Performance and Insights Analyst

Performance and Insights Analyst
Location: Leicester [hybrid working]
Salary: Competitive + benefits

Do you love transforming data into actionable insight? We’re seeking a Performance and Insights Analyst to help shape how we measure, report, and improve adviser performance across the Mattioli Woods Group.

Working as part of our Consultant Operations team, you’ll play a key role in building robust reporting frameworks, delivering accurate analysis, and providing senior leadership with the insight needed to make informed strategic decisions.

This is a great opportunity for someone who thrives on collaboration, enjoys problem-solving, and wants to make a visible impact in a data-driven, growing business.

• deliver accurate and timely performance reporting across key financial and operational metrics

• analyse data trends, highlight variances, and provide clear commentary to support decision-making

• build and maintain Power BI dashboards and Excel reporting tools that improve efficiency and consistency

• partner with Finance and Business Analysis teams to harmonise data and deliver accurate, unified reporting

• collaborate with Wealth Management Directors, Consultants, and operational teams to validate data and provide insight that drives business performance

• support integration projects by introducing standardised reporting processes and helping new businesses adopt consistent approaches

• identify opportunities to streamline reporting, automate manual processes, and enhance overall data accuracy

• experienced analyst with two-three years in a finance, business analysis, or data-focused role

• strong technical skills in Microsoft Excel (modelling, reporting) and proven experience building Power BI dashboards from scratch

• analytical thinker with strong attention to detail and the ability to turn data into actionable insight

• confident communicator who can explain financial and operational data to non-technical audiences

• collaborative team player who enjoys improving processes and solving problems.

• knowledge of SQL and experience within financial services would be advantageous

• competitive salary and flexible benefits package, including:

  • Group pension

  • Life assurance

  • Income protection

  • Health cash plan

• opportunities for career progression and professional development

• hybrid working, with flexibility to attend the office when required

• participation in charity and social activities

• the chance to shape meaningful reporting and insight across a leading financial services Group

With decades of experience, Mattioli Woods works with clients to achieve financial security through tailored, relationship-led solutions. We combine technical expertise with a professional yet supportive culture, ensuring our people and clients thrive.

Ready to make an impact through insight and analytics?

Apply today or contact us for a confidential conversation.