Investment Analyst
Role Overview
The Investment Analyst supports investment decisions affecting businesses, communities, and the West of England's regional economy.
The role works across projects and sectors with local authorities, government, universities, and private-sector partners.
Key Skills for This Role
Full Job Posting
Role overview
The Investment Analyst supports investment decisions affecting businesses, communities, and the West of England's regional economy.
The role works across projects and sectors with local authorities, government, universities, and private-sector partners.
What you'll do
- Appraise complex, multi-million-pound investment proposals and business cases.
- Build financial models, economic assessments, and sensitivity analyses.
- Assess value for money, strategic fit, risk, and deliverability.
- Turn complex analysis into recommendations for senior leaders and decision-makers.
- Monitor investment performance, outcomes, spend, and risk.
- Develop the regional investment pipeline and identify emerging opportunities.
- Work with project sponsors and partners to strengthen proposals and satisfy assurance requirements.
What you'll bring
- Degree in finance, economics, business, mathematics, or a related discipline.
- Strong analytical and financial modelling skills, with advanced Excel capability.
- Comfort working with complex information, challenging evidence, and exercising professional judgement.
- Ability to give clear, confident advice to senior, non-technical audiences.
Desirable knowledge and qualifications
- Knowledge of HM Treasury Green Book principles, public-sector investment appraisal, or assurance frameworks is highly desirable.
- CFA, CISI, CII, or equivalent investment qualifications are a bonus.
About the opportunity
Analysis will inform funding approvals, investment priorities, and recommendations to senior decision-makers.
The portfolio includes investments intended to support economic growth, innovation, infrastructure, and opportunity across the West of England.
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