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- Tasks: Join our team to shape investment strategies and manage portfolios for a better future.
- Company: Border to Coast is the largest LGPS pool in the UK, focused on sustainable investments.
- Benefits: Enjoy competitive pay, 30 days holiday, health insurance, hybrid working, and more perks.
- Why this job: Make a real impact while collaborating with experts in a supportive and inclusive environment.
- Qualifications: Ideal candidates have 2-3 years of investment experience and a relevant degree; CFA preferred.
- Other info: We value diversity and are committed to creating an engaging workplace for all.
The predicted salary is between 28800 - 48000 £ per year.
Competitive Salary + Benefits
Leeds
Permanent Contract: 37.5 hours per week
Full time (we welcome flexible working discussions)
An opportunity to make a difference
At Border to Coast our purpose is to make a difference and we’re looking for a keen Investment Analyst 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.
As part of our 2030 Strategic Plan, our firm is evolving to deliver Total Fund Solutions, integrating both advisory services and investment strategy implementation. We are actively building this capability to provide comprehensive, customer-focused solutions that enhance investment outcomes.
This role will be part of our Portfolio Solutions Group, which plays a key role in shaping and executing this vision – specialising in expert investment strategy and seamless implementation services tailored to our customers’ evolving needs.
The role – what you’ll be doing
This role offers a unique opportunity to collaborate on investment manager selection and oversight, investment strategy, portfolio construction, and multi-asset portfolio management. You’ll work closely with key stakeholders – including Portfolio Managers, Portfolio Risk, and the Responsible Investment team – to deliver exceptional customer outcomes across External Management, Advisory and Investment Management Services offerings.
About you – and the value you’ll bring to our team
We are seeking an investment professional with a strong desire to build a career in asset management. The ideal candidate will have gained two or three years of investment experience in a consulting, manager research or portfolio analyst role. A relevant degree-level qualification is required, and candidates who are either CFA-qualified or working towards the designation will be preferred. Modelling experience (e.g. Python) is also desirable but not a requirement.
As a customer-owned business, we are deeply committed to sustainability, collaboration, and integrity – values that shape everything we do and drive our long-term investment approach.
Why join Border to Coast?
- At Border to Coast, you will receive competitive remuneration and have access to excellent benefits:
- Vitality Health Insurance for all employees
- Employee Assistance Programme
- A generous holiday allowance of 30 days a year, plus bank holidays
- Professional Development including the opportunity to gain fully funded qualifications (e.g. IMC)
- Critical Illness Cover
- Pension scheme
- Stunning Leeds city centre location only a short walk to the train station
- Cycle to work scheme
- Life Assurance of 6 times of salary
- Sustainable travel plans and public transport discounts
- Range of discounts for Leeds gyms, shops and restaurants
- Hybrid working
- Onsite gym
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. Please contact our recruitment team at.
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 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 £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 Purpose awards two years in a row.
Investment Analyst 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 Investment Analyst
✨Tip Number 1
Familiarise yourself with the latest trends in asset management and investment strategies. Understanding the current market landscape will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the investment sector, especially those who work at Border to Coast or similar organisations. Engaging in conversations can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Brush up on your analytical skills, particularly in portfolio construction and risk assessment. Being able to discuss these topics confidently will set you apart from other candidates.
✨Tip Number 4
Showcase your commitment to sustainability and collaboration, as these are core values at Border to Coast. Be prepared to discuss how your personal values align with their mission during the interview process.
We think you need these skills to ace Investment Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment analysis, portfolio management, or consulting. Use keywords from the job description to demonstrate that you understand the role and its requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for asset management and your alignment with Border to Coast's values of sustainability, collaboration, and integrity. Mention specific experiences that relate to the responsibilities outlined in the job description.
Highlight Relevant Qualifications: If you have a degree-level qualification or are pursuing CFA certification, make sure to mention this prominently. Also, include any modelling experience, such as Python, even if it's not a requirement, as it can set you apart from other candidates.
Showcase Your Soft Skills: Border to Coast values collaboration and integrity. In your application, provide examples of how you've worked effectively in teams or demonstrated ethical decision-making in your previous roles. This will help convey that you fit their company culture.
How to prepare for a job interview at Border to Coast Pensions Partnership
✨Understand the Company Values
Before your interview, make sure you understand Border to Coast's core values of sustainability, collaboration, and integrity. Be prepared to discuss how these values resonate with your own experiences and how you can contribute to their mission.
✨Showcase Relevant Experience
Highlight your investment experience, especially if you've worked in consulting, manager research, or as a portfolio analyst. Be ready to provide specific examples of your contributions in previous roles that align with the responsibilities of the Investment Analyst position.
✨Prepare for Technical Questions
Since the role involves investment strategy and portfolio management, brush up on your technical knowledge. Be prepared to discuss investment strategies, portfolio construction, and any modelling experience you have, particularly if it involves tools like Python.
✨Ask Insightful Questions
At the end of the interview, ask questions that demonstrate your interest in the role and the company. Inquire about the team dynamics within the Portfolio Solutions Group or how they measure success in investment outcomes. This shows your enthusiasm and engagement.
