Financial planning analyst Work, Jobs in Castle Bromwich, Wmd (with Salaries)

Investment Portfolio Analyst
National Gas —Warwick
- £41,952 - £49,355 a year
- Overtime
- Hybrid work
- Microsoft Excel
- Continuous improvement
- Communication skills
- Employee assistance programme
Controllers- Non-Financial Regulatory Position Reporting, Senior Analyst- Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Excel
- Analysis skills
- Project management
- Employee assistance programme
Global Investment Research, Content Management Group - Supervisory Analyst, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
Sales & Operational Planning Analyst
Tarmac —Solihull
- Microsoft Excel
- Military
- ERP systems
- Employee discount
Graduate Trainee Financial Planning & Analysis Analyst
Daimler Truck AG —Coventry
- Full-time
- Continuous improvement
Controllers, Non-Financial Regulatory Position Reporting, Senior Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Excel
- Analysis skills
- Project management
- Employee assistance programme
1d
Internal Audit - Front End Engineer - Analyst / Associate - Birmingham,
Goldman Sachs —Birmingham
- Full-time
- Computer Science
- Data analysis skills
- SQL
- Employee assistance programme
Business Analyst
Devi Technologies —Birmingham
- £50,000 - £55,000 a year
- Full-time
- Hybrid work
- Business
Quick apply
9d
Business Analyst
Gymshark —Solihull
- Hybrid work
- Engineering
- Analysis skills
- APIs
- Employee discount
- Gym membership
Quick apply
10d
Internal Controls Senior Analyst
Mondelēz International —Birmingham
- Full-time
- Microsoft Excel
- ERP systems
- Data analysis skills
Cost and Data Analyst
Joseph Gallagher Limited —Rugby
- Full-time
- Civil engineering
- Microsoft Excel
- Engineering
- Employee assistance programme
Finance Transformation Analyst
BNP Paribas —Solihull
- Full-time
- Hybrid work
- SQL
- Accounting
- Python
- Employee discount
- Life insurance
Plant & Equipment Data Performance Analyst (V.I.E Contract)
COLAS ROADS UK —Birmingham
- Data analysis skills
- Maintenance
- SQL
FP&A Analyst
Shoosmiths —Birmingham
- Analysis skills
- Accounting
- IT
Assistant Manager - Cyber and Digital Health
KPMG —Birmingham
- Full-time
- Microsoft Powerpoint
- No degree
- AI
5d
Marcus by Goldman Sachs, Operational Risk Analyst, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Presentation skills
- Communication skills
- Banking
- Employee assistance programme
Software Developer, Digital Innovation, Tax and Legal
Deloitte —Birmingham
- Hybrid work
- Azure
- Computer Science
- DevOps
BIRMINGHAM – Junior to Lead Business Process, Automation & Change Roles for 2026
Vantage Point —Birmingham
- Hybrid work
- SQL
- Analysis skills
- SharePoint
Sourcing Analyst
Tarmac —Solihull
- Microsoft Excel
- Military
- ERP systems
- Employee discount
Senior Project Administrator -School of Engineering - 107661 - Grade 5 - 9590
University of Birmingham —Birmingham
- £31,900 a year
- Part-time
- Microsoft Powerpoint
- ERP systems
- Microsoft Office
- Annual leave
- Sick pay

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Investment Portfolio Analyst

National Gas -
Warwick

Apply Now

Job details

Full-time
£41,952 - £49,355 a year

Benefits

Private dental insurance
Company pension
Employee assistance programme
Private medical insurance

Qualifications

Power BI
Microsoft Excel
Business processes
Continuous improvement
Communication skills

Full job description

Investment Portfolio Analyst

£41,952 to £49,355

Warwick, Hybrid (3 days office, 2 days remote)

About us

National Gas is securing Britain’s energy. We transport gas throughout Great Britain, repair and maintain gas pipelines, and manage the meters that allow millions of homes and businesses to access the energy they need. We are the national gas network, providing secure energy to power Britain, achieve net zero, and maintain our industrial competitiveness.

About the role

If you’re energised by turning data into decisions and want to work where your analysis genuinely influences how we invest, grow, and deliver for our customers, this is the perfect next step in your career.

