Senior Investment & Valuation Analyst (in house)

JSS Search; England; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A growing investment platform seeks a Senior Investment & Valuation Analyst to join its Strategic Finance function in the UK. The ideal candidate will enhance valuation models, prepare detailed reports for stakeholders, and improve processes with advanced technical skills in VBA, Python, and SQL. Candidates should have a degree in a relevant field and preferably be working towards a CFA qualification. This role offers a hybrid work environment, providing a platform for impactful financial decision-making.

Qualifications

• Degree in Finance, Business, Economics or related field required.
• CFA qualification or progress towards it is preferred.
• Right to work in the United Kingdom is essential.

Responsibilities

• Lead and enhance complex Excel- and Python-based valuation models.
• Prepare detailed valuation materials and reports for senior leadership.
• Build new data interfaces and automate valuation processes.

Skills

Building financial models

Data analysis

Stakeholder communication

Problem-solving

Attention to detail

Education

Degree in Finance, Business, Economics, or related field

CFA qualification preferred

Tools

VBA

Python

SQL

Job description

Full-time | UK-based (Hybrid/Office)

A growing investment platform is seeking a Senior Investment & Valuation Analyst to join its Strategic Finance function. This role is ideal for an analytically minded investment professional who enjoys deep valuation work, portfolio-level analysis, and developing robust financial models that directly inform senior leadership, investment committees, and shareholders.

You will play a central role in the quarterly NAV and valuation process, enhance the modelling infrastructure used across the group, and help shape long-term strategic and financial decision‑making. This is an opportunity to join a high‑impact team operating at the intersection of investment analysis, data, and strategic insights.

What You’ll Do

Valuation & Forecasting

• Lead and enhance complex Excel‑ and Python‑based valuation models for portfolio and group‑level analysis.
• Support the consolidation and delivery of the quarterly NAV process.
• Run long‑term growth forecasts, scenario modelling and sensitivity analysis to assess valuation impacts.
• Integrate new market, operational and financial inputs to improve forecast accuracy and decision‑useful outputs.

Strategic Finance & Stakeholder Reporting

• Prepare detailed valuation materials, dashboards and reports for senior leadership, the Board, and shareholders.
• Support Investor Relations with both recurring and ad‑hoc analysis across the investment portfolio.
• Work closely with internal teams—including Investments, Asset Management, and Finance—to ensure consistent data and insight flow.

Model & Process Improvement

• Build new data interfaces and automate processes to streamline valuation and reporting activities.
• Apply best‑practice software engineering techniques across financial models (incl. VBA, Python, SQL).
• Identify opportunities to modernise, improve efficiency and strengthen modelling governance.

Technical Skills

• Strong expertise in building, maintaining and improving complex financial and valuation models.
• Professional fluency in VBA, with working experience in Python and SQL.
• Solid understanding of valuation techniques, portfolio performance analytics and scenario analysis.
• Experience producing clear, insight‑driven dashboards or visualisations for senior stakeholders.

Professional Skills

• Strong analytical mindset, structured approach to problem‑solving and excellent attention to detail.
• Confident communicator capable of engaging with stakeholders at all levels.
• Proactive mindset—comfortable driving change, improving processes, and enhancing data quality.
• Sector knowledge in infrastructure; exposure to renewable energy is advantageous.

Qualifications

• Degree in Finance, Business, Economics, or a related field.
• CFA qualification (or progress toward it) preferred.
• Right to work in the United Kingdom.