Portfolio Manager

TN United Kingdom; Sheffield; Hybrid; GBP 37,000 - 45,000; Full time

Job summary

An established institution is seeking a Portfolio Manager to enhance portfolio analysis and insights for venture funds. This dynamic role involves collaborating with investment teams, monitoring data quality, and improving processes. The successful candidate will contribute to impactful portfolio management activities within a hybrid working environment, balancing remote work with in-office collaboration. Join a team committed to supporting smaller businesses and driving sustainable growth in the UK economy. If you are passionate about finance and eager to make a difference, this opportunity is for you.

Benefits

30 days annual leave

Cycle to work scheme

Healthcare cash plan

Paid voluntary days

Maternity and paternity leave

Flexible working arrangements

Qualifications

• Experience in portfolio management and analysis.
• Ability to collaborate across departments and with external partners.

Responsibilities

• Support Senior Portfolio Manager in delivering portfolio insights.
• Assist with quarterly reporting for stakeholders and investors.

Skills

Portfolio Analysis

Process Improvement

Data Quality Monitoring

ESG Reporting

Education

Degree in Finance or Business

Tools

Investment Software

Job description

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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

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
• 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.

The British Business Bank is an established and influential institution with a key mission of driving sustainable growth and prosperity throughout the United Kingdom. It plays a vital role in supporting access to finance for smaller businesses, facilitating their development and contributing to the transition towards a net zero economy.

Since its inception in 2014, the British Business Bank has functioned as a government-owned economic development bank, operating independently to fulfil its objectives. It collaborates with over 200 delivery partners, including high street, digital, specialist, and challenger banks, venture capital and private debt funds, as well as fintech platforms, to implement its programs effectively.

With offices in Sheffield and London, the British Business Bank currently employs approximately 550 individuals.

As an organisation that values flexibility, wellbeing and collaboration, the British Business Bank introduced a hybrid-working model in 2020. Our colleagues typically spend an average of 2 days per week working in our offices, striking a balance between the advantages of remote work and the benefits of in-person collaboration. The successful candidate for this role should be able to commute to our office (unless specified).

At the British Business Bank, we aim to represent the communities we serve, firmly believing that different perspectives make us stronger. We strongly encourage applications from individuals with varied experiences and backgrounds.

As a Disability Confident employer, we commit ourselves to having an inclusive, equitable and accessible recruitment process supporting applicants and employees, making reasonable adjustments whenever it is feasible.