Portfolio Manager

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

Job summary

An established industry player is seeking a Portfolio Manager for a dynamic role focused on delivering high-quality portfolio analysis and insights. This position involves collaborating with various teams to enhance portfolio monitoring and reporting processes. The successful candidate will drive continuous improvements, support the implementation of new software solutions, and manage ESG reporting. With a hybrid working model and a host of benefits, this is an exciting opportunity to make a significant impact in the realm of venture and growth-stage investments.

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, paternity, adoption, and shared parental leave

Qualifications

• Experience in portfolio analysis and insights for venture and growth-stage funds.
• Ability to collaborate with investment teams and manage ESG reporting.

Responsibilities

• Support Senior Portfolio Manager in delivering high-quality portfolio analysis.
• Assist with quarterly reporting for stakeholders and external investors.

Skills

Portfolio Analysis

Data Quality Monitoring

Process Improvement

ESG Reporting

Tools

Portfolio Management Software

Job description

Portfolio Manager

Application Deadline: 18 May 2025

Department: British Patient Capital

Employment Type: Fixed Term Contract

Location: Sheffield

Compensation: £37,275 - £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/ £37,275 to £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.