Investment Planning Analyst (Housing)

Investment Planning Analyst (Housing)

Full-Time 30000 - 40000 £ / year (est.) No working from home possible
Platform Housing Group

At a Glance

  • Tasks: Analyse property data to shape investment plans for improving homes and sustainability.
  • Company: Join a forward-thinking landlord dedicated to quality and customer service.
  • Benefits: Enjoy 25 days leave, health cash plan, and generous family policies.
  • Other info: Dynamic role with opportunities for learning and career growth.
  • Why this job: Make a real impact on housing quality and energy efficiency while working from home.
  • Qualifications: Experience in asset planning or data analysis with strong IT skills.

The predicted salary is between 30000 - 40000 £ per year.

Home based with travel across localities. Do you want to help shape a long-term investment programme that improves thousands of homes, supports decarbonisation, and delivers meaningful outcomes for customers? We're recruiting an Investment Planning Analyst to join our growing Home Investment team. This is an exciting opportunity to join a forward-thinking landlord committed to quality, safety, sustainability and excellent customer service. This role is central to how we plan and invest in our housing portfolio.

You'll analyse stock condition data, EPC information, and component lifecycles to identify where investment is needed. You'll maintain a three-to-five-year pipeline of schemes and support the development of our annual capital programme. Working closely with colleagues across Asset Management, Property Care, Sustainability, Procurement, Housing and Delivery teams to ensure that our plans are well-coordinated, compliant, and aligned with customer needs.

What you'll be doing:

  • Analysing data to identify and prioritise properties and components for planned investment
  • Maintaining a detailed knowledge base of your Locality's homes
  • Supporting the development of a Locality-based Asset Investment Programme
  • Integrating EPC-C and retrofit needs into a single, holistic investment plan
  • Tracking compliance with safety, quality and energy-efficiency standards
  • Triage incoming investment requests and assess planning pathways
  • Building strong working relationships with operational teams and residents
  • Contributing to procurement planning by flagging future contract requirements
  • Maintaining accurate programme data and documentation

This role is home-based, with occasional travel required to Group offices and other locations across our localities as required.

About you:

  • Analytical and comfortable working with property data
  • Organised, proactive and able to manage multiple priorities
  • A clear communicator who can translate technical information for non-technical audiences
  • Able to build strong relationships across teams
  • Focused on delivering excellent, customer-centred outcomes
  • Passionate about housing quality, energy efficiency and long-term planning

Experience and qualifications:

  • Experience in asset planning, property management, housing, data analysis or a related field
  • Ability to interpret stock condition data and understand property lifecycles
  • Strong IT skills, particularly Excel and database systems
  • Experience working with internal stakeholders or customers
  • Experience with GIS, Open Housing or asset management systems
  • Knowledge of Decent Homes, energy efficiency, compliance and planned maintenance
  • Project management experience (Agile, PRINCE2 or similar)

Benefits:

  • 25 days annual leave (plus bank holidays) with the opportunity to buy and sell leave
  • Family friendly policies including generous Paternity, Maternity, Shared Parental and Adoption leave plus 3 days paid Urgent Domestic Leave
  • Medicash membership for all employees which includes access to an employee assistance programme, discounted gym membership and exclusive discounts
  • Health Cash Plan worth up to £1700 p/a with cashback for dental, optical, physio and complementary therapies and more
  • Pension contribution scheme with employer contributions of up to 12% (inclusive of life assurance and based on employee contributions)
  • Learning and Development opportunities
  • Employee reward and recognition scheme with wellbeing hub and discount from a wide range of retailers

We aim to hold virtual interviews, including a data exercise, from 2 July 2026. Early applications are recommended as we may close the advert earlier than the advertised closing date.

Investment Planning Analyst (Housing) employer: Platform Housing Group

Join a forward-thinking landlord that prioritises quality, safety, and sustainability while offering a supportive work culture for the Investment Planning Analyst role. With a strong focus on employee growth, generous benefits including 25 days annual leave, family-friendly policies, and a comprehensive health cash plan, this home-based position allows you to make a meaningful impact on housing quality and energy efficiency across local communities. Embrace the opportunity to collaborate with diverse teams and contribute to a long-term investment programme that truly enhances customer outcomes.

Platform Housing Group

Contact Details:

Platform Housing Group Recruitment Team

We think you need these skills to ace Investment Planning Analyst (Housing)

Analytical Skills
Data Analysis
Property Management
Asset Planning
Knowledge of EPC and Retrofit Needs
Compliance Tracking
Relationship Building