Senior Portfolio Manager

British Business Bank; Sheffield; Hybrid; GBP 52,000 - 59,000; Full time

Job summary

An established industry player is seeking a Senior Portfolio Manager to lead the management of a diverse investment portfolio. This role offers the opportunity to engage with fund managers and drive impactful investment strategies while collaborating with teams across locations. With a focus on responsible investment practices and process improvements, you will play a crucial role in enhancing workflows and ensuring data integrity. This position comes with flexible working arrangements and a comprehensive benefits package, making it an exciting opportunity for motivated finance professionals.

Benefits

30 days annual leave plus bank holidays

15% employer pension contribution

Flexible working arrangements

Cycle to work scheme

Healthcare cash plan

Paid voluntary days

Life assurance

Discounts on retail, dining, health, travel, and technology

Qualifications

• Experience in managing diverse investment portfolios with a focus on equity funds.
• Strong analytical skills for reporting and decision-making.

Responsibilities

• Oversee portfolio lifecycle and collaborate with teams in Sheffield and London.
• Drive process improvements aligned with Responsible Investment Policy.

Skills

Portfolio Management

Data Analysis

Stakeholder Engagement

Process Improvement

Education

Bachelor's Degree in Finance or related field

Relevant Certifications (CFA, etc.)

Job description

15 hours ago Be among the first 25 applicants

Description

British Patient Capital is seeking a Senior Portfolio Manager to oversee a diverse portfolio of venture and growth-stage investments, focusing on equity funds and direct investments. The role involves managing the portfolio lifecycle, providing analysis and reporting, and collaborating with teams across Sheffield and London.

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 arrangements
• Cycle to work scheme, healthcare cash plan, Group Income Protection, and life assurance
• Paid voluntary days, maternity, paternity, adoption, and shared parental leave
• Additional lifestyle benefits including discounts on retail, dining, health, travel, and technology

Application Details

Deadline: 18 May 2025

Position Details

• Location: Sheffield
• Contract: FTC (6 months)
• Hours: Full-time, 37.5 hours/week, hybrid (2 days in-office)
• Salary: £52,500 - £58,750 depending on experience

The Role

Lead end-to-end portfolio management, collaborate with teams and stakeholders, and drive process improvements aligned with the Responsible Investment Policy. Engage with fund managers and portfolio companies to support strategic decisions.

Experience

Motivated by impactful work, with a focus on enhancing workflows, data integrity, and responsible investment practices.

Additional Information

• Seniority Level: Mid-Senior level
• Employment Type: Contract
• Job Function: Finance and Sales