Portfolio Planning Analyst

CO-OP; Hightown; On-site; GBP 40,000 - 50,000; Full time

Job summary

A large cooperative organization in England is seeking a Portfolio Planning Analyst to turn property strategies into actionable investment plans. This role is crucial for ensuring that the Funeralcare estate is well-located and welcoming for families. The ideal candidate will have experience in property or finance, strong communication skills, and the confidence to engage stakeholders. Join us for a rewarding career that offers a bonus, generous holiday, and professional development opportunities.

Benefits

Annual bonus based on performance

28 days holiday plus bank holidays

Pension with up to 10% employer contributions

Access to a subsidised onsite gym

Career development coaching and training

Wagestream app for pay access

Qualifications

• Background in property, funeralcare, finance, or problem-solving fields.
• Ability to distil complicated scenarios into simple conclusions.

Responsibilities

• Translate branch strategies into investment and divestment plans.
• Assess options for properties aligning with strategic goals.
• Support delivery of care centre property strategy.
• Communicate changes clearly to local Operations Managers.

Skills

Experience assessing options

Strategic thinking

Strong written communication

Stakeholder engagement

Commercial awareness

Job description

We’re looking for a Portfolio Planning Analyst to join our Property team and help shape the future of our Co‑op Funeralcare estate. In this new role, you’ll turn property strategies into clear investment and divestment plans. Supported by data, you’ll use your judgement to assess options and identify solutions to overcome complex challenges, making decisions that shape our short and medium‑term property plans and having a tangible impact on our Funeralcare business. Why this role matters At Co‑op, we understand how important it is to provide the right environment for families during one of the most difficult times in their lives. This role plays a vital part in making sure our Funeralcare estate is located in the right locations, and that they are welcoming, respectful, and equipped to offer the best possible experience for our clients and colleagues. Every decision you make will help us create spaces that support dignity, care, and compassion when it matters most.

What you’ll do

• Support with translating branch‑by‑branch strategies into deliverable investment and divestment plans.
• Assess options and identify solutions for complex properties that align with our aspirational strategy.
• Support the delivery of our care centre property strategy.
• Work with the Head of Portfolio Planning and teams across Property to create future investment programmes (e.g., PAR, UPAR, refits, branch refresh, closures).
• Make sure asset renewal and lease renewal activity aligns with our property strategy.
• Build relationships and influence local Operations Managers, communicating changes clearly.
• Review and generate insights from investments, sharing findings with key partners.

What you need

• Experience assessing options and making strategic recommendations, with a background in property, funeralcare, finance or another field that required you to problem solve and work with partners to agree on the best commercial recommendations.
• Ability to distil complicated scenarios into simple conclusions via strong written and verbal communication.
• Confidence in engaging and influencing stakeholders.
• A strategic thinker and commercially aware.
• Ability to make decisions under pressure, showing tenacity and resilience when handling complex priorities.

What we offer

At Co‑op, we’re owned by our members. And because we’re owned by you, we can do right by you. So when you join us, you’re not just taking a job, you’re joining a movement. We want this to be a place where you can thrive, so you’ll also receive:

• An annual bonus (based on personal and business performance)
• 28 days holiday (rising to 32 with service) plus bank holidays
• A pension with up to 10% employer contributions
• Access to a subsidised onsite gym (at our Manchester HQ)
• Coaching and training to support your career development
• Wagestream app – giving you access to a percentage of your pay as you earn

Building a diverse environment – we’re actively building diverse teams and we welcome applications from everyone. If you have a disability, we can make reasonable adjustments to our recruitment process according to your needs. We’re also part of the Disability Confident scheme, meaning we’ll always offer an interview to disabled candidates who apply through the scheme if they meet the minimum criteria for a job. We’ll ask whether you’d like to be considered under the Disability Confident scheme when you apply. If we invite you to take part in the recruitment process for any of our jobs, we’ll ask you if you need any reasonable adjustments to enable you to participate.