Associate Analyst, Strategy and Execution

TL;DR

Associate Analyst, Strategy and Execution: Provide project management resources for Americas and EMEA RFP & Global Databases teams with an accent on workflow management, reporting, and strategic initiatives. Focus on planning meetings, tracking progress, managing shared mailboxes, loading documents into Responsive, and creating custom reports and Power BI dashboards.

Location: Henley-on-Thames, Oxfordshire; at least four full days per week in office per company policy

Company

World’s leading independent global investment firm delivering investment strategies and vehicles to clients worldwide.

What you will do

• Provide project management for Americas and EMEA RFP & Global Databases teams, including planning, leading, and documenting meetings with stakeholders.
• Communicate with team members and external partners, assign tasks, track progress, and present updates to leadership.
• Draft presentations and communications for project rollouts.
• Manage shared team mailbox, route incoming deliverables like RFPs, RFIs, DDQs, and assign to writers.
• Load, tag, and prepare documents in Responsive; create custom reports for work allocation.
• Update Power BI dashboards on team capacity and compile quarterly reporting data.

Requirements

• Proven collaborative team experience; asset management or marketing background preferred.
• Interest and experience in AI and automation.
• Advanced Excel, PowerPoint, Outlook; knowledge of Responsive, Salesforce, Power BI preferred.
• Bachelor’s degree preferred; strong project management, organizational, and prioritization skills.
• Excellent written/verbal communication, presentation skills, emotional intelligence, and relationship-building.
• Drive, initiative, attention to detail, ability to work under pressure in deadline-driven environment, and with all management levels.

Culture & Benefits

• Company-provided healthcare, income protection, health and wellness benefits, life insurance.
• Competitive annual leave, generous pension, enhanced parental leave, volunteering days.
• Flexible working options including hybrid arrangements; inclusive environment promoting diversity and ESG investing.
• Commitment to community partnerships and supportive workplace for growth and relationships.