Portfolio Manager

British Business Bank; Sheffield; Hybrid; GBP 37,000 - 45,000; Full time

Job summary

An established industry player is seeking a Portfolio Manager for a 6-month fixed-term contract. In this dynamic role, you will support high-quality portfolio analysis for venture and growth-stage funds, focusing on equity funds and direct investments. Collaborating with teams across Sheffield and London, you will engage with various departments and external fund managers, driving process improvements and ensuring data quality. This position offers a unique opportunity to contribute to impactful portfolio management activities while enjoying flexible working arrangements and a comprehensive benefits package.

Benefits

30 days annual leave plus bank holidays

15% employer pension contribution

Flexible working

Cycle to work scheme

Healthcare cash plan

Group Income Protection

Life assurance

Paid voluntary days

Maternity and paternity leave

Lifestyle benefits

Qualifications

• Experience in portfolio analysis and insights for equity funds.
• Ability to collaborate across teams and manage ESG reporting.

Responsibilities

• Support Senior Portfolio Manager in portfolio monitoring and reporting.
• Drive process improvements and assist with quarterly reporting.

Skills

Portfolio Analysis

Process Improvement

Data Quality Monitoring

ESG Reporting

Tools

Portfolio Management Software

Job description

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Portfolio Manager

Application Deadline: 18 May 2025

Department: British Patient Capital

Employment Type: Fixed Term Contract

Location: Sheffield

Compensation: GBP 37,275 - GBP 44,888 / year

Description

Location: Sheffield

Contract: FTC (6 months)

Hours: Full time 37.5 hours per week - hybrid working with 2 days per week in the office

Salary: Band H/ GBP 37,275 to GBP 44,888 depending on experience and location

Key Benefits

Click here for a complete list of benefits

• 30 days annual leave plus bank holidays, opportunity to buy and sell up to 5 days holiday
• 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
• Benefits designed to suit your lifestyle - from discounts on retail and dining, to health and wellbeing, travel, and technology...and plenty more

The Role

As a Portfolio Manager on a 6-month fixed-term contract, you will support the Senior Portfolio Manager in delivering high-quality portfolio analysis and insights for a portfolio of venture and growth-stage funds, with a focus on equity funds and direct investments. You will play a key role in portfolio monitoring and reporting, assisting with the quarterly reporting process for stakeholders and external investors.

Experience

In this role, you'll collaborate with colleagues across Sheffield and London, engaging with investment teams, risk, finance, and legal departments, as well as external fund managers and portfolio companies.

Your responsibilities will also include driving process improvements, monitoring data quality, supporting the roll-out of new software solutions, and managing ESG reporting. If you're excited to contribute to impactful portfolio management activities and help drive continuous improvements, this is a great opportunity to join a dynamic team at British Business Bank.

View the full job description here.