Project assistant

We are looking for a Project Assistant to support our team as we advise a global retail investment group on their portfolio economics and commercial decision-making. In this position, you will help coordinate project timelines, organize complex datasets, and ensure our analytical work flows efficiently from initial assessment to final execution.

About Blue Oak Consulting
Blue Oak Consulting provides independent advisory on pricing, portfolio economics, capital allocation, and acquisition assumptions. We are not a traditional consulting firm focused on broad transformation programs or high-profile strategy decks. Instead, we interrogate specific commercial decisions where the financial stakes are high and the existing narrative is not sufficient. Our team looks past corporate language and balance-sheet complexity to identify where value is leaking or capital is trapped. We work across sectors like software, manufacturing, and healthcare to test whether the assumptions behind a growth plan or an acquisition actually hold under pressure. We are a small, principal-led firm where the people who do the work are the ones accountable for the results. We do not take transaction-contingent fees, which allows us to be completely honest about whether the economics of a decision make sense. Our goal is to provide clarity through financial discipline and a healthy amount of skepticism. We stay through the execution phase because decisions that look sound in theory often fail when they meet real-world friction.

About the role
This is a full-time, paid position offering competitive pay for the role and market. It operates under a hybrid working model, combining focused remote work with regular collaboration days at our shared workspace to review progress and coordinate deliverables. You will work closely with our consultants to keep project schedules on track, organize research inputs, and help prepare clear, data-backed reports for our client, the global retail investment group.

What you will be doing

• Organize and clean project datasets, ensuring all financial and operational inputs are accurate.
• Track project deliverables, update project timelines, and coordinate schedules across the consulting team.
• Assist in building basic spreadsheet models to test commercial and pricing assumptions.
• Gather sector research, competitor data, and economic benchmarks to support our validation work.
• Draft clear summary notes and prepare presentation materials that translate complex data into straightforward takeaways.
• Monitor project documents and maintain our shared folder structure for the client engagement.

What you bring

• A university degree in finance, economics, business, or a related quantitative field.
• Strong introductory skills in Microsoft Excel, including comfort with formulas, formatting, and organizing large lists.
• A natural curiosity and an investigative mindset that drives you to look past surface-level answers.
• Excellent organizational habits and a detail-oriented focus when managing documents and schedules.
• Clear, direct written and verbal communication styles, with a preference for plain language over corporate slang.
• The ability to work effectively in a hybrid environment, balancing independent tasks at home with in-person team workshops.

What we offer

• A structured hybrid schedule that balances the flexibility of working from home with the mentorship of in-person collaboration.
• Direct daily exposure to senior partners, allowing you to learn our methodologies and client work practices first-hand.
• A strong focus on professional development, with clear training on financial analysis, spreadsheet auditing, and commercial advisory.
• An environment that values evidence and clear logic over internal politics.
• All necessary hardware and software tools to support both your home and shared-office setups.

At Blue Oak Consulting, we believe that clear thinking and disciplined analysis are the most valuable assets we can offer our clients. We work hard to build an environment where everyone, regardless of tenure, is encouraged to ask questions, challenge assumptions, and seek out the quiet facts behind every financial decision. This role is an opportunity to build a solid foundation in commercial analysis while working closely with a major client on high-stakes financial decisions.