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.
