Investment Analyst - Portfolio Management

LS1 1BG Leeds, Yorkshire and the Humber £50000 annum (plus WhatJobs

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full-time
Our client is a highly reputable financial institution renowned for its expert portfolio management and client-centric approach. We are seeking a sharp, analytical, and driven Investment Analyst to join our established team in Leeds, West Yorkshire, UK . This role is integral to our success, focusing on in-depth market research, financial analysis, and supporting the development and execution of investment strategies for a diverse range of client portfolios.

Your core responsibilities will include conducting fundamental and quantitative analysis of financial markets, equities, bonds, and other investment vehicles. You will assist portfolio managers in constructing and rebalancing portfolios, monitoring investment performance, and preparing comprehensive reports for clients and internal stakeholders. The ideal candidate will possess strong financial modelling skills, a solid understanding of investment principles, and the ability to interpret complex economic data. You must be highly proficient with financial databases and analytical software. Excellent written and verbal communication skills are crucial for presenting findings and recommendations clearly and concisely. A diligent work ethic and a commitment to maintaining the highest professional standards are paramount.

Qualifications:
  • Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
  • Minimum of 3-5 years of experience in investment analysis, portfolio management, or a similar financial role.
  • Strong analytical and quantitative skills, with proficiency in financial modelling and valuation techniques.
  • In-depth knowledge of capital markets, financial instruments, and investment strategies.
  • Experience using financial data platforms (e.g., Bloomberg, Refinitiv Eikon).
  • Excellent communication and presentation skills, capable of articulating complex financial concepts.
  • CFA charterholder or progress towards the CFA designation is highly desirable.
  • Ability to work effectively in a fast-paced, team-oriented environment.
  • Detail-oriented with a high degree of accuracy.
  • Must be eligible to work in the UK and able to work full-time from our Leeds office.

This is an excellent opportunity for a talented analyst to grow their career within a leading financial firm, contributing to significant investment decisions and client success within a collaborative and dynamic office environment.
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Clientside Property/Asset Management

Leeds, Yorkshire and the Humber Hays

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permanent
Your new company A privately-owned property investment company are looking for a property/asset management surveyor to join their team in North Leeds. Your new business has substantial assets under management throughout the Yorkshire region. Their portfolio includes office, industrial, retail, and residential properties. As part of their future plans, they are committed to growing the portfolio through new acquisitions and the redevelopment and repurposing of existing stock. Your new role The company is seeking a Chartered Surveyor to join their small, dynamic team. This hands-on role involves managing your own allocation of properties and would suit someone with experience in a similar client-side role or a strong track record in property management looking to advance into asset and development management.Key Responsibilities: Handling lease renewals and rent reviews. Marketing vacant spaces and securing new lettings. Managing development and refurbishment projects, including budgeting and ensuring timely delivery. Overseeing routine and planned maintenance, repairs, inspections, and contractor management. Ensuring Health and Safety compliance across your portfolio. Sourcing property acquisition opportunities and conducting due diligence. Conducting development appraisals and evaluating potential new acquisitions. Compiling service charge budgets and completing year-end reconciliations. Identifying and delivering asset management and redevelopment initiatives. Managing tenant applications and liaising with tenants. Coordinating with external resources, including surveyors, contractors, and residential managing agents. What you'll need to succeed MRICS Qualification. Comprehensive property and asset management skills. Strong project management capabilities. High levels of self-initiative and time management. Knowledge of Argus Developer is an advantage. Full UK Driving Licence. What you'll get in return Competitive salary based on experience. Company car or car allowance. Allocated parking space. 23 days annual leave, increasing to 26 days plus bank holidays. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
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Senior Reservoir Engineer - Subsurface Asset Management

BD5 8 Bradford, Yorkshire and the Humber £75000 Annually WhatJobs

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full-time
Our client, a prominent player in the global Oil & Gas industry, is seeking a highly skilled and experienced Senior Reservoir Engineer to join their prestigious asset management team. This critical role will be based at their operational hub in Bradford, West Yorkshire, UK , and requires a dedicated individual with a deep understanding of reservoir characterization and production optimization.

As a Senior Reservoir Engineer, you will be responsible for the comprehensive technical evaluation, planning, and management of oil and gas reservoirs. Your expertise will be crucial in maximizing hydrocarbon recovery, optimizing production strategies, and ensuring the long-term economic viability of our client's assets. You will utilize sophisticated reservoir simulation software, analyze geological and production data, and develop innovative solutions to complex reservoir challenges. This role involves close collaboration with multidisciplinary teams, including geoscientists, production engineers, and commercial analysts, to deliver robust reservoir development plans.

