Investment Analyst Financial Planning & Analysis in West Bromwich

£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.