Performance and Insights Analyst
Location: Leicester [hybrid working]
Salary: Competitive + benefits
Do you love transforming data into actionable insight? We're seeking a Performance and Insights Analyst to help shape how we measure, report, and improve adviser performance across the Mattioli Woods Group.
Working as part of our Consultant Operations team, you'll play a key role in building robust reporting frameworks, delivering accurate analysis, and providing senior leadership with the insight needed to make informed strategic decisions.
This is a great opportunity for someone who thrives on collaboration, enjoys problem-solving, and wants to make a visible impact in a data-driven, growing business.
What you'll do
* deliver accurate and timely performance reporting across key financial and operational metrics
* analyse data trends, highlight variances, and provide clear commentary to support decision-making
* build and maintain Power BI dashboards and Excel reporting tools that improve efficiency and consistency
* partner with Finance and Business Analysis teams to harmonise data and deliver accurate, unified reporting
* collaborate with Wealth Management Directors, Consultants, and operational teams to validate data and provide insight that drives business performance
* support integration projects by introducing standardised reporting processes and helping new businesses adopt consistent approaches
* identify opportunities to streamline reporting, automate manual processes, and enhance overall data accuracy
Who you are
* experienced analyst with two-three years in a finance, business analysis, or data-focused role
* strong technical skills in Microsoft Excel (modelling, reporting) and proven experience building Power BI dashboards from scratch
* analytical thinker with strong attention to detail and the ability to turn data into actionable insight
* confident communicator who can explain financial and operational data to non-technical audiences
* collaborative team player who enjoys improving processes and solving problems.
* knowledge of SQL and experience within financial services would be advantageous
What's in it for you
* competitive salary and flexible benefits package, including:
o Group pension
o Life assurance
o Income protection
o Health cash plan
* opportunities for career progression and professional development
* hybrid working, with flexibility to attend the office when required
* participation in charity and social activities
* the chance to shape meaningful reporting and insight across a leading financial services Group
About Mattioli Woods
With decades of experience, Mattioli Woods works with clients to achieve financial security through tailored, relationship-led solutions. We combine technical expertise with a professional yet supportive culture, ensuring our people and clients thrive.
Ready to make an impact through insight and analytics?
Apply today or contact us for a confidential conversation.