What Jobs are available for Portfolio Management in West Yorkshire?

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.

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.

• Conduct in-depth research and analysis of various asset classes, industries, and specific companies.
• Develop financial models and valuation analyses to assess investment opportunities.
• Monitor market trends, economic indicators, and geopolitical events that may impact investment performance.
• Prepare detailed investment reports, presentations, and recommendations for portfolio managers.
• Assist in the construction and rebalancing of investment portfolios based on strategic objectives and risk parameters.
• Track the performance of existing investments and provide insights into variances from expectations.
• Collaborate with internal research teams and external data providers to gather relevant information.
• Ensure compliance with all regulatory requirements and internal policies.
• Contribute to the development of investment strategies and risk management frameworks.
• Support senior management with ad-hoc analytical projects and financial analysis.

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
• Proven experience as an Investment Analyst, Financial Analyst, or similar role within the banking or investment management sector.
• Strong financial modelling and valuation skills (DCF, comparable company analysis, precedent transactions).
• Excellent understanding of capital markets, financial statements, and accounting principles.
• Proficiency in financial databases and analytical software (e.g., Bloomberg Terminal, FactSet, Excel).
• Exceptional analytical, critical thinking, and problem-solving abilities.
• Strong written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
• Demonstrated ability to work independently and manage multiple priorities effectively in a remote setting.
• Progress towards or completion of CFA (Chartered Financial Analyst) designation is a significant advantage.
• High level of integrity and attention to detail.

• Lead the development and execution of the annual budgeting and long-term strategic planning processes.
• Manage and mentor the FP&A team, fostering a high-performance culture.
• Develop and implement robust financial models to support forecasting and scenario analysis.
• Prepare insightful monthly, quarterly, and annual financial reports for senior management and the board.
• Analyze financial performance, identify trends, and provide actionable recommendations for improvement.
• Collaborate with department heads to understand their financial needs and provide support for their planning activities.
• Drive process improvements within the FP&A function to enhance efficiency and accuracy.
• Contribute to strategic decision-making by providing financial expertise and insights.
• Ensure the integrity and accuracy of financial data.
• Develop key performance indicators (KPIs) and dashboards to track business performance.

• Qualified Accountant (ACA, ACCA, CIMA or equivalent).
• Minimum 8 years of FP&A experience, with 3+ years in management.
• Advanced proficiency in Excel and financial modelling tools.
• Strong understanding of financial reporting standards and principles.
• Excellent analytical, problem-solving, and communication skills.
• Experience with ERP systems and BI tools is a plus.

Sewell Wallis is proud to be working in partnership with a well-established and respected charity based in Sheffield, South Yorkshire, to recruit a Head of Financial Planning & Analysis for an ongoing contract. This is a key leadership role within the organisation, offering the opportunity to influence strategic decision-making and drive financial performance.

The successful Head of Financial Planning & Analysis candidate will be based at the organisation's Sheffield headquarters, with the flexibility of hybrid working. You will lead a finance team of 20, including five direct reports, and take ownership of all FP&A activity, including forecasting, budgeting, pricing strategy, and financial modelling. You will also play a critical role in supporting operational and commercial decision-making across the charity.

What will you be doing?

• Lead, manage and develop a high-performing finance team, fostering a culture of accountability, collaboration and continuous improvement.
• Oversee the full financial planning and analysis cycle, including quarterly forecasting, annual budgeting, and long-term financial modelling.
• Deliver accurate and timely month-end reporting, including management accounts, variance analysis, and commentary on financial performance.
• Conduct detailed risk and opportunity assessments, providing strategic insight to support resource allocation and investment decisions.
• Partner with senior stakeholders, including Directors and the Executive Team, to evaluate business cases and support strategic initiatives.
• Lead the development of commercial pricing models and service scheduling strategies to ensure financial sustainability and operational efficiency.
• Analyse overhead structures and cost drivers, identifying opportunities for cost optimisation and improved financial control.
• Ensure financial data is translated into actionable insights that inform decision-making across the organisation.

What skills are we looking for?

• Fully qualified accountant (ACA, ACCA, CIMA or equivalent).
• Proven experience in a senior FP&A or commercial finance role, ideally within a complex or multi-service organisation.
• Strong analytical skills with a track record of evaluating business cases and identifying financial risks and opportunities.
• Demonstrated ability to build effective relationships and influence senior stakeholders.
• Experience in leading and developing finance teams.
• Proficient in overhead cost analysis and financial modelling.

What's on offer?

• Competitive salary: 70,000 - 90,000 per annum, dependent on experience.
• 25 days annual leave, rising to 30 days after five years of service.
• Option to buy or sell up to five days of annual leave.
• 8% matched pension scheme.
• Hybrid working arrangement.

Send us your CV below, or contact Jenny Goodson for more information.

To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.

Sewell Wallis are looking for a Portfolio Manager to join a well-established and forward-thinking Accounting Firm based in Sheffield. You will be ACA or ACCA qualified and currently working within the role of Portfolio Manager or Fractional FD, managing a portfolio of clients, providing them with strategic financial advice, statutory accounts, management reports, tax compliance, and advisory services.

