At a Glance
- Tasks: Lead investment strategies and manage multi-asset portfolios for pension funds.
- Company: Join Border to Coast, the largest LGPS pool in the UK, based in Leeds.
- Benefits: Hybrid working, competitive salary, and a chance to make a real difference.
- Other info: Collaborative environment with opportunities for professional growth.
- Why this job: Shape the future of investments while securing pensions for millions.
- Qualifications: Experience in multi-asset portfolio management and strong analytical skills.
The predicted salary is between 60000 - 80000 £ per year.
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 Investment Strategy 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.
As part of our 2030 Strategic Plan, Border to Coast is evolving to deliver Total Fund Solutions, integrating both advisory services and investment strategy implementation. We are actively developing this capability to provide comprehensive, customer focused solutions that enhance investment outcomes.
Due to expansion in this area we are now seeking a Portfolio Manager to join the Portfolio Solutions team who will specialise in the provision of expert investment strategy, asset allocation and multi-asset construction tailored to the evolving needs of our underlying pension fund customers.
About the role: Sitting within the Portfolio Solutions Group, this role is responsible for implementing Partner Funds' Strategic Asset Allocation across public and private markets, ensuring portfolios operate in line with agreed Investment Management Agreements and long-term objectives. Working closely with teams across the business, you will play a central role in translating investment strategy into portfolio outcomes ensuring portfolios remain aligned with Partner Fund investment beliefs and requirements.
The role spans all aspects of multi-asset portfolio implementation and oversight, including portfolio construction, rebalancing, cashflow management, liquidity oversight and the execution of Dynamic Asset Allocation decisions. You will contribute investment insights and strategic research to support portfolio positioning and long-term decision-making, while working collaboratively across the business to maintain strong governance, risk oversight and reporting standards.
A key part of the role will also involve engaging with Partner Funds through portfolio reviews, market outlook discussions and bespoke analytical work, helping to strengthen understanding of portfolio positioning and the drivers of long-term investment outcomes.
About You: We are seeking an experienced investment professional with a strong track record in multi-asset portfolio management, asset allocation and portfolio construction. You will bring a broad understanding of public and private market asset classes, strong analytical and quantitative skills, and the ability to translate complex investment concepts into clear and actionable insights.
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.
About us: Based in Leeds, Border to Coast is the largest LGPS (Local Government Pension Scheme) pool in the UK. It is owned by 18 Local Government Pension Schemes funds (‘Partner Funds’). The Partner Funds represent nearly 5,000 employers and 2 million members.
The Partner Funds have c. £120bn in investments which Border to Coast is directly responsible for the management or oversight (as of 1 April 2026). Border to Coast Pensions Partnership Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England Number: 10795539 and Registered Office: 5th Floor, Toronto Square, Toronto Street, Leeds, LS1 2HJ.
Contact Details:
Border To Coast Pensions Partnership Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager - Investment Strategy 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 Portfolio Manager - Investment Strategy 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.
