Career
Suitable for someone within 2yrs of graduation, you must have worked 1 year. You have an analytical mind and a bias towards high quality execution. You might be a management consultant who prefers delivery within a company rather than temporary advising, a finance analyst who prefers to sit near commercial decision making, or an analytical person looking for commercial delivery at the intersection of financial analysis, technology, and strategic insights.
About the role
The Business Analyst (BA) works closely for the business management of the investments side of our firm providing analytical support and insights. You will be expected to not only write reports, but work with the business to ensure key data flows are coming through, support governance reporting, and take on ad-hoc projects which may be varied in nature.
The BA will need to be hands on, commercial, and have an avid interest in using technology to improve their own ability to manage workflows and business insights. Ultimately this is about analytical and commercial support to our investment and portfolio management teams.
In supporting key senior stakeholders this role offers strong exposure to someone who is willing to role their sleeves up and deliver and is a great entry point into a career within investments, portfolio management or strategic business management.
Accountabilities
Partner with Finance to identify opportunities to improve profitability and monitor activities affecting revenue and margin performance.
Monitor third-party supplier fees, contractual arrangements and commercial agreements with investment partners and outsourced providers.
Maintain commercial tracking information, including cost-to-serve analysis and related metrics.
Produce analysis and business insights to support strategic decision making across investment and portfolio management teams, including acquisition analysis, business development initiatives, pitch support and ad hoc commercial projects.
Coordinate and prepare Board, Committee, and Management reports for portfolio management and investments departments.
Produce and maintain robust management information across the investments business to support commercial oversight and decision making.
Design and implement enhancements to reporting, information gathering and operational workflows with the use of smart automation or AI.
Take on ad-hoc projects, including evaluation of the use of emerging technologies and practical applications to support improve business effectiveness.
Support wider business activities where analytical, organisational or project-related expertise improves outcomes
Skills and Experience
Degree-level education or equivalent professional capability.
Knowledge of business intelligence and data visualisation tools (we use Domo).
Previously used AI in a workplace setting to improve workflow management or reporting.
Experience producing management reports, with strong Excel and analytical capabilities.
At least 1 year's exposure in either finance, management consulting, or financial services.
Active interest in investments and markets.
Demonstrable interest in emerging technology, in particular how AI can make the processing of information easier.
Comfort communicating with senior stakeholders and maintaining discretion.
A desire to pay your dues and become an essential part of a high performing team.
Competitive Pension Scheme - we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Skills Required
- Degree-level education or equivalent professional capability
- Knowledge of business intelligence and data visualisation tools (Domo)
- Previous use of AI in a workplace setting to improve workflow management or reporting
- Experience producing management reports with strong Excel and analytical capabilities
- At least 1 year exposure in finance, management consulting, or financial services
- Active interest in investments and markets
- Demonstrable interest in emerging technology, especially AI applications
- Comfort communicating with senior stakeholders and maintaining discretion
- Willingness to develop within a high-performing team and take on varied tasks
What We Do
Atomos is a UK-based, integrated wealth management company offering financial planning, portfolio management, and investment services to individuals and families.
