This legal technology business supports complex, data-driven decision-making across professional services environments. As the organisation continues to invest in new products, strategic initiatives, and long-term growth opportunities, finance plays an increasingly important role in evaluating performance, assessing investment decisions, and supporting senior stakeholders with clear insight. The business is now seeking an Investment Analyst to strengthen modelling, investment appraisal, and decision support across the organisation.
The Role
Reporting into senior leadership, the Investment Analyst will support financial analysis, modelling, and decision-making across a range of strategic initiatives. The role combines investment appraisal with commercial performance analysis, contributing to business cases, evaluation of opportunities, and post-investment review, working closely with senior stakeholders.
Key Responsibilities
* Build and maintain robust financial models to support investment cases, strategic initiatives, and business planning

* Provide scenario analysis and sensitivity modelling to support decision-making

* Analyse performance, returns, and key value drivers across products, projects, or initiatives

* Prepare investment papers and insight for senior stakeholders to support strategic decisions

* Support due diligence on potential acquisitions, partnerships, or new initiatives

* Monitor performance against forecasts and business cases, highlighting risks and opportunities

* Contribute to strategic planning and capital allocation discussions

* Improve analytical frameworks, modelling standards, and reporting tools

Candidate Profile
* ACA, ACCA, CIMA, or CFA qualified (or equivalent)

* Previous experience in investment analysis, corporate finance, commercial finance, or strategy-focused roles

* Advanced Excel and financial modelling capability (business case modelling, scenarios, sensitivities)

* Strong analytical skills with the ability to interpret complex information and present it clearly

* Confident working with senior stakeholders and contributing to decision-making

* Detail-focused, commercially minded, and comfortable managing multiple priorities

* Interest in legal, professional services, or technology-led environments