Equity Research Client Analytics Apprentice

What will the apprentice be doing?

A typical day

• Gaining an understanding of and developing day to day ownership of the broker votes process
• Monitoring client broker vote pipeline to ensure votes are received, distributed and entered into the system
• Updating and understanding high level trend data
  Sending weekly vote updates to the
• Research department
  Reviewing client broker votes to identify opportunities, including trend reporting and analysis
• Analysing broker votes by contact and Sector team to identify and target key opportunities
• Providing detailed monthly updates to the department
• Developing an understanding of client account mappings
• Using various data sets to create detailed client contact mappings by account
• Assisting Analysts/Sales teams in finding appropriate relationships to help with client introductions
• Creating monitoring systems to assess impact and engagement with mapping suggestions
• Preparing data packs ahead of broker reviews
• Using broker vote information, compile data packs to be used in account review meetings with clients
• Supporting team pre and post external surveys
• Liaising with Research Analysts and Sales teams

What training will the apprentice take and what qualification will the apprentice get at the end?

Qualification

• Data Fellowship Level 4

Training provider

• Multiverse

What is the expected career progression after this apprenticeship?

After your Data Analysis Apprenticeship, you can progress into any Junior Data Analyst, Data Scientist and Data engineer role. You'll have the skills to run insight analytical projects from beginning to end and work within a Data Analytics team.

Requirements and prospects

Desired skills and personal qualities

Organisation skills, Problem solving skills, Analytical skills

Qualifications

GCSE or equivalent English (Grade 4-9 (C-A)) Essential
GCSE or equivalent Maths (Grade B or 5) Essential
A Level or equivalent Any (Grade A* - C) Essential