Marketing Analyst (Graduate)

Marketing Analyst (Graduate)

My client is one of the world’s largest independent financial advisory groups offering a distinct perspective that makes a meaningful difference to our client’s business and wealth. This role sits within the Global Advisory Marketing Team.


* Credentials analysis

* Analysis of data from league table databases and other sources to generate statistics on company performance for use in marketing materials by the team
* Proactive application of analysis to provide the Marketing team with observations on trends and areas of strong performance, to assist in its planning
* Analysis of track record credentials to identify themes and standout transactions
* Responding to ad hoc requests from bankers for supporting statistics and messages
* Ensuring that these statistics and messages are available to bankers through the management of databases

* Management of the credentials process

* Management of the credentials process carried out by outsourced partners to ensure that all credentials made available to bankers are accurate, up-to-date and publicly disclosable. This includes the management of the tombstone database

* Relationship holder with external league table databases

* First point of contact regarding any queries or issues from bankers regarding league table credit
* Responsible for ensuring that the business is correctly represented in league tables, managing the work of outsourced partners, and working with banker teams to resolve issues and challenges
* Management of quarterly league table data generation and formatting for client presentations
* Working with banker teams to proactively analyse databases to prevent other advisers incorrectly receiving league table credit

* Document preparation

* Responsible for the production of scheduled quarterly documents including standard presentation slides, geographical performance summaries and top 10 deals by product
* Assisting the Marketing team with the application of messages and statistics to materials
* Preparation of other ad hoc documents as required by bankers, investor relations, senior management and other parts of the business

* Project management

* Manage the design and implementation of one-off projects

Key skills

* Strong analytical skills including intermediate Excel
* Good document presentation skills including intermediate PowerPoint
* Excellent attention to detail
* Ability to manage a varied and often pressured workload
* A self-starter able to take the initiative and work proactively to add value to the team, and work through issues independently when required
* Good communication skills, both written and verbal, to colleagues at any level
* An understanding of and interest in investment banking is desirable
* An understanding of and interest in marketing in a professional services business is desirable

Experience, Skills and Competencies Required

* Educated to degree level, appropriate work experience will also be considered
* Experience of working in a corporate environment, preferably in financial services or other professional services industries

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