Senior Investment Analyst

University of Cambridge; Cambridge; Híbrido; GBP 60.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

41 days annual leave

Hybrid working

Generous pension scheme

Relocation expenses scheme

Employee assistance programme

Family-friendly policies

Descripción de la vacante

University of Cambridge is seeking a Senior Investment Analyst to lead Portfolio Performance (Benefits and Scenarios Modelling) within UCSO. You will own modelling standards, develop scientific financial models and deliver decision-ready insights for senior stakeholders.

You will guide benefits realisation, scenario testing, and provide training to strengthen modelling capability across the organisation. The role reports to senior transformation leadership.

Formación

• Build and use sophisticated long-term financial models for investment analysis.
• Experience in investment appraisal and business-case development.
• Communicate complex analysis clearly to diverse audiences and influence governance groups.
• Advanced Excel modelling and reporting/data visualisation experience; postgraduate qualification in quantitative discipline.
• Numerate, evidence-driven with governance and value-for-money focus.

Responsabilidades

• Lead the financial assessment of change programme business cases including benefits and costs.
• Develop medium- and long-term financial models with scenario testing and risk analysis.
• Set modelling standards, datasets, dashboards, and QA for portfolio reporting.
• Provide independent insight to programme and investment stakeholders and challenge assumptions.
• Prepare authoritative reports, presentations and briefing papers for senior leaders.

Conocimientos

Advanced Excel modelling

Quantitative analysis

Data visualisation tools

Stakeholder communication

Educación

Postgraduate-level qualification in quantitative discipline

Descripción del empleo

The Role

The University of Cambridge is seeking a Senior Investment Analyst to lead its Portfolio Performance (Benefits and Scenarios Modelling) function within the University Change Support Office (UCSO). This is a senior analytical role with responsibility for providing decision-ready quantitative insight into the University's major investments and portfolio of change programmes.

UCSO provides expertise in change and communications, benefits realisation, portfolio planning, common standards, strategic reporting and business-case appraisal. It supports the Change and Programme Management Board in directing and overseeing the University's portfolio of major change programmes.

The post-holder will own the modelling standards, analytical methods and quality assurance arrangements used to assess benefits, costs, risks, interdependencies and return on investment. They will lead the financial assessment of change programme business cases, deliver complex analytical studies and rapid assessments for senior stakeholders, and strengthen modelling capability through practical guidance and training.

The role will also provide analytical support to the Office for Investment Oversight and Appraisal, including the development and appraisal of business cases, work relating to the University's future internal accounting system, and tools to support medium-term financial and strategic planning. The post has reporting responsibilities to the Director of Transformation Programmes and the Director of the Office for Investment Oversight and Appraisal.

Key responsibilities

• Lead the financial assessment of change programme business cases, including benefits, capital costs, income and expenditure impacts, risks, opportunities, affordability and options appraisal
• Develop robust medium- and long-term financial models, using scenario testing and risk analysis to support strategic investment decisions
• Establish and maintain consistent modelling standards, datasets, dashboards, performance measures and quality assurance arrangements for portfolio reporting and benefits evaluation
• Provide independent insight and constructive challenge to programme, project and investment stakeholders, ensuring that assumptions, evidence, costs, benefits and risks are clearly understood
• Prepare authoritative reports, presentations and briefing papers for senior leaders and governance committees and develop practical training and guidance in quantitative appraisal methods

About You

• Have recent experience of building and using sophisticated long-term financial models for investment analysis, financial projections and scenario testing within a large or complex organisation
• Bring substantial experience of investment appraisal, business-case development and the application of specialist quantitative expertise to complex and ambiguous problems
• Be able to communicate complex analysis clearly to specialist and non-specialist audiences, influence senior stakeholders and governance groups, and work effectively across multidisciplinary teams
• Have advanced Excel modelling capability and experience of reporting and data visualisation tools, together with a postgraduate-level qualification, or equivalent professional expertise, in a quantitative discipline
• Be highly numerate, evidence-driven and committed to rigorous governance, value for money and continuous improvement

Benefits

• 41 days annual leave, including bank holidays
• Potential for flexible and hybrid working, subject to the operational needs of the role
• A generous pension scheme, discount portal, cycle to work scheme, access to the University accommodation service, relocation expenses scheme, employee assistance programme and family-friendly policies

The funds for this post are available for 3 years in the first instance.

Interviews will be held in early November 2026.

Additional information regarding the role can be found within the further information file. If you wish to discuss this role in more detail, or have questions about the application process, enquiries are welcome. Please contact the team via [e-mail].

The University actively supports equality, diversity and inclusion and encourages applications from all sections of society.

The University has a responsibility to ensure that all employees are eligible to live and work in the UK.