Investment Planning Analyst

Investment Planning Analyst – Liverpool but remote - £42,000 to £46,000 + Benefits

Our client is a large not for profit organisation based in Liverpool which is experiencing a large deal of change. As a result, they are seeking to appoint an Analyst into a new role. The post holder will lead on developing and managing the Repairs, Maintenance, and Investment (RMI) budgets and a 30-year Asset Business Plan. You will reflect investment needs, funding availability, strategic priorities and in- year delivery. The role will act as a central connection between planning, delivery, and the Finance Teams to provide insight, scenario modelling, and co-ordinated management of all business plan lines.

You will

Work collaboratively with Planning, Delivery, and Finance teams to set annual RMI budgets and maintain accurate 30‑year RMI Business Plan (BP) lines.


Maintain ownership of the 30‑year RMI plan, ensuring it remains accurate, up to date, and reflective of organisational priorities.


Provide clear reporting on plan movements, risks, and financial implications.


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.


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.


Produce clear reports, dashboards, and updates for leadership teams and governance groups.

It is essential you have Strong financial and analytical skills, including modelling, forecasting, and scenario analysis with an ability to translate technical or complex information into clear insights for non‑specialists. You will have a high attention to detail and can communicate with ease across a broad range of stakeholders