At a Glance
- Tasks: Analyse investment opportunities and collaborate on asset management activities.
- Company: Join Border to Coast, the largest LGPS pool in the UK, based in vibrant Leeds.
- Benefits: Enjoy competitive pay, 30 days holiday, health insurance, and professional development opportunities.
- Why this job: Make a real difference securing pensions for over a million people while growing your career.
- Qualifications: Strong communication skills and a proactive, inquisitive mindset are essential.
- Other info: Flexible working options and a commitment to diversity and inclusion.
The predicted salary is between 36000 - 60000 £ per year.
Permanent, Full Time (37.5 hours per week). We welcome flexible working discussions.
An opportunity to make a difference. At Border to Coast, our purpose is to make a difference and we are looking for a keen Assistant 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 are the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term.
Following the launch of the UK Main Real Estate fund in October 2024, and its accelerated growth trajectory, an opportunity has arisen to join the UK Real Estate team at Border to Coast. The fund is currently one of the largest UK Real Estate Balanced funds and as the fund continues to increase through active deployment of capital, this role will be pivotal to ensuring its growth aspirations are met.
The role - what you’ll be doing:
- Analysing new investment opportunities and maintaining an active pipeline.
- Working with internal and external teams to complete due diligence on disposals and acquisitions.
- Working with external teams to develop and monitor asset management activities.
- Review and monitor performance of the fund.
- Prepare and participate in regular stakeholder presentations and meetings.
About you - and the value you’ll bring to our team:
- Strong written and verbal communication skills.
- Identifying opportunities to drive income in existing portfolio and new acquisitions.
- Cashflow modelling skills.
- An inquisitive mindset and proactive and enthusiastic approach.
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.
- A generous holiday allowance of 30 days a year, plus bank holidays.
- Professional Development including the opportunity to gain fully funded qualifications (e.g. IMC).
- 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.
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 are 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:
Based in Leeds, Border to Coast is the largest LGPS (Local Government Pension Scheme) pool in the UK. It is owned by 11 Local Government Pension Schemes funds (Partner Funds). The Partner Funds represent nearly 3,000 employers and over 1.1 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.£65.3bn in investments, of which Border to Coast is directly responsible for the management or oversight of £55.4bn (as of 31 March 2025).
Assistant Portfolio Manager - Real Estate employer: Border to Coast
Contact Detail:
Border to Coast Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Portfolio Manager - Real Estate
✨Tip Number 1
Network like a pro! Reach out to people in the real estate sector, especially those connected to Border to Coast. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for those interviews! Research the company’s recent projects and their impact on the community. Show us you’re not just interested in the role but also in making a difference with your work.
✨Tip Number 3
Practice your communication skills. As an Assistant Portfolio Manager, you'll need to convey complex ideas clearly. Try mock interviews with friends or use online platforms to refine your pitch.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re genuinely interested in being part of our team at Border to Coast.
We think you need these skills to ace Assistant Portfolio Manager - Real Estate
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Assistant Portfolio Manager role. Highlight your relevant skills, like cashflow modelling and communication, to show us you're the perfect fit for our team.
Show Your Enthusiasm: We love seeing candidates who are genuinely excited about the role and our mission. Use your application to express why you want to join Border to Coast and how you can contribute to our goals.
Be Clear and Concise: When writing your application, keep it straightforward. We appreciate clarity, so make sure your points are easy to understand and directly related to the job description.
Apply Through Our Website: To ensure your application gets the attention it deserves, please apply through our website. This way, we can easily track your application and get back to you as soon as possible!
How to prepare for a job interview at Border to Coast
✨Know Your Numbers
As an Assistant Portfolio Manager, you'll be dealing with cashflow modelling and investment analysis. Brush up on your financial metrics and be ready to discuss how you would evaluate new investment opportunities. Bring examples of past experiences where you've successfully analysed data to support your decisions.
✨Showcase Your Communication Skills
Strong written and verbal communication skills are key for this role. Prepare to articulate your thoughts clearly during the interview. Consider practising a mock presentation about a previous project or investment opportunity you've worked on, as you may need to present to stakeholders in this position.
✨Demonstrate Your Inquisitive Mindset
Border to Coast values a proactive and enthusiastic approach. Be prepared to ask insightful questions about the company’s current projects and future goals. This shows your genuine interest in the role and helps you understand how you can contribute to their mission.
✨Align with Their Values
Familiarise yourself with Border to Coast's values, especially their focus on integrity and sustainability. During the interview, share how your personal values align with theirs and provide examples of how you've demonstrated these values in your previous roles.