Investment Advisor

Border To Coast Pensions Partnership; Leeds; On-site; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Diverse and inclusive team

Collaborative work environment

Job summary

A leading UK asset management firm in Leeds seeks an experienced Investment Consultant to support its advisory function for Partner Funds. The role involves working closely with stakeholders to deliver investment advisory services, focusing on sustainable investments and innovation. Ideal candidates will have a strong background in institutional investment consulting, with skills in asset management and capital markets. Join a team that values collaboration, integrity, and diversity.

Qualifications

• Experience supporting Institutional customers.
• Knowledge of Asset and Liability Management (ALM) analysis.
• Familiarity with alternative and private market assets.

Responsibilities

• Support strategic development of investment advisory function.
• Deliver advisory services to Partner Funds.
• Provide implementation advice and responsible investment guidance.

Skills

Investment Advisory / Consultant experience

Knowledge of actuarial and pension investment concepts

Broad knowledge of capital markets

Experience with Investment Research teams

Ability to develop actionable delivery plans

Job description

Leeds

Overview

Direct message the job poster from Border To Coast Pensions Partnership

At Border to Coast our purpose is to make a difference and we’re looking for an experienced investment focused Business Consultant to join our award-winning team. You will play a pivotal role in our transformation, partnering with stakeholders and project teams across the business to deliver key components of a material transformation programme including the enterprise re-platforming of our investment processes, the addition of new investment management and advisory services and the support for scale as we onboard incoming Partner Fund Assets.

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.

Responsibilities

The role – what you’ll be doing

Reporting to the Head of Advisory, the Investment Advisor will support strategic development of Border to Coast’s investment advisory function and its service delivery to Partner Funds. Working in partnership with the CRM team and Investment functions, the investment advisor will play a key part in delivery of advisory services to Partner Funds, including:

• Implementation Advice
• Responsible Investment
• Local Investment
• Other Ongoing & ad hoc Investment Advice and Engagement

Qualifications

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

• Established Investment Advisory / Consultant experience supporting Institutional customers;
• Knowledge of actuarial, and pension investment concepts such as Asset and Liability Management (ALM) analysis, strategic asset allocation and risk tolerance assessment;
• Broad knowledge of capital markets and familiarity with all asset classes including alternative and private market assets;
• Experience in working with Investment Research teams in tailoring solutions for clients;
• Ability to interpret a long-term vision and conceptual thinking to assist in developing actionable delivery plans

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 3,000 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 £65.3bn in investments, of which Border to Coast is responsible for managing £55.4bn (as of 31 March 2025) across equities, fixed income, private markets, and global and UK real estate.

In addition, seven LGPS funds have confirmed their intention to join the pool, extending our collaborative partnership. The seven funds are Cambridgeshire, East Sussex, Essex, Hertfordshire, Kent, Northamptonshire and West Sussex, collectively they have c.£45bn of investments.

Border to