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- Tasks: Lead and manage investment strategies in Private Equity, Private Credit, and Climate Opportunities.
- Company: Join Border to Coast, the largest LGPS pool in the UK, focused on sustainable investments.
- Benefits: Enjoy hybrid working, competitive salary, and a supportive culture that values your contributions.
- Why this job: Make a real difference by securing pensions for over a million people while driving innovative investment strategies.
- Qualifications: Degree level education with investment management qualifications and experience in private market funds required.
- Other info: We celebrate diversity and encourage applications from all backgrounds.
The predicted salary is between 43200 - 72000 £ per year.
Senior Portfolio Manager – Private Equity & Private Credit
Leeds (hybrid working)
Competitive Salary & Benefits
An opportunity to make a difference
At Border to Coast our purpose is to make a difference. 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.
As part of our 2030 Strategic Plan, we’re looking to recruit additional experienced colleagues to our Alternatives team, recognising the increasing scale and scope of our private markets programme.
Senior Portfolio Manager – Private Equity & Private Credit
We are looking for a Senior Portfolio Manager to join our Alternatives function, to support the growth of our Private Equity, Private Credit and Climate Opportunities programmes. You will be responsible for the oversight and management of multiple investment strategies in accordance with the Border to Coast Investment Policy, investment process, procedures and relevant legal or regulatory documentation. The role also required line management of Portfolio Manager colleagues, in line with SMCR requirements.
We are interested in hearing from highly experienced Portfolio Managers with either generalist experience across alternatives or specialists investing in Private Equity and/or Private Credit private market funds (and co-investments), along with good knowledge of climate related strategies. In addition, this would suit those with an interest and ability in managing and leading other Portfolio Managers to be successful.
In the role you will lead the corporate portfolio (Private Equity, Private Credit and Climate Opportunities) for Border to Coast. This will include:
- Providing effective leadership throughout your area of responsibility
- Oversight and management of multiple investment strategies.
- Manage portfolio/sub-fund within defined risk parameters
- Evaluating new investment opportunities (typically fund opportunities and co-investments) and executing investment transactions, regularly reviewing the performance, attribution, exposure and risk metrics of the sub-fund / portfolio.
- Preparation and maintenance of extensive due diligence reports, supporting investment decision making and portfolio construction using internal and external sources of data and research.
- You will also develop strong relationships with external managers and other industry participants.
- In addition, you will participate in investment team meetings, liaise with the research and risk team to ensure an integrated investment approach and provide feedback on the quality, depth and focus of research.
- You will also lead and develop the supporting Portfolio Managers within the team.
Educated to Degree level and with a suitable investment management qualification, you will have relevant experience in investing into Private Market funds, leading due diligence, including reviewing investment, operational and ESG factors. You will also demonstrate clear investment decision making and portfolio and risk management experience.
With a keen interest in and understanding of investment markets, long-term investment, and a commitment to responsible investment and sustainability, you will have experience of using investment management software, problem solving and decision-making capability and strong written and verbal communication and presentation skills.
Border to Coast
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 3,100 employers and over a 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 c.£64bn in investments, of which Border to Coast is responsible for managing £47.9bn (as of 31 March 2024). Border to Coast also provides support and advice on a further £8.2bn, primarily invested in index funds, which sit outside of the pool.
Border to Coast offers its 11 Partner Funds investment opportunities across equities, fixed income, private markets, and global and UK real estate.
Our purpose is to make a difference for the LGPS. We seek to do this by providing cost-effective and innovative investment opportunities delivering returns over the long term for our Partner Funds, their employers and over 1.1 million LGPS members.
Since launch, Border to Coast has been awarded many accolades: ‘Best Pool of the Year’ at the LAPF Investment Awards three years out of four, most recently winning ‘Pool Innovation of the Year’, named at the Professional Pensions UK Pensions Awards as ‘Equity’ and ‘Alternatives Manager of the Year’, and our Climate Change report has won Pensions for Purpose awards two years in a row.
We welcome applications from people of all backgrounds. We have an open and supportive culture with a commitment to learning and valuing everyone’s skills and contribution.
Senior Portfolio Manager - Private Equity & Private Credit employer: Border to Coast Pensions Partnership
Contact Detail:
Border to Coast Pensions Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Portfolio Manager - Private Equity & Private Credit
✨Tip Number 1
Familiarise yourself with Border to Coast's investment philosophy and recent projects. Understanding their approach to private equity, private credit, and climate opportunities will help you align your experience with their goals during discussions.
✨Tip Number 2
Network with current or former employees of Border to Coast. Engaging with them can provide insights into the company culture and expectations, which can be invaluable when preparing for interviews.
✨Tip Number 3
Stay updated on trends in private equity and private credit markets, especially regarding climate-related investments. Demonstrating your knowledge of these trends can set you apart as a candidate who is not only experienced but also forward-thinking.
✨Tip Number 4
Prepare to discuss your leadership style and experiences managing teams. Since the role involves overseeing other Portfolio Managers, showcasing your ability to lead and mentor will be crucial in the interview process.
We think you need these skills to ace Senior Portfolio Manager - Private Equity & Private Credit
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Private Equity and Private Credit. Focus on your leadership roles, investment strategies you've managed, and any specific achievements that align with the job description.
Craft a Compelling Cover Letter: In your cover letter, express your passion for responsible investment and sustainability. Mention how your values align with Border to Coast's mission and provide examples of how you've successfully led teams or managed portfolios in the past.
Showcase Your Knowledge: Demonstrate your understanding of climate-related strategies and investment management software in your application. Use specific examples to illustrate your expertise and decision-making capabilities in these areas.
Highlight Communication Skills: Since strong written and verbal communication skills are essential for this role, ensure your application reflects your ability to present complex information clearly. Consider including examples of presentations or reports you've created in previous roles.
How to prepare for a job interview at Border to Coast Pensions Partnership
✨Understand the Company’s Values
Before your interview, make sure you’re familiar with Border to Coast's values, especially their focus on integrity and sustainability. Be prepared to discuss how your personal values align with theirs and provide examples of how you've demonstrated these in your previous roles.
✨Showcase Your Investment Expertise
As a Senior Portfolio Manager, you'll need to demonstrate your deep understanding of Private Equity and Private Credit. Prepare to discuss specific investment strategies you've managed, including any successes or challenges you've faced, and how you evaluated new investment opportunities.
✨Highlight Leadership Experience
Since the role involves managing other Portfolio Managers, be ready to share your leadership experiences. Discuss how you've successfully led teams, mentored colleagues, and fostered collaboration within your team to achieve investment goals.
✨Prepare for Technical Questions
Expect technical questions related to portfolio management, risk assessment, and due diligence processes. Brush up on relevant investment management software and be ready to explain how you use data and research to inform your investment decisions.
