Investment Associate

• Role_Description_-_Investment_Associate

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 Associate 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 Associate 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 working with 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 skills development 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’s 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 to lead the development and appraisal of complex, high-impact projects working closely with public and private sector stakeholders to identify opportunities, structure proposals, and ensure alignment with strategic frameworks, including the HM Treasury Green Book methodology. You’ll use market and sector analysis, alongside large datasets, to assess proposals and provide evidence-based recommendations that support robust investment decisions. We’re seeking candidates with substantial business support, innovation and people and skills project experience to deliver against current and future pipeline.

About the person

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

• • Substantial relevant experience in developing or delivering projects focused on improving business productivity, developing inclusive economies, or helping to tackling inequality - ideally with a focus on creating positive outcomes for people and places.
• • Strong experience working with a diverse range of stakeholders within programmes or organisations focused on improving business productivity, developing inclusive economies, or helping to tackling inequality.
• • Analyse complex data and market intelligence to inform project design and appraisal.
• • Communicate clearly and confidently with internal and external partners, including presenting findings and recommendations.
• • Demonstrate a strong understanding of project appraisal principles, including the Green Book, or a willingness to develop this expertise.
• • 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 leading, delivering, or shaping impactful projects - ideally in projects that promote inclusive growth, drive innovation, or advance equality, including examples of your role in shaping or structuring them.
• • Ability to interpret and apply complex data and market insight - showing how you've used evidence to assess proposals, inform decisions, or influence investment or policy outcomes.

• • Experience working with or understanding of HM Treasury Green Book methodology, or a strong willingness to develop this expertise in project appraisal.

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. This role may be eligible 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