Investment Business Analyst (Fixed term Cover)
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Job no: 509357
Work type: Part time
Location: Blaenau Gwent, Caerphilly, Bridgend, Cardiff, Carmarthenshire, Ceredigion, Conwy, Merthyr Tydfil, Monmouthshire, Neath Port Talbot, Newport, Gwent, Pembrokeshire, Powys, Rhondda Cynon Taff, Swansea, Torfaen, Vale of Glamorgan, Llanelli, Ammanford, Brecon, Llandrindod Wells, Newtown, Gwynedd
Categories: Finance
Brand: Finance & Governance
What’s Great About This Role?
- You’ll play a key role in helping Pobl make important investment decisions that shape the future of housing, care, and support services in South Wales.
- You’ll work with a friendly and supportive team, with plenty of opportunities to develop your skills in financial modelling and strategic planning.
- The role offers variety—no two days are the same! From evaluating new business opportunities to supporting special projects, you’ll gain experience across multiple areas.
Where Does This Role Fit In?
As an Investment & Business Analyst, you’ll be part of our Corporate Finance team, working closely with colleagues across the business. You’ll support the Head of New Business, Property & Financial Planning and the Property Accountant (pre-handover) in evaluating financial opportunities, ensuring risks are considered, and helping to shape Pobl’s long-term business plan.
What Skills & Experience Do You Need?
- Analytical mindset – You enjoy working with numbers and can break down complex information.
- Financial modelling skills – Experience with Excel is essential, and knowledge of Brixx would be a bonus!
- Attention to detail – You have a methodical approach and can handle data from multiple
sources.
- Confidence to challenge information – You’re not afraid to question data and make sure everything adds up.
- Communication skills – You can explain financial insights clearly to different stakeholders.
- Experience in viability assessments – Particularly for capital investment schemes or care & support services.
- Relevant qualifications – A degree in accountancy, business, or a related field is preferred.
We know that not everyone takes the same path in their career, so if you don’t tick every box but think you’d be great in this role, we’d love to hear from you!
What are the pay and benefits?
- This is a part time (34 hours per week) role for at least 11 months with the possibility of extension and the salary is £34,932
- Flexible working policies – this role would be both home- and office-based which could be at our Swansea, Cardiff or Newport offices. Your base location will be set to your nearest office. The role will require travel to all three offices, we can discuss this further at interview if you would find that helpful.
- 26 days holiday entitlement plus bank holidays, rising to 30 days with length of service pro rata
- Pension scheme
- Sick Pay
- Colleague Referral Scheme (£250 per referral)
- Time for Talking – a free counselling service
- Health Cash Plan
- Savings Scheme
- Electric Vehicle Lease Schemes
- Long service awards
- Cycle to work scheme
- Eyecare plan
- Give as You Earn charity donation scheme
- Gym and shopping discounts
- Training and progression opportunities
What’s FREDIE?
At Pobl Group we are guided, in all that we do, by a group of principles that we call FREDIE, these are: Fairness, Respect, Equality, Diversity, Inclusion, Engagement. This means that whatever your background, you will have an equal opportunity at Pobl Group and we encourage you to apply now.
How do you apply?
If you have the skills, experience and enthusiasm required to be our next difference maker, please follow the prompts to apply now. We just need an up to date CV, short/ focused cover letter along with a few contact details so that we can get back in touch with you.
We will be shortlisting 15th September 2025 and following successful candidates with be invited to interview on either Thursday 18th September in Swansea. The interview will be 60 minutes long and be a traditional question and answer interview assessment.
If you would like any support with your application or to discuss any adjustments that you may require to support you to application process, please contact group.talent@poblgroup.co.uk or 0300 3735262
Who are Pobl Group?
Pobl is a leading provider of housing, care, and support services. Following our recent merger with Linc Cymru, we have ambitious plans to grow and develop more affordable homes in the coming years. To make these plans a reality, we need to ensure our investments are financially sound and strategically aligned.
Position Description
Advertised: GMT Daylight Time
Applications close: GMT Daylight Time
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