Senior Investment Analyst: Portfolio Modelling & Benefits

CamWebDir; Cambridge; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

41 days annual leave

Hybrid working

Generous pension scheme

Cycle to work scheme

Job summary

The University of Cambridge seeks a Senior Investment Analyst to lead its Portfolio Performance function within the UCSO. You will own modelling standards, develop complex financial models, and provide decision-ready insights for major investments and change programmes.

The role includes reporting to senior governance committees and training colleagues in quantitative appraisal methods. You'll bring recent experience with long-term investment models, strong Excel skills, and the ability to

Qualifications

• Recent experience building long-term financial models for investment analysis.
• Substantial experience in investment appraisal and business-case development.
• Ability to communicate complex analysis to specialists and non-specialists.
• Advanced Excel modelling capability and governance of analytic work.

Responsibilities

• Lead financial assessment of change programme business cases, including benefits, costs and risks.
• Develop medium- and long-term financial models with scenario testing.
• Establish modelling standards, datasets, dashboards and QA for portfolio reporting.
• Prepare authoritative reports and provide training in quantitative appraisal methods.

Skills

Advanced Excel modelling

Data visualization

Quantitative analysis

Stakeholder engagement

Education

Postgraduate-level qualification in a quantitative discipline

Tools

Excel

Data visualization tools

Job description

The University of Cambridge seeks a Senior Investment Analyst to lead its Portfolio Performance function within the UCSO. You will own modelling standards, develop complex financial models, and provide decision-ready insights for major investments and change programmes.

The role includes reporting to senior governance committees and training colleagues in quantitative appraisal methods. You'll bring recent experience with long-term investment models, strong Excel skills, and the ability to