Investment Analyst

Wessex Water; Bath; On-site; GBP 45,000 - 60,000; Full time

Benefits offered by this job

Pension up to 20%

25 days holiday (28 with service)

Healthcare package

Life assurance up to 8x salary

Car lease via salary sacrifice

Volunteer day / volunteering leave

Job summary

Wessex Water is seeking an Investment Analyst to support the reporting of the capital investment programme and governance processes. You will assist stakeholders in managing capital budgets and developing regular internal capital reporting to enable robust decision-making aligned with risk and strategic priorities.

In this role you will track performance against the business plan, support annual budgets and develop dashboards to analyse metrics, progress and performance indicators for informed

Qualifications

• Degree qualification in finance, maths, engineering or related analytical discipline.
• Experience with data analysis and budgeting or FP&A.
• Strong Excel, Power BI and data governance familiarity.
• Excellent communication and organisational skills.

Responsibilities

• Track performance versus the business plan and support annual budget setting.
• Forecast quarterly budgets for the capital investment programme.
• Develop dashboards to monitor key metrics and progress.
• Provide financial data and analysis for business reviews.
• Support the Investment Governance and Control processes.

Skills

Data analysis

Excel

DAX

Power BI

Power Query

Communication

Time management

Problem-solving

Education

Degree in finance/maths/engineering or related analytical discipline

Tools

Power BI

Excel

DAX

Power Query

Job description

As our new Investment Analyst, you will support the reporting of the capital investment programme for each 5-year business plan.

You will be responsible for internal and external reporting on capital investment and supporting adherence to the capital governance processes.

You will provide support to business stakeholders in managing and utilising capital budgets effectively.

You will also support the development of regular internal capital reporting to assist in robust decision-making that aligns with risk and strategic priorities.

What you'll do

In this varied role, you will be responsible for tracking performance versus the business plan, supporting annual budget setting and reporting capital investment.

You will:

• support setting annual financial budgets and quarterly financial forecasts for the capital investment programme
• ensure the proposed capital budget will achieve regulatory and internal targets
• communicate new operational cost allowances for the operational budget
• develop the financial reporting in conjunction with the planning and strategy teams
• provide financial data and analysis for business reviews
• develop dashboards to track and analyse key metrics, progress and performance indicators to facilitate informed decision making
• identify variances in the programme to agreed performance and outcomes
• support the coordination of any new requirements to the process and programme
• support the Investment Governance and Control Lead to ensure that the investment governance process is understood and adhered to.

What you'll need

We are looking for:

• degree qualification in a finance, mathematics, engineering, or a related analytical discipline
• experience working in the water industry (beneficial, not essential)
• strong experience in data analysis, with advanced skills in Excel, DAX, Power BI, and Power Query; experience in data governance practices is desirable
• demonstrated ability to absorb complex technical or regulatory information and communicate it clearly and simply to diverse audiences, both verbally and in writing
• highly detail-oriented with a proactive, curious mindset and strong problem-solving skills
• willingness and ability to learn new systems, tools, and approaches quickly
• excellent communication at all levels, both written and verbal
• effective time management and expected deliverables
• excellent organisation and planning skills.

What you'll receive

• A combined pension contribution of up to 20%.
• Career progression and professional development opportunities.
• 25 days' holiday rising to 28 with length of service.
• The opportunity to sell up to five days of holiday every year.
• The opportunity to buy up to ten days of holiday each year (subject to conditions).
• A healthcare package that allows you to claim back healthcare costs.
• Life assurance of up to eight times your salary.
• The opportunity to lease a new electric car through salary sacrifice (subject to conditions).
• Cashback and discounts from more than 3,000 retailers.
• One paid volunteering day each year.
• Enhanced family leave and pay arrangements.
• Access to an interactive health and wellbeing platform.
• Support from trained mental health first aiders.
• A £1,000 referral fee if you recommend someone who is successfully recruited by us.

Who we are

• Wessex Water – one of the top-performing water and sewerage companies in England and Wales, serving 2.9 million people across the South West
• YTL Developments – a major UK developer currently redeveloping a 450-acre former airfield into an award-winning, exciting mix of houses, apartments, schools, commercial space, restaurants and hotels, to make a truly sustainable new community
• YTL Construction UK – a top 20 UK contractor providing fully integrated services to infrastructure, residential, commercial, industry, energy and environmental sectors
• YTL Live – the development and operation of an entertainment complex that includes a 20,000 capacity arena, conferencing and exhibition space
• plus a number of other retail, environmental and specialist businesses.

Our people tell us that YTL UK is a great place to work, which is why so many of them stay with us! You will have a unique opportunity to develop and progress your career within such a diverse group.

We are passionate about diversity and inclusion – with that in mind, all applicants are welcome. We are delighted to have signed the Armed Forces Covenant and are a Disability Confident Employer.

If you require reasonable adjustments to be made during the recruitment process, please inform a member of our Recruitment team.