Senior Investment & Valuation Analyst (in house)

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.

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