Role Profile
The Interim Investor Narrative & Data Integrity Analyst is responsible for supporting the development of a clear, credible and evidence-based investor story, underpinned by robust data and disciplined governance. The role bridges strategy, finance, transformation and communications to help ensure that investor-facing outputs consistently reflect business performance, strategic direction, value creation drivers and risk context. The postholder will support confidence in the integrity of key metrics, identify inconsistencies, improve reporting discipline, and help senior leaders present a compelling and defensible market narrative.
Please note: This is a 3-4 month fixed-term contract, offering a primarily home-based setup with an expectation of occasional travel to our London and/or Leeds offices, as required.
Technical Knowledge
Strong understanding of investor relations, financial storytelling, board and shareholder reporting, and the control environment required to support accurate external communications. Deep knowledge of KPI frameworks, data lineage, reconciliation, management information, internal controls, and the governance needed to ensure consistency between underlying source data, management reporting and investor materials. Able to translate complex financial and operational information into clear messages that stand up to scrutiny and align with strategic priorities.
Collaboration & Team Contribution
- Partner closely with Finance, Strategy, Transformation, Risk, Compliance and Communications teams to align investor messaging with the latest validated business performance and strategic direction.
- Work with executive leaders to prepare investor presentations, scripts, briefing notes, Q&A packs and supporting analysis that are clear, consistent and evidence-based.
- Create a disciplined cross-functional approach to data review, issue resolution and sign-off so that investor-facing content is accurate, timely and trusted.
- Act as a role model for rigour, challenge and professionalism, helping teams raise the quality of narrative development, metric definition and reporting integrity.
What success looks like
- A coherent investor narrative is established, consistently linking strategy, performance, market context and future value creation priorities.
- Key investor metrics are clearly defined, reconciled to trusted sources and supported by transparent assumptions, commentary and ownership.
- Board and investor materials are materially free from inconsistency, supported by strong review discipline and capable of withstanding challenge from stakeholders.
- Senior leaders are confident and well prepared to communicate performance, outlook, risks and transformation progress in a way that builds credibility and trust.
Skills, Behaviours & Knowledge
- Exceptional ability to distil complex financial, operational and strategic information into a concise and compelling investor narrative.
- Strong analytical capability, including comfort with KPI definition, trend interpretation, reconciliation, control design and issue resolution.
- Experience of operating credibly with executive stakeholders, including CFO, CEO, Board and investor-facing leadership teams.
- 2–3 years’ experience in M&A, transaction support, investor advisory, corporate finance or a relevant strategy consultancy environment.
- Strong judgement and independence, with the confidence to challenge weak evidence, ambiguous metrics or inconsistent messaging.
- Excellent written and verbal communication skills, with the ability to adapt style for investors, analysts, Board members and internal teams.
- Proven ability to work at pace in an interim environment, bringing structure, prioritisation and practical delivery across multiple workstreams.
- High levels of discretion, professionalism and resilience when handling confidential, market-sensitive or incomplete information.
Learning & Development Opportunities
- Exposure to executive investor engagement, board reporting and strategic communications at a critical point in the organisation’s development.
- Opportunity to shape improved reporting disciplines, data governance practices and management information standards that endure beyond the interim period.
- Development of broader enterprise understanding through close working with finance, strategy, transformation, risk and communications leaders.
Skills Required
- Strong understanding of investor relations, financial storytelling, board and shareholder reporting
- Deep knowledge of KPI frameworks, data lineage, reconciliation and management information
- Experience with internal controls, governance and ensuring consistency between source data and investor materials
- Ability to translate complex financial and operational information into clear, evidence-based messages
- Experience operating credibly with executive stakeholders including CFO, CEO and Board
- 2-3 years' experience in M&A, transaction support, investor advisory, corporate finance or relevant strategy consultancy
- Strong analytical capability including KPI definition, trend interpretation, reconciliation and issue resolution
- Excellent written and verbal communication skills, adaptable for investors, analysts and Board members
- Proven ability to work at pace in an interim environment across multiple workstreams
- High levels of discretion, professionalism and resilience when handling confidential or market-sensitive information
- Occasional travel to London and/or Leeds as required
What We Do
Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management. We join the dots to understand the bigger picture of you, your family and your business to ensure you always receive first-class non-siloed advice, regardless of complexity, speciality or territory. Our team of Chartered Financial Planners, Corporate Lawyers, Private Solicitors and Tax Specialists are equipped to deliver sophisticated solutions that meet your complex needs. Working together, for you. We aim to achieve the very best for investors, businesses, and family offices with our diversity of expertise. Matching you with the right team of professionals, we can help you to achieve your needs and goals.
