At a Glance
- Tasks: Create high-quality research to support stock selection and portfolio construction.
- Company: Join Border to Coast, the largest LGPS pool in the UK, based in vibrant Leeds.
- Benefits: Enjoy competitive salary, health insurance, hybrid working, and a range of discounts.
- Other info: Inclusive workplace with opportunities for personal and professional development.
- Why this job: Make a real impact on investment decisions while supporting over a million people's pensions.
- Qualifications: Experience in investment research and strong analytical skills required.
The predicted salary is between 50000 - 65000 € per year.
Competitive Salary
Benefits
Leeds
Permanent: 37.5 hour per week
Full time (we welcome flexible working discussions)
An opportunity to make a difference.
Due to internal progression and expansion, we are seeking a future equity research colleague. As a Research Manager, you will be responsible for creating high-quality research material to support Portfolio Managers with stock selection and portfolio construction. The role is a global sector role, working with our six internally managed regional equity portfolios. This will involve the production and updating of insightful written research using internal and external sources of data and research, meeting agreed performance metrics and supporting portfolio construction through the inclusion of new holdings and the reduction/removal of existing holdings, all whilst ensuring you are acting in accordance with the Border to Coast investment process, procedures, and necessary regulatory requirements.
You will work hand-in-hand with Portfolio Managers across our Internal Equity function, bringing your ideas to investment team meetings, building relationships with the management teams of current and prospective holdings, and proactively identifying and assessing new opportunities across the global sectors you cover.
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.
About you - and the value you’ll bring to our team:
- An established research professional with experience of conducting investment research and bottom-up fundamental equity analysis.
- Knowledge of and interest in a range of Global Equities sectors.
- In-depth knowledge of Basic Resources (including materials, metals & mining, EV supply chain) / Chemicals / and Energy sectors is desirable.
- Ability to create and communicate high quality written investment theses supported by comprehensive financial analysis.
- Keen interest in, and understanding of, investment markets, as well as an investment approach that is underpinned by a focus on identifying and maintaining long-term, quality holdings, and a commitment to responsible investment and sustainability.
- Ability to satisfy regulatory requirements and comply with FCA Conduct Rules and Nolan Principles.
- The potential to inspire, mentor and develop Research team colleagues.
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
- 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
There’s also more information about pay and reward, careers at Border to Coast and how we work on our website.
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.
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).
Locations
Research Manager Equity Research in Leeds, Yorkshire employer: Border to Coast
Border to Coast is an exceptional employer, offering a competitive salary and a comprehensive benefits package, including health insurance, a pension scheme, and a hybrid working model. Located in the vibrant city centre of Leeds, we foster a collaborative and inclusive work culture that prioritises employee growth and well-being, ensuring that our team members can thrive both personally and professionally while contributing to the sustainable management of pensions for over a million individuals.
StudySmarter Expert Advice🤫
We think this is how you could land Research Manager Equity Research in Leeds, Yorkshire
✨Tip Number 1
Network like a pro! Reach out to current employees at Border to Coast on LinkedIn or through mutual connections. Ask them about their experiences and any tips they might have for your application process.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of global equity sectors, especially Basic Resources, Chemicals, and Energy. Be ready to discuss how your insights can contribute to the investment team’s success.
✨Tip Number 3
Showcase your analytical skills! Bring examples of your previous research work to the interview. Highlight how you’ve created high-quality investment theses and how they’ve impacted portfolio decisions.
✨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 you’re genuinely interested in joining the Border to Coast team.
We think you need these skills to ace Research Manager Equity Research in Leeds, Yorkshire
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Research Manager role. Highlight your experience in equity research and how it aligns with our focus on creating high-quality research material.
Showcase Your Skills:Don’t just list your skills; demonstrate them! Use specific examples from your past work that show your ability to conduct investment research and create insightful written analyses.
Be Authentic:We value integrity and authenticity, so let your personality shine through in your application. Share your passion for investment markets and responsible investing to connect with us on a deeper level.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people and shows your enthusiasm for joining our team at Border to Coast.
How to prepare for a job interview at Border to Coast
✨Know Your Sectors Inside Out
Make sure you brush up on your knowledge of the Basic Resources, Chemicals, and Energy sectors. Be prepared to discuss recent trends, key players, and any relevant news that could impact these areas. This will show your genuine interest and expertise in the field.
✨Craft a Compelling Investment Thesis
Before the interview, practice articulating a high-quality investment thesis. Use comprehensive financial analysis to back up your points. This will demonstrate your ability to create insightful research material, which is crucial for the role.
✨Showcase Your Collaborative Spirit
Since the role involves working closely with Portfolio Managers and other team members, be ready to share examples of how you've successfully collaborated in the past. Highlight your ability to build relationships and contribute to team discussions.
✨Understand Regulatory Requirements
Familiarise yourself with the FCA Conduct Rules and Nolan Principles. Being able to discuss how you ensure compliance in your research process will reflect your professionalism and commitment to integrity, which aligns with the company's values.