Permanent, Full time - hour per week (We wee flexible working discussions)
This role is only open to applicants with the permanent right to work in the UK
An opportunity to make a difference
At Border to Coast our purpose is to make a difference and we’re looking for a keen Equity Research Manager to join our award-winning team.
As a customer-owned and customer-focused organisation, integrity is one of our values, as is our collaborative and sustainable approach. Our focus is to secure the pensions of over a million people who have provided valuable service to theirmunities and society. We’re the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term.
We are seeking to hire an Equity Research Manager into our Leeds-based investment team. If you are curious and self-motivated, with experience of creating bottom up investment research for global equities, this is a great opportunity. This role will focus on the Financials Services sector not including banks and insurance – including Exchanges, Payments, Asset Managers, Private Equity (listedpanies) and Real Estate Investment Trusts). Experience supporting Emerging Markets would also be beneficial.
Our Research Managers create high quality investment research onpanies in global equity sectors, supporting sound investment decisions by internal Equity Portfolio Managers that fully integrate Responsible Investment principles and achieve long term investment returns. The wider investment team manages both internal (direct securities) and external (selecting fund managers) investment products with defined risk/return objectives across Public Equities, Fixed Ie, Alternatives and Real Estate. Ultimately Border to Coast is an investment business and its success is determined by the investment performance we generate for our Partner Funds.
The role – what you’ll be doing
As anEquity Research Manageryour role is hugely important and will include:
1. Conducting detailed fundamental research onpanies in the Financials sector, generating investment research to facilitate Portfolio Manager portfolio construction in accordance with Border to Coast Investment philosophy, investment process, and procedures.
2. Evaluating new stock ideas for inclusion in relevant portfolios in conjunction with Portfolio Managers.
3. Playing an active role in constructively and respectfully challenging the information, analysis and logic supporting the rmendations of research team colleagues and investment approach of Internal Equity Portfolio Managers, seeking to enable performance of internal funds, sharing insight and subject matter expertise to develop the capability of others and develop our investment culture.
4. Active participation in investment team meetings,pany meetings and conferences.
5. Engaging with both the Portfolio Risk and Responsible Investment teams to ensure an integrated investment approach.
About you - and the value you’ll bring to our team
6. Strong written and verbalmunication and presentation skills
7. Ability to distil a wide range of often conflicting information in a concise and cohesive manner
8. Problem solving and decision-making capability using imperfect information
9. Understanding of financial ie, cashflow and balance sheet models in order to support investment thesis.
10. The ability to collaborate with others to generate investment ideas, refine processes, and share constructive feedback
11. High levels of integrity and trustworthiness
12. Effective in IT skills required for the job role
13. Experience of working within investment analysis and/or accountancy
14. Keen interest in, and understanding of, investment markets, long-term investment, andmitment to responsible investment and sustainability
15. Educated to degree level or equivalent and CFA Charterholder.
16. Experience in the Financials sector (Exchanges, Payments, Asset Managers, Private Equity (listedpanies) and Real Estate Investment Trusts).
17. Experience in Emerging Markets would also be beneficial.
Why join Border to Coast?
At Border to Coast, you will receivepetitive remuneration and have access to excellent benefits:
18. Vitality Health Insurance for all employees
19. Employee Assistance Programme
20. A generous holiday allowance of 30 days a year, plus bank holidays
21. Professional Development including the opportunity to gain fully funded qualifications ( IMC)
22. Critical Illness Cover
23. Pension scheme
24. Stunning Leeds city centre location only a short walk to the train station
25. Cycle to work scheme
26. Life Assurance of 6 times of salary
27. Sustainable travel plans and public transport discounts
28. Range of discounts for Leeds gyms, shops and restaurants
29. Hybrid working
30. Onsite gym
We wee applications from people of all experience levels and backgrounds and value diversity of thought. We aremitted to creating an inclusive and engaging workplace, ensuring that colleagues maintain a work life balance. We encourage colleagues to progress, be themselves and be their best through both personal and professional development.
If you have a disability, or if you have a condition that you believe may affect your performance during our selection process, we would be happy to discuss making reasonable adjustments to our processes for you.
We’re looking for people with the right values, behaviours, skills and experiences and if you meet some of the role’s criteria and are interested in finding out more about Border to Coast and the team, we’d love to hear from you.
About Us
Border to Coast is the largest LGPS (Localernment Pension Scheme) pool in the UK. It is owned by 11 Localernment Pension Schemes (‘Partner Funds’). The Partner Funds represent 3,100 employers and over a million members.
The Partner Funds are Bedfordshire, Cumbria, Durham, East Riding, Lincolnshire, North Yorkshire, South Yorkshire, Surrey, Teesside, Tyne and Wear and Warwickshire.
The Partner Funds have c.£64bn in investments, of which Border to Coast is responsible for managing £ (as of 31 March 2024). Border to Coast also provides support and advice on a further £, primarily invested in index funds, which sit outside of the pool.
Border to Coast offers its 11 Partner Funds investment opportunities across equities, fixed ie, private markets, and global and UK real estate.
Our purpose is to make a difference for the LGPS. We seek to do this by providing cost-effective and innovative investment opportunities delivering returns over the long term for our Partner Funds, their employers and over million LGPS members.
Since launch, Border to Coast has been awarded many accolades: ‘Best Pool of the Year’ at the LAPF Investment Awards three years out of four, most recently winning ‘Pool Innovation of the Year’, named at the Professional Pensions UK Pensions Awards as ‘Equity’ and ‘Alternatives Manager of the Year’, and our Climate Change report has won Pensions for Purpose awards two years in a row.
Job ID BCPP194537