentially several smaller programmes Leading client and internal meetings effectively Ensuring that clients are satisfied and project timelines are met Working collaboratively with colleagues to ensure the programme’s membership remains high

While oversight is provided by senior team members, Expand’s culture puts emphasis on personal ownership at every stage of an employee’s career. Furthermore, Analysts play a central role in all aspects of the delivery lifecycle, from supporting sales through to initial data collection, analysis, visualisation and communication of the findings, allowing for a great deal of diversity on the job and the development of a broad skills set. You will have a high level of direct client exposure, which in many cases reaches C-level executives.

We are looking for a proactive, curious and diligent individual: an analytical and articulate problem solver who will spearhead the analysis delivery process. The role involves learning and increasing business knowledge quickly, with the resulting opportunity to progress internally. Job requirements An ideal candidate will have: Qualifications and Experience Strong Bachelor’s degree, preferably in an analytical or quantitative subject 1-3 years’ work experience, ideally benchmarking, research or business analysis Some sector experience in financial services, consultancy or market research preferred (retail banking experience would be a distinct advantage)

Technical Advanced MS Office skills: especially Excel (including pivot tables and comfort with complex data sets) and PowerPoint Ability to interrogate, interpret, evaluate and model data to extract insights and answer clients queries Excellent analytical, rational thinking and problem solving ability Attention to detail Knowledge of financial services terminology and concepts

Non-Technical Engaging presentation and storytelling skills, with the ability to run client meetings, develop a deep understanding of client needs and handle difficult client situations effectively Project management of high value products, including time management and prioritisation skills Ability to handle data and information sensitively and confidentially Ability to work accurately and simultaneously on multiple assignments, sometimes under pressure, leveraging resources accordingly and reporting progress to stakeholders Effective verbal and written communication Entrepreneurial, creative and collaborative mind-set, demonstrating ownership and initiative

Apply now This is an immediate vacancy, and early application would be an advantage.

At Expand we’re proud of our inclusive, diverse and authentic team. It takes diversity of thought, culture, background and perspective to drive a global growing business, understand our clients’ needs and create a welcoming culture for us all to enjoy. Studies have shown that women and people of colour are less likely to apply for jobs unless they meet every single qualification, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. If you’re a quick learner, conscientious and friendly, you might be just the person we’re looking for. By submitting your personal information, which could include a job application, you give Expand and BCG permission to process, screen and store it for the purposes of the recruitment process. We may share this personal information with a third party IT provider which hosts our recruitment platform and with third party assessment providers who assesses your qualifications as part of the recruitment process. Your personal information will not be shared with any other parties except as set out herein. For additional information, please review our

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