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For Companies At a Glance
- Tasks: Shape financial strategies and deliver insightful analysis for impactful decision-making.
- Company: Join a dynamic team focused on long-term financial planning and community building.
- Benefits: Enjoy up to 28 days leave, health cash plan, and generous family-friendly policies.
- Why this job: Make a real difference in shaping financial strategies that support thriving communities.
- Qualifications: Qualified accountant with strong finance experience and advanced Excel skills.
- Other info: Flexible 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.
Disability Confident
About Disability Confident
A Disability Confident employer will generally offer an interview to any applicant that declares they have a disability and meets the minimum criteria for the job as defined by the employer. It is important to note that in certain recruitment situations such as high-volume, seasonal and high-peak times, the employer may wish to limit the overall numbers of interviews offered to both disabled people and non-disabled people. For more details please go to .
Travel
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.
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Investment Analyst - FP&A employer: Platform Housing Group
Contact Detail:
Platform Housing Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst - FP&A
✨Network Like a Pro
Get out there and connect with people in the industry! Attend finance-related events, webinars, or even local meetups. You never know who might have a lead on that perfect Investment Analyst role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your experience with financial modelling and analysis, and how you've tackled complex projects. Let them see your commercial acumen in action!
✨Tailor Your Approach
Before any interview, do your homework! Understand the company’s financial strategy and be ready to discuss how your skills can help shape their long-term plans. This shows you’re not just another candidate; you’re the right fit.
✨Apply Through Our Website
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 - FP&A
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 those advanced Excel skills we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background aligns with our mission. Be sure to mention any relevant projects or experiences that demonstrate your commercial acumen.
Showcase Your Financial Modelling Skills: Since this role involves complex financial modelling, include examples of your past work in this area. If you’ve developed bespoke models or performed 'what-if' analyses, let us know – we want to see your analytical prowess!
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 and shows us you’re serious about joining our team!
How to prepare for a job interview at Platform Housing Group
✨Know Your Financial Models
As an Investment Analyst, you'll be expected to perform complex financial modelling. Brush up on your Excel skills, especially with VBA, and be ready to discuss specific models you've developed in the past. Bring examples of 'what-if' scenarios you've worked on to showcase your analytical thinking.
✨Understand the Business Landscape
Familiarise yourself with the organisation's long-term financial strategy and how it aligns with broader market trends. Be prepared to discuss how shifting assumptions can impact financial sustainability. This shows that you can think critically about the business environment and its implications.
✨Prepare for Strategic Discussions
You'll be supporting senior management with reports and presentations, so practice articulating your insights clearly and confidently. Think about how you would present complex data to different stakeholders and be ready to answer questions about your analysis.
✨Showcase Your Collaboration Skills
This role involves working closely with various teams, so highlight your experience in cross-functional collaboration. Prepare examples of how you've liaised with operational managers or contributed to group projects, demonstrating your ability to work effectively with diverse teams.
