Phoebe Hodgson

Ambitious Financial Services Analyst with over three years' experience delivering market research, strategic analysis, and client-focused insights across the banking and wealth management sectors. Experienced in producing industry reports, presenting webinars, chairing conferences, and supporting consultancy projects for global financial services clients. Strong background in wealth management, retail banking, and financial services innovation, with hands-on experience using data analysis and Tableau to create actionable insights and interactive dashboards.

Confident working in client-facing environments, building relationships with senior stakeholders, and presenting complex industry trends in a clear and engaging way. Alongside analytical work, experienced in writing industry commentary and contributing to published financial services analysis and media engagement. Having developed a broad understanding of the sector through both research and client collaboration, I am now looking to take the next step in my career within a more strategic, growth-focused role where I can continue to build on my commercial, analytical, and client management experience.

Financial Services Analyst at GlobalData (2025-03 – Present)

• Produced in-depth analysis and industry reports across wealth management and retail banking, covering topics including APAC Regional Retail Banking, Innovations in Cash Management, and Global Wealth Management Competitive Dynamics.
• Chaired and hosted multiple high-profile wealth management conferences in London and Zurich, leading discussions and interviews with senior industry representatives from organisations including HSBC, UBS, and Barclays. Most recently chaired a Women in Wealth panel focused on diversity, leadership, and industry transformation.
• Presented on industry webinars covering emerging trends in financial services, including the growth of ecommerce within banking and digital financial ecosystems.
• Delivered consultancy support across multiple client projects, conducting market analysis and strategic research on areas including retail banking in the Asia-Pacific region, Non-Resident Indian (NRI) banking, and customer targeting strategies. Contributed to the development of data-driven models and analytical frameworks to support client decision-making.
• Built and maintained interactive Tableau dashboards for internal and client-facing projects, improving accessibility of market intelligence, visualisation of key data points, and reporting efficiency.
• Managed client-facing relationships through presentations, workshops, and strategic discussions, contributing to business development efforts and supporting the acquisition of new clients.
• Conducted ongoing analysis of the global wealth management industry, with a particular focus on competitive positioning, digital transformation, customer engagement, and emerging market trends.
• Produced analytical commentary on key financial services developments and breaking industry news, with published contributions featured internally for clients as well as externally through Retail Banker International and Private Banker International.
• Supported PR and media engagement activities by reacting to major industry developments and participating in interviews and commentary with financial media outlets including Bloomberg.
• Applied strong analytical and research skills across both quantitative market data and survey data, identifying commercial trends, customer behaviours, and strategic insights within financial services markets.
• Collaborated with international teams on global projects, including travelling to Sydney to support the delivery of a wealth management initiative with the Australian research team.
• Conducted research and analysis across a broad range of financial services topics including financial fraud, Buy Now Pay Later (BNPL), lending innovation, private banking, and customer targeting strategies focused on demographic groups such as pensioners and pre-retirement consumers.

Associate Analyst at GlobalData (2023-02 – 2025-03)

• Produced in-depth analysis and industry reports across wealth management and retail banking, covering topics including APAC Regional Retail Banking, Innovations in Cash Management, and Global Wealth Management Competitive Dynamics.
• Chaired and hosted multiple high-profile wealth management conferences in London and Zurich, leading discussions and interviews with senior industry representatives from organisations including HSBC, UBS, and Barclays. Most recently chaired a Women in Wealth panel focused on diversity, leadership, and industry transformation.
• Presented on industry webinars covering emerging trends in financial services, including the growth of ecommerce within banking and digital financial ecosystems.
• Delivered consultancy support across multiple client projects, conducting market analysis and strategic research on areas including retail banking in the Asia-Pacific region, Non-Resident Indian (NRI) banking, and customer targeting strategies. Contributed to the development of data-driven models and analytical frameworks to support client decision-making.
• Built and maintained interactive Tableau dashboards for internal and client-facing projects, improving accessibility of market intelligence, visualisation of key data points, and reporting efficiency.
• Managed client-facing relationships through presentations, workshops, and strategic discussions, contributing to business development efforts and supporting the acquisition of new clients.
• Conducted ongoing analysis of the global wealth management industry, with a particular focus on competitive positioning, digital transformation, customer engagement, and emerging market trends.
• Produced analytical commentary on key financial services developments and breaking industry news, with published contributions featured internally for clients as well as externally through Retail Banker International and Private Banker International.
• Supported PR and media engagement activities by reacting to major industry developments and participating in interviews and commentary with financial media outlets including Bloomberg.
• Applied strong analytical and research skills across both quantitative market data and survey data, identifying commercial trends, customer behaviours, and strategic insights within financial services markets.
• Collaborated with international teams on global projects, including travelling to Sydney to support the delivery of a wealth management initiative with the Australian research team.
• Conducted research and analysis across a broad range of financial services topics including financial fraud, Buy Now Pay Later (BNPL), lending innovation, private banking, and customer targeting strategies focused on demographic groups such as pensioners and pre-retirement consumers.

Sales Associate at FatFace (2019-11 – 2021-09)

Waitress at The Terrace (2018-10 – 2019-04)

Receptionist at The Kingston Academy (2018-10 – 2019-03)

BSc in Criminology and Sociology – St Mary's University London (2019-09 – 2022-06)

A-Levels in Biology, Geography and Psychology – Grey Court Sixth Form (2016-09 – 2018-05)

Extended Project Qualification – Grey Court Sixth Form (2016-09 – 2018-05)

iGCSEs – Ibstock Place School (2011-09 – 2016-05)