Overview
Assistant Portfolio Manager – Legacy Private Markets Investments
Border to Coast Pensions Partnership is the largest LGPS pool in the UK. It is owned by 11 Local Government Pension Schemes and is responsible for managing significant pension fund investments, including legacy private market assets across real estate, private equity, infrastructure, private credit, and diversified alternatives.
Responsibilities
* Support the oversight and management of legacy private markets investment portfolios and existing Border to Coast investments in line with internal procedures and customer requirements.
* Assist in the preparation and maintenance of extensive due diligence reports to support investment decision making and portfolio oversight using internal and external data and research.
* Prepare detailed research to support investment decision making as directed.
* Assist in management of legacy investment portfolios in line with internal procedures and customer requirements as directed.
* Oversee and monitor existing Border to Coast investments, in line with internal procedures as directed.
* Regularly review performance, attribution, exposure and risk metrics of the sub-fund/portfolio.
* Assist with the oversight and production of quarterly and ad hoc reporting.
* Develop strong relationships with external managers and other industry participants.
Qualifications
Educated to Degree level and with a suitable investment management qualification, you will have relevant experience of supporting Portfolio Managers with portfolio oversight and monitoring across a range of Alternative investments, conducting due diligence and assisting with the review of investment, operational and ESG factors feeding into investment decision making.
With a keen interest in and understanding of investment markets, long-term investment, and a commitment to responsible investment and sustainability, you will have experience of using investment management software, problem-solving and decision-making capability and strong written and verbal communication and presentation skills.
About Border to Coast
Border to Coast is the largest LGPS pool in the UK. It is owned by 11 Local Government Pension Schemes and represents 3,000 employers and over 1.1 million members. The Partner Funds include Bedfordshire, Cumbria, Durham, East Riding, Lincolnshire, North Yorkshire, South Yorkshire, Surrey, Teesside, Tyne and Wear and Warwickshire. The Partner Funds have £65.3bn in investments, with Border to Coast responsible for managing £55.4bn across equities, fixed income, private markets, and real estate.
Border to Coast’s purpose is to make a difference for the LGPS through partnership, sustainability, and governance. We welcome applications from people of all backgrounds and offer an open, supportive culture with a commitment to learning and valuing everyone’s skills and contribution.
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