Key Responsibilities:
  • Conduct detailed reservoir characterization studies, integrating geological, geophysical, and engineering data.
  • Develop and maintain reservoir simulation models to predict future performance and assess recovery options.
  • Design and implement optimized production strategies, including artificial lift, enhanced oil recovery (EOR), and injection schemes.
  • Evaluate potential new exploration and development opportunities through prospect analysis and technical reviews.
  • Perform economic evaluations and uncertainty assessments for reservoir development plans.
  • Provide expert technical guidance and mentorship to junior reservoir engineers.
  • Collaborate effectively with multidisciplinary teams to ensure integrated reservoir management.
  • Prepare and present technical reports, proposals, and recommendations to management and external stakeholders.
  • Stay current with advancements in reservoir engineering technologies and methodologies.

Qualifications:
  • A Bachelor's or Master's degree in Petroleum Engineering, Reservoir Engineering, or a related discipline.
  • A minimum of 8 years of progressive experience in reservoir engineering within the Oil & Gas sector.
  • Proficiency in industry-standard reservoir simulation software (e.g., ECLIPSE, Petrel RE).
  • Strong analytical and problem-solving skills, with a proven ability to tackle complex reservoir engineering challenges.
  • Excellent understanding of reservoir fluid properties, rock mechanics, and well test analysis.
  • Demonstrated experience in production optimization and enhanced oil recovery techniques.
  • Strong communication and presentation skills, with the ability to articulate complex technical concepts.
  • Experience working on offshore and onshore fields is an advantage.
  • Chartered Engineer status is a plus.

This is an outstanding opportunity for a seasoned Reservoir Engineer to contribute to significant projects and drive innovation within a leading energy company based in Bradford .
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Senior Accountant – Financial Analysis (Manufacturing)

Rawdon, Yorkshire and the Humber Airedale by Modine

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permanent

At Modine, we are Engineering a Cleaner, Healthier World™. Building on more than 100 years of excellence in thermal management, we provide trusted systems and solutions that improve air quality and conserve natural resources. Our Airedale by Modine brand is a world leader in the design and manufacture of innovative thermal management solutions for data centers, clean rooms, hospitals, universities, and other mission-critical environments.

Trusted as The Critical Cooling Specialists, Airedale by Modine has decades of experience providing efficient, flexible end-to-end cooling solutions that work smarter, not harder, to deliver more cooling for less power. With manufacturing facilities in Canada, Spain, the UK, and the U.S., we’re scaling up across the world to support an ever-growing demand for our solutions. That’s where you come in….

Role Overview

We are seeking a diligent and analytical Senior Accountant to support the Finance Director in a fast-paced manufacturing environment. This role is focused on preparing accurate financial data, performance analysis, and reporting that enables senior finance leadership to engage in strategic business partnering. The position does not include line management responsibilities, making it ideal for someone who wants to deepen their technical and analytical expertise within a collaborative finance team.

Key Responsibilities

  • Prepare monthly management accounts, including cost centre reporting, variance analysis, and commentary.
  • Analyse production costs, inventory movements, and margin performance to support operational reviews.
  • Assist in the preparation of financial reports for manufacturing KPIs (e.g. yield, efficiency, scrap rates).
  • Provide timely and accurate financial data to the Finance Director to support strategic discussions with operations, supply chain, and commercial teams.
  • Develop and maintain financial models and templates to support forecasting and budgeting cycles.
  • Identify trends and anomalies in manufacturing performance and present findings in a clear, structured format.
  • Support the annual budget and periodic forecasting processes by gathering inputs from operational teams and preparing initial analysis.
  • Track actuals vs. forecast and highlight key variances for review.
  • Work closely with the Financial Control team to ensure data integrity and consistency across systems.
  • Assist with standard costing updates and BOM (Bill of Materials) reviews in collaboration with operations and costing teams.
  • Support internal and external audit processes as required.

Skills & Experience

  • Qualified accountant (ACA, ACCA, CIMA or equivalent).
  • Experience in a manufacturing or product-based environment preferred.
  • Strong Excel and financial modelling skills; with experience in SAP systems desirable.
  • Excellent attention to detail and ability to work to tight deadlines.
  • Strong communication skills and a collaborative approach.

What Success Looks Like

  • Financial data is consistently accurate, timely, and tailored to the needs of the Finance Director.
  • Analysis supports improved visibility of manufacturing performance and cost drivers.
  • The role is recognised as a reliable and valued contributor to the finance function.

