Role Purpose
The Strategy Analyst supports the leadership team in shaping and executing strategy across the financial services industry and enterprise client segments. The role combines market and competitor analysis, financial modelling, and business case development to inform investment decisions, growth priorities, and go-to-market planning.
Key Responsibilities
Market and industry analysis
Research trends across banking, insurance, capital markets, payments, and wealth/asset management, including regulatory, technology, and customer shifts
Track competitors and peers, producing regular insight briefings for senior stakeholders
Size markets and identify growth opportunities and white space within enterprise accounts
Strategic planning and performance
Support the annual strategic planning cycle, including target setting, scenario analysis, and resource allocation
Build and maintain KPI dashboards tracking progress against strategic objectives
Prepare quarterly business reviews and executive reporting
Financial modelling and business cases
Develop financial models, forecasts, and sensitivity analyses to evaluate initiatives, partnerships, and investments
Draft business cases covering costs, benefits, risks, and ROI
Partner with Finance to align assumptions with budgets and forecasts
Stakeholder and project support
Work with Sales, Product, Marketing, and Delivery teams to translate strategy into actionable plans
Support strategic programmes and cross-functional initiatives, tracking milestones, risks, and dependencies
Prepare presentations, board papers, and recommendations with clear, evidence-based storytelling
Core Competencies
Analytical rigour: Structures ambiguous problems, tests assumptions, and checks data quality
Commercial acumen: Links analysis to revenue, margin, and client impact
Communication: Distils complexity into concise, persuasive narratives
Collaboration: Builds trust across teams and influences without authority
Initiative: Anticipates needs and drives work to completion with minimal oversight
Success Measures (First 12 Months)
Delivers high-quality analysis and materials that leadership uses in decision-making
Owns at least one recurring strategic reporting product (e.g. market insight pack or KPI dashboard)
Contributes to at least one major business case or strategic initiative from start to finish
Builds strong working relationships with key stakeholders across IEFS
Essential Skills And Experience
Bachelor's degree in Finance, Economics, Business, Engineering, or a related field
2–4 years' experience in strategy, consulting, corporate development, investment banking, or financial services analysis
Strong financial modelling skills (advanced Excel; experience building scenario-based models)
Proven ability to synthesise complex data into clear insights and recommendations
Excellent written and verbal communication, including executive-level presentation skills
Working knowledge of financial services sector dynamics and enterprise client needs
Desirable
Postgraduate qualification (MBA, MSc, CFA, or equivalent progress)
Experience with BI and data tools (Power BI, Tableau, SQL, Python)
Exposure to regulatory themes such as Basel, open banking, or ESG disclosure
Experience in a technology, consulting, or professional services environment serving financial institutions
