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
- 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
- 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
Other
This role offers the opportunity to develop marketing expertise, gain hands‑on experience with client projects, and grow within a dynamic and supportive team.
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