Investment Analyst

Investment Analyst

  • Location

    Worcestershire, England

  • Sector:

    Accounting and Finance

  • Job type:


  • Salary:

    £60000.00 - £65000 per annum + Bonus

  • Contact:

    Pardeep Rana

  • Contact email:


  • Job ref:


  • Published:

    about 1 year ago

  • Expiry date:


Gleeson Recruitment Group are exclusively working with an award winning high growth Business to recruit a Senior Investment Analyst. This is a great opportunity to work in a dynamic and collaborative environment that rewards success.

The role will be responsible for financial modelling of projects, developing and maintaining models for use by non-financial users and support both the financial analysis of development projects.


  • Responsible for maintaining and enhancing the company wide Project Appraisal Tool
  • Monitor and challenge data inputs and key financial assumptions underpinning the appraisal through assessment of key commercial project KPIs and financial parameters;
  • Liaise with and provide information to wider Finance team who are responsible for establishing and maintaining the Project Reviews
  • Within project teams, identify project decisions which may impact Finance
  • Provide analysis and reports as requested to support project team leads through project approval processes
  • Generate ad hoc models for teams to support the initial appraisal of a projects viability and identification
  • Liaise with project team leads to ensure accurate and timely information is available to inform Group financial management and reporting requirements
  • Attend investor meetings
  • Assist the investor market test process
  • Manage preparation of investor financial due diligence
  • Maintain a database of key project financial information


  • Fully Qualified (ACA/ ACCA/ CIMA)
  • Excel modelling proficiency including development of financial project appraisals
  • Transactional Services experience, that includes appraising and advising on the financial viability of a projects
  • Strong commercial experience
  • Strong stakeholder management skills

On Offer

Up to £65,000 + Bonus + Benefits

Working for a high growth award winning Business and driven senior management team

Flexible working approach

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