Investment Portfolio Manager

1 month ago


Sheffield, Sheffield, United Kingdom Sewell Wallis Ltd Full time

We are seeking a seasoned Investment Executive to join our client's team. The successful candidate will be responsible for managing the company's investment portfolio and making strategic decisions that drive growth and profitability.

This is an exciting opportunity for a skilled professional to take on a leadership role and contribute to the company's success. The ideal candidate will have a strong track record in corporate finance and excellent communication skills.

  • Analyze and evaluate investment opportunities, identifying potential risks and returns.
  • Develop and maintain relationships with key stakeholders, including client company directors and advisors.
  • Prepare and present investment proposals to the Investment Committee.
  • Monitor and report on the performance of the investment portfolio.
  • ACA, ACCA, or CIMA qualification (or close to qualifying with relevant experience).
  • Experience in corporate finance or industry background delivering financial information to senior stakeholders.
  • Practical experience in building forecasts to secure funding for businesses.
  • A highly competitive market salary (£70,000 - £90,000 per annum).
  • Company car or cash alternative.
  • Bonus scheme (up to 20% of basic salary).
  • Defined contribution pension schemes (10% employer contribution / 6% employee contribution).
  • Annual pay review.
  • 35 days holiday including bank holidays.


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

    We are looking for a skilled Investment Portfolio Manager to join our team at British Business Bank plc in London. As an integral part of the investment team, you will be responsible for managing the existing portfolio of over 60 fund investments and supporting Investment Managers on new investment proposals.Job DescriptionAs an Investment Portfolio Manager,...


  • Sheffield, Sheffield, United Kingdom Development Bank of Wales Full time

    Are you a skilled investment professional looking to drive growth and development in our investment portfolio? We have an exciting opportunity for an Investment Portfolio Manager to join our team at FW Capital in Sheffield. The successful candidate will contribute to the expansion of our investment services, providing exceptional investment advice 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 British Business Bank plc Full time

    British Business Bank plc is seeking a highly skilled Investment Fund Manager to join our team. In this role, you will be responsible for managing our existing portfolio of over 60 fund investments, as well as supporting Investment Managers and Senior Investment Managers on new investment proposals.You will work closely with the BPC team to ensure that our...


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

    About the RoleIn this exciting opportunity, we are seeking an ambitious US Equity Portfolio Manager to join our award-winning team at Border to Coast.As a customer-owned and customer-focused organisation, integrity is one of our core values. We are looking for someone with prior investment management expertise, preferably with experience in US equities, who...


  • Sheffield, Sheffield, United Kingdom CV-Library Full time

    About the Role:This position involves managing various aspects of the business, including making significant investments in SMEs. You will work closely with other members of the investment team to source and evaluate opportunities.Main Responsibilities:Make high-level investments in a variety of sectors.Identify opportunities for funding and carry out...


  • 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 The People Pod Full time

    About the RoleThe People Pod is seeking a skilled Property Portfolio Manager to join our team and take charge of a stunning portfolio of properties. As a key member of our lettings department, you will lead a small team of negotiators and contribute significantly to shaping our investment services.This unique role offers a combination of hands-on portfolio...


  • 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...


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

    About the Job: We are seeking a talented Senior Investment Manager to join our team and lead the delivery of the £1.6bn Nations and Regions Investment Funds (NRIF). This is a fantastic opportunity for someone to take ownership of a high-profile project and make a real impact in shaping the future of British business.Key Responsibilities:To manage a team of...


  • 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 Border to Coast Full time

    Company OverviewBorder 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,...


  • 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 plc Full time

    Job DescriptionIn this role as Equity Investments Administrator, you will play a key part in the administration and direct valuation process for our Future Fund portfolio of equity investments. Your primary responsibility will be to maintain robust financial models to value direct investment portfolios.You will work closely with key stakeholders, including...


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

    About the OpportunityWe are seeking a highly skilled Investment Strategist for US Equities to join our Internal Equity team at Border to Coast.As a customer-owned and customer-focused organisation, integrity is one of our core values. We are looking for someone with prior investment management expertise, preferably with experience in US equities, who can...


  • Sheffield, Sheffield, United Kingdom Ad quality apartments Full time

    We are looking for an ambitious and results-driven individual to fill the position of Real Estate Portfolio Manager at Ad quality apartments. In this role, you will be responsible for managing our real estate portfolio, including identifying and evaluating potential investments, and building relationships with agents, brokers, and property owners.The ideal...


  • Sheffield, Sheffield, United Kingdom Development Bank of Wales Full time

    We are seeking an experienced Executive Investment Professional to join our team at FW Capital in Sheffield. This is an excellent opportunity to leverage your skills and expertise to drive growth and development in our investment services.The successful candidate will be responsible for managing our investment portfolio, identifying opportunities for...


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

    **Job Title:** Investment Valuations Expert**Salary:** £42,000 - £52,000 per annumWe are seeking an experienced Investment Valuations Expert to join our team at the British Business Bank. In this role, you will support the direct equity valuation process for a large portfolio of equity investments.The successful candidate will have experience of data...


  • Sheffield, Sheffield, United Kingdom The People Pod Full time

    About The RoleWe are looking for an experienced Lettings Portfolio Manager to join our team in the UK. As a key member of the team, you will be responsible for managing a portfolio of properties, leading a small team of lettings negotiators, and contributing to the company's investment services.The ideal candidate will have 3+ years of experience in property...