Investment Analyst

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.

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 manager selection and oversight, 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 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?

• Competitive remuneration and 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 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.