Lead Investment Analyst
Lead Investment Analyst

Lead Investment Analyst

Full-Time 28800 - 42000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Lead financial assessments for housing developments and influence key decisions.
  • Company: Join Anchor, England's largest not-for-profit provider of care and housing for older people.
  • Benefits: Enjoy flexible working, competitive salary, excellent pension, and ongoing professional development.
  • Why this job: Make a real impact in communities while working in a supportive, team-focused culture.
  • Qualifications: Qualified accountant with strong housing finance experience and excellent analytical skills required.
  • Other info: Be part of a diverse and inclusive workplace that values every individual.

The predicted salary is between 28800 - 42000 £ per year.

Do you want to play a key role in shaping financially sound housing development decisions? If you’re a finance professional with experience in housing associations or a similar environment — and a talent for turning complex data into clear insight — this could be your next move.

We’re looking for a Lead Investment Analyst to provide expert financial appraisal of development opportunities. This senior role is ideal for someone who combines strong technical skills with the confidence to influence decisions at the highest level.

What you’ll be doing:

  • Assess the financial viability of complex development schemes, producing accurate, evidence-based business cases.
  • Build, stress-test, and interpret detailed financial models at both project and programme levels.
  • Review completed investments to identify risks, lessons learned, and future opportunities.
  • Partner with colleagues to ensure financial assessments align with wider development and business strategies.
  • Provide clear assurance to senior leaders, including Executive and Board members, on the performance and sustainability of the development programme.

To learn more you can view the full role profilehere (

What we’re looking for:

  • A qualified accountant (ACA, ACCA, or CIMA) with strong housing development finance experience — ideally gained in a housing association or similar organisation.
  • Strong knowledge of viability modelling tools such as ProVal, Pamwin, or similar systems.
  • Proven expertise in investment appraisal, development viability, and financial modelling.
  • Excellent analytical and communication skills – able to translate complex financial information for non-finance audiences.
  • A proactive approach, with the confidence to work independently and influence decisions at a senior level.

Why join us?

  • Work with a socially driven organisation that invests in communities and homes across the UK.
  • Enjoy flexible homeworking alongside a supportive, team-focused culture.
  • Receive a competitive salary, excellent pension, generous annual leave, and ongoing professional development opportunities.

If you’re ready to take the lead in ensuring our housing developments are financially robust and deliver real impact, we’d love to hear from you.

Apply today and help us shape the future of housing.

Anchor – a great place to work

Anchor is England’s largest not-for-profit providers of care and housing for older people. Our heartfelt ambition is to transform housing and care so everyone can have a home where they love living in later life.

We’re not-for-profit which means every penny we make or save is invested in the people who live with us, the places they live and the people who work here. That means a better standard of care and customer service, better wages, more investment in training and development and improved facilities.

Our values

Every one of us can make a difference to our residents and play a part in shaping homes and services around their needs.

Our Anchor values of beingAccountable, Respectful, Courageous andHonest apply to us all, whether you manage colleagues as part of your role or not.

Displaying our values can influence those around us to do the same. We can all be leaders at Anchor and should all be driven by the same customer ethos. OurAnchor Leadership Framework helps align these values with the skills and behaviours we demonstrate.

A rewarding environment

From health and happiness to finance and your career, we’ll give you all the support you need.

Health & happiness

  • Gym, fitness and wellbeing discounts
  • Mental health support
  • Flexible working options
  • Access to online GP appointments

Finance

  • Pension plan – contribute between 4% and 8% and we’ll match it or better
  • Quick and easy pension transfer service
  • Savings and financial advice, loans, free life assurance
  • Discounts on shopping, holidays, phones, technology and more

Career

  • Ongoing personal and professional development programme
  • Leadership Pathways online learning resources
  • Career progression and promotion opportunities

To see our full range of benefits, check out our dedicatedbeing well website Please follow the link or copy and paste into your browser

Celebrating diversity, celebrating you

Anchor is proud to be an equal opportunity employer. We aim to celebrate diversity and inclusion in all that we do, as we know that the more diverse our colleagues are, the better care and support we can give to our residents and each other.

