Commercial Analyst – Associate

Overview

In this Commercial Analyst role within the UK Investments Commercial team, you will drive commercial insights and performance reporting to grow the investment proposition. You will partner with Product, Marketing and Finance to identify opportunities, evaluate performance, and provide data-driven recommendations. You’ll support strategic initiatives, development of business cases, and cross-functional planning to deliver measurable business value. This role offers exposure to varied initiatives in a global financial services leader that values collaboration and rigor.

Responsibilities

• Develop and maintain commercial assumptions, models, and frameworks for evaluating initiatives
• Monitor initiative performance, identify drivers, risks, opportunities, and areas for improvement
• Analyse outcomes, prepare retrospective reviews with insights and follow-up actions
• Support planning, coordination, and tracking of commercial initiatives across product, marketing, and growth
• Maintain initiative roadmaps, trackers, and reporting materials for prioritisation and decision-making
• Prepare stakeholder updates, presentations, and business review materials communicating performance and recommendations
• Track delivery milestones and identify dependencies or blockers
• Support development of business cases including assumptions, financial sizing, and performance measurement
• Consolidate information from Product, Marketing, and Finance to support planning and portfolio reviews
• Contribute to commercial insight frameworks, reporting tools, and knowledge-sharing processes

Key requirements

• Experience in commercial analysis, finance, strategy, product analytics, business operations, or related analytical field
• Strong analytical and quantitative skills with ability to interpret data and derive insights
• Advanced Excel skills with pivot tables, vlookups, and modelling techniques
• Ability to work with imperfect information and competing priorities in a structured way
• Strong written and verbal communication to present findings to stakeholders
• Excellent attention to detail and organisational skills
• Ability to manage multiple workstreams and coordinate with stakeholders
• Proactive mindset and willingness to learn and improve processes in ways of working
• Collaborative approach and ability to build cross-functional relationships across teams

• collaboration
• communication
• problem-solving
• Advanced Excel
• pivot tables
• lookups

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