Data Analyst Associate

About the company

Blue Oak Consulting is an independent advisory firm focused on pricing, portfolio economics, capital allocation, and acquisition assumptions. Rather than broad transformation programs or presentation-heavy consulting, the team examines specific commercial choices where the financial impact is significant and the existing story may not fully hold up. The firm works to uncover where value is being lost or capital is tied up by cutting through corporate language and financial complexity.

The company supports clients across retail, manufacturing, software, and healthcare, testing whether the assumptions behind growth plans or acquisitions remain valid under real operating pressure. It is a small, principal-led practice where the people doing the work are accountable for the outcome. Because the firm does not take transaction-contingent fees, it can provide frank, disciplined assessments about whether a decision truly makes economic sense.

Role overview

This is a full-time, entry-level opportunity for someone beginning a career in financial analysis or commercial research. The position follows a hybrid working model, with some days spent working independently from home and other days dedicated to in-person collaboration and workshops with the team. The immediate assignment centers on supporting a global retail investment group by auditing, rebuilding, and checking the financial assumptions behind major portfolio decisions.

The role places more emphasis on understanding commercial logic and validating complex business-unit economics than on routine data entry. You will work closely with senior principals to ensure the advice produced is anchored in reliable data and practical financial reasoning.

What you will do

• Work through client datasets drawn from live retail systems to spot patterns in transaction volumes, operating trends, and cost drivers.
• Build and stress-test Excel-based financial models to see how shifts in business conditions affect projected outcomes.
• Examine client documents and past performance records to pull out the valuation inputs that matter most.
• Create straightforward charts and tables that clearly communicate findings for internal project discussions.
• Take part in team sessions where the feasibility of client business plans is challenged and debated.
• Partner with senior principals to confirm that advisory conclusions rest on accurate and defensible datasets.

What we're looking for

• An academic foundation in finance, economics, engineering, mathematics, or a comparable quantitative field.
• Comfort using Microsoft Excel, including formulas, logical functions, and basic data organization.
• A naturally inquisitive approach and a readiness to question assumptions or polished corporate narratives.
• Strong communication skills, with the ability to explain analytical findings clearly in writing and in discussion.
• Excellent attention to detail, along with the discipline to check calculations carefully before sharing them.
• Ease working in a hybrid setup that combines independent focus time at home with in-person collaboration.

Perks and benefits

• Paid employment with competitive compensation aimed at attracting motivated entry-level analytical talent.
• A hybrid arrangement that blends remote flexibility with structured in-person learning.
• Direct mentorship from experienced principals, without the layered hierarchy typical of larger firms.
• Exposure to complex financial transactions for major organizations alongside seasoned professionals.
• Hands-on training in commercial economics, market logic, and business validation.
• A collaborative environment where analytical quality matters more than seniority.

About the opportunity

The ideal candidate is someone who enjoys uncovering what the numbers really mean, even when the conclusion is uncomfortable. In this role, you will build a strong foundation in transactional analysis and learn how to ask the difficult questions that leaders depend on advisors to answer. If you want to apply your quantitative strengths in a rigorous, supportive, and highly analytical setting, this position offers a strong place to learn and grow.

Work arrangement

The position is based in London, England, United Kingdom and follows a hybrid remote structure.