We are proud to have an LGBT+ group for our residents, and also Disability, LGBT+ and race and ethnicity colleague networks. These work to celebrate diversity, address concerns, review policy and practice and empower their members. We also have an Inclusive Ambassador network to allow all colleagues to be part of promoting diversity and to be an ally to others.

We are a Gold Standard Inclusive Employer, a Stonewall Diversity Champion, Menopause Friendly and a signatory to the Care Leaver Covenant, HouseProud Pledge and Age Friendly Employer Pledge schemes.

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Lead Investment Analyst employer: Anchor

Anchor is an exceptional employer, offering a unique opportunity to work within a socially driven organisation dedicated to transforming housing and care for older people across the UK. With a supportive, team-focused culture, flexible homeworking options, and a commitment to professional development, employees can thrive while making a meaningful impact in their communities. Our competitive salary, generous benefits, and strong emphasis on diversity and inclusion make Anchor a truly rewarding place to build your career.
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Contact Detail:

Anchor Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Lead Investment Analyst

✨Tip Number 1

Familiarise yourself with the specific financial modelling tools mentioned in the job description, such as ProVal and Pamwin. Having hands-on experience or even a basic understanding of these tools can set you apart during discussions with our hiring team.

✨Tip Number 2

Prepare to discuss your previous experiences in assessing the financial viability of development schemes. Be ready to share specific examples where your analysis influenced key decisions, showcasing your ability to communicate complex data clearly.

✨Tip Number 3

Network with professionals in the housing development finance sector. Engaging with industry peers can provide insights into current trends and challenges, which you can reference during your conversations with us, demonstrating your proactive approach.

✨Tip Number 4

Understand our organisational values and be prepared to discuss how you embody them in your work. Showing alignment with our values of accountability, respect, courage, and honesty will resonate well with our team and highlight your fit for the role.

We think you need these skills to ace Lead Investment Analyst

Qualified Accountant (ACA, ACCA, or CIMA)
Housing Development Finance Experience
Viability Modelling Tools (e.g., ProVal, Pamwin)
Investment Appraisal Expertise
Financial Modelling Skills
Analytical Skills
Communication Skills
Ability to Translate Complex Financial Information
Proactive Approach
Confidence in Influencing Senior Decisions
Risk Assessment and Management
Business Case Development
Collaboration with Cross-Functional Teams
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in housing development finance and investment appraisal. Use specific examples that demonstrate your ability to assess financial viability and build financial models.

Craft a Compelling Cover Letter: In your cover letter, express your passion for the role and the organisation's mission. Highlight your qualifications as a qualified accountant and your experience with viability modelling tools. Be sure to mention how you can influence decisions at a senior level.

Showcase Analytical Skills: Provide examples of how you've translated complex financial data into clear insights for non-finance audiences. This will demonstrate your excellent communication skills, which are crucial for this role.

Align with Company Values: Familiarise yourself with Anchor's values of being Accountable, Respectful, Courageous, and Honest. Reflect these values in your application to show that you are a good cultural fit for the organisation.

How to prepare for a job interview at Anchor

✨Showcase Your Financial Acumen

Be prepared to discuss your experience with financial appraisal and modelling. Highlight specific projects where you've assessed the viability of development schemes, and be ready to explain your approach to building and stress-testing financial models.

✨Communicate Complex Ideas Simply

Since you'll need to translate complex financial information for non-finance audiences, practice explaining your past work in straightforward terms. Use examples that demonstrate your ability to make data accessible and actionable for senior leaders.

✨Demonstrate Proactivity and Independence

This role requires a proactive approach, so come prepared with examples of how you've taken initiative in previous roles. Discuss situations where you influenced decisions at a senior level and how your independent work contributed to successful outcomes.

✨Align with Company Values

Familiarise yourself with Anchor's values of being Accountable, Respectful, Courageous, and Honest. Be ready to share how you embody these values in your professional life and how they align with your approach to teamwork and leadership.

Lead Investment Analyst
Anchor
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  • Lead Investment Analyst

    Full-Time
    28800 - 42000 £ / year (est.)

    Application deadline: 2027-09-03

  • A

    Anchor

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