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Hargreaves Lansdown, Role Profile and Person Specification
Role Profile
Job Title: Graduate Client Insight Analyst
Department: Client Insight
Salary Guide: £22,000 - £30,000 dependent on
Hours of Work: 08:00 – 17:00 (Mon – Fri, 40 hours pw)
Reporting To: Head of Client Insight
The primary responsibilities for this role include accessing, analysing and identifying strategic uses for information
Hargreaves Lansdown holds on its clients. The role involves supporting various departments across the company,
and you will become one of the go-to people for information about our clients and how they behave.
This is a varied role where no two days will feel the same. A significant amount of your time will be devoted to
answering ad hoc queries, but you will also be required to assist in longer-term projects to help us improve our client
You will be inquisitive and have the natural desire and determination to solve whatever challenges you are
presented with. You will appreciate how data can help solve real-world problems and will constantly challenge the
way in which things are done.
This role is an incredible opportunity for someone with a good head for data, to rapidly build knowledge and help
drive the future growth of a highly successful FTSE 100 company.
Key Duties & Responsibilities
Ad hoc data exploration
Marketing analysis and reporting
Client segmentation and profiling
Design, conduct and analyse direct client research
Person Specification:
BA/BS degree or equivalent practical
Degree from a mathematical or science
Understanding of databases and data
structures and types. Basic understanding of
Some experience of analysing data and
presenting relevant conclusions. Some
experience of direct client marketing,
preferably financial services.
MS Office (particularly Word and Excel).
Basic SQL select queries.
Detailed knowledge of investments.
Highly numerate, methodical mind set.
Patient, diligent and diplomatic.
Ability to manage workload and priorities.
Written by: James Brake - Head of Client Insight (July 2015)
Experience with a range of database platforms
and BI solutions in a commercial environment.
Advanced Excel skills – Pivot Tables/VBA
Advanced SQL skills, SASS/SPSS, XML, Data
Mining, OLAP Cubes.
Pro-active, confident communicator.