At a Glance
- Tasks: Lead and manage multi-asset portfolios, shaping strategic direction for external funds.
- Company: Join Border to Coast, a top UK asset manager focused on sustainable investments.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Collaborative team environment with strong focus on innovation and development.
- Why this job: Make a real difference in securing pensions for over a million people.
- Qualifications: CFA-qualified with experience in managing multi-asset portfolios.
The predicted salary is between 60000 - 80000 £ per year.
Leeds (hybrid with 3 days per week in the office)
An opportunity to make a difference. At Border to Coast, our purpose is to make a difference, and we are looking for a Portfolio Manager to join our award‑winning External Management team. As a customer‑owned, customer‑focused organisation, we value integrity and a collaborative, sustainable approach. Our purpose is to help secure the pensions of more than a million people who have served their communities and wider society. We are the largest UK asset manager outside London and Edinburgh, providing innovative investments designed to deliver sustainable long‑term returns.
We are recruiting for this role to strengthen our external management capability, which leads and develops equity and fixed‑income sub‑funds totalling £17bn and is expected to grow significantly over the next 18 months. This is an exciting opportunity to join a flourishing asset manager in a broad portfolio‑management role, including helping to shape the strategic direction of the external fund range.
About the role: Border to Coast currently manages around £17bn of equity and fixed‑income assets through a carefully selected range of external fund management partners, alongside selected internal capabilities. We are looking for a Portfolio Manager with extensive experience managing multi‑asset and externally managed portfolios across public markets. Success in this role will depend on your ability to lead and drive portfolio management activity across the range, ensuring the collective sub‑funds deliver a well‑defined suite of externally managed capabilities that complement Border to Coast’s internal investment functions. This will include contributing to the strategic development of the fund range to evolve the portfolio in line with Partner Fund needs, while also adding to broader investment management expertise across the business.
About you: Ideally CFA‑qualified, you will have a proven track record of managing multi‑asset, multi‑manager, externally managed or OCIO portfolios across public markets. You will be comfortable operating within a multi‑asset framework, with experience in strategic and dynamic capital allocation across asset classes, strong portfolio construction and risk management skills, and robust due diligence of external managers across public market asset classes. An understanding of how multi‑asset funds operate in a regulated environment, including the associated operational and regulatory obligations, is also important. To succeed in this role, you will thrive in a collaborative team environment, bring strong communication skills, and be motivated to build external relationships with underlying investors and local government pension committees. Strong candidates will also be comfortable thinking strategically about the development of the fund range, including contributing to internal governance forums and supporting implementation.
Border to Coast is a leading UK asset manager and the largest Local Government Pension Scheme pool in the United Kingdom.
Portfolio Manager - External Management in Leeds employer: Border To Coast Pensions Partnership
At Border to Coast, we pride ourselves on being a customer-owned and customer-focused organisation that values integrity and collaboration. Located in Leeds, our hybrid work model promotes a healthy work-life balance while offering employees the chance to contribute to securing pensions for over a million individuals. With a commitment to employee growth and a sustainable approach to investment management, we provide a dynamic environment where you can thrive and make a meaningful impact in the financial sector.
Contact Details:
Border To Coast Pensions Partnership Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager - External Management in Leeds
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to current employees at Border to Coast. Building relationships can open doors that a CV just can’t.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience managing multi-asset portfolios. Share specific examples of how you've driven portfolio management activity and contributed to strategic development. We want to see your passion and knowledge shine through!
✨Prepare for the Interview
Do your homework on Border to Coast and its external management team. Understand their investment strategies and be ready to discuss how your skills align with their goals. Practise common interview questions and prepare some thoughtful questions of your own to show you're genuinely interested.
✨Apply Through Our Website
Don’t forget to 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 serious about joining our team and making a difference in the asset management space.
We think you need these skills to ace Portfolio Manager - External Management in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Portfolio Manager role. Highlight your experience in managing multi-asset portfolios and any relevant qualifications like CFA. We want to see how your skills align with our mission at Border to Coast!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about making a difference in asset management and how you can contribute to our external management team. Keep it engaging and personal, so we get a sense of who you are.
Showcase Your Collaborative Spirit:Since we value collaboration, make sure to highlight any experiences where you've worked closely with teams or built relationships with external partners. We want to know how you thrive in a team environment and contribute to collective success!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. 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 Numbers
Make sure you’re familiar with the £17bn portfolio and the specific sub-funds you'll be managing. Brush up on recent performance metrics and trends in multi-asset management. This shows you’re not just interested in the role, but you’ve done your homework!
✨Showcase Your Strategic Thinking
Prepare to discuss how you would contribute to the strategic development of the fund range. Think about examples from your past experience where you successfully shaped investment strategies or improved portfolio performance. This will highlight your ability to think critically and strategically.
✨Emphasise Collaboration Skills
Since this role involves working closely with both internal and external teams, be ready to share examples of how you’ve effectively collaborated in previous roles. Highlight any experiences where you built strong relationships with stakeholders or navigated complex team dynamics.
✨Understand Regulatory Frameworks
Brush up on the regulatory environment surrounding multi-asset funds. Be prepared to discuss how you’ve managed compliance in previous roles, as well as your understanding of operational obligations. This will demonstrate your readiness to operate within a regulated framework.
