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- 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, managing £47.9bn in assets.
- Benefits: Enjoy competitive salary, benefits, and a commitment to work-life balance.
- Why this job: Make a difference in sustainable investing while collaborating with a diverse and innovative team.
- Qualifications: Prior investment management experience, analytical skills, and a degree or professional qualification required.
- Other info: We value diversity and are committed to creating an inclusive workplace.
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 latest trends and developments in the US equity market. This will not only help you during interviews but also demonstrate your genuine interest and expertise in the field.
✨Tip Number 2
Network with professionals in the investment management industry, especially those who have experience with US equities. Attend relevant conferences or webinars to connect with potential colleagues and learn from their insights.
✨Tip Number 3
Prepare to discuss your analytical skills and how you've applied them in previous roles. Be ready to share specific examples of how you've made investment decisions based on qualitative and quantitative data.
✨Tip Number 4
Showcase your commitment to responsible investment and sustainability. Be prepared to discuss how these values align with your investment philosophy and how you can contribute to Border to Coast's mission.
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. Use specific examples that demonstrate your analytical skills and decision-making abilities.
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 how you can contribute to their goals.
Showcase Your Analytical Skills: Provide examples of your analytical work in previous roles. Discuss any fundamental research you've conducted on companies and how it influenced investment decisions.
Highlight Team Collaboration: Emphasize your ability to work collaboratively within a team. Share experiences where you supported team members or contributed to group projects, especially in investment settings.
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
During the interview, emphasize your qualitative and quantitative analytical skills. Be ready to explain how you distill complex information into actionable insights, as this is crucial for the role of a Co-Portfolio Manager.
✨Communicate Clearly and Effectively
Strong communication is key in this role. Practice articulating your thoughts clearly and concisely, especially when discussing investment strategies or market trends. This will help convey your integrity and trustworthiness.
✨Emphasize Collaboration and Teamwork
Border to Coast values a collaborative approach. Share examples of how you've worked effectively within a team, supported colleagues, and contributed to a positive team dynamic, showcasing your ability to be a proactive team player.
