Equity Research Manager

Blue Octopus; West Yorkshire; On-site; GBP 100,000 - 125,000; Full time

Job summary

A prominent asset management organization in Leeds is looking for an experienced Equity Research Manager. In this role, you will conduct detailed research and generate investment insights focused on the Financial Services sector. Ideal candidates will have strong communication skills and a CFA Charterholder designation. Excellent benefits and a commitment to professional development are offered.

Benefits

Vitality Health Insurance

Generous holiday allowance (30 days + bank holidays)

Professional Development opportunities

Cycle to work scheme

Onsite gym

Qualifications

• Experience of working within investment analysis and/or accountancy.
• Keen interest in investment markets and commitment to responsible investment.

Responsibilities

• Conduct detailed fundamental research on companies in the Financials sector.
• Evaluate new stock ideas for Portfolio Managers.
• Participate actively in investment team meetings.

Skills

Strong written and verbal communication skills

Problem solving capability

Understanding of financial income and cashflow models

Collaboration to generate investment ideas

Effective IT skills

Education

Educated to degree level or equivalent

CFA Charterholder

Job description

Permanent,Full time -37.5 hour 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 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 Manager into our Leeds-based investment team. If you are curious and self-motivated, with experience of creating bottom up investment research for global equities, this is a great opportunity. This role will focus on the Financials Services sector not including 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 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 anEquity Research Manageryour role is hugely important and will include:

• Conducting detailed fundamental research on companies in the Financials sector, 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 Portfolio Managers.
• 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 Portfolio Managers, 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 in 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 CFA Charterholder.
• Experience in the Financials sector (Exchanges, Payments, Asset Managers, Private Equity (listed companies) and Real Estate Investment Trusts).
• Experience in Emerging Markets would also be beneficial.

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

There’s also more information about pay and reward, careers at Border to Coast and how we work on our websiteCareers - 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 [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.