Associate Portfolio Manager

Associate Portfolio Manager

Leeds Full-Time 36000 - 60000 £ / year (est.) No home office possible
B

At a Glance

  • Tasks: Collaborate on investment strategy and portfolio management while conducting in-depth analyses.
  • Company: Join Border to Coast, the largest UK asset manager outside London, focused on sustainable investments.
  • Benefits: Enjoy competitive salary, 30 days holiday, health insurance, hybrid working, and professional development opportunities.
  • Why this job: Make a difference in securing pensions for over a million people while working in a collaborative environment.
  • Qualifications: A relevant degree is required; CFA candidates and Python proficiency are preferred.
  • Other info: We value diversity and inclusivity, welcoming applicants from all backgrounds.

The predicted salary is between 36000 - 60000 £ per year.

An opportunity to make a difference at Border to Coast. Our purpose is to make a difference and we’re looking for a keen Associate 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.

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:

  • Collaborate on investment strategy, portfolio construction, and multi-asset portfolio management.
  • Work closely with key stakeholders—including Portfolio Managers, Portfolio Risk, and the Responsible Investment team—to optimize asset liability modelling, develop quantitative tools, and manage the implementation of our customers’ investment strategy.
  • Conduct in-depth analyses to enhance portfolio performance, contributing to data-driven evaluations, and preparing insightful reports that support strategic decision-making.

About you - and the value you’ll bring to our team:

  • Investment professional with a strong foundation in asset allocation and portfolio construction.
  • Experience in multi-asset portfolio strategies and quantitative modelling to support strategic investment decisions.
  • A relevant degree-level qualification is required; CFA-qualified or working towards the designation preferred.
  • Proficiency in Python is desirable, enabling advanced analytics and modelling capabilities.

Why join Border to Coast?

  • Competitive remuneration and excellent benefits including Vitality Health Insurance, Employee Assistance Programme, and 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, and a stunning Leeds city centre location.
  • Hybrid working, onsite gym, and a range of discounts for Leeds gyms, shops, and restaurants.

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. 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.

Border to Coast is the largest LGPS (Local Government Pension Scheme) pool in the UK, owned by 11 Local Government Pension Schemes. Our purpose is to make a difference for the LGPS 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.

Associate Portfolio Manager employer: Border to Coast Pensions Partnership

At Border to Coast, we pride ourselves on being a customer-owned organisation that values integrity, collaboration, and sustainability. Located in the vibrant city centre of Leeds, we offer competitive salaries, generous benefits including 30 days of holiday, professional development opportunities, and a commitment to work-life balance, making us an excellent employer for those looking to grow in the investment sector while contributing to meaningful outcomes for over a million people.
B

Contact Detail:

Border to Coast Pensions Partnership Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Associate Portfolio Manager

✨Tip Number 1

Familiarise yourself with the latest trends in investment strategy and portfolio management. Being well-versed in current market conditions and innovative investment solutions will help you stand out during discussions with the team.

✨Tip Number 2

Network with professionals in the asset management industry, especially those who have experience in multi-asset portfolio strategies. Engaging with them can provide valuable insights and potentially lead to referrals.

✨Tip Number 3

Brush up on your Python skills, as proficiency in this programming language is desirable for the role. Consider working on small projects or analyses that showcase your ability to use Python for quantitative modelling.

✨Tip Number 4

Demonstrate your commitment to sustainability and collaboration in your conversations. Since these values are central to Border to Coast, showing how you align with their mission can make a positive impression.

We think you need these skills to ace Associate Portfolio Manager

Asset Allocation
Portfolio Construction
Multi-Asset Portfolio Management
Quantitative Modelling
Data Analysis
Investment Strategy Development
Stakeholder Collaboration
Python Proficiency
Analytical Skills
Research Skills
Report Preparation
Problem-Solving Skills
Communication Skills
CFA Qualification or Progress Towards CFA
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in asset allocation, portfolio construction, and multi-asset strategies. Use specific examples that demonstrate your quantitative modelling skills and any experience with Python.

Craft a Compelling Cover Letter: In your cover letter, express your passion for sustainable investment and how your values align with those of Border to Coast. Mention your understanding of their mission to secure pensions and how you can contribute to their goals.

Highlight Relevant Qualifications: Clearly state your educational background and any qualifications such as CFA or IMC. If you're working towards these, mention your progress and how it enhances your suitability for the role.

Showcase Analytical Skills: Provide examples of past projects or analyses where you improved portfolio performance or contributed to strategic decision-making. This will demonstrate your ability to conduct in-depth research and provide data-driven insights.

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 integrity, collaboration, and sustainability. Be prepared to discuss how these values resonate with your own professional ethos and how you can contribute to their mission.

✨Showcase Your Technical Skills

As an Associate Portfolio Manager, proficiency in Python and quantitative modelling is crucial. Be ready to provide examples of how you've used these skills in past roles, particularly in asset allocation and portfolio construction.

✨Prepare for Scenario-Based Questions

Expect questions that assess your problem-solving abilities and decision-making process. Prepare to discuss specific scenarios where you've had to analyse data or develop investment strategies, highlighting your analytical skills and strategic thinking.

✨Demonstrate Your Commitment to Professional Development

Border to Coast values continuous learning and development. Mention any relevant qualifications you have or are pursuing, such as the CFA or IMC, and express your enthusiasm for furthering your expertise in investment strategies and portfolio management.

B
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>