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Investment case lead

Manchester
Permanent
Group Head Office
Posted: 8h ago
Offer description

| No sponsorship

At Outcomes First Group, we’re reimagining work/life balance. As part of our 4-Day Working Week trial (4DWW), you’ll work fewer hours for the same pay*, in a culture recognised six years running as a ‘Great Place to Work’. We’re the UK’s largest independent provider of high-quality special needs education, empowering every child to thrive through personalised learning and opportunity.

About the Role

As an Investment Case Lead, you will take ownership of the development, coordination, and quality assurance of investment cases presented for approval. This is a hands-on, structured role where you will ensure investment submissions are clear, consistent, and decision-ready, working closely with stakeholders across the business.

Key Responsibilities:

1. Lead end-to-end delivery of investment case documents from concept through to submission
2. Coordinate inputs from Finance, Operations, Education, Estates, Legal, and Risk teams
3. Ensure all materials meet agreed templates, standards, and governance requirements
4. Prepare papers for investment and funding committees
5. Manage feedback cycles and refine submissions accordingly
6. Track pipeline progress, deadlines, and dependencies across multiple cases
7. Maintain documentation records for transparency and auditability
8. Support continuous improvement of templates, processes, and frameworks

You will have:

9. Experience developing or coordinating business cases, investment cases, or similar submissions
10. Strong organisational skills with the ability to manage multiple priorities
11. Experience working with financial data and collaborating with finance teams
12. Excellent written communication skills for senior-level documentation
13. Ability to work within structured governance frameworks
14. Strong stakeholder coordination and relationship management skills

Desirable:

15. Experience with investment committees or governance forums
16. Background in education, healthcare, or regulated sectors
17. Degree in Business, Finance, Economics, Strategy, or related field
18. Postgraduate or professional qualifications

Why Join Us?

Outcomes First Group is a leading provider of specialist education across the UK, committed to delivering life-changing outcomes for children and young people. Joining our central functions means playing a vital role in shaping strategic investment decisions and ensuring resources are deployed effectively to maximise impact and quality across the group.

Benefits

19. Life Assurance
20. Pension scheme with flexible contribution options
21. “Your Wellbeing Matters” wellbeing support
22. Enhanced family leave policies
23. Flexible benefits including Cycle to Work and Electric Car Scheme

We are committed to safeguarding and promoting the welfare of children and young people. All applicants will be subject to social media checks and successful applicants to a fully enhanced DBS.

We are an Equal Opportunities Employer.

We reserve the right to close the vacancy early if a high volume of suitable applications is received. Outcomes First Group is committed to a fair, thorough, and efficient recruitment process in line with Keeping Children Safe in Education. While we aim to keep applicants informed, we do not accept liability for any loss of earnings or costs incurred due to delays or changes in compliance processes. All stages are subject to safeguarding checks and statutory requirements, which may affect timescales.

**4DWW is applicable after successful completion of 6 months probation period.

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