Who We’re Looking For
The Lead Client Group Intelligence Analyst is responsible for developing complex intelligence projects that deliver actionable outcomes for the client group. The role requires combining domain expertise, analytical rigour, and stakeholder engagement to inform decision-making and strategic direction across asset management, personal wealth, and private equity.
Job Description
Lead Client Group Intelligence Analyst
About Schroders
We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents. And we’ve been around for over 200 years but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.
The base
We moved into our new HQ in the City of London in 2018. We’re close to our clients, in the heart of the UK’s financial centre and we have everything we need to work flexibly.
What You'll Do
Project Ownership
* Owns and manages the full lifecycle of intelligence and analytics projects, from ideation through delivery, with minimal supervision.
* Defines project scope, sets tasks, establishes priorities, and makes key decisions to ensure project success.
* Accountable for the delivery of high-impact insights to business stakeholders.
Strategic Alignment
* Aligns projects with the broader strategic objectives of the Client Group Insights & AI team and the organisation.
* Recognises key business drivers and embeds them in project planning and execution.
Stakeholder Engagement
* Proactively engages internal stakeholders (e.g. Product Owners, Relationship Managers, Distribution teams) to understand requirements and influence project direction.
* Interacts confidently with senior leadership and, where appropriate, external parties such as clients and industry groups.
* Facilitates communication and manages expectations across all project participants.
Backlog And Workflow Management
* Independently maintains and prioritises a project backlog, breaking down work into clear, actionable tasks.
* Assigns and tracks task progress within the team, ensuring value and timely delivery.
Analytical Rigor
* Applies advanced analytical techniques to deliver meaningful insight into client behaviours, opportunities, and risks.
* Oversees and executes research to overcome analytical obstacles.
* Proposes and implements improvements to Client Group Insights & AI processes, methodologies, and reporting tools.
Operational Excellence
* Produces and maintains high-quality documentation for operational continuity and knowledge sharing.
* Emphasises user experience and business value in analysis and reporting deliverables.
Team Leadership And Development
* Provides mentorship and guidance to other analysts within the team.
* Champions best practice in analysis, communication, and stakeholder management.
* Leads “glue work”—managing team dynamics, facilitating collaboration, and helping to resolve blockers.
Expertise And Innovation
* Recognised as an authority in client intelligence across Client Group Insights & AI domains.
* Keeps abreast of new tools, techniques, and industry developments, bringing relevant innovations into practice.
The Knowledge, Experience And Qualifications You Need
* 5+ years’ experience developing BI reports in PowerBI, Tableau or similar reporting tools.
* Experience with Microsoft Fabric software desired.
* Strong SQL query skills and dealing with complex dimensional models.
* Experience in finance services industry is not necessary but would be helpful.
* Experience in python is useful, but not necessary.
What You’ll Be Like
* Demonstrates ownership and accountability for projects and outcomes.
* Delivers clear, actionable insights that support key business decisions.
* Influences stakeholders using clear evidence and persuasive communication.
* Champions a collaborative, supportive working environment.
* Recognises and proactively manages project risks and challenges.
* Continuously seeks personal and team development opportunities.
We recognise potential, whoever you are.
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
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