At a Glance
- Tasks: Join our Alternatives team to analyse investments and support decision-making.
- Company: Border to Coast, the largest LGPS pool in the UK, based in vibrant Leeds.
- Benefits: Enjoy competitive pay, health insurance, generous holidays, and professional development opportunities.
- Other info: Flexible working options and a commitment to diversity and inclusion.
- Why this job: Make a real impact on sustainable investments that secure pensions for over a million people.
- Qualifications: Experience in investment research and strong analytical skills are essential.
The predicted salary is between 50000 - 60000 £ per year.
Leeds 3 days in the office Permanent: 37.5 hour per week Full time (we welcome flexible working discussions)
An opportunity to make a difference. At Border to Coast our purpose is to make a difference and we're looking for a keen Investment Analyst (Alternatives) to join our award-winning team. The successful candidate would join our Alternatives team, which manages investments across our Infrastructure, Private Equity, Private Credit, Global Real Estate, Climate Opportunities and UK Opportunities programmes. 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.
The role - what you'll be doing:
- Assisting in the preparation and maintenance of extensive due diligence reports to support investment decision making and portfolio construction using internal and external sources of data and research.
- Undertake research and perform initial due diligence on investment opportunities as directed.
- Consider ESG, climate change and RI risk factors into account when conducting investment analysis, due diligence and decision making.
- Provision of data analysis to support the ongoing monitoring of investments.
- Provision of data analysis to support the regular production of management information (MI) such as the performance, attribution, exposure and risk metrics of the sub-fund/portfolio.
- Active participation in investment team meetings including across teams, contribute to investment thought leadership, and participate in broader collaboration across the organisation.
- Engage with existing third party service providers including advisers, consultants, and research provider where necessary.
- Identify risks in own area of responsibility, recognise risks in all areas of the business and notify any such risks to your People Manager and the Operational Risk Manager.
About you - and the value you'll bring to our team:
- Essential Relevant experience in investment research, due diligence, or a related analytical environment.
- Strong written and verbal communication and presentation skills.
- Ability to distil a wide range of often conflicting information in a concise and cohesive manner.
- High levels of integrity and trustworthiness.
- Strong analytical and data handling skills, including proficiency in Microsoft Excel and other relevant tools.
- Desirable: Have a suitable investment management qualification, are currently working towards this or intend to do so. We will provide support and funding for relevant professional qualifications.
- Collaborate with others to generate investment ideas, refine processes, and share constructive feedback.
- Ability to present investment ideas for internal peer review and challenge.
- Experience or knowledge of private markets.
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're looking for people with the right values, behaviours, skills and experiences and if you meet some of the roles 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 18 Local Government Pension Schemes funds (Partner Funds) which collectively represent over 5,000 employers and two million members. The Partner Funds are Bedfordshire, Cambridgeshire, Cumbria, Durham, East Riding, East Sussex, Essex, Hertfordshire, Kent, Lincolnshire, Northamptonshire, North Yorkshire, South Yorkshire, Surrey, Teesside, Tyne and Wear, Warwickshire and West Sussex. The 18 Partner Funds have approximately £120bn of assets, strengthening the Border to Coast partnerships ability to harness scale to be more effective, more resilient, and more impactful. Border to Coast Pensions Partnership Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England Number: 10795539 and Registered Office: 5th Floor, Toronto Square, Toronto Street, Leeds, LS1 2HJ.
Investment Analyst (Alternatives) employer: Border to Coast
Border to Coast is an exceptional employer, offering a collaborative and inclusive work culture that prioritises employee well-being and professional growth. With competitive benefits such as generous holiday allowances, health insurance, and opportunities for funded qualifications, employees are supported in their career development while working in a stunning Leeds city centre location. Join us to make a meaningful impact in securing the pensions of over a million people, all while enjoying a flexible working environment and a commitment to sustainability.