Portfolio Operations Analyst - Future Fund Portfolio Admin in Sheffield
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Portfolio Operations Analyst - Future Fund Portfolio Admin in Sheffield

Portfolio Operations Analyst - Future Fund Portfolio Admin in Sheffield

Sheffield Full-Time 22500 - 30000 £ / year (est.) No home office possible
Apply now
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At a Glance

  • Tasks: Support portfolio management and valuation for equity investments in a dynamic role.
  • Company: Join the British Business Bank, a key player in supporting UK businesses.
  • Benefits: Enjoy 30 days annual leave, flexible working, and a generous pension contribution.
  • Why this job: Be part of a mission-driven team making a real impact on the UK economy.
  • Qualifications: Strong data analysis skills and experience in reporting are essential.
  • Other info: Hybrid working model with office attendance just two days a week.

The predicted salary is between 22500 - 30000 £ per year.

Location: Sheffield / Hybrid Working (Expectation that you will attend an office 2 days per week)

Salary: £26,250 - £30,000 Depending upon experience

Contract: 6 Month Fixed Term Contract

Hours: Full time 37.5 hours per week/flexible days and/or hours (Mon-Fri)

THE ROLE

In this position you will support the portfolio management and valuation processes for the Future Fund portfolio of equity investments. This will involve supporting the delivery of the portfolio administration and direct valuation process in line with policies, external statutory guidance and industry best practice, working closely with key stakeholders including investment and central teams.

Key aspects of the role will include maintaining robust financial models to value the direct investment portfolio, along with the associated controls & governance, and managing the data collection requirements to ensure all relevant and appropriate information is considered in the monitoring and valuation of the portfolio companies. You will also be required to assist in the preparation of analysis and reporting output packs for quarterly meetings.

With good data analysis, interpretation and judgement skills, you will also have experience of reporting to a variety of stakeholders, and of interpreting and applying accounting, regulatory or other technical requirements. Knowledge of Microsoft suite of software and a wide knowledge of other software is also essential.

Key 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

Portfolio Operations Analyst - Future Fund Portfolio Admin in Sheffield employer: British Business Bank

As a Portfolio Operations Analyst at our Sheffield office, you will join a dynamic team that values flexibility and employee well-being, offering a hybrid working model that promotes work-life balance. With a competitive salary and an extensive benefits package including 30 days of annual leave, generous pension contributions, and opportunities for professional growth, we foster a supportive culture that encourages personal development and community engagement. Our commitment to employee satisfaction is reflected in our diverse range of lifestyle benefits, making us an exceptional employer for those seeking meaningful and rewarding careers.
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Contact Detail:

British Business Bank Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Operations Analyst - Future Fund Portfolio Admin in Sheffield

✨Tip Number 1

Familiarise yourself with the Future Fund and its portfolio management processes. Understanding their investment strategies and how they value their equity investments will give you a significant edge during interviews.

✨Tip Number 2

Brush up on your data analysis skills, particularly in financial modelling. Being able to demonstrate your proficiency in maintaining robust financial models will be crucial for this role.

✨Tip Number 3

Network with professionals in the finance and investment sectors, especially those who have experience in portfolio administration. This can provide you with insights and potentially valuable connections that could help you land the job.

✨Tip Number 4

Prepare to discuss your experience with reporting to various stakeholders. Be ready to share examples of how you've interpreted and applied technical requirements in past roles, as this will be a key aspect of the position.

We think you need these skills to ace Portfolio Operations Analyst - Future Fund Portfolio Admin in Sheffield

Financial Modelling
Data Analysis
Attention to Detail
Stakeholder Management
Reporting Skills
Accounting Knowledge
Regulatory Compliance
Microsoft Excel Proficiency
Analytical Skills
Problem-Solving Skills
Governance and Controls
Communication Skills
Adaptability
Time Management

Some tips for your application 🫡

Understand the Role: Read the job description thoroughly to grasp the key responsibilities and requirements. Highlight your relevant experience in portfolio management, data analysis, and stakeholder reporting.

Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the Portfolio Operations Analyst role. Emphasise your proficiency in financial modelling, data interpretation, and use of Microsoft software.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how your background fits the job requirements, particularly in valuation processes and stakeholder engagement.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects attention to detail, which is crucial for this role.

How to prepare for a job interview at British Business Bank

✨Understand the Role

Make sure you thoroughly read the job description and understand the key responsibilities of a Portfolio Operations Analyst. Be prepared to discuss how your skills and experiences align with the requirements, especially in portfolio management and data analysis.

✨Showcase Your Analytical Skills

Since the role involves maintaining financial models and data interpretation, be ready to provide examples of your analytical skills. Discuss any relevant experience you have with financial modelling or data reporting, and how you've used these skills to support decision-making.

✨Familiarise Yourself with Relevant Software

Knowledge of the Microsoft suite and other software is essential for this position. Brush up on your skills with Excel, PowerPoint, and any other relevant tools. You might be asked about your proficiency during the interview, so be prepared to discuss specific projects where you've used these applications.

✨Prepare Questions for Your Interviewers

Interviews are a two-way street, so prepare thoughtful questions to ask your interviewers. This could include inquiries about the team dynamics, the company's approach to portfolio management, or how success is measured in this role. It shows your interest and helps you gauge if the company is the right fit for you.

Portfolio Operations Analyst - Future Fund Portfolio Admin in Sheffield
British Business Bank
Apply now
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  • Portfolio Operations Analyst - Future Fund Portfolio Admin in Sheffield

    Sheffield
    Full-Time
    22500 - 30000 £ / year (est.)
    Apply now

    Application deadline: 2027-04-02

  • B

    British Business Bank

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