Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team as a US Equity Co-Portfolio Manager and influence investment strategies daily.
- Company: Border to Coast is the largest LGPS pool in the UK, focused on sustainable investments.
- Benefits: Enjoy competitive salary, benefits, and a commitment to work-life balance.
- Why this job: Make a difference by securing pensions for over a million people while growing your investment expertise.
- Qualifications: Ideal candidates have investment management experience, analytical skills, and a degree or professional qualification.
- Other info: We value diversity and encourage applications from all backgrounds.
The predicted salary is between 43200 - 72000 £ per year.
US Equity Co-Portfolio Manager
Competitive Salary + Benefits
Leeds
An opportunity to make a difference
At Border to Coast our purpose is to make a difference and we’re looking for an ambitious US Equity Co-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.
Our Internal Equity team are responsible for the management of £13bn of assets that are invested directly into equity markets. Our investment universe is diverse covering the UK, Global Equities, Emerging Markets and Listed Alternatives.
The team is growing, and we are now recruiting for a US Equity Co-Portfolio manager working closely within the existing Equity Portfolio management team to directly influence the performance outcomes of a key investment strategy.
The role – what you’ll be doing
This role supports the US Equity portfolio manager by being a key influencer and decision maker in the day-to-day management of the US Equity portfolio. You will also be an active and influential member of the Equity Investment Team.
As a Co-Portfolio Manager your role will be exceptionally varied and will include:
Conducting detailed fundamental research on companies within the US Equity market and generating investment recommendations in accordance with the Border to Coast investment philosophy, investment process and procedures
Working with the analyst team to evaluate existing and new potential investments for the US equity portfolio
Implementing investment recommendations and shaping portfolio construction in accordance with the Border to Coast investment process and consistent with generating the best risk adjusted return.
- Active participation in investment team meetings, company meetings and conferences.
- Engaging with both the Portfolio Risk and Responsible Investment teams to ensure an integrated investment approach.
- Writing investment thought pieces and briefs on relevant events and the outlook for your area of investment expertise.
- Building a long term, open and collaborative relationship with our Partner Funds.
About you – and the value you’ll bring to our team
- You will have prior investment management expertise, preferably with experience of investing in US equities.
- You’ll have a keen interest and understanding of investment markets, long-term investment, and a commitment to responsible investment and sustainability.
- You’ve got excellent analytical skills, both qualitative and quantitative.
- You’ll be a strong communicator with high levels of integrity and trustworthiness and be able to distil a wide range of often conflicting information in a concise and cohesive manner.
- A natural problem solver with the ability to make decisions using imperfect information, you’ll understand financial income, cashflow and balance sheet models to support investment theses.
- You can demonstrate planning, organisation, time and data management and administrative capabilities and have good communication skills.
- You’re a pro-active, self-motivated team player with the ability to manage an interesting and variable workload and be willing to assist and support other team members when required.
- You will be educated to degree level and have a suitable investment management or professional qualification.
We welcome applications from people of all experience levels and backgrounds and value diversity of thought. We are committed to creating an inclusive and engaging workplace, ensuring that colleagues maintain a work life balance. We encourage colleagues to progress, be themselves and be their best through both personal and professional development.
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.
We’re looking for people with the right values, behaviours, skills and experiences and if you meet some of the role’s criteria and are interested in finding out more about Border to Coast and the team, we’d love to hear from you.
About Us
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 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 Pu
US Equities Co-Portfolio Manager 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 US Equities Co-Portfolio Manager
✨Tip Number 1
Familiarize yourself with the US equity market and current trends. Stay updated on recent developments, key companies, and economic indicators that influence the market. This knowledge will help you engage in meaningful discussions during interviews.
✨Tip Number 2
Network with professionals in the investment management field, especially those with experience in US equities. Attend industry conferences, webinars, or local meetups to build connections and gain insights into the role and company culture.
✨Tip Number 3
Prepare to discuss your analytical skills and how you've applied them in previous roles. Be ready to provide examples of how you've made investment decisions based on qualitative and quantitative data, showcasing your problem-solving abilities.
✨Tip Number 4
Demonstrate your commitment to responsible investment and sustainability. Research Border to Coast's initiatives in these areas and be prepared to discuss how your values align with theirs during the interview process.
We think you need these skills to ace US Equities Co-Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management, particularly with US equities. Emphasize your analytical skills and any previous roles that involved decision-making in portfolio management.
Craft a Compelling Cover Letter: In your cover letter, express your passion for responsible investment and sustainability. Mention specific experiences that demonstrate your ability to conduct fundamental research and make informed investment recommendations.
Showcase Your Communication Skills: Since strong communication is key for this role, provide examples in your application of how you've effectively communicated complex information in the past, whether through reports, presentations, or team collaborations.
Highlight Team Collaboration: Border to Coast values collaboration, so be sure to include instances where you've worked successfully within a team. Discuss how you contributed to team goals and supported colleagues in achieving shared objectives.
How to prepare for a job interview at Border to Coast Pensions Partnership
✨Showcase Your Investment Expertise
Be prepared to discuss your prior investment management experience, especially in US equities. Highlight specific examples of successful investments you've made and the analytical processes you used to arrive at those decisions.
✨Demonstrate Analytical Skills
Expect to be asked about your approach to fundamental research. Prepare to explain how you analyze financial statements, cash flow models, and balance sheets to support your investment theses.
✨Communicate Clearly and Effectively
As a Co-Portfolio Manager, strong communication is key. Practice articulating complex ideas in a concise manner, and be ready to discuss how you would engage with team members and stakeholders.
✨Emphasize Collaboration and Integrity
Border to Coast values collaboration and integrity. Be ready to share examples of how you've worked effectively in teams and maintained high ethical standards in your investment practices.
