Investment Analyst

West of England Mayoral Combined Authority; Bristol; Hybrid; GBP 49,000 - 53,000; Full time

Benefits offered by this job

26 days annual leave

2 volunteering days per year

Local Government Pension Scheme (LGPS)

Hybrid working model (2–3 days in the

Bus fare reductions

Salary progression and reviews

Job summary

West of England Combined Authority seeks an Investment Analyst to shape investment decisions that impact businesses and communities across the region. You will test business cases, build models, assess risk and translate analysis into actionable recommendations for senior leaders.

You’ll collaborate with local authorities, government, universities and private-sector partners to turn ambitious ideas into investable projects and help grow the West of England economy.

Qualifications

• Degree in finance, economics, business, mathematics or related discipline.
• Strong analytical and financial modelling skills.
• Able to translate analysis into clear, confident advice for non-technical audiences.
• Knowledge of HM Treasury Green Book principles, public-sector investment appraisal or assurance frameworks is desirable; professional investment qualifications like CFA, CISI or CII are a bonus.

Responsibilities

• Appraise complex, multi-million-pound investment proposals and business cases.
• Build financial models, economic assessments and sensitivity analysis.
• Assess value for money, strategic fit, risk and deliverability.
• Turn complex analysis into clear, compelling recommendations for senior leaders and decision-makers.
• Monitor investment performance, outcomes, spend and risk.
• Help develop the region's investment pipeline and identify emerging opportunities.
• Work with sponsors and partners to strengthen proposals and ensure they meet assurance requirements.

Skills

Advanced Excel

Financial modelling

Analytical thinking

Commercial judgement

Education

Degree in finance/economics/business/mathematics or related

Job description

This is an opportunity to do more than analyse numbers. As an Investment Analyst at the West of England Combined Authority, you'll help shape investment decisions that have a tangible impact on businesses, communities and the region's future economy. You'll be at the heart of major investment decisions - testing business cases, challenging assumptions, identifying opportunities and providing the evidence that helps senior leaders decide where significant public investment should go. You'll work across a diverse portfolio of projects and sectors, collaborating with local authorities, government, universities and private-sector partners. Your analysis will help turn ambitious ideas into investable, deliverable projects.

Why this role?

• Influence decisions that matter - your analysis will directly inform funding approvals, investment priorities and recommendations to senior decision-makers.
• Work on meaningful projects - you'll assess investments designed to drive economic growth, innovation, infrastructure and opportunity across the West of England.
• Get close to the decision-making - you'll work with senior leaders and investment panels, seeing how your analysis translates into real-world action.
• Build breadth and expertise - work across different sectors, investment proposals and complex multi-partner programmes rather than focusing on a single portfolio.
• Develop your commercial judgement - you'll have the opportunity to challenge assumptions, weigh risk and make recommendations where the evidence isn't always straightforward.

You’ll get the chance to work at the intersection of public and private investment and to be part of something bigger - help shape the economic future of one of the UK's most dynamic and ambitious regions.

What you'll do

• Appraise complex, multi-million-pound investment proposals and business cases
• Build financial models, economic assessments and sensitivity analysis
• Assess value for money, strategic fit, risk and deliverability
• Turn complex analysis into clear, compelling recommendations for senior leaders and decision-makers
• Monitor investment performance, outcomes, spend and risk
• Help develop the region's investment pipeline and identify emerging opportunities
• Work with project sponsors and partners to strengthen proposals and ensure they meet assurance requirements.

We want everyone to have a fair opportunity to work with us. We are committed to inclusive recruitment and welcome applications from people of all backgrounds. Our recruitment processes are designed to be fair, accessible and free from unlawful discrimination, in line with the Equality Act 2010.

Reasonable Adjustments

If you have an accessibility need, disability, condition or need any additional support that means you might require changes to the application or recruitment process (for example, you might need to submit your application in a different format), please get in touch with our Resourcing Team at [e-mail]. We are here to assist and accommodate your needs.

You’ll have a degree in finance, economics, business, mathematics or a related discipline, strong analytical and financial modelling skills, and advanced Excel capability. You’ll be comfortable working with complex information, challenging evidence and exercising professional judgement. Just as importantly, you’ll be able to turn your analysis into clear, confident advice that senior, non-technical audiences can act on. Knowledge of HM Treasury Green Book principles, public-sector investment appraisal or assurance frameworks is highly desirable. CFA, CISI, CII or equivalent investment qualifications would be a bonus.

We believe in fostering a culture of continuous learning and development, empowering you to thrive in your career. We prioritise your growth and success by providing a diverse range of learning and development opportunities. Our goal is to keep you motivated, equipped with essential skills, and confident in delivering excellent services.

Benefits

• 26 days annual leave, plus bank holidays, rising to 31 days after 5 years continuous service. There is also the option to increase your annual leave with our annual leave purchase scheme.
• 2 days of paid leave each year to volunteer
• Local Government Pension Scheme (one of the most generous pension schemes in the UK).
• Flexible, family friendly and hybrid working options to ensure you achieve the best work/life balance and career goals. We follow a hybrid working model with typically 2 or 3 days in the office each week
• Reduced bus fare travel across the West of England, The salary for this role is £48,738 - £53,051. This is the full-time equivalent salary, and will be pro-rata for part-time. We advertise salary ranges for job roles, with new appointments for external candidates typically starting at the lowest salary point. In exceptional cases, where higher skill levels or experience are applicable, the salary point may be adjusted to secure the best candidate. This approach allows for potential year-on-year salary increases, offering progression and appropriate rewards to employees.