Analyst

Alpha FMC is the leading global consultancy to the Asset Management, Wealth Management and Insurance industries. As a trusted partner to more than 95% of the top 20 global Asset Management firms by AUM, we have an unrivalled track record in providing our base of over 660 clients with a competitive edge by using our deep industry knowledge and expertise. We have the largest dedicated team in the industry, with nearly 650 consultants globally, operating from 15 offices spanning the UK, Europe, North America and Asia.  

At Alpha, diversity and inclusion is not only important for – but critical to – our success, and we are committed to employing individuals from all backgrounds to reflect the multi-cultural society we live in. We have worked hard to foster an environment that welcomes everyone and celebrates each other’s successes.  We want Alpha to not only feel like ‘a job’ – we want it to feel like a community.

What makes us different?

• Established yet entrepreneurial. We believe that Alpha is the perfect combination of a successfully established firm (founded in 2003, quoted on the AIM of the London Stock Exchange) whilst being entrepreneurial, dynamic, and growing – meaning your contribution is seen and valued.
• Work alongside the best in the industry. Working at Alpha gives you the opportunity to work alongside not only the leading organisations in our industry, but also experts within the Alpha team. Learning directly from both will allow you to develop your own expertise in our space.
• A true meritocracy. At Alpha, we don’t have any concept of ‘time at level’ or promotion quotas – which means that your potential is truly driven by your performance rather than anything else!
• High responsibility and autonomy. Given our project team sizes (typically 2-10 people), each member has a high level of responsibility and autonomy on every project, as well as exposure to senior team members (e.g. Directors) who continuously train and develop you.
• Culture and community. We pride ourselves on creating a supportive, nurturing environment where people can be themselves.

 

About Alpha Agency

Alpha Agency is the Brand & Marketing Services boutique agency under the Alpha Financial Markets Consulting (Alpha FMC) group. We are end-to-end financial marketing experts with deep industry knowledge and specialist expertise. From strategy to implementation, we help investment marketers define, develop, and deliver. We pride ourselves on our multi-disciplinary team's breadth of experience, which ensures that the marketing solutions we craft are bespoke, flexible, and truly integrated.

Analyst role overview

We are looking for a motivated and detail-oriented Analyst to join our growing team. The ideal candidate will have a strong willingness to develop and learn, proactively seeking a deep understanding of target audiences, channels, and industry trends. This is a client-facing role requiring deep project management skills and the ability to manage both internal and external stakeholders. As an Analyst, you will start supporting our clients on projects across a range of practice areas. You immediately become a key member of the Alpha team and will work in a small to medium-sized team. As your performance and experience develop, you will be given the opportunity to take on additional responsibilities in a truly meritocratic environment. Our Analyst position will allow you to join a dynamic team that encourages you to develop your skillset and rapidly develop your professional career with excellent experience.

Key responsibilities include:

Project coordination & management

• Support the coordination and organization of project work under the direction of project leads
• Assist in the creation of slide decks and deliverables using master templates
• Take and collate meeting notes, ensuring smooth project progression
• Interpret project timelines, plans, and scope to determine necessary tasks and deadlines
• Track and manage project deliverables, maintaining key reports such as project plans, status updates, and hours logs
• Manage personal workload effectively, taking initiative to drive tasks forward while communicating progress to relevant stakeholders

Market & industry research

• Conduct independent research to gain a deeper understanding of investment distribution landscapes, including asset managers, wealth managers, and platforms
• Develop expertise in asset classes, funds, and investor types
• Stay updated on the full marketing mix, toolkit, and specialisms
• Understand and articulate recent marketing and industry trends and their impact on clients' businesses

Client engagement & communication

• Communicate professionally with clients via meetings (in-person and online), emails, and other channels, ensuring clarity and accuracy
• Present sections of deliverables and project work in various meetings, demonstrating thorough preparation
• Adapt communication styles to align with stakeholder preferences and needs

Collaboration & teamwork

• Exhibit a team-oriented mindset, a can-do attitude, and the ambition to succeed collectively
• Respect differences in communication and work styles, adapting as needed to achieve goals
• Escalate issues appropriately to ensure timely involvement from senior team members

Continuous learning & development

• Actively seek feedback, reflect on it, and implement improvements
• Allocate dedicated research time to deepen knowledge of industry channels, asset classes, and marketing strategies
• Identify learning and development opportunities and present them with a business case to management

Operational & business support

• Ensure accurate and timely billing by submitting personal timesheets as required
• Support internal business functions, including project management and company initiatives
• Participate in company events and contribute to an inclusive and positive work environment
• Provide timely, clear, and constructive feedback to peers and senior colleagues

Administrative & organizational support

• Assist in onboarding documentation, presentation decks, calendaring, and other administrative tasks
• Manage project timelines to ensure deliverables meet deadlines

Mentorship & business development

• Come prepared for mentorship and grand-mentor meetings, actively engaging in growth conversations
• Identify business opportunities within projects or based on industry insights
• Escalate business development opportunities with appropriate background information.

Key Qualifications & Skills

• Strong analytical and research skills with a keen interest in marketing and investment landscapes
• Excellent organizational abilities, with a proactive approach to managing tasks and meeting deadlines
• Effective communication and presentation skills, with attention to detail and professionalism
• Ability to work independently while contributing to a collaborative team environment
• Adaptability to different work styles and stakeholder preferences

This role offers the opportunity to develop marketing expertise, gain hands-on experience with client projects, and grow within a dynamic and supportive team. We are looking for candidates who are eager to learn, thrive in a structured yet flexible environment, and want to make an impact.