Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Conduct in-depth research on global equities to support investment decisions.
- Company: Join Border to Coast, a leading UK asset manager focused on sustainable investments.
- Benefits: Enjoy 30 days holiday, health insurance, hybrid working, and professional development opportunities.
- Why this job: Make a real impact on pensions while working in a collaborative and innovative environment.
- Qualifications: Degree level education and experience in investment analysis or accountancy required.
- Other info: Located in vibrant Leeds city centre with a supportive team culture.
The predicted salary is between 28800 - 48000 £ per year.
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 Equity Research 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.
We are seeking to hire an Equity Research Analyst into our Leeds-based investment team. If you are curious and self-motivated, with experience of creating investment research for global equities, this is a great opportunity. Our Research Analysts create high quality investment research on companies 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 Income, 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:
- Conducting detailed fundamental research on companies in global equity sectors, generating investment research to facilitate Portfolio Manager portfolio construction in accordance with Border to Coast Investment philosophy, investment process, and procedures.
- Evaluating new stock ideas for inclusion in relevant portfolios in conjunction with Research Manager/Senior Research Manager/Portfolio Manager.
- Playing an active role in constructively and respectfully challenging the information, analysis and logic supporting the recommendations of research team colleagues and investment approach of Internal Equity PMs, seeking to enable performance of internal funds, sharing insight and subject matter expertise to develop the capability of others and develop our investment culture.
- 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.
About you - and the value you’ll bring to our team:
- Strong written and verbal communication and presentation skills.
- Ability to distil a wide range of often conflicting information in a concise and cohesive manner.
- Problem solving and decision-making capability using imperfect information.
- Understanding of financial income, cashflow and balance sheet models in order to support investment thesis.
- The ability to collaborate with others to generate investment ideas, refine processes, and share constructive feedback.
- High levels of integrity and trustworthiness.
- Effective IT skills required for the job role.
- Experience of working within investment analysis and/or accountancy.
- Keen interest in, and understanding of, investment markets, long-term investment, and commitment to responsible investment and sustainability.
- Educated to degree level or equivalent and have (or be studying towards) a suitable investment management qualification.
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.
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 recruitment@bordertocoast.org.uk.
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. 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.
Equity Research Analyst employer: Border to Coast Pensions Partnership
Contact Detail:
Border to Coast Pensions Partnership Recruiting Team
recruitment@bordertocoast.org.uk
StudySmarter Expert Advice 🤫
We think this is how you could land Equity Research Analyst
✨Tip Number 1
Familiarise yourself with Border to Coast's investment philosophy and responsible investment principles. Understanding their approach will help you align your research and insights with their values, making you a more attractive candidate.
✨Tip Number 2
Network with current or former employees of Border to Coast. Engaging in conversations about their experiences can provide you with valuable insights into the company culture and expectations, which can be beneficial during interviews.
✨Tip Number 3
Stay updated on global equity markets and recent trends in responsible investment. Demonstrating your knowledge of current events and how they impact investment decisions will showcase your passion and expertise in the field.
✨Tip Number 4
Prepare to discuss specific examples of your previous research and analysis work. Being able to articulate your thought process and the outcomes of your recommendations will highlight your analytical skills and problem-solving capabilities.
We think you need these skills to ace Equity Research Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in equity research and investment analysis. Emphasise your skills in conducting fundamental research, problem-solving, and decision-making, as these are crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for investment markets and responsible investment. Mention specific examples of how you've contributed to investment decisions or research in previous roles, showcasing your ability to collaborate and challenge ideas constructively.
Showcase Communication Skills: Since strong written and verbal communication skills are essential, consider including a brief section in your application that demonstrates your ability to distil complex information into concise insights. This could be a summary of a past project or research paper.
Highlight Relevant Qualifications: If you have any qualifications related to investment management, such as the IMC, make sure to mention them prominently. If you're currently studying towards one, include that information as well, as it shows your commitment to professional development.
How to prepare for a job interview at Border to Coast Pensions Partnership
✨Research the Company and Its Values
Before your interview, take the time to understand Border to Coast's mission and values. Familiarise yourself with their focus on integrity, collaboration, and sustainability, as these are key aspects they look for in candidates.
✨Prepare for Technical Questions
As an Equity Research Analyst, you should expect questions related to financial models, investment strategies, and market analysis. Brush up on your knowledge of cash flow, balance sheets, and how to evaluate stock ideas to demonstrate your expertise.
✨Showcase Your Communication Skills
Strong written and verbal communication skills are essential for this role. Be prepared to discuss how you can distil complex information into concise insights, and consider sharing examples from your past experiences where you've successfully communicated investment research.
✨Demonstrate a Collaborative Mindset
Border to Coast values teamwork and collaboration. During the interview, highlight instances where you've worked effectively with others to generate investment ideas or refine processes, showcasing your ability to contribute positively to a team environment.
