Associate Portfolio Manager

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.

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: As part of the External Management function within the Portfolio Solutions Group, you will support the launch and ongoing management of all externally managed fund propositions. You will play a significant contribution to all stages of our investment process, from fund design and portfolio construction through to manager research, selection, implementation and ongoing monitoring. This will involve producing in-depth investment research, feeding into strategic and dynamic asset allocation forums, and the consistent and rigorous selection and oversight of investment managers across asset classes and much more.

Being part of the wider Portfolio Solution Group, there will also be opportunities to develop your wider skillset over time by supporting our Advisory and Investment Management Services offerings as they grow.

About you – and the value you’ll bring to our team: If you are an investment professional and have relevant experience in external manager research, selection and oversight or institutional asset management, with a strong understanding of economic fundamentals as well as equity and fixed income asset classes, then we want to hear from you! In addition to high levels of integrity and trustworthiness, you will also have excellent relationship management skills and an understanding of qualitative and quantitative due diligence. A relevant degree-level qualification is required, and candidates who are either CFA-qualified or working towards the designation will be preferred. Knowledge of Bloomberg and other portfolio management tools (such as eVestment) is 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.

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.