At a Glance
- Tasks: Support strategic development and delivery of investment advisory services to Partner Funds.
- Company: Join Border to Coast, the largest LGPS pool in the UK, focused on sustainable investments.
- Benefits: Collaborative culture, commitment to diversity, and a chance to make a real difference.
- Other info: Dynamic environment with opportunities for professional growth and impactful work.
- Why this job: Be part of a transformative team that secures pensions for over a million people.
- Qualifications: Experience in investment advisory, knowledge of capital markets, and strong analytical skills.
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 an experienced investment focused Business Consultant to join our award-winning team. You will play a pivotal role in our transformation, partnering with stakeholders and project teams across the business to deliver key components of a material transformation programme including the enterprise re-platforming of our investment processes, the addition of new investment management and advisory services and the support for scale as we onboard incoming Partner Fund Assets.
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.
The role – what you’ll be doing: Reporting to the Head of Advisory, the Investment Advisor will support strategic development of Border to Coast’s investment advisory function and its service delivery to Partner Funds. Working in partnership with the CRM team and Investment functions, the investment advisor will play a key part in delivery of advisory services to Partner Funds, including:
- Investment Strategy
- Strategic Risk management
- Implementation Advice
- Responsible Investment
- Local Investment
- Other Ongoing & ad hoc Investment Advice and Engagement
About you - and the value you’ll bring to our team: Established Investment Advisory / Consultant experience supporting Institutional customers; Knowledge of actuarial, and pension investment concepts such as Asset and Liability Management (ALM) analysis, strategic asset allocation and risk tolerance assessment; Broad knowledge of capital markets and familiarity with all asset classes including alternative and private market assets; Experience in working with Investment Research teams in tailoring solutions for clients; Ability to interpret a long-term vision and conceptual thinking to assist in developing actionable delivery plans.
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 3,000 employers and over 1.1 million members. The Partner Funds are Bedfordshire, Cumbria, Durham, East Riding, Lincolnshire, North Yorkshire, South Yorkshire, Surrey, Teesside, Tyne and Wear and Warwickshire. The Partner Funds have £65.3bn in investments, of which Border to Coast is responsible for managing £55.4bn (as of 31 March 2025) across equities, fixed income, private markets, and global and UK real estate. In addition, seven LGPS funds have confirmed their intention to join the pool, extending our collaborative partnership. The seven funds are Cambridgeshire, East Sussex, Essex, Hertfordshire, Kent, Northamptonshire and West Sussex, collectively they have c.£45bn of investments.
Border to Coast’s purpose is to make a difference for the LGPS. We do this by working in partnership for a sustainable and better tomorrow through innovation, expertise, scale, and good governance. We are proud of the values that underpin our partnership — collaboration, sustainability, and integrity. We are committed to building a diverse and inclusive team and welcome applications from candidates of all backgrounds. If you’re energised by challenge, inspired by collaboration, and ready to help a firm with ambition and heart, we’d love to hear from you.
Investment Advisor in Leeds 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. As the largest LGPS pool outside London or Edinburgh, we offer our Investment Advisors not only the chance to contribute to meaningful pension solutions for over a million members but also a supportive work culture that fosters professional growth and innovation. Join us in Leeds, where you can make a tangible difference while enjoying a diverse and inclusive environment that champions your career development.
Contact Details:
Border To Coast Pensions Partnership Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Investment Advisor in Leeds
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Border To Coast Pensions Partnership, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Border To Coast Pensions Partnership.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Border To Coast Pensions Partnership.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Border To Coast Pensions Partnership, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Advisor in Leeds
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Border To Coast Pensions Partnership want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Border To Coast Pensions Partnership.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Border To Coast Pensions Partnership will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Border To Coast Pensions Partnership. Numbers speak louder than words!
How to prepare for a job interview at Border To Coast Pensions Partnership
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Border To Coast Pensions Partnership want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withBorder To Coast Pensions Partnership.
