Strategy Analyst

Shape strategy. Drive growth. Deliver impact.

Trace are recruiting for a UK-based Wealth Manager and as part of their continued growth via private equity backing, they are excited to be growing their internal Corporate Strategy and M&A team.

We are looking for a high‑calibre Strategy Analyst that has 1-3 years experience and keen to ‘go in‑house’. This is a high‑visibility role supporting the delivery of group‑wide strategy and playing a key part in evaluating and executing strategic growth opportunities, including M&A.

You will work closely with senior leadership and the Executive team, gaining exposure to critical decision‑making and high‑impact strategic projects across the business.

• Support the development, evolution, and tracking of the Group Strategy, ensuring alignment with long-term value creation goals
• Contribute to the delivery of the company’s Value Creation Plan, working cross-functionally with senior stakeholders
• Play an active role in Corporate Development initiatives, including evaluation and execution of M&A opportunities
• Build high-quality board and shareholder materials, supporting effective stakeholder engagement
• Deliver structured market and competitor analysis, providing actionable insights to the Executive team
• Support and lead work streams across strategic projects, representing the Strategy function across the business
• Assist in the planning and delivery of key corporate projects, including those with shareholder impact
• Provide flexible support across the team, including deputising for senior team members where required

• Experience in Corporate Strategy, Transaction Services, M&A, Corporate Development or Strategy Consulting
• You could currently be working for a big-four practice and looking for your first move in to Industry
• Experience with in Financial Services
• Strong grounding in corporate finance, valuation, and strategic analysis
• Proven ability to manage multiple priorities in a fast-paced, deadline-driven environment
• Outstanding communication and storytelling skills, both written and visual (board-level quality)
• Strong stakeholder management skills, with the ability to influence and collaborate at all levels
• Commercially astute, proactive, and highly analytical

• Direct exposure to C-suite and strategic decision‑making
• Opportunity to work on end-to-end M&A and high‑impact strategic initiatives
• Broad role spanning strategy, transactions, and execution
• Collaborative, ambitious, and growth-focused environment
• Strong platform for career progression within corporate strategy and development

If this sounds like a good fit for your experience, please get in touch – we’d love to hear from you.