Equity Portfolio Manager

2 weeks ago


Sheffield, Sheffield, United Kingdom Border to Coast Full time
Company Overview

Border to Coast is a customer-owned and customer-focused organisation, dedicated to making a difference for the LGPS. Our purpose is to provide cost-effective and innovative investment opportunities, delivering sustainable returns over the long term.

We seek to do this by offering our 11 Partner Funds investment opportunities across equities, fixed income, private markets, and global and UK real estate.

About the Role
  • Conduct detailed fundamental research on companies within the US Equity market and generate investment recommendations in accordance with our investment philosophy and process.
  • Work closely with our analyst team to evaluate existing and new potential investments for the US equity portfolio.
  • Implement investment recommendations and shape portfolio construction to deliver the best risk-adjusted return.
What We're Looking For
  • Prior experience in investment management, preferably with expertise in US equities.
  • Excellent analytical skills, both qualitative and quantitative, with a keen interest and understanding of investment markets.
  • A strong communicator with high levels of integrity and trustworthiness, able to distil complex information into concise and cohesive insights.
Why Join Us?
  • An estimated salary of £80,000 - £110,000 per annum, depending on experience.
  • A competitive benefits package, including Vitality Health Insurance, Employee Assistance Programme, and generous holiday allowance.
  • The opportunity to work with a leading LGPS pool, owned by 11 Local Government Pension Schemes, representing over £64bn in investments.
  • A collaborative and inclusive work environment, committed to creating an exceptional workplace experience.


  • Sheffield, Sheffield, United Kingdom Border to Coast Full time

    About UsBorder to Coast is the largest LGPS pool in the UK, owning £47.9bn in assets and providing support and advice on a further £8.2bn.We offer innovative investment opportunities across equities, fixed income, private markets, and global and UK real estate, with a focus on delivering cost-effective and sustainable returns over the long term.Role...


  • Sheffield, Sheffield, United Kingdom British Business Bank Full time

    About the JobWe are currently recruiting for an Equity Portfolio Analyst to join our team in Sheffield. The successful candidate will be responsible for supporting the direct equity valuation process and delivering high-quality financial analysis.Key Responsibilities:Support the direct valuation process by analysing financial data and market...


  • Sheffield, Sheffield, United Kingdom British Business Bank plc Full time

    Equity Valuation ProfessionalThis exciting role offers the opportunity to apply your analytical skills and knowledge to the valuation of equity investments within the Future Fund portfolio.You will be responsible for maintaining and improving financial models, collecting and managing relevant data, and preparing analysis and reports for stakeholders.We offer...

  • Investment Manager

    2 weeks ago


    Sheffield, Sheffield, United Kingdom Border to Coast Full time

    Job OverviewBorder to Coast is seeking a highly skilled Investment Manager to join our team as a US Equities specialist. The successful candidate will be responsible for managing a significant portion of our £13bn equity portfolio, with a focus on the US market.This is an exceptional opportunity for an experienced investment professional to make a...


  • Sheffield, Sheffield, United Kingdom British Business Bank Full time

    Job Summary:We are looking for a highly skilled Portfolio Performance Analyst to join our team in Sheffield.The successful candidate will have a strong background in investment analysis and portfolio management.This role involves supporting the direct equity valuation process for a large portfolio of equity investments.You will work closely with stakeholders...


  • Sheffield, Sheffield, United Kingdom British Business Bank Full time

    About the Job:We are seeking an experienced Equity Valuation Expert to join our team in Sheffield.The successful candidate will have a strong background in investment analysis and equity valuation.This role involves supporting the direct equity valuation process for a large portfolio of equity investments.You will work closely with stakeholders to ensure...


  • Sheffield, Sheffield, United Kingdom British Business Bank plc Full time

    Join Our TeamWe are looking for a highly skilled Portfolio Operations Analyst to join our team at the British Business Bank plc.The successful candidate will be responsible for managing financial transactions, operations, and reporting for a portfolio of up to c£2bn of fund investments across various product areas.The ideal candidate will have some...


  • Sheffield, Sheffield, United Kingdom British Business Bank plc Full time

    Job DescriptionWe are seeking an experienced Portfolio Valuation Specialist to support the direct equity valuation process for a large portfolio of equity investments.The successful candidate will deliver the direct valuation process in line with policies, external statutory guidance and industry best practice, working closely with key stakeholders including...


