Equity Research Manager

ZipRecruiter; Leeds; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading asset management organization in Leeds seeks an Equity Research Manager. You will conduct in-depth research in the Financial Services sector to support investment decisions and collaborate with internal teams. Ideal candidates will have strong communication skills and relevant financial analysis experience. The role offers competitive pay, professional development opportunities, and a hybrid working environment.

Benefits

Health insurance

Generous holiday allowance

Professional development opportunities

Pension scheme

Onsite gym

Qualifications

• Ability to distill conflicting information clearly and concisely.
• Keen interest in investment markets and sustainability.
• Experience supporting Emerging Markets is beneficial.

Responsibilities

• Conduct detailed fundamental research on companies in the Financials sector.
• Evaluate new stock ideas in collaboration with Portfolio Managers.
• Participate actively in investment team meetings and conferences.
• Engage with Portfolio Risk and Responsible Investment teams.

Skills

Strong written, verbal communication, and presentation skills

Problem-solving and decision-making skills

Collaborative mindset

Understanding of financial models

Experience in investment analysis or accountancy

Education

Degree-level education or equivalent

CFA Charterholder preferred

Job description

Job Description

Permanent, Full-time - 37.5 hours per week (We welcome flexible working discussions). This role is only open to applicants with the permanent right to work in the UK.

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 Manager to join our award-winning team. As a customer-owned and customer-focused organisation, integrity is one of our core values, alongside our collaborative and sustainable approach. Our focus is to secure the pensions of over a million people who have served their communities and society.

We’re the largest UK asset manager outside London or Edinburgh, providing innovative investments that deliver sustainable long-term returns. We are seeking to hire an Equity Research Manager into our Leeds-based investment team.

If you are curious, self-motivated, with experience in creating bottom-up investment research for global equities, this is a great opportunity. The role focuses on the Financial Services sector (excluding banks and insurance), including Exchanges, Payments, Asset Managers, Private Equity (listed companies), and Real Estate Investment Trusts. Experience supporting Emerging Markets would also be beneficial.

Our Research Managers produce high-quality investment research on companies in global equity sectors, supporting sound investment decisions by internal Equity Portfolio Managers, fully integrating Responsible Investment principles to achieve long-term investment returns.

The wider investment team manages both internal (direct securities) and external (fund managers) investment products across Public Equities, Fixed Income, Alternatives, and Real Estate. Ultimately, Border to Coast is an investment business, with success measured by the investment performance generated for our Partner Funds.

The role – what you’ll be doing

• Conduct detailed fundamental research on companies in the Financials sector, generating investment research to support Portfolio Managers in portfolio construction.
• Evaluate new stock ideas for relevant portfolios in collaboration with Portfolio Managers.
• Challenge and review research and investment approaches respectfully, sharing insights to develop team capability and investment culture.
• Participate actively in investment team meetings, company meetings, and conferences.
• Engage with 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, verbal communication, and presentation skills.
• Ability to distill conflicting information clearly and concisely.
• Problem-solving and decision-making skills with imperfect information.
• Understanding of financial income, cash flow, and balance sheet models to support investment theses.
• Collaborative mindset to generate ideas, refine processes, and share feedback.
• High integrity and trustworthiness.
• Proficiency in IT skills relevant to the role.
• Experience in investment analysis and/or accountancy.
• Keen interest in investment markets, long-term investing, and responsible investment and sustainability.
• Degree-level education or equivalent, CFA Charterholder preferred.
• Experience in the Financials sector (Exchanges, Payments, Asset Managers, Private Equity, REITs). Experience in Emerging Markets is beneficial.

Why join Border to Coast?

We offer competitive pay and excellent benefits, including health insurance, generous holiday allowance, professional development opportunities, pension scheme, onsite gym, and hybrid working options. We value diversity and inclusion and are committed to creating a supportive work environment.

We welcome applications from all backgrounds and experience levels. If you have a condition that may affect your performance, we are happy to discuss reasonable adjustments.

About Us

Border to Coast is the largest LGPS pool in the UK, owned by 11 Local Government Pension Schemes, representing over a million members and managing approximately £48bn in investments. Our purpose is to deliver long-term, cost-effective investment returns for our Partner Funds and their members. We have received multiple awards for our innovative and sustainable investment practices.