Investment Business Analyst in Cardiff

Investment Business Analyst in Cardiff

Cardiff Full-Time No working from home possible
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About the role

  • You’ll play a key role in helping Codi make important investment decisions that shape the future of housing, care, and support services in South Wales.
  • You’ll work with a friendly and supportive team, with plenty of opportunities to develop your skills in financial modelling and strategic planning.
  • The role offers variety—no two days are the same! From evaluating new business opportunities to supporting special projects, you’ll gain experience across multiple areas.

As an Investment & Business Analyst, you’ll be part of our Corporate Finance team, working closely with colleagues across the business. You’ll support the Head of New Business, Property & Financial Planning and the Property Accountant (pre-handover) in evaluating financial opportunities, ensuring risks are considered, and helping to shape Codi’s long-term business plan.

Skills & Experience needed.

  • Analytical mindset – You enjoy working with numbers and can break down complex information.
  • Financial modelling skills – Experience with Excel is essential, and knowledge of Brixx would be a bonus!
  • Attention to detail – You have a methodical approach and can handle data from multiple

sources.

  • Confidence to challenge information – You’re not afraid to question data and make sure everything adds up.
  • Communication skills – You can explain financial insights clearly to different stakeholders.
  • Experience in viability assessments – Particularly for capital investment schemes or care & support services.
  • Relevant qualifications – A degree in accountancy, business, or a related field is preferred.

We know that not everyone takes the same path in their career, so if you don’t tick every box but think you’d be great in this role, we’d love to hear from you!

Perks, Benefits and a glimpse into our Codi world

This is a permanent role, with a salary of £35,980. The post is full time (37 hours per week) and agile, with a base location of Newport, Swansea or Cardiff. While we support agile working, you’ll be expected to attend the office for key meetings, collaboration, and team activity as required.

We support a healthy work–life balance through Monday to Friday working, with the option of compressed hours (9 day fortnight). Alongside this role comes access to Codi’s usual employee benefits, wellbeing support and internal opportunities for development

👉 You can view the full range of benefits available to colleagues here: https://codigroup.co.uk/careers

Values

At Codi, our values are Compassionate, Authentic and Progressive. You'll continue to embrace these principles and thrive in an environment shaped by them.

FREDIE

At Codi Group we are guided, in all that we do, by a group of principles that we call FREDIE, these are: Fairness, Respect, Equality, Diversity, Inclusion, Engagement. This means that whatever your background, you will have an equal opportunity at Codi Group and we encourage you to apply now.

How do you apply?

If you have the skills and experience required, please follow the prompts to apply now.

We will be interviewing 2nd July in our Swansea office.

If you would like any support with your application or to discuss any adjustments that you may require to support you to application process, please contact group.talent@codigroup.co.uk or 0300 3735262

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Contact Details:

pobl. Recruitment Team