Portfolio Planning Analyst

Co-op; Kettering; Remote; GBP 45,000 - 50,000; Full time

Job summary

A leading community-focused organization in the UK is seeking a Portfolio Planning Analyst to develop investment strategies for their Funeralcare estate. This remote role involves assessing property options and working with teams to create investment programs. Ideal candidates will have a background in property or finance and excellent communication skills. The position offers a competitive salary between £45,000 to £50,000 plus benefits, including bonuses and holidays.

Benefits

Annual bonus based on performance

28 days holiday plus bank holidays

Pension with up to 10% contributions

Access to subsidised gym

Career development coaching

Wagestream app for pay access

Qualifications

• Experience in property, funeralcare, or finance is preferred.
• Ability to make strategic recommendations based on assessments.
• Strong written and verbal communication skills.

Responsibilities

• Translate branch strategies into investment and divestment plans.
• Assess options for complex properties according to strategy.
• Support delivery of care centre property strategy.

Skills

Property assessment

Strategic recommendations

Communication skills

Stakeholder engagement

Decision making under pressure

Job description

Portfolio Planning Analyst
£45,000 to £50,000 plus great benefits (Work level 6A)
Remote home-based role with travel to sites across the UK and occasional travel to our head office in Manchester.

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’ll bring

We’re looking for someone who has:

• Experience assessing options and making strategic recommendations. You might have a background in property, funeralcare, finance or another field that required you to problem‑solve and work with partners to agree 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.

Why Co‑op?

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’re an organisation that puts people and communities first, and we’re powered by purpose. 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.

In case you are invited to the recruitment process, we’ll ask you if you need any reasonable adjustments to enable you to participate.

You can find out more about our recruitment process at jobs.coop.co.uk/apply-process.

You can find out more about the Disability Confident scheme at Disability Confident Scheme - Co-op Colleagues and more about our commitments to diversity and inclusion at Diversity and Inclusion.

Please note that we may close applications for this role early.

As part of your application, you'll need to complete an online assessment. This assessment typically takes up to 50 minutes. If you're a current Co‑op colleague, this does not need to be completed.