What will you be doing?

• Manage a large portfolio of clients and deliver advisory services.
• Preparation of accounts including statutory and management information.
• Taking ownership of quoting, converting and onboarding new clients.
• Build and grow of your own portfolio.
• Team development, including hiring and managing staff.
• Ensure compliance with all relevant regulations and standards.
• Build and maintain strong client relationships to drive satisfaction and retention.

What skills are we looking for?

• ACA or ACCA qualified accountant.
• Experience working with a varied portfolio of clients.
• Excellent communication both verbal and written.
• Team management experience.
• Xero certified.
• Strong knowledge in accounting software and Microsoft Office applications.
• A proactive and solutions-oriented approach to challenges.

What's on offer?

• A competitive salary depending on experience.
• Flexible working.
• Modern offices with great facilities.
• Great working culture, team events and flexible dress code.

Send us your CV below, or contact Inci Evcil for more information.

To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.

Are you an experienced leader with a passion for driving operational excellence and delivering outstanding customer service? We have a fantastic opportunity for you Trustgreen, a leader in open space management, is seeking a dedicated and motivated Property Portfolio Manager to join our team

Why Join Us?

• Leading Innovators: Trustgreen is a leading Open Space Management Company delivering innovative and sustainable solutions for our clients and communities.
• Professional Team: We support many of the top residential housebuilders to create and maintain expertly managed open spaces for the benefit of the local community and the wildlife they support.
• Customer Service Focused: With an ever-growing portfolio of sites under our management, our customer service-led approach is what sets us apart.
• Vision for Improvement: Our vision is to continually review, monitor, and improve the way we care for the open spaces we manage.
• Great Place to Work: We pride ourselves on being a great place to work, valuing the individuals that make up our organisation. Our commitment has been recognised by Investors in People, who recently awarded us silver status.
• Fun and Engagement: We take fun seriously From charity events and competitions to our annual team away day, there's always something happening at Trustgreen.

The Role

As Property Portfolio Manager, your primary role will be to oversee the upkeep and maintenance of a collection of residential properties within our portfolio, ensuring adherence to legal and company standards.

The role will involve managing inspections, coordinating maintenance and repairs, tracking compliance, and maintaining detailed records to guarantee the portfolios safety and legal status.

The Person

We are looking for a motivated, passionate, and committed individual who is driven to deliver excellence every day and doesn't settle for "good enough." You should have a strong background in property, facilities or maintenance management, with a proven track record of maintaining high standards, improving performance, and delivering growth. Your previous experience may have been gained working for a major house builder or service provider but what is important is the willingness and ability to do the right thing.

Main Responsibilities:

• Ensure all properties comply with health, safety and environmental regulations, including managing statutory certifications, for electrical and fire safety.
• Liaise with internal delivery teams, and external contractors and vendors to ensure work is completed to a high standard.
• Collect, maintain and report on all compliance documentation and performance data for the portfolio.
• Identify and address compliance issues, escalating concerns, and contribute to risk management strategies within the portfolio.
• Monitor and oversee maintenance budgets, ensuring cost-effective management of resource.
• Ensure service delivery standards for maintenance are met and exceeded, and that service level agreements (SLAs) are maintained.
• Monitor financial performance and maintain gross profit margins.
• Prepare and present performance reports to the leadership team.
• Act as a point of contact for incident management and control within the portfolio.

What your Day will look like:

• Continuously monitor performance and quality of on-site operations to maintain exceptional standards.
• Deliver outstanding customer service, ensuring satisfaction across all touchpoints.
• Monitor and drive financial performance, ensuring profitability across operational activities.
• Produce and maintain regular KPI reports, assessing performance, identifying opportunities for improvement, and implementing necessary changes.
• Collaborate with the executive team to align operational goals with broader business objectives.
• Identify potential operational risks and implement mitigation strategies.

Key Skills

• Strong background in property, facilities, or maintenance management, with a clear focus on statutory compliance.
• Experience in a multi-site portfolio is particularly beneficial.
• An in-depth understanding of compliance requirements across key areas such as fire safety and electrical systems.
• Proven ability to manage budgets and oversee maintenance activities.
• Strong communication and leadership skills.
• Strong problem-solving skills with the ability to think strategically.
• Ability to work under pressure and manage multiple projects simultaneously.

Benefits

• Company Pension
• 25 Days Holiday plus bank holidays
• An additional day holiday for every year of service
• A day off for your Birthday
• Employee Assistance Programme

The Opportunity

Be part of a company that values its team members and contributes positively to the community and environment.

The benefits of being part of a small team extends well beyond the flexibility and variety you will get each day and the opportunity for you to reach your potential.

If you're ready to join a dynamic team and make a difference, we'd love to hear from you Please hit apply now and upload your CV or send directly to

Job Type: Full-time

Benefits:

• Company events
• Company pension
• Enhanced maternity leave
• On-site parking

Work Location: Hybrid remote in Leeds LS15 4LG