As an Investment Portfolio Analyst, you’ll play a key part in helping our Asset & Engineering teams make smarter, evidence‑based investment decisions. By collecting, validating, and analysing data, you’ll provide trusted insights that support operational performance, long‑term planning, and strategic direction across our portfolio.

What you'll be doing

Collecting, cleaning, and transforming data from multiple sources to ensure quality and consistency.
Analysing investment portfolios and performance data to uncover trends and actionable insights.
Monitoring data quality, identifying anomalies, and advising on improvements.
Producing clear, engaging reports, dashboards, and visualisations that help colleagues make informed decisions.
Maintaining documentation for datasets, tools, and processes.
Supporting senior analysts with deep‑dive analysis, variance and trend analysis, and reconciliation work.
Identifying opportunities to improve tools, processes, and ways of working within a continuous improvement framework.
Collaborating with internal strategy, planning, cost and investment teams to keep portfolios aligned with business priorities.

About you

You’re naturally curious, detail‑focused, and eager to grow your analytical capability. You enjoy working with data, asking questions, and turning complex information into simple, meaningful insights for others.

Key requirements & experience

Essential:

Experience of supporting process improvement and continuous improvement (CI) initiatives, helping to identify efficiencies, documenting and improve business processes, and contribute to the delivery of operational improvements.
Advanced Excel skills (Macros, XLOOKUP, VLOOKUP, validation checks etc)
Hands‑on experience working with data and carrying out insightful analysis
Logical thinking and problem‑solving skills
Clear, confident communication skills and the ability to work with colleagues at all levels
A strong interest in data and analytics with the ability to interpret information and produce clear insights

Desirable

Regulated asset environment experience
Experience with analytics tools such as Power BI
Knowledge of decision‑support tools such as Copperleaf or AIM

What we offer

Annual bonus of 6% based on personal and company performance
26 days’ holiday plus statutory holidays - option available to buy extra or sell days
Overtime at x1.5 normal and then x2 on Sunday
Double-match pension scheme - for every £1 you put in, we'll add £2 (max company contribution 12%)
Opt-In flexible benefit scheme, including salary sacrifice private healthcare, dental insurance, technology plans and more
Financial protection with 10x salary death in service and financial support if you're unable to work due to long term illness or injury
Excellent family friendly provisions - maternity/paternity/adoption/surrogacy/shared parental leave
Career progression, professional training and development – including access to LinkedIn Learning
Employee assistance programme offering free confidential professional counselling 24/7
Financial support to help you cover the cost of professional membership subscriptions

Inclusive recruitment

At National Gas, we are disability confident and we are signatories of the Armed Forces Covenant, committed to building a workforce that represents the communities we serve. We celebrate the different experiences our colleagues bring to our organisation, and strongly encourage applicants of all backgrounds to apply. Please let us know of any reasonable adjustments you need to perform your best.

#LI-CT1 #LI-Hybrid #Investment #Analysis #Copperleaf #AIM #PowerBI #Excel #BusinessProcess #Utilities #Infrastructure #Gas

Apply Now

Refine Your Search

financial planning analyst jobs in castle bromwich, wmd

Investment Portfolio Analyst

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

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

Sales & Operational Planning Analyst

Graduate Trainee Financial Planning & Analysis Analyst

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

Internal Audit - Front End Engineer - Analyst / Associate - Birmingham,

Business Analyst

Business Analyst

Internal Controls Senior Analyst

Cost and Data Analyst

Finance Transformation Analyst

Plant & Equipment Data Performance Analyst (V.I.E Contract)

FP&A Analyst

Assistant Manager - Cyber and Digital Health

Marcus by Goldman Sachs, Operational Risk Analyst, Analyst, Birmingham

Software Developer, Digital Innovation, Tax and Legal

BIRMINGHAM – Junior to Lead Business Process, Automation & Change Roles for 2026

Sourcing Analyst

Senior Project Administrator -School of Engineering - 107661 - Grade 5 - 9590

I want to receive the latest job alerts for financial planning analyst in castle bromwich, wmd

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Investment Portfolio Analyst

£41,952 to £49,355

Warwick, Hybrid (3 days office, 2 days remote)

About us

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Key requirements & experience

What we offer

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