Investment Planning Analyst

Job Description

Job Title: Investment Planning Analyst
Contract Type: Permanent
Salary: £41,050 per annum (£45,371 per annum is achieved after 12 months successful performance in the role)
Working Hours: 35 Hours per week
Working Pattern:  Monday - Friday, Hybrid
Location: Speke, LiverpoolIf you share our values and are excited about making a significant impact at Riverside, please ensure you attach a current CV and covering letter. At Riverside we recruit to potential not just on skills and experience, so we encourage you to apply even if you don't meet all the essential criteria on the job description.

Please note that whilst we will accept applications on the basis of any form of valid legal permission to work in the UK, we will be surrendering the Riverside Sponsorship licence, so for the avoidance of doubt, we are unable to apply for any further sponsorships whether on behalf of existing colleagues or candidates.

The difference you will make as an Investment Planning Analyst
The Investment Planning Analyst will lead on developing and managing the Repairs, Maintenance & Investment (RMI) budgets and the 30‑year Assets Business Plan, ensuring they accurately reflect investment needs, funding availability, strategic priorities, and in‑year delivery performance. The postholder acts as a central connection between Planning, Delivery, and Finance teams - providing expert insight, scenario modelling, and coordinated management of all RMI business plan lines.

About you
We are looking for someone with:
•    Extensive experience working with budget holders to produce and manage budgets and long-term financial plans, or extensive knowledge of repairs, maintenance, and investment planning in a social housing context.
•    Strong financial and analytical skills, including modelling, forecasting, and scenario analysis.
•    Ability to translate technical or complex information into clear insights for non‑specialists.
•    High attention to detail with the ability to identify inconsistencies, duplication, or potential efficiencies across multiple budgets and investment plans.

Why Riverside?
One Housing Group is a part of Riverside. At Riverside, we’re a housing association with a difference – enhancing the everyday for all our customers. For 90 years, we’ve been revitalising neighbourhoods and supporting communities by providing the homes they need to live full, fulfilling and rewarding lives. 
We have a portfolio of over 75,000 affordable residential and retirement homes across the UK. Our work ranges from homelessness services to social care, employment support to retirement living, and we need the best people on board to help us.
Working with us, you’ll enjoy:
•    Competitive pay & generous pension 
•    28 days holidays plus bank holidays
•    Flexible working options available
•    Investment in your learning, personal development and technology
•    A wide range of benefits

Diversity and Inclusion at Riverside: 
We are inclusive. At Riverside, we value diversity in all its forms. We foster a workplace where all individuals are respected, empowered, and heard. Our commitment to inclusivity drives our success and enriches the lives of our customers and colleagues. 
Riverside is a Disability Confident Employer and operates a Guaranteed Interview Scheme for any applicant who declares they have a disability. If the applicant meets the minimum requirements for the role (as set out in the role profile and/or person specification) they will be guaranteed an interview.Applications may close before the deadline, so please apply early to be considered

Role ProfileRMI Budget Planning & Coordination 
•    Work collaboratively with Planning, Delivery, and Finance teams to set annual RMI budgets and maintain accurate 30 year RMI Business Plan (BP) lines.
•    Identify duplication, omissions, inefficiencies, and potential synergies across investment proposals and work with stakeholders to resolve issues or exploit opportunities.
•    Ensure alignment between investment needs, cost expectations, delivery capability, and funding sources. Management of the 30 Year RMI Plan
•    Maintain ownership of the 30 year RMI plan, ensuring it remains accurate, up to date, and reflective of organisational priorities.
•    Assess the impact of in year delivery forecasts, data updates, policy changes, and external influences on the 30 year RMI plan.
•    Provide clear reporting on plan movements, risks, and financial implications.Scenario Modelling & Strategic Insight
•    Develop and run scenario models to evaluate how proposed strategies, asset decisions, and external factors affect the 30 year RMI plan.
•    Present modelling outputs to senior stakeholders with clear insights and recommendations.
•    Support option appraisal, strategic planning, and investment prioritisation activities.Business Plan Governance & Improvement
•    Review, refine, and update the 30 year RMI Business Plan format, cost assumptions, categorisation, and structure to ensure clarity, completeness, and accuracy.
•    Ensure all modelling inputs, data sources, and methodologies meet organisational standards and audit requirements.
•    Drive continuous improvement of RMI processes, data flows, and forecasting tools.Financial & Operational Understanding
•    Maintain an expert, detailed understanding of Property Services’ full portfolio of RMI activities, spend, budgets, lifecycle costs, funding sources, and business plan lines.
•    Track and analyse trends in maintenance, compliance, planned investment, and costs.
•    Provide advice to colleagues on how RMI activities interact financially and operationally across the service.Cross Team Collaboration & Communication
•    Act as the central link between Finance and Property Services, ensuring clear communication and alignment on budgets, forecasting, and long term planning.
•    Provide stakeholders with a holistic and authoritative view of the organisation’s RMI needs and investment requirements.
•    Support colleagues across the business in understanding RMI cost implications, assumptions, and constraints.Assurance, Reporting & Visibility
•    Ensure the budget and 30 year plan consistently reflect accurate investment needs, costs, risks, and strategic commitments.
•    Produce clear reports, dashboards, and updates for leadership teams and governance groups.
•    Support audits, reviews, and the annual business planning cycle with robust and reliable data.

Other Information:
•    The Group has offices across the UK and on this basis, there may be the requirement to travel to other locations to effectively perform this role
•    The role will be exposed to sensitive information; therefore, the role holder is expected to maintain levels of confidentiality at all times
•    The role holder is expected to be committed to equal opportunities and to promote non-discriminatory practices in all aspects of work undertaken.

Person specificationKnowledge, Skills and ExperienceEssential
•    Extensive experience working with budget holders to produce and manage budgets and long-term financial plans, or extensive knowledge of repairs, maintenance, and investment planning in a social housing context.
•    Strong financial and analytical skills, including modelling, forecasting, and scenario analysis.
•    Ability to translate technical or complex information into clear insights for non specialists.
•    High attention to detail with the ability to identify inconsistencies, duplication, or potential efficiencies across multiple budgets and investment plans.
•    Ability to convert the operational expertise of stakeholders into robust financial plans and forecasts.
•    Experience working across multiple teams to coordinate complex information and reach shared outcomes

Desirable
•    Experience developing and managing 1-, 5-, and 30-year repairs, maintenance, and investment plans in a social housing context.
•    Knowledge of the regulatory, statutory, and legal requirements affecting the maintenance of social housing properties. 
•    Experience setting business plan cost and lifecycle assumptions for investment planning.
•    Working knowledge of the internal and external funding sources available to social landlords including service charges, grant funding, and sinking funds.
•    Experience coaching operational teams to improve investment planning and forecasting.