In Return we offer 

  • Competitive Salary.
  • 25 days holiday plus bank holidays with a holiday purchase scheme in place to purchase an additional 3 days.
  • Contributory pension of 7% Airedale Employer and 1% Employee.
  • Airedale Rewards, discounts with high street retailers and days out.
  • Cycle to work scheme.
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Senior Financial Planning & Analysis Manager

BD1 1AN Bradford, Yorkshire and the Humber £70000 Annually WhatJobs

Posted 7 days ago

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full-time
Our client is seeking an accomplished Senior Financial Planning & Analysis (FP&A) Manager to play a crucial role in shaping their financial strategy. This hybrid position offers a blend of remote work flexibility and in-office collaboration, based in Bradford. You will lead the FP&A function, driving insightful financial analysis, forecasting, budgeting, and strategic decision-making to support business growth and profitability.

Key Responsibilities:
  • Lead the development and execution of the annual budgeting and long-range planning processes.
  • Prepare monthly, quarterly, and annual financial forecasts, ensuring accuracy and providing variance analysis against actual results and budget.
  • Develop sophisticated financial models to support strategic initiatives, investment decisions, and scenario planning.
  • Analyze financial performance, identifying key trends, risks, and opportunities, and providing actionable recommendations to senior management.
  • Collaborate closely with business leaders across all departments to understand operational drivers and their financial implications.
  • Enhance financial reporting capabilities, ensuring clarity, accuracy, and timeliness of management reports.
  • Oversee the development and maintenance of financial dashboards and key performance indicators (KPIs).
  • Drive continuous improvement in FP&A processes and systems, leveraging technology to enhance efficiency and insights.
  • Mentor and develop a team of finance professionals, fostering a high-performance culture.
  • Stay current with accounting principles, financial regulations, and industry best practices.
  • Present financial insights and recommendations to executive leadership.
Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
  • Professional qualification (e.g., ACA, ACCA, CIMA, MBA) is highly preferred.
  • Minimum of 7 years of progressive experience in financial planning and analysis, preferably within a complex corporate environment.
  • Proven expertise in financial modeling, forecasting, budgeting, and variance analysis.
  • Strong understanding of financial statements and accounting principles.
  • Proficiency in financial planning software (e.g., Hyperion, Anaplan, SAP BPC) and advanced Excel skills.
  • Excellent analytical, critical thinking, and problem-solving abilities.
  • Exceptional communication and presentation skills, with the ability to articulate complex financial information to non-financial stakeholders.
  • Demonstrated leadership and team management experience.
  • Experience working in a hybrid work model, balancing remote and office-based responsibilities.
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Head of Financial Planning & Analysis (Remote)

LS1 1UR Leeds, Yorkshire and the Humber £70000 annum + ben WhatJobs

Posted 7 days ago

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full-time
Our client, a distinguished financial services firm, is seeking an accomplished Head of Financial Planning & Analysis (FP&A) to lead their strategic financial operations on a fully remote basis. This senior leadership role is ideal for a seasoned finance professional looking for a challenging and rewarding opportunity with the flexibility of remote work. You will be responsible for driving the financial planning, budgeting, forecasting, and analysis processes across the organization. The ideal candidate will possess a comprehensive understanding of corporate finance, management accounting, and strategic business planning. You will work closely with executive leadership and departmental heads to develop financial models, analyse performance against targets, and provide actionable insights to support strategic decision-making. Key responsibilities include overseeing the annual budgeting process, developing rolling forecasts, preparing management reports, and conducting variance analysis. You will also play a crucial role in identifying key business drivers, assessing financial risks and opportunities, and developing long-term financial strategies. The role requires exceptional analytical, quantitative, and problem-solving skills, coupled with strong leadership and communication abilities. You must be adept at translating complex financial data into clear and concise recommendations for diverse audiences. Proficiency in financial planning software (e.g., Anaplan, Oracle Hyperion) and advanced Excel skills are essential. A professional accounting or finance qualification (e.g., ACA, ACCA, CIMA, CFA) and a minimum of 8 years of progressive experience in FP&A, including significant experience in a leadership capacity, are required. Experience in the financial services industry is highly advantageous. This is an outstanding opportunity to influence the financial direction of a successful company, work on strategic initiatives, and contribute significantly to its continued growth and success, all while enjoying the benefits of a remote work environment.
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Head of Financial Planning & Analysis (FP&A)

