Investment Analyst

England, Worcestershire
£60000.00 - £65000 per annum + Bonus
10 Sep 2021
17 Sep 2021
Pardeep Rana
Job Title
Finance Analyst
Contract Type
Full Time

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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