At a Glance
- Tasks: Create high-quality research to support stock selection and portfolio construction.
- Company: Join Border to Coast, a leading UK asset manager focused on sustainable investments.
- Benefits: Competitive pay, health insurance, gym access, and discounts in Leeds.
- Other info: Flexible working options and opportunities for mentorship and career growth.
- Why this job: Make a real impact on investment strategies while securing pensions for over a million people.
- Qualifications: Experience in investment research and strong analytical skills required.
The predicted salary is between 60000 - 80000 £ per year.
Full time (we welcome flexible working discussions) An opportunity to make a difference. Due to internal progression and expansion we are seeking a future equity research colleague. As a Research Manager, you will be responsible for creating high‑quality research material to support Portfolio Managers with stock selection and portfolio construction. The role is a global sector role, working with our six internally managed regional equity portfolios.
This will involve the production and updating of insightful written research using internal and external sources of data and research, meeting agreed performance metrics and supporting portfolio construction through the inclusion of new holdings and the reduction/removal of existing holdings, all whilst ensuring you are acting in accordance with the Border to Coast investment process, procedures, and necessary regulatory requirements.
You’ll work hand‑in‑hand with Portfolio Managers across our Internal Equity function—bringing your ideas to investment team meetings, building relationships with the management teams of current and prospective holdings, and proactively identifying and assessing new opportunities across the global sectors you cover.
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.
About you - and the value you’ll bring to our team
- An established research professional with experience of conducting investment research and bottom‑up fundamental equity analysis.
- Knowledge of and interest in a range of Global Equities sectors.
- In depth knowledge of Basic Resources (including materials, metals & mining, EV supply chain) / Chemicals / and Energy sectors is desirable.
- Ability to create and communicate high quality written investment theses supported by comprehensive financial analysis.
- Keen interest in, and understanding of, investment markets, as well as an investment approach that is underpinned by a focus on identifying and maintaining long‑term, quality holdings, and a commitment to responsible investment and sustainability.
- Ability to satisfy regulatory requirements and comply with FCA Conduct Rules and Nolan Principles.
- The potential to inspire, mentor and develop Research team colleagues.
Why join Border to Coast?
- Competitive remuneration and access to excellent benefits.
- Vitality Health Insurance for all employees.
- Employee Assistance Programme.
- Critical Illness Cover.
- Stunning Leeds city centre location only a short walk to the train station.
- Cycle to work scheme.
- Life Assurance of 6 times of salary.
- Range of discounts for Leeds gyms, shops and restaurants.
- Onsite gym.
Equity Research Manager: Global Stock Analysis & Leadership in Leeds employer: Border To Coast Pensions Partnership
Border to Coast is an exceptional employer that prioritises employee well-being and professional growth, offering a vibrant work culture in the heart of Leeds. With competitive remuneration, comprehensive health benefits, and a commitment to sustainability, employees are empowered to make meaningful contributions while enjoying a supportive environment that fosters collaboration and innovation. The opportunity to work closely with experienced Portfolio Managers and engage in impactful investment research makes this role not only rewarding but also pivotal in securing the pensions of over a million individuals.
Contact Details:
Border To Coast Pensions Partnership Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Equity Research Manager: Global Stock Analysis & Leadership in Leeds
✨Tip Number 1
Network like a pro! Reach out to current employees at Border to Coast on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of global equity sectors, especially Basic Resources, Chemicals, and Energy. Show us you’re not just a candidate, but a passionate expert ready to contribute!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your enthusiasm for the role. It keeps you fresh in our minds!
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Border to Coast.
We think you need these skills to ace Equity Research Manager: Global Stock Analysis & Leadership in Leeds
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Equity Research Manager role. Highlight your experience in investment research and your knowledge of global equity sectors, especially Basic Resources, Chemicals, and Energy. We want to see how your skills align with our needs!
Showcase Your Writing Skills:Since you'll be creating high-quality research material, it's crucial to demonstrate your writing prowess. Include examples of your previous written work or investment theses that showcase your ability to communicate complex ideas clearly and effectively.
Highlight Your Collaborative Spirit:We value teamwork at StudySmarter, so make sure to mention any experiences where you've worked closely with others, especially in investment settings. Share how you’ve built relationships with portfolio managers or management teams to show you can thrive in our collaborative environment.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Border to Coast!
How to prepare for a job interview at Border To Coast Pensions Partnership
✨Know Your Sectors Inside Out
Make sure you brush up on your knowledge of the Basic Resources, Chemicals, and Energy sectors. Be prepared to discuss recent trends, key players, and any relevant news that could impact these industries. This will show your genuine interest and expertise in the areas you'll be working with.
✨Craft a Compelling Investment Thesis
Before the interview, practice articulating a high-quality investment thesis. Use comprehensive financial analysis to back up your points. This will demonstrate your ability to create insightful research material, which is crucial for the role.
✨Showcase Your Collaborative Spirit
Since the role involves working closely with Portfolio Managers and other team members, be ready to share examples of how you've successfully collaborated in the past. Highlight your ability to build relationships and contribute to team discussions.
✨Understand Regulatory Requirements
Familiarise yourself with the FCA Conduct Rules and Nolan Principles. Being able to discuss how you ensure compliance in your research and investment processes will reflect your professionalism and commitment to integrity, which are key values for the company.
