Graduate Data & Insights Analyst

Our client is a growing private investment and advisory business supporting entrepreneurs, family businesses, high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals across the UK.

Working across the business, this newly created role sits at the heart of the organisation's marketing, business development and commercial activities. As the business continues to invest in its data, research and AI capability, they are looking to appoint a Data &​ Insights Analyst who can help transform information into commercial insight.

This is an exceptional opportunity for a graduate or early-career professional who enjoys combining analytical thinking with emerging technology.

The Role

You'll play a key role in ensuring the business has the insight it needs to make better commercial decisions. By maintaining high-quality data, conducting research and producing meaningful reporting, you'll help shape marketing campaigns, business development activity and strategic planning.

Your responsibilities will include:

• Maintaining and enriching databases of target family businesses, HNW and UHNW individuals, professional advisers and key contacts, ensuring the accuracy and integrity of commercial data.
• Developing targeted invitation lists for seminars, events and marketing campaigns.
• Using data analysis, AI and modern research tools to identify high-priority prospects, enrich market intelligence and support targeted commercial outreach.
• Monitoring campaign performance, including registrations, attendance, engagement and other key performance measures.
• Producing reports that support marketing, business development and future commercial planning.
• Working closely with the Operations and Finance teams to monitor sales pipelines, commercial activity and forecasting.
• Supporting wider data governance, financial tracking and marketing execution.
• Identifying opportunities to improve data quality, reporting, research processes and automation through the effective use of technology and AI.

About You

This role would suit a recent graduate or someone with one or two years' commercial experience in data analysis, business analysis, market research, CRM management, business intelligence or a similar analytical role.

You will ideally have:

• A degree in Business, Economics, Marketing, Mathematics, Data Science or a related discipline, or equivalent practical experience.
• Advanced Microsoft Excel skills, including experience working with large datasets using PivotTables, XLOOKUP, Power Query and advanced formulae.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and a commitment to producing accurate, high-quality work.
• Strong written and verbal communication skills.
• Good organisational skills and the ability to manage competing priorities.
• A naturally curious mindset with a genuine interest in research, technology and continuous learning.
• An enthusiasm for AI and emerging technologies, with a willingness to explore new tools and ways of working.

Experience with any of the following would be advantageous:

• HubSpot or another CRM platform.
• Power BI, Tableau or similar reporting tools.
• Basic SQL.
• AI tools such as ChatGPT, Claude or Microsoft Copilot.
• 1-2 years' experience of data analysis, market research, CRM management or commercial analysis gained through study, internships or employment.

Why Join?

This is far more than a traditional graduate data analyst role.

You'll join a collaborative, ambitious and growing business where data sits at the centre of commercial decision-making. From helping identify future clients and supporting major events to analysing campaign performance and exploring how AI can improve business processes, your work will have a genuine impact from day one.

Few graduate opportunities offer exposure to this breadth of commercial activity. You'll work alongside experienced professionals supporting entrepreneurs, investors and family-owned businesses while developing highly transferable analytical, commercial and technical skills.

As your experience grows, so too will your responsibilities, providing an excellent platform on which to build a long-term career.

Working Arrangements

• Leeds based.
• Four days per week in the office with one day working from home.
• Occasional travel to the London and Manchester offices.

Diversity &​ Inclusion

Our client is committed to creating an inclusive workplace and welcomes applications from all suitably qualified candidates. Recruitment decisions are based solely on skills, experience, potential and suitability for the role.

If you're naturally curious, enjoy solving problems, have a passion for data and technology, and want to build a career where analytical thinking genuinely influences business decisions, we'd love to hear from you.