Investment Analyst

• Role_Description_-_Investment_Analyst

Please apply online via the link provided.

Please note, CV applications will only be accepted alongside a completed personal and monitoring information online application form.

Applicants who have applied for the Investment Analyst position within the past 12 months are kindly asked not to reapply at this time.

Please note that interviews are scheduled to take place starting the week commencing 13th October 2025.

About the Role

This role is part of the Investment Team, which designs and delivers investments that enables fair, sustainable economic opportunities across the region. We take a strategic, ecosystem-based approach, and work collaboratively with others and are guided by clear investment principles. We triage opportunities, shape interventions, and align our work with the region’s Investment Strategy. Our focus goes beyond economic growth - we aim to create opportunities that are fair, lasting, and lead to better outcomes for residents and communities.

We are looking for a highly motivated Investment Analyst to join LCRCA’s Investment and Delivery Directorate. We’re seeking candidates with project development experience to deliver against current and future pipeline. The types of projects you are likely to work on include:

- Business growth that drives productivity and innovation
- Socially trading organisations and enterprises that deliver inclusive and sustainable outcomes
- Projects that tackle inequality - from employment, health, public service innovation and community infrastructure

You’ll be supporting the wider team and project sponsors to leverage provide sector funding to bring more investment into the region. Additionally, you’ll need to be able to engage in a holistic approach to project development, using capital and revenue creatively to maximise impact.

This role is for people who are passionate about shaping impactful projects that drive inclusive growth, innovation, and equality across the Liverpool City Region. We’re looking for a self-starting, highly motivated Investment Analyst to join our Investment & Delivery Directorate. Please Note: This is not a finance or accountancy role, it is about using data and insight to support the appraisal and development of major projects that deliver real-world outcomes.

A key focus for this role is assessing proposals against strategic frameworks, including the HM Treasury Green Book methodology, ensuring they are robust, evidence-based, and aligned with our regional priorities. The ideal candidate will be comfortable engaging with a wide range of public and private sector stakeholders, working with large, complex datasets to support decision-making, and conducting market and sector analysis to inform funding decisions across a diverse project portfolio.

About the person

The right candidate for this role will be able to demonstrate experience and skills in the following:

• • Relevant experience in projects focused on improving business productivity, developing inclusive economies, or helping to tackling inequality - ideally in development or delivery.
• • Skilled in collecting, organising and analysing large, complex datasets and translating them into clear, actionable insights.
• • Able to evaluate project proposals against strategic principles and frameworks.
• • Comfortable working with the HM Treasury Green Book or willing to develop expertise in it.
• • Ability to identify trends, patterns and opportunities for improvement
• • A strong communicator who can simplify complex information for different audiences.
• • Self-starting, conscientious, and detail oriented.

If you think you match the job description, and our values, then click on the link to apply.

Please ensure that you provide clear examples and evidence in your personal statement of how you meet the below key essential criteria. The information you provide in your personal statement will be used as part of our shortlisting.

• • Experience in developing, delivering, or supporting projects that promote inclusive growth, drive innovation, or advance equality - or in other relevant fields where you've worked with stakeholders to shape impactful initiatives.

• • Ability to work with complex data, whether through analysis, reporting, or insight generation, and how you've used this to inform decisions, improve outcomes, or support strategic thinking.
• • Understanding of project appraisal principles (e.g. HM Treasury Green Book) or a strong interest in developing expertise in evaluating proposals against strategic frameworks and public funding requirements.

About the organisation

The Liverpool City Region is world-famous for its history, culture and creativity. A place of firsts, it is the birthplace of modern railways, public health and international trade. Now, our economy is being transformed once again, changing the world through world-leading innovation in health and life sciences, digital and creative, and advanced manufacturing - growing an economy already worth £35 billion a year.

The Combined Authority plays a central role in catalysing this innovation-led economy. We are seizing the unique opportunity to use our devolved powers and funding to create wealth and prosperity for all our 1.6 million residents and the whole UK - investing in our economy, people, place, transport and digital infrastructure. Our vision is for the Liverpool City Region to be: The best place to grow up, grow a family, and grow a business - where no-one is left behind.

Staff benefits

• • Local Government Pension Scheme contributions between 5.5% and 12.5%
• • Generous holiday entitlement of 29 days rising to 34 days after 5 years service, as well as bank holidays and the option to buy 10 additional days
• • Free travel around Liverpool City Region with an All-Zone Metro card worth £1,450 per year plus All Zones Off Peak Trio ticket for your spouse or partner
• • Flexible and hybrid working
• • 24/7 access to Employee Assistance Programme for you and your family and Free counselling service
• • Automatic enrolment to our Westfield Health Programme
• • Corporate discounts at council-owned gyms
• • Bike to Work Scheme
• • Coaching, mentoring, apprenticeships, and professional qualifications including paid membership fees and even a £1k interest free learning loan for any non-job-related learning

Equality, Diversity & Inclusion

We offer a guaranteed interview scheme for candidates who have declared that they: have a disability, are from a Black, Asian or Minority Ethnic background, are a member of a reservist or have close family links to a member of the Armed Forces as we are under-represented by people from these communities.

To be considered under one of these schemes, you must indicate your eligibility in the relevant section of the application form. In addition, you must clearly demonstrate in your personal statement how you meet all the key essential criteria listed above, and highlight how you meet the remaining essential criteria outlined in the person specification within your CV.

Applications that do not include this evidence will not be considered under the guaranteed interview schemes.

The Liverpool City Region Combined Authority is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults and expects all employees and volunteers to share this commitment.

We actively promote diversity and inclusion. Please note that this role is unlikely to meet the eligibility requirements for sponsorship under the Skilled Worker route. We recommend that you assess your eligibility before applying for this position. Please visit https://www.gov.uk/skilled-worker-visa