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For Companies At a Glance
- Tasks: Shape financial strategies and support decision-making with insightful analysis.
- Company: Dynamic organisation focused on long-term financial sustainability.
- Benefits: Generous leave, health cash plan, pension scheme, and learning opportunities.
- Why this job: Make a real impact in shaping communities and financial futures.
- Qualifications: Qualified accountant with strong finance experience and advanced Excel skills.
- Other info: Home-based role with occasional travel to offices in Solihull and Worcester.
The predicted salary is between 36000 - 60000 £ per year.
Overview
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.
Responsibilities
- To ensure the LTFP is continuously updated to include the latest financial position and forecasts by working in collaboration with Development Finance, 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.
Qualifications
- A fully qualified accountant (CCAB or equivalent), with strong post-qualification experience.
- Demonstrable experience in finance / financial services in a large and complex organisation with substantial capital budgets.
- 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.
Benefits
- 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?
Early applications are encouraged, as the vacancy may close ahead of the advertised date. First-stage interviews will be held virtually. Shortlisted candidates will be contacted to arrange a suitable time.
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Investment Analyst employer: Platform Housing Group
Contact Detail:
Platform Housing Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst
✨Tip Number 1
Network like a pro! Reach out to current or former employees in similar roles on LinkedIn. A friendly chat can give you insider info and might even lead to a referral.
✨Tip Number 2
Prepare for those interviews! Research the company’s financial strategies and be ready to discuss how your skills can contribute to their goals. Show them you’re not just another candidate.
✨Tip Number 3
Practice your financial modelling skills. Be ready to showcase your expertise in Excel during interviews. They’ll want to see how you approach complex scenarios, so brush up on those skills!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about joining our team.
We think you need these skills to ace Investment Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Analyst role. Highlight your experience in financial planning and analysis, and don’t forget to showcase your advanced Excel skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific projects or experiences that demonstrate your commercial acumen and ability to support strategic decision-making.
Showcase Your Financial Modelling Skills: Since this role involves complex financial modelling, be sure to include examples of your work in this area. Whether it's a project you led or a model you developed, we want to see your analytical prowess in action!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Platform Housing Group
✨Know Your Numbers
As an Investment Analyst, you'll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how they relate to long-term financial planning. Familiarise yourself with the company's recent financial reports and be prepared to analyse them during the interview.
✨Master Financial Modelling
Since the role involves complex financial modelling, make sure you can showcase your skills in Excel, especially with VBA. Consider preparing a brief example of a financial model you've developed in the past, as this could come up in conversation. Being able to explain your thought process will impress the interviewers.
✨Understand the Business Landscape
The company is looking for someone who can take a broad view of the business. Research the organisation's strategic initiatives and understand how external factors might impact their financial sustainability. This knowledge will help you answer questions more effectively and show that you're genuinely interested in the role.
✨Prepare for Scenario Questions
Expect to face 'what-if' scenario questions that test your analytical thinking. Practice articulating your thought process when faced with hypothetical situations related to financial planning. This will not only demonstrate your analytical skills but also your ability to support strategic decision-making.
