MI Analyst

Most of the day-to-day work involves portfolio rebalancing, tax-loss harvesting and quarterly reviews. Cook Wealth Partners is hiring for the MI Analyst role to answer business questions with data and turn the answers into reports people actually use. We want an analyst who is comfortable pushing back when the numbers don't support the conclusion. This is an in-person role at our London location.

The job includes: define metric logic with stakeholders and document it; analyse trends, cohorts and funnel drop-off and summarise findings in plain language; create forecasts and simple models in Excel or Google Sheets.

Who you are:

• 3+ years of experience in a data or reporting analyst role
• Advanced Excel: pivot tables, XLOOKUP, Power Query
• Able to juggle several requests and say when a deadline isn't realistic
• Habit of checking your own numbers before anyone else sees them

We offer pension scheme with 5% employer contribution, 33 days holiday including bank holidays and season ticket loan.

Please send your CV. A cover letter is welcome but not required.

Start: Flexible.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Cook Wealth Partners.