At a Glance
- Tasks: Analyse property data to shape investment plans for improving homes and supporting sustainability.
- Company: Join a forward-thinking landlord dedicated to quality, safety, and excellent customer service.
- Benefits: Enjoy 25 days leave, health cash plan, and generous family-friendly policies.
- Other info: Dynamic role with opportunities for learning and development in a supportive environment.
- Why this job: Make a real impact on housing quality and energy efficiency while developing your career.
- Qualifications: Experience in asset planning or data analysis, with strong IT skills required.
The predicted salary is between 44159 - 44159 £ per year.
Permanent, 35 Hours per week
£39,743 - £44,159 per annum (depending on experience)
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
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:
Essential:
- 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
Desirable:
- 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
Investment Planning Analyst (Housing) in Heath employer: Platform Housing
Join a forward-thinking landlord dedicated to enhancing housing quality and sustainability as an Investment Planning Analyst. With a strong emphasis on employee wellbeing, generous leave policies, and robust learning and development opportunities, this home-based role offers a unique chance to make a meaningful impact while enjoying a supportive work culture that prioritises collaboration and customer-centred outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Planning Analyst (Housing) in Heath
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Platform Housing, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Platform Housing.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Platform Housing.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Platform Housing, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Planning Analyst (Housing) in Heath
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Platform Housing want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Platform Housing.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Platform Housing will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Platform Housing. Numbers speak louder than words!
How to prepare for a job interview at Platform Housing
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Platform Housing want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withPlatform Housing.
