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Investment Analyst
Platform Housing Group
Develop & maintain long‑term financial plans, provide analysis and support strategic decisions.
10d ago
Intermediate (4-7 years), Experienced (8-12 years), Expert & Leadership (13+ years)
Full Time
Birmingham, England, United Kingdom
Hybrid
Company Size
900 Employees
Service Specialisms
Housing Development
Property Management
Construction Services
Affordable Housing
Regeneration
Consulting
Property Investment
Design & Build
Sector Specialisms
Residential
Affordable Housing
Social Housing
Role
What you would be doing
financial forecasting
investment strategy
report preparation
regulatory reporting
financial modelling
data validation
- 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.
- Contribute to wider Group projects related to investment strategy and financial planning.
- 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.
- To perform a range of financial modelling, analysis and ‘what-if' scenarios to support decision making.
What you bring
excel vba
financial modeling
ccab
financial planning
capital budgets
operational support
- Advanced IT skills, including complex Excel spreadsheets (with VBA), and confidence working with high value projects.
- Experience of financial planning and analysis in a large complex organisation.
- Although home-based, you must be able to travel to our offices in Solihull and Worcester, typically 2–3 times per month.
- 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.
- 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.
- Health Cash Plan worth up to £1,700 per year for dental, optical, physio, and complementary therapies
- Employee reward and recognition scheme, wellbeing hub, and retail discounts
- Learning and development opportunities
- Up to 28 days' annual leave plus bank holidays, with options to buy or sell leave
- Pension scheme with up to 12% employer contribution (subject to employee contribution), including life assurance
- 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
Information not given or found
Interview process
- first-stage interviews held virtually
- shortlisted candidates contacted to arrange interview time
Information not given or found
Security clearanceInformation not given or found
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Company
Overview
1,000+ Homes
Annual New Home Delivery
The group consistently delivers over 1,000 new homes each year, contributing to community growth.
- Committed to creating vibrant communities and high-quality homes.
- Strong presence across the UK, focusing on affordable housing and services.
- Reputation for delivering projects on time and within budget.
- Expertise in residential, commercial, transport, and utilities sectors.
- Innovative approach to modern housing solutions, focusing on quality, sustainability, and design.
- Customer First
- Togetherness
- Innovation
- Sustainability
- Respect
2050
Net Zero Target
Aimed to achieve net zero carbon emissions by a specific future date.
- working towards reducing energy consumption and improving energy efficiency in their housing stock
- aiming to develop and maintain sustainable homes with a focus on environmental impact reduction
- taking steps to ensure that new developments are energy efficient and environmentally responsible
- fosters a diverse and inclusive workplace through their Diversity, Equity and Inclusion (DEI) strategy.
- actively works on improving female representation in senior roles to achieve gender balance.
- monitors and reports gender pay gap data with a commitment to addressing disparities.
- ensures equal opportunities for all employees, regardless of background.
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