Mattioli Woods

Insights Analyst

Posted: Nov 5, 2025

Job Description

Performance and Insights Analyst Location: Leicester [hybrid working]Salary: Competitive + benefitsDo 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 dodeliver accurate and timely performance reporting across key financial and operational metricsanalyse data trends, highlight variances, and provide clear commentary to support decision-makingbuild and maintain Power BI dashboards and Excel reporting tools that improve efficiency and consistencypartner with Finance and Business Analysis teams to harmonise data and deliver accurate, unified reportingcollaborate with Wealth Management Directors, Consultants, and operational teams to validate data and provide insight that drives business performancesupport integration projects by introducing standardised reporting processes and helping new businesses adopt consistent approachesidentify opportunities to streamline reporting, automate manual processes, and enhance overall data accuracyWho you areexperienced analyst with two-three years in a finance, business analysis, or data-focused rolestrong technical skills in Microsoft Excel (modelling, reporting) and proven experience building Power BI dashboards from scratchanalytical thinker with strong attention to detail and the ability to turn data into actionable insightconfident communicator who can explain financial and operational data to non-technical audiencescollaborative team player who enjoys improving processes and solving problems.knowledge of SQL and experience within financial services would be advantageousWhat’s in it for youcompetitive salary and flexible benefits package, including:Group pensionLife assuranceIncome protectionHealth cash planopportunities for career progression and professional developmenthybrid working, with flexibility to attend the office when requiredparticipation in charity and social activitiesthe chance to shape meaningful reporting and insight across a leading financial services GroupAbout Mattioli WoodsWith 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.

Job Application Tips

  • Tailor your resume to highlight relevant experience for this position
  • Write a compelling cover letter that addresses the specific requirements
  • Research the company culture and values before applying
  • Prepare examples of your work that demonstrate your skills
  • Follow up on your application after a reasonable time period

You May Also Be Interested In