Assistant Portfolio Manager

Border To Coast Pensions Partnership; Leeds; On-site; GBP 45,000 - 65,000; Full time

Job summary

Border to Coast, an innovative asset management firm based in Leeds, is seeking an Associate Portfolio Manager to contribute to investment strategy and portfolio management. This role involves collaboration with stakeholders, optimization of asset liability modeling, and in-depth analyses to enhance portfolio performance. Candidates should have a strong foundation in asset allocation and preferably be CFA qualified, with a commitment to sustainability and collaboration.

Benefits

Vitality Health Insurance

Employee Assistance Programme

30 days holiday allowance

Fully funded qualifications (e.g. IMC)

Critical Illness Cover

Cycle to work scheme

Life Assurance of 6 times salary

Onsite gym

Qualifications

• Seeking investment professional with experience in asset allocation and portfolio management.
• Prefer candidates who are CFA qualified or working towards it.
• Desirable proficiency in Python for advanced analytics.

Responsibilities

• Collaborate on investment strategy and portfolio management.
• Conduct analyses to enhance portfolio performance.
• Optimize asset liability modeling and develop quantitative tools.

Skills

Asset allocation

Portfolio construction

Multi-asset portfolio strategies

Quantitative modelling

Python

Education

Relevant degree-level qualification

CFA qualification or in progress

Job description

Direct message the job poster from Border To Coast Pensions Partnership

Principal Consultant at Sanderson Executive

Competitive Salary + Benefits

Leeds

Permanent Contract: 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 Associate 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.

As part of our 2030 Strategic Plan, our firm is evolving to deliver Total Fund Solutions, integrating both advisory services and investment strategy implementation. We are actively building this capability to provide comprehensive, customer-focused solutions that enhance investment outcomes.

This role will be part of our Portfolio Solutions Group, which plays a key role in shaping and executing this vision—specialising in expert investment strategy and seamless implementation services tailored to our customers’ evolving needs.

The role – what you’ll be doing

This role offers a unique opportunity to collaborate on investment strategy, portfolio construction, and multi-asset portfolio management.

You’ll work closely with key stakeholders—including Portfolio Managers, Portfolio Risk, and the Responsible Investment team—to optimize asset liability modelling, develop quantitative tools, and manage the implementation of our customers’ investment strategy.

Additionally, you'll play a vital role in our ongoing research efforts, conducting in-depth analyses to enhance portfolio performance, contributing to data-driven evaluations, and preparing insightful reports that support strategic decision-making.

About you - and the value you’ll bring to our team

We are seeking an investment professional with a strong foundation in asset allocation and portfolio construction. The ideal candidate will have experience in multi-asset portfolio strategies and quantitative modelling to support strategic investment decisions.

A relevant degree-level qualification is required, and candidates who are either CFA-qualified or working towards the designation will be preferred. Proficiency in Python is also desirable, enabling advanced analytics and modelling capabilities.

As a customer-owned business, we are deeply committed to sustainability, collaboration, and integrity—values that shape everything we do and drive our long-term investment 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
• 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 and public transport discounts
• Range of discounts for Leeds gyms, shops and restaurants
• Onsite gym

There’s also more information about pay and reward, careers at Border to Coast and how we work on our website Careers - Border To Coast - Work With Us

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. Please contact our recruitment team at [e-mail]

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 are Bedfordshire, Cumbria, Durham, East Riding, Lincolnshire, North Yorkshire, South Yorkshire, Surrey, Teesside, Tyne and Wear and Warwickshire.

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 Purpose awards two years in a row.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst, Strategy/Planning, and Management

• Industries

  Investment Management, Investment Banking, and Pension Funds

Referrals increase your chances of interviewing at Border To Coast Pensions Partnership by 2x

Get notified about new Portfolio Manager jobs in Leeds, England, United Kingdom.

Leeds, England, United Kingdom 5 days ago

Pricing and Portfolio Analyst (Debt and finance) Hybrid/Remote

West Yorkshire, England, United Kingdom 1 month ago

Graduate Property Asset Manager (Client Side)

Leeds, England, United Kingdom 8 hours ago

Leeds, England, United Kingdom 1 week ago

Leeds, England, United Kingdom 3 days ago

Estates and Asset Manager - (South East)

Leeds, England, United Kingdom 1 week ago

South Yorkshire, England, United Kingdom 2 weeks ago

Manager, Wealth & Asset Management, Business Transformation

Leeds, England, United Kingdom 1 week ago

Bradford, England, United Kingdom 1 week ago

New Business Relationship Manager - Leeds/Bradford

Leeds, England, United Kingdom 1 week ago

Volunteer Financial Investment or Risk Manager (Finance) | AFRIKINDNESS

Ossett, England, United Kingdom 1 week ago

Leeds, England, United Kingdom 1 week ago

Leeds, England, United Kingdom 3 weeks ago

Harrogate, England, United Kingdom 2 weeks ago

Leeds, England, United Kingdom 4 days ago

In-Path Relationship Manager (Fixed term 44 months)

Leeds, England, United Kingdom 4 days ago

Leeds, England, United Kingdom 5 days ago

Facilities Supervisor - AD Education Leeds

Leeds, England, United Kingdom 5 hours ago

West Yorkshire, England, United Kingdom 1 day ago

Leeds, England, United Kingdom 6 hours ago

Leeds, England, United Kingdom 2 months ago

Leeds, England, United Kingdom 1 week ago

Batley, England, United Kingdom 1 day ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.