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- Tasks: Join our team as a US Equity Co-Portfolio Manager and influence investment strategies daily.
- Company: Border to Coast is the largest LGPS pool in the UK, managing £47.9bn in assets.
- Benefits: Enjoy competitive salary, benefits, and a commitment to work-life balance.
- Why this job: Make a difference in sustainable investing while collaborating with a diverse and innovative team.
- Qualifications: Prior investment management experience, analytical skills, and a degree are essential.
- Other info: We value diversity and inclusivity, welcoming applicants from all backgrounds.
The predicted salary is between 43200 - 72000 £ per year.
US Equity Co-Portfolio Manager
Competitive Salary + Benefits
Leeds
An opportunity to make a difference
At Border to Coast our purpose is to make a difference and we’re looking for an ambitious US Equity Co-Portfolio 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 their communities 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.
Our Internal Equity team are responsible for the management of £13bn of assets that are invested directly into equity markets. Our investment universe is diverse covering the UK, Global Equities, Emerging Markets and Listed Alternatives.
The team is growing, and we are now recruiting for a US Equity Co-Portfolio manager working closely within the existing Equity Portfolio management team to directly influence the performance outcomes of a key investment strategy.
The role – what you’ll be doing
This role supports the US Equity portfolio manager by being a key influencer and decision maker in the day-to-day management of the US Equity portfolio. You will also be an active and influential member of the Equity Investment Team.
As a Co-Portfolio Manager your role will be exceptionally varied and will include:
Conducting detailed fundamental research on companies within the US Equity market and generating investment recommendations in accordance with the Border to Coast investment philosophy, investment process and procedures
Working with the analyst team to evaluate existing and new potential investments for the US equity portfolio
Implementing investment recommendations and shaping portfolio construction in accordance with the Border to Coast investment process and consistent with generating the best risk adjusted return.
- Active participation in investment team meetings, company meetings and conferences.
- Engaging with both the Portfolio Risk and Responsible Investment teams to ensure an integrated investment approach.
- Writing investment thought pieces and briefs on relevant events and the outlook for your area of investment expertise.
- Building a long term, open and collaborative relationship with our Partner Funds.
About you – and the value you’ll bring to our team
- You will have prior investment management expertise, preferably with experience of investing in US equities.
- You’ll have a keen interest and understanding of investment markets, long-term investment, and a commitment to responsible investment and sustainability.
- You’ve got excellent analytical skills, both qualitative and quantitative.
- You’ll be a strong communicator with high levels of integrity and trustworthiness and be able to distil a wide range of often conflicting information in a concise and cohesive manner.
- A natural problem solver with the ability to make decisions using imperfect information, you’ll understand financial income, cashflow and balance sheet models to support investment theses.
- You can demonstrate planning, organisation, time and data management and administrative capabilities and have good communication skills.
- You’re a pro-active, self-motivated team player with the ability to manage an interesting and variable workload and be willing to assist and support other team members when required.
- You will be educated to degree level and have a suitable investment management or professional qualification.
We welcome applications from people of all experience levels and backgrounds and value diversity of thought. We are committed 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 (Local Government Pension Scheme) pool in the UK. It is owned by 11 Local Government Pension Schemes (‘Partner Funds’). The Partner Funds represent 3,100 employers and over a million members.
The Partner Funds have c.£64bn in investments, of which Border to Coast is responsible for managing £47.9bn (as of 31 March 2024). Border to Coast also provides support and advice on a further £8.2bn, primarily invested in index funds, which sit outside of the pool.
Border to Coast offers its 11 Partner Funds investment opportunities across equities, fixed income, 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 1.1 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 Pu
Border To Coast Pensions Partnership | US Equities Co-Portfolio Manager employer: Border to Coast Pensions Partnership
Contact Detail:
Border to Coast Pensions Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Border To Coast Pensions Partnership | US Equities Co-Portfolio Manager
✨Tip Number 1
Familiarize yourself with Border to Coast's investment philosophy and processes. Understanding their approach to sustainable investments and how they manage their US Equity portfolio will help you align your insights and recommendations with their values.
✨Tip Number 2
Network with professionals in the investment management field, especially those with experience in US equities. Engaging in discussions about market trends and investment strategies can provide you with valuable insights and connections that may benefit your application.
✨Tip Number 3
Stay updated on current events and trends in the US equity markets. Being able to discuss recent developments and their potential impact on investments during interviews will demonstrate your proactive approach and deep understanding of the market.
✨Tip Number 4
Prepare to showcase your analytical skills through case studies or hypothetical scenarios related to US equities. This will allow you to demonstrate your problem-solving abilities and decision-making process, which are crucial for the Co-Portfolio Manager role.
We think you need these skills to ace Border To Coast Pensions Partnership | US Equities Co-Portfolio Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the US Equity Co-Portfolio Manager position. Tailor your application to highlight relevant experience and skills that align with the job description.
Highlight Relevant Experience: In your CV and cover letter, emphasize your prior investment management expertise, particularly in US equities. Provide specific examples of your analytical skills and decision-making abilities in investment contexts.
Showcase Your Values: Border to Coast values integrity, collaboration, and sustainability. Make sure to reflect these values in your application by discussing your commitment to responsible investment and how you have demonstrated these principles in your previous roles.
Craft a Strong Cover Letter: Write a compelling cover letter that not only summarizes your qualifications but also expresses your enthusiasm for the role and the company. Mention why you want to work at Border to Coast and how you can contribute to their mission of making a difference.
How to prepare for a job interview at Border to Coast Pensions Partnership
✨Show Your Analytical Skills
As a US Equity Co-Portfolio Manager, you'll need to demonstrate strong analytical skills. Be prepared to discuss your experience with both qualitative and quantitative analysis, and provide examples of how you've used these skills to make investment decisions.
✨Understand the Investment Philosophy
Familiarize yourself with Border to Coast's investment philosophy and processes. During the interview, articulate how your approach aligns with their focus on responsible investment and sustainability, and be ready to discuss how you would implement their strategies.
✨Communicate Clearly
Effective communication is key in this role. Practice distilling complex information into concise insights. Be prepared to explain your thought process behind investment recommendations and how you would engage with team members and stakeholders.
✨Demonstrate Team Collaboration
Border to Coast values collaboration. Share examples from your past experiences where you worked effectively within a team, supported colleagues, or contributed to group decision-making. Highlight your ability to build long-term relationships with partners and team members.
