Investment Business Analyst (Maternity Cover)

Investment Business Analyst (Maternity Cover)

Job no: 508986
Work type: Full time, Hybrid
Salary: £34,932
Location: Cardiff, Newport, Swansea
Categories: Finance
Job Description: Finance & Governance

What's Great About This Role?

• You'll play a key role in helping Pobl 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 Pobl's long-term business plan.

• 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!

• This is a full time (37 hours per week) role for at least 12 months with the possibility of extension and the salary is £34,932.
• Flexible working policies - this role would be both home- and office-based which could be at our Swansea, Cardiff or Newport offices. Your base location will be set to your nearest office.
• 26 days holiday entitlement plus bank holidays, rising to 30 days with length of service.
• Pension scheme.
• Sick Pay.
• Colleague Referral Scheme (£250 per referral).
• Time for Talking - a free counselling service.
• Health Cash Plan.
• Savings Scheme.
• Electric Vehicle Lease Schemes.
• Long service awards.
• Cycle to work scheme.
• Eyecare plan.
• Give as You Earn charity donation scheme.
• Gym and shopping discounts.
• Training and progression opportunities.

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

If you have the skills, experience and enthusiasm required to be our next difference maker, please follow the prompts to apply now. We just need an up to date CV, short/ focused cover letter along with a few contact details so that we can get back in touch with you.

We will be shortlisting week commencing 21st April 2025 and following successful candidates will be invited to interview on either Tuesday 29th April in Swansea and Wednesday 30th April in Cardiff and will include an assessment and panel interview.

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

Pobl is a leading provider of housing, care, and support services. Following our recent merger with Linc Cymru, we have ambitious plans to grow and develop more affordable homes in the coming years. To make these plans a reality, we need to ensure our investments are financially sound and strategically aligned.

Advertised: 07 Apr 2025 GMT Daylight Time
Applications close: 21 Apr 2025 GMT Daylight Time