At a Glance
- Tasks: Create high-quality research to support stock selection and portfolio construction.
- Company: Join Border to Coast, a leading investment firm in Leeds.
- Benefits: Competitive salary, health insurance, hybrid working, and gym access.
- Other info: Flexible working options and a vibrant city centre location.
- Why this job: Make a real impact in global equity research and mentor future talent.
- Qualifications: Experience in investment research and strong analytical skills required.
The predicted salary is between 50000 - 65000 € per year.
Competitive Salary + Benefits
Leeds
Permanent: 37.5 hour per week
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.
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?
At Border to Coast, you will receive competitive remuneration and have access to excellent benefits:
- Vitality Health Insurance for all employees
- Employee Assistance Programme
- Critical Illness Cover
- Pension scheme
- Stunning Leeds city centre location only a short walk to the train station
- Cycle to work scheme
- Life Assurance of 6 times of salary
- Sustainable travel plans
- Range of discounts for Leeds gyms, shops and restaurants
- Hybrid working
- Onsite gym
If you have a disability, or if you have a condition that you believe may affect your performance during our selection process, we would be happy to discuss making reasonable adjustments to our processes for you. Please contact our recruitment team at recruitment@bordertocoast.org.uk
Research Manager – Equity Research employer: Border To Coast Pensions Partnership
Border to Coast is an exceptional employer that prioritises employee well-being and professional growth, offering a competitive salary alongside comprehensive benefits such as Vitality Health Insurance and a robust pension scheme. Located in the vibrant city centre of Leeds, our work culture promotes flexibility with hybrid working options and a supportive environment for collaboration and innovation, making it an ideal place for research professionals looking to make a meaningful impact in equity research.
Contact Detail:
Border To Coast Pensions Partnership Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Research Manager – Equity Research
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can't.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to showcase your knowledge of the equity research field. Bring up recent trends or insights you've discovered—this shows you're not just another candidate, but someone who’s genuinely passionate about the sector.
✨Prepare for Interviews
Do your homework before interviews! Research the company, understand their investment strategies, and be ready to discuss how your skills align with their goals. This prep will help you stand out and show that you’re serious about the role.
✨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 keen on joining our team at Border to Coast!
We think you need these skills to ace Research Manager – Equity Research
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Research Manager role. Highlight your experience in equity research and any relevant sectors you’ve worked in. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about equity research and how you can contribute to our team. Be sure to mention any specific experiences that relate to the job description.
Showcase Your Writing Skills:Since the role involves creating high-quality written research, make sure your application reflects your writing abilities. Keep it clear, concise, and professional. We love a well-structured application!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Border To Coast Pensions Partnership
✨Know Your Sectors
Make sure you brush up on your knowledge of the Basic Resources, Chemicals, and Energy sectors. Be ready to discuss recent trends and how they impact investment decisions. This will show that you're not just familiar with the theory but also engaged with current market dynamics.
✨Craft Your Investment Thesis
Prepare a couple of high-quality written investment theses that you can share during the interview. Use comprehensive financial analysis to back up your ideas. This will demonstrate your ability to create insightful research material, which is key for the role.
✨Build Relationships
Think about how you would approach building relationships with Portfolio Managers and management teams. Be prepared to discuss your strategies for collaboration and communication, as this is crucial for supporting portfolio construction and identifying new opportunities.
✨Understand Regulatory Requirements
Familiarise yourself with the FCA Conduct Rules and Nolan Principles. Be ready to discuss how you would ensure compliance in your research process. This shows that you take regulatory requirements seriously and understand their importance in the investment landscape.