  • Sheffield, Sheffield, United Kingdom British Business Bank Full time

    Job OverviewIn the role of Direct Investment Valuations Analyst, you will be responsible for supporting the direct equity valuation process for a large portfolio of equity investments. This involves delivering the direct valuation process in line with best practices.About the RoleThis is a permanent, full-time position (37.5 hours per week) with flexible...


  • Sheffield, Sheffield, United Kingdom British Business Bank Full time

    We are seeking an Equity Analysis and Valuation Professional to join our team at British Business Bank.About the OpportunityThis is a permanent, full-time position with 37.5 hours per week/flexible days and/or hours (Mon-Fri), based in Sheffield/Hybrid Working (expectation to attend office 2 days per week).Key ResponsibilitiesDeliver the direct valuation...


  • Sheffield, Sheffield, United Kingdom British Business Bank plc Full time

    About the RoleWe are currently recruiting for a Portfolio Operations Analyst to join our team at the British Business Bank plc.The successful candidate will be responsible for managing a portfolio of up to c£2bn of fund investments across various product areas, including British Business Investments, British Patient Capital, and Venture Solutions.The ideal...

  • Investment Analyst

    6 days ago


    Sheffield, Sheffield, United Kingdom British Business Bank Full time

    British Business Bank is seeking an experienced Investment Analyst to support the direct equity valuation process for a large portfolio of equity investments.About the RoleIn this position, you will deliver the direct valuation process in line with established guidelines, involving comprehensive analysis of financial statements and market trends. This role...


  • Sheffield, Sheffield, United Kingdom British Business Bank plc Full time

    Job DescriptionWe are currently recruiting for a Portfolio Operation Analyst to join our Middle Office Team at British Business Bank plc.The successful candidate will be part of a small team responsible for supporting the ongoing management of a large portfolio of debt and equity fund investments.Key responsibilities include managing financial transactions,...

  • Equity Plan Manager

    2 weeks ago


    Sheffield, Sheffield, United Kingdom Grant Thornton UK Full time

    Key Skills and Qualifications:To succeed as an Equity Plan Manager, you should have a strong background in tax, specifically in Equity Reward. Key skills and qualifications include:Technical expertise designing and implementing employee incentive plans.An excellent record of client service and efficient time management.A proactive approach to managing client...

  • Portfolio Manager

    3 weeks ago


    Sheffield, Sheffield, United Kingdom IPS Finance Full time

    IPS Finance seeks an experienced professional to fill the role of Portfolio Manager. This challenging position will involve managing a portfolio of non-audit clients, overseeing the workload and development of junior accountants, and providing compliance and advisory services to a diverse range of businesses.Key responsibilities include:Preparation and...


  • Sheffield, Sheffield, United Kingdom British Business Bank Full time

    Investment Portfolio Appraisal Expert Job OpportunityWe are seeking an experienced Investment Portfolio Appraisal Expert to support the valuation process for a large portfolio of equity investments.About the RoleThis is a permanent, full-time position working 37.5 hours per week with flexible days and/or hours (Mon-Fri). You will be required to attend our...


  • Sheffield, Sheffield, United Kingdom Vallum Associates Full time

    Job Description: Portfolio Management DirectorThe Portfolio Management Director will oversee the entire portfolio, focusing on long-term goals and strategic objectives. This role requires a strong understanding of project management principles and excellent leadership skills to guide cross-functional teams.Main Responsibilities:- Develop and execute a...


  • Sheffield, Sheffield, United Kingdom Clark Wood Full time

    Clark Wood seeks a seasoned Financial Portfolio Manager to oversee client relationships, manage portfolios, and ensure timely financial compliance. With extensive experience in general practice accounting, the ideal candidate will possess excellent communication skills, strong leadership abilities, and a proven track record of delivering high-quality...

  • Tax Portfolio Manager

    2 weeks ago


    Sheffield, Sheffield, United Kingdom IPS Group Careers Full time

    We are delighted to be supporting a leading firm of Chartered Accountants in their search for a dynamic Tax Portfolio Manager.About the JobThis is a fantastic opportunity for an ambitious tax professional to play a pivotal role in managing a portfolio of high-net-worth private clients and driving the success of the firms tax department.Main...


  • Sheffield, Sheffield, United Kingdom IPS Group Full time

    Job Title: Senior Portfolio ManagerThe IPS Group is seeking an experienced Senior Portfolio Manager to lead the management of a portfolio of non-audit clients in Sheffield. As a key member of the team, you will be responsible for overseeing the workload and development of trainee and semi-senior accountants while delivering high-quality compliance and...