Permanent: 37.5 hours per week
Full time (we welcome flexible working discussions)
An opportunity to make a difference
Are you passionate about investment research and eager to make a real impact? We’re looking for a detail-oriented and curious individual to join our dynamic investment team. In this role, you’ll play a part in shaping investment decisions and portfolio monitoring through rigorous operational due diligence and insightful analysis.
The role – what you’ll be doing
Border to Coast are now seeking an ODD Analyst to assist in the monitoring of investments, preparation, and maintenance of extensive due diligence reports. You will support investment decision-making, monitoring, and portfolio construction using internal and external data and research.
Perform ongoing monitoring of existing managers and strategies, including coordination of processes, to identify ODD risks and notify relevant teams.
* Drive Investment Insight: Assist in preparing and maintaining comprehensive due diligence reports using a blend of internal data and external research to support strategic investment decisions.
* Explore New Opportunities: Contribute to the evaluation and initial due diligence of new investment opportunities, working closely with senior team members.
* Monitor and Optimize: Support the ongoing monitoring of existing investment managers and strategies, ensuring performance and alignment with objectives.
* Collaborate and Contribute: Participate in cross-team investment meetings, share insights, and help shape investment thought leadership.
* Engage with Experts: Liaise with third-party service providers, including advisers, consultants, and research partners, to gather insights and maintain strong relationships.
* Champion Risk Awareness: Identify and communicate risks within your area of responsibility, contributing to proactive risk management.
* Support Where Needed: Assist other teams and contribute to broader organizational initiatives as required.
About you – and the value you’ll bring to our team
* We’re looking for people with a keen analytical mind, passion for investments and research.
* Some professional experience, ideally in finance and investment.
* Operational due diligence experience is preferred but not essential.
* You might have accounting, investment analysis, IT, data, internal audit, investment operations, private markets, or related experience.
* Experience in monitoring and oversight of external investment managers is beneficial.
* A basic knowledge of private markets, real estate, and fund investing is preferred but not essential.
* A proactive approach to problem-solving and risk identification.
* Excellent communication skills, both written and verbal.
* Strong organizational and time management skills.
* Ability to interact across departments and establish relationships to source information and documentation.
Please note that this is not a KYC/AML due diligence or investment portfolio manager role.
At Border to Coast, you will receive competitive remuneration and excellent benefits:
* Vitality Health Insurance for all employees
* Employee Assistance Programme
* 30 days holiday plus bank holidays
* Professional Development opportunities
* Critical Illness Cover
* Pension scheme
* Stunning Leeds city centre location
* Cycle to work scheme
* Life Assurance (six times salary)
* Sustainable travel plans and public transport discounts
* Discounts for gyms, shops, and restaurants in Leeds
* Hybrid working
* Onsite gym
More information about pay, careers, and our working style is available on our website: Careers - Border To Coast - Work With Us
We welcome applications from all backgrounds and experience levels and value diversity of thought. We are committed to an inclusive workplace that supports work-life balance. We encourage personal and professional growth.
If you have a disability or condition that may affect your performance during the selection process, we are happy to discuss reasonable adjustments. Please contact our recruitment team at recruitment@bordertocoast.org.uk.
We seek individuals with the right values, behaviors, skills, and experiences. If you meet some of the criteria and are interested in learning more about Border to Coast and our team, we would love to hear from you.
About Us
Border to Coast Pensions Partnership is a collaboration of 11 Local Government Pension Funds with a total asset value of approximately £60 billion (as of March 31, 2023). Established in 2018, it is the largest LGPS pool in the UK, regulated by the FCA.
Our purpose is to benefit the Local Government Pension Scheme by providing cost-effective and innovative investment opportunities that deliver long-term returns for our Partner Funds, their employers, and over 1.1 million LGPS members.
We have received numerous awards, including 'Best Pool of the Year' at the LAPF Investment Awards and 'Pool Innovation of the Year'. Our climate change report has also won awards, reflecting our commitment to responsible investing.
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