Research Manager – Equity Research in Leeds
Research Manager – Equity Research

Research Manager – Equity Research in Leeds

Leeds Full-Time 50000 - 65000 £ / year (est.) Home office (partial)
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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’ll 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’re 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?

  • Competitive remuneration and 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

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).

Research Manager – Equity Research in Leeds 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. Located in the vibrant city centre of Leeds, employees benefit from competitive remuneration, comprehensive health insurance, and a range of perks including a cycle to work scheme and discounts at local gyms and restaurants. With a commitment to sustainability and responsible investment, Border to Coast empowers its team to make a meaningful impact while enjoying a healthy work-life balance.
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Contact Detail:

Border to Coast Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Research Manager – Equity Research in Leeds

✨Tip Number 1

Network like a pro! Reach out to folks in the industry, attend events, and connect with potential colleagues on LinkedIn. Building relationships can open doors that a CV just can't.

✨Tip Number 2

Prepare for interviews by researching the company and its values. Understand their investment approach and be ready to discuss how your experience aligns with their goals. Show them you’re not just another candidate!

✨Tip Number 3

Practice your pitch! Be clear about your research experience and how it can benefit their team. A confident, well-articulated introduction can make a lasting impression.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love hearing from passionate candidates who want to make a difference in equity research.

We think you need these skills to ace Research Manager – Equity Research in Leeds

Investment Research
Fundamental Equity Analysis
Global Equities Knowledge
Financial Analysis
Written Communication Skills
Regulatory Compliance
FCA Conduct Rules Knowledge
Mentoring and Development Skills
Sustainability Focus
Long-term Investment Strategy
Relationship Building
Analytical Skills
Attention to Detail
Proactive Opportunity Identification

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 high-quality investment analysis.

Showcase Your Writing Skills: Since you'll be creating insightful written research, include examples of your previous work or projects that demonstrate your ability to communicate complex financial concepts clearly and effectively.

Research Us: Familiarise yourself with Border to Coast and our investment approach. Mention specific sectors you're passionate about and how you can contribute to our mission of securing pensions sustainably.

Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity!

How to prepare for a job interview at Border to Coast

✨Know Your Sectors

Make sure you brush up on your knowledge of the Global Equities sectors, especially Basic Resources, Chemicals, and Energy. Be ready to discuss recent trends and how they might impact investment decisions. This will show your genuine interest and expertise in the areas relevant to the role.

✨Craft Your Investment Thesis

Prepare a couple of high-quality written investment theses that you can share during the interview. Use comprehensive financial analysis to back up your ideas. This not only demonstrates your analytical skills but also your ability to communicate complex information clearly.

✨Understand the Regulatory Landscape

Familiarise yourself with the FCA Conduct Rules and Nolan Principles. Being able to discuss how you would ensure compliance in your research process will highlight your professionalism and understanding of the industry's regulatory requirements.

✨Show Your Collaborative Spirit

Since the role involves working closely with Portfolio Managers and mentoring colleagues, be prepared to share examples of how you've successfully collaborated in the past. Highlight any experiences where you’ve inspired or developed team members, as this aligns with the company’s values of integrity and collaboration.

Research Manager – Equity Research in Leeds
Border to Coast
Location: Leeds

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