Funds Investment Analyst

British Business Bank; Sheffield; Hybrid; GBP 30,000 - 38,000; Full time

Job summary

A government-owned economic development bank in Sheffield is seeking a full-time role in portfolio management. The position involves evaluating and monitoring investments, collaborating with teams, and requires strong financial and communication skills. The role offers a salary between £30,000 and £37,500, flexible working arrangements, and various benefits such as annual leave and pension contributions.

Benefits

30 days annual leave plus bank holidays

15% employer pension contribution

Flexible working

Cycle to work scheme

Healthcare cash plan

Life assurance

Responsibilities

• Portfolio Management and monitoring investment performance.
• Draft internal investment papers and assess business models.
• Collaborate with investment colleagues and support delivery partners.

Skills

Understanding finance

Effective communication

Financial modelling

Proficiency in Excel

Proficiency in PowerPoint

Job description

Location: Sheffield / Hybrid Working

(Expectation that you will attend an office at least 2 days per week)

Contract: Permanent

Hours: Full time 37.5 hours per week, flexible days and/or hours (Mon-Fri)

Salary: £30,000 – 37,500 depending on experience

THE ROLE

British Business Bank (BBB) has a diverse investment focus involving debt and equity, managing a portfolio of direct lending funds, FinTech companies, and the Banks Regional angel programme.

This position involves working as part of a team responsible for evaluating, structuring, and monitoring BBB capital supporting delivery partners focused on providing debt and equity to smaller UK companies.

You will work across various activities of the team, collaborating with investment colleagues based in Sheffield and London, and liaising with legal, risk, finance teams, and external advisors as needed.

Key responsibilities include Portfolio Management, maintaining and updating portfolio data and valuations, monitoring investment performance, preparing portfolio reports, managing delivery partner correspondence, and supporting in the drawdown and distribution process. You will also participate in internal and external meetings, work with reporting and finance colleagues on portfolio performance, and manage relationships with third-party contractors.

As part of the investment process, you will draft internal investment papers and support assessing different business models for debt and equity delivery against investment criteria.

Essential skills include understanding finance, effective communication (verbal and written), financial modelling, and proficiency in Excel and PowerPoint.

Please click on this Job Description for more details.

Key Benefits

• 30 days annual leave plus bank holidays, with the option to buy and sell up to 5 days
• 15% employer pension contribution
• Flexible working
• Cycle to work scheme, healthcare cash plan, Group Income Protection, and life assurance
• Paid voluntary days, maternity, paternity, adoption, and shared parental leave
• Additional benefits including retail and dining discounts, health and wellbeing, travel, and technology perks

About British Business Bank

The British Business Bank is a government-owned economic development bank supporting sustainable growth and prosperity across the UK. It focuses on improving access to finance for small businesses, aiding their development, and promoting a transition to a net-zero economy.

Since 2014, it has collaborated with over 200 delivery partners, including banks, venture capital, private debt funds, and fintech platforms, to effectively implement its programs.

With offices in Sheffield and London, it employs approximately 550 staff. The bank values flexibility, wellbeing, and collaboration, adopting a hybrid-working model since 2020, with colleagues typically working 2 days per week in the office.

We encourage applications from diverse backgrounds, believing different perspectives strengthen our organization. As a Disability Confident employer, we are committed to an inclusive, accessible recruitment process, supporting reasonable adjustments where feasible.