Equity Research Analyst

Border to Coast Pensions Partnership; Leeds; On-site; GBP 35,000 - 65,000; Full time

Job summary

Join a forward-thinking investment firm as an Equity Research Analyst, where your insights will shape investment strategies for a brighter future. In this pivotal role, you'll conduct in-depth research on global equities, collaborating with a dedicated team to ensure responsible investment practices. Your analytical skills and integrity will help secure the pensions of over a million people, making a real difference in their lives. With a commitment to professional development and a supportive work environment, this is an exciting opportunity to grow your career while contributing to sustainable investment solutions.

Benefits

Vitality Health Insurance

Employee Assistance Programme

30 days holiday plus bank holidays

Fully funded qualifications (e.g. IMC)

Critical Illness Cover

Pension scheme

Onsite gym

Cycle to work scheme

Public transport discounts

Discounts for local gyms, shops, and restaurants

Qualifications

• Experience in creating investment research for global equities.
• Ability to analyze financial income, cashflow, and balance sheets.

Responsibilities

• Conduct detailed fundamental research on global equity sectors.
• Evaluate new stock ideas for portfolio inclusion.

Skills

Strong written and verbal communication

Problem solving

Decision-making

Understanding of financial models

Collaboration

Integrity and trustworthiness

Interest in investment markets

Education

Degree level education

Investment management qualification (or studying towards)

Tools

IT skills

Job description

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 Equity Research Analyst 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.

We are seeking to hire an Equity Research Analyst into our Leeds-based investment team. If you are curious and self-motivated, with experience of creating investment research for global equities, this is a great opportunity.

Our Research Analysts create high quality investment research on companies in global equity sectors, supporting sound investment decisions by internal Equity Portfolio Managers that fully integrate Responsible Investment principles and achieve long term investment returns. The wider investment team manages both internal (direct securities) and external (selecting fund managers) investment products with defined risk/return objectives across Public Equities, Fixed Income, Alternatives and Real Estate. Ultimately Border to Coast is an investment business and its success is determined by the investment performance we generate for our Partner Funds.

The role – what you’ll be doing

As an Equity Research Analyst, your role is hugely important and will include:

• Conducting detailed fundamental research on companies in global equity sectors, generating investment research to facilitate Portfolio Manager portfolio construction in accordance with Border to Coast Investment philosophy, investment process, and procedures.
• Evaluating new stock ideas for inclusion in relevant portfolios in conjunction with Research Manager/Senior Research Manager/Portfolio Manager.
• Playing an active role in constructively and respectfully challenging the information, analysis and logic supporting the recommendations of research team colleagues and investment approach of Internal Equity PMs, seeking to enable performance of internal funds, sharing insight and subject matter expertise to develop the capability of others and develop our investment culture.
• Active participation in investment team meetings, company meetings and conferences.
• Engaging with both the Portfolio Risk and Responsible Investment teams to ensure an integrated investment approach.

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

• Strong written and verbal communication and presentation skills
• Ability to distil a wide range of often conflicting information in a concise and cohesive manner
• Problem solving and decision-making capability using imperfect information
• Understanding of financial income, cashflow and balance sheet models in order to support investment thesis.
• The ability to collaborate with others to generate investment ideas, refine processes, and share constructive feedback
• High levels of integrity and trustworthiness
• Effective IT skills required for the job role
• Experience of working within investment analysis and/or accountancy
• Keen interest in, and understanding of, investment markets, long-term investment, and commitment to responsible investment and sustainability
• Educated to degree level or equivalent and have (or be studying towards) a suitable investment management qualification.

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 and public transport discounts
• Range of discounts for Leeds gyms, shops and restaurants
• Hybrid working
• Onsite gym

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.

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.