Investment analyst Work, Jobs in Wordsley, Sts (with Salaries)

Investment Analyst - FP&A
Platform Housing —Worcester
- £55,029 - £61,143 a year
- Microsoft Excel
- Travel
- IT
- Annual leave
- Employee assistance programme
5d
Investment Analyst
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Responsible Investment & Stewardship Analyst
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Analysis skills
- Annual leave
- Employee assistance programme
Quick apply
Investment Operations Analyst
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Management
- Accounting
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Investment Analyst - Alternatives
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Analysis skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Analyst, Data Analytics - Transaction Services - Birmingham
Alvarez & Marsal —Birmingham
- Computer Science
- Data analysis skills
- English
Investment Planning Analyst (Housing)
Platform Housing —Birmingham
- £39,743 - £44,159 a year
- Remote
- Data analysis skills
- Maintenance
- Project management
- Annual leave
- Employee assistance programme
9d
Global Investment Research, Content Management Group - Supervisory Analyst, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
Analyst, Data Analytics - Transaction Services - Birmingham
Alvarez and Marsal —Birmingham
- Full-time
- Computer Science
- Data analysis skills
- English
2026 | EMEA | Birmingham | Asset Management, Controls Governance & Testing | New Analyst
Goldman Sachs —Birmingham
- Full-time
Client Portfolio Analyst
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- No degree
- Annual leave
- Employee assistance programme
Quick apply
Compliance, Asset Wealth Management Compliance, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Organisational skills
- Communication skills
- Employee assistance programme
4d
Financial Planning & Analyst (FP&A)
Workwear Uniform Group —Oldbury
- Full-time
- Microsoft Excel
- Sales
- ERP systems
Quick apply
Financial Planning & Analyst (FP&A)
Workwear Uniform Group Ltd —Oldbury
- Full-time
- Microsoft Excel
- Sales
- ERP systems
Quick apply
Financial Planning Analyst
Department for Science, Innovation & Technology —Birmingham
- £44,620 - £52,090 a year
- Part-time
- Hybrid work
- Presentation skills
- Accounting
- Communication skills
- Annual leave
- Employee discount
9d
Controllers- Non-Financial Regulatory Position Reporting, Senior Analyst- Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Excel
- Analysis skills
- Project management
- Employee assistance programme
3d

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Investment Analyst - FP&A

Platform Housing -
Worcester

Apply Now

Job details

Permanent
£55,029 - £61,143 a year
5 days ago

Benefits

Annual leave
Company pension
Discounted gym membership
Employee assistance programme
Employee discount

Qualifications

Financial planning
Microsoft Excel
VBA
IT
Financial services

Full job description

Investment Analyst Financial Planning & Analysis
£55,029 - £61,143 per annum (depending on experience)
Home based with travel to Solihull/Worcester Office 2 – 3 times per month
Permanent, Full Time

Join our team as an Investment Analyst and play a key role in shaping our long-term financial strategy!

We're looking for a forward-thinking Investment Analyst - Financial Planning & Analysis (FP&A) to join our growing dynamic team.

In this high-impact role, you'll work closely with the Head of Strategic Initiatives and the wider Investment and FP&A team to deliver robust, dynamic Long-Term Financial Plans (LTFPs) and provide insightful analysis to support strategic decision-making across the organisation.

You'll bring strong commercial acumen and the ability to take a broad view of the business, understanding how shifting assumptions impact long-term financial sustainability and overall performance.

Some of your key duties will include:

To ensure the LTFP is continuously updated to include the latest financial position and forecasts by working in collaboration with Development, Assets, Treasury and Financial Reporting.
To ensure the LTFP remains robust, compliant with the Group's external Financial Covenants, Financial Golden Rules and meets the core key strategic driver “Strong: Financial Stability”
To perform a range of financial modelling, analysis and ‘what-if' scenarios to support decision making.
To support the preparation of reports and presentations to Senior Management, Executive, Committee and Board.
To support data to the Regulator of Social Housing including collation, validation and accurate timely submission.
Contribute to wider Group projects related to investment strategy and financial planning.

Who are we looking for?

A qualified accountant (CCAB or equivalent) or significant analyst experience
Demonstrable experience in finance / financial services in a large and complex organisation with substantial capital budgets.
Previous Housing sector experience is preferred
Experience of financial planning and analysis in a large complex organisation.
Advanced IT skills, including complex Excel spreadsheets (with VBA), and confidence working with high value projects.
Experience in developing complex and bespoke financial models.
Experience of working with operational managers in a support role and of liaising with people at different levels across the business.
Although home-based, you must be able to travel to our offices in Solihull and Worcester, typically 2–3 times per month.

Some of the great benefits we offer:

Up to 28 days' annual leave plus bank holidays, with options to buy or sell leave
Family-friendly policies, including generous maternity, paternity, shared parental, adoption leave, and 3 days paid urgent domestic leave
Medicash membership with employee assistance programme, discounted gym access, and exclusive discounts
Health Cash Plan worth up to £1,700 per year for dental, optical, physio, and complementary therapies
Pension scheme with up to 12% employer contribution (subject to employee contribution), including life assurance
Learning and development opportunities
Employee reward and recognition scheme, wellbeing hub, and retail discounts

Why Join us?

Be part of a team that's making a difference. Help shape our financial strategy, support business decisions, and contribute to building homes and communities where people can thrive.

How to Apply?

Click Apply Now to complete an online application and upload your Current CV.

If you would like any further information on the role or would like to arrange an informal chat, please feel free to contact the Resourcing team via email: [email protected]

First-stage interviews will be held virtually via MS Teams, and shortlisted candidates will be contacted to arrange a suitable time. Second-stage interviews will be scheduled to take place in person from w/c 6th July.

Early applications are encouraged, as the vacancy may close ahead of the advertised date.

We do not require recruitment agency support at this time - all speculative CV's will be treated as a direct application.

Apply Now

Refine Your Search

investment analyst jobs in wordsley, sts

Investment Analyst - FP&A

Investment Analyst

Responsible Investment & Stewardship Analyst

Investment Operations Analyst

Investment Analyst - Alternatives

Analyst, Data Analytics - Transaction Services - Birmingham

Investment Planning Analyst (Housing)

Global Investment Research, Content Management Group - Supervisory Analyst, Associate, Birmingham

Analyst, Data Analytics - Transaction Services - Birmingham

2026 | EMEA | Birmingham | Asset Management, Controls Governance & Testing | New Analyst

Client Portfolio Analyst

Compliance, Asset Wealth Management Compliance, Analyst, Birmingham

Financial Planning & Analyst (FP&A)

Financial Planning & Analyst (FP&A)

Financial Planning Analyst

Controllers- Non-Financial Regulatory Position Reporting, Senior Analyst- Birmingham

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