£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.
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