LS1 1AA Leeds, Yorkshire and the Humber £80000 Annually WhatJobs

Posted 7 days ago

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Job Description

full-time
Our client, a rapidly growing financial services firm based in Leeds, West Yorkshire, UK , is looking for a strategic and dynamic Head of Financial Planning & Analysis (FP&A) to lead their finance team. This hybrid role is crucial for driving financial strategy, insightful forecasting, and robust budgeting processes. You will oversee all aspects of FP&A, including annual budgeting, long-term financial planning, forecasting, and management reporting. The ideal candidate will possess a strong financial acumen, exceptional analytical skills, and a proven ability to translate complex financial data into actionable business insights. You will work closely with senior leadership across the organization, providing critical financial guidance to support strategic decision-making and drive profitability. Responsibilities include developing and refining financial models, identifying key performance indicators (KPIs), preparing board-level presentations, and ensuring the accuracy and integrity of all financial planning activities. Experience with financial systems and advanced Excel/data analysis tools is essential. The ability to lead and mentor a team of financial analysts, coupled with excellent communication and stakeholder management skills, is paramount. This is a significant opportunity to play a key role in the financial direction and success of a thriving company.
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Assistant Director - Portfolio Management

West Yorkshire, Yorkshire and the Humber £90000 - £120000 Annually Michael Page

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permanent

This role as an AD - Portfolio Management is a high-impact position with the National Wealth Fund , suited for a strategic thinker with excellent analytical, negotiation, and stakeholder management skills. This is a unique opportunity to drive meaningful change while delivering strong financial returns, while making a difference in the UK's infrastructure and sustainability landscape.

Client Details

The National Wealth Fund are focused on driving economic growth and achieving Net Zero objectives in the UK. The organisation mobilises sector insights and investment expertise to unlock private finance for projects across the country, with a capital provision of nearly 30 billion.

This is a full time and permanent position that will be located in Leeds - you must be able to commit to at least 3 working days in the Leeds office.

Description

This senior leadership role is responsible for overseeing a diverse portfolio of loans, guarantees, and equity investments across key infrastructure sectors including clean energy, transport, digital, water, and waste. The Assistant Director will lead a team of portfolio managers, ensuring that investments align with the organisations dual mission of achieving net zero carbon emissions and fostering local and regional economic growth.

Product experience relevant to the NWF's product offering: equity, fixed and floating loans, guarantees (including inflation linked debt guarantees), noting that specific experience in direct equity investment and equity funds would be advantageous.

Key responsibilities include monitoring project performance, conducting financial and risk analysis, negotiating waivers and consents, and contributing to strategic decision-making processes.

The role also involves engaging with external stakeholders such as project sponsors, equity fund managers, and legal advisors to safeguard the organisations interests and reputation.

Profile

The ideal candidate will bring:

  • Proven experience in infrastructure portfolio management
  • Experience in direct equity investment and equity funds will be an advantage
  • Debt experience, ideally gained in a banking or project finance environment is critical as you will engage in debt structuring, refinancing, credit analysis and monitoring/management of their loan portfolio
  • Strong commercial acumen and accountability for high-value projects
  • Sector expertise in energy, transport, growth finance, direct equity or social infrastructure
  • Deep knowledge of debt structuring, refinancing, and credit analysis
  • Familiarity with financial products such as loans, guarantees, and equity investments

This is a high-impact position suited for a strategic thinker with excellent analytical, negotiation, and stakeholder management skills.

  • *This is a full time and permanent position that will be located in Leeds - you must be able to commit to at least 3 working days in the Leeds office.*

Job Offer

  • A collaborative environment
  • A base salary between 90,000 - 120,000 p/a
  • A fantastic benefits package including a 10% cash allowance for a flexible benefits fund (capped at 15k).
  • A very generous pension offering, 10% employer contribution, increasing to 15% if employees also contribute 5%. (20% in total) Individuals can select to use flexible benefits for the 5%.
  • 30 days annual leave (option to buy & sell 5 days A/L)
  • Core benefits include life assurance and income protection cover
  • The organisation values diversity and inclusion, offering competitive benefits and unique learning opportunities from combining private and public sector skills and experience. Background checks are conducted for all roles.

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Manager - Portfolio Management (Debt/Equity)

West Yorkshire, Yorkshire and the Humber £60000 - £80000 Annually Michael Page

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permanent

This role requires a Manager - Portfolio Management (Debt/Equity) to oversee and optimise a diverse financial portfolio in the public sector. Based in Leeds, the position is ideal for professionals with expertise in banking and financial services looking to make a meaningful impact.

Client Details

The National Wealth Fund are focused on driving economic growth and achieving Net Zero objectives in the UK. The organisation mobilises sector insights and investment expertise to unlock private finance for projects across the country, with a capital provision of nearly 30 billion.

