At a Glance
- Tasks: Oversee a £10.5bn global equities fund and manage investment strategies.
- Company: Join Border to Coast, the largest LGPS pool in the UK, based in Leeds.
- Benefits: Hybrid working, competitive salary, and a focus on sustainability.
- Other info: Collaborative culture with opportunities for professional growth.
- Why this job: Make a real impact on pensions for over 2 million members.
- Qualifications: Proven track record in managing global equity portfolios and leadership experience.
The predicted salary is between 70000 - 90000 £ per year.
An opportunity to make a difference. At Border to Coast our purpose is to make a difference and we’re looking for a Senior Global Equities Portfolio Manager 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. We’re the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term.
We’re recruiting this role to strengthen our internal equities capability to support future growth and development. This is an exciting opportunity within a flourishing Asset Manager where you will be able to assume wide-ranging investment management responsibilities including oversight of a £10.5bn global developed markets fund.
About the role: Border to Coast currently manages c.£16bn of equity assets internally including c. £10.5bn in the Overseas Developed Equity Markets fund with c.£4bn in US equities. The fund is managed on a regional basis across four portfolios – US, Europe ex-UK, Pacific ex-Japan, and Japan – with each portfolio consisting of c. 40 – 70 stocks. The investment philosophy focuses on investing in high-quality companies that offer a sustainable competitive advantage with stock selection being the key driver of long-term returns.
We are looking for an experienced Senior Portfolio Manager to be accountable for the oversight of the Overseas Developed Equity Markets fund and the management of investments in the US portfolio. Responsibilities will include:
- Stock selection and portfolio construction
- The preparation and maintenance of high-quality fundamental research
- Regular reviews of the performance, attribution, exposure and risk metrics for the fund
- Commentary for client reporting
- People management responsibilities with direct management of the portfolio managers within the Overseas Developed Equity Markets fund
In addition, you will participate in investment team meetings, liaise with the research and risk teams, produce investment thought pieces and briefs on relevant events and the outlook for your area of investment expertise and ensure an integrated investment approach across internal equities.
About You: You will have a proven and demonstrable track record of managing active global and/or US equity portfolios. Your career will demonstrate an investment approach that focuses on identifying and selecting high-quality companies which can be held for the long term. You will also have experience of managing senior investment professionals. In addition, you will have a commitment to, and be able to demonstrate, responsible investment and sustainability, will be educated to degree level and have a suitable investment management qualification.
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.
Senior Portfolio Manager - Global Equities in Leeds employer: Border To Coast Pensions Partnership
Border to Coast is an exceptional employer, offering a collaborative and sustainable work culture that prioritises integrity and the well-being of its employees. With a focus on securing pensions for over a million individuals, the company provides meaningful opportunities for professional growth and development within the thriving asset management sector in Leeds. Employees benefit from a hybrid working model, competitive remuneration, and the chance to make a significant impact in the investment landscape.
Contact Details:
Border To Coast Pensions Partnership Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Portfolio Manager - Global Equities in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Senior Portfolio Manager role!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of global equities and sustainable investment practices. Be ready to discuss your past experiences with stock selection and portfolio management. Show them you’re not just a fit for the role, but a perfect match for their values too!
✨Tip Number 3
Don’t forget to showcase your leadership skills! As a Senior Portfolio Manager, you’ll be managing other professionals. Share examples of how you’ve successfully led teams or projects in the past. This will help demonstrate your capability to manage the Overseas Developed Equity Markets fund.
✨Tip Number 4
Apply 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 Border to Coast and making a difference in the investment world.
We think you need these skills to ace Senior Portfolio Manager - Global Equities in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Portfolio Manager role. Highlight your experience in managing global and US equity portfolios, and don’t forget to showcase your track record in selecting high-quality companies.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about responsible investment and sustainability. Connect your values with those of Border to Coast to show we’re on the same page.
Showcase Your Leadership Skills:Since this role involves managing senior investment professionals, make sure to highlight your leadership experience. Share examples of how you've successfully led teams and contributed to collaborative environments.
Apply Through Our Website:We encourage you to apply through our website for a seamless application process. It’s the best way for us to receive your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Border To Coast Pensions Partnership
✨Know Your Numbers
As a Senior Portfolio Manager, you'll need to be on top of your game with numbers. Brush up on the key metrics related to global equities, especially those relevant to the £10.5bn fund. Be prepared to discuss your past performance and how you've achieved sustainable returns.
✨Showcase Your Leadership Skills
Since this role involves managing senior investment professionals, it's crucial to demonstrate your leadership experience. Think of specific examples where you've successfully led a team or influenced decision-making in your previous roles. This will show that you can handle the people management aspect of the job.
✨Align with Their Values
Border to Coast values integrity and sustainability. Make sure you can articulate how your investment philosophy aligns with these values. Prepare to discuss your commitment to responsible investment and how you've integrated sustainability into your portfolio management strategies.
✨Prepare for Technical Questions
Expect technical questions about stock selection and portfolio construction. Brush up on your fundamental research skills and be ready to discuss your approach to risk metrics and performance attribution. This will help you demonstrate your expertise and readiness for the role.