This is a full time and permanent position that will be located in Leeds - you must be able to commit to at least 3 working days in the Leeds office.

Description

  • Monitor progress on key projects as assigned by the Assistant Director (AD)/Director. Engage with project sponsors and equity fund managers as directed and use judgement to identify when projects are at risk. Work with the AD/Director to identify and implement mitigating actions to minimise risks to the fund's investments.
  • Contribute to and update internal models, review and interrogate external models and carry out sensitivity analysis, analysing outputs so as to ensure risks are managed and problems identified early.
  • Analyse significant amounts of qualitative and quantitative information, some of it complex, such as financial models, technical and legal analysis, facility documentation and deeds as directed by the AD/Director. Digest and summarise the results with a view to effectively recommending actions that align with the fund's purpose.
  • Attend site visits and meet the Project Company management team, to inspect project progress and, work alongside the Directors and ADs to effectively scrutinise management in order to assess whether the project is progressing to the agreed project plan.
  • Negotiate and coordinate any required documentation, test covenant compliance, test future financial projections and financial accounts to ensure that deals remain financially sound and aligned to the mission and objectives of NWF.
  • Contribute to the preparation of reports for Investment Committee and Credit Committee to inform the Committees about the risks presented by new projects, how those risks should be mitigated and how pricing should be structured.

Profile

A successful Manager - Portfolio Management (Debt/Equity) should have:

  • Experience of working in portfolio management
  • Transaction experience of products relevant to NWF's product offering; equity, equity funds, fixed and floating loans, guarantees (including inflation linked debt guarantees), including debt structuring, credit analysis and monitoring / management activities
  • A strong and demonstrable understanding of financial investment products
  • Demonstrable commercial awareness and skilled in understanding and digesting complex information.

**This role might be a good option for someone coming from a Big4 with transferable skills who are keen to make a move into portfolio management**

Job Offer

  • A collaborative environment
  • Base salary between 60,000 p/a - 80,000 p/a
  • A fantastic benefits package including a 10% cash allowance for a flexible benefits fund (capped at 15k).
  • A very generous pension offering, 10% employer contribution, increasing to 15% if employees also contribute 5%. (20% in total) Individuals can select to use flexible benefits for the 5%.
  • 30 days annual leave (option to buy & sell 5 days A/L)
  • Core benefits include life assurance and income protection cover
  • The organisation values diversity and inclusion, offering competitive benefits and unique learning opportunities from combining private and public sector skills and experience. Background checks are conducted for all roles.

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Interim Financial Planning and Analysis Manager

West Yorkshire, Yorkshire and the Humber £65000 - £75000 Annually Michael Page

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contract

The Interim Financial Planning and Analysis Manager will play a vital role in delivering financial insights and supporting decision-making within the public sector. This position requires strong analytical skills and expertise in accounting and finance to ensure effective financial planning and reporting.

Client Details

This public sector organisation is a well-established medium-sized entity committed to delivering financial excellence and value for its stakeholders. It operates within a structured and collaborative environment, offering opportunities to contribute to impactful projects.

Description

  • Develop and oversee financial planning processes to support organisational goals.
  • Analyse financial data to provide actionable insights and recommendations.
  • Prepare and present comprehensive financial reports to senior stakeholders.
  • Collaborate with cross-functional teams to ensure accurate budgeting and forecasting.
  • Monitor key financial metrics and advise on cost-saving initiatives.
  • Ensure compliance with relevant accounting standards and regulatory requirements.
  • Support the implementation of financial systems and process improvements.
  • Provide interim leadership within the accounting and finance department.

Profile

A successful Interim Financial Planning and Analysis Manager should have:

  • A professional qualification in accounting or finance (e.g., ACA, ACCA, CIMA).
  • Experience in financial planning, analysis, and reporting within the public sector.
  • Strong technical knowledge of accounting standards and financial regulations.
  • Proficiency in financial modelling and data analysis tools.
  • Excellent communication skills to engage with senior stakeholders effectively.
  • A proactive approach to problem-solving and process improvement.

Job Offer

  • Salary range of 65,000 to 75,000 per annum.
  • Flexible working arrangements to support work-life balance.
  • Life insurance coverage.
  • Income protection amounting to 33% of salary.
  • Generous pension contributions, with up to 15% employer contribution.
  • 30 days of annual leave, pro-rated from April to March.

This role offers an excellent opportunity to contribute to meaningful projects within the public sector. If you are ready to take on this exciting interim role, apply now to join the accounting and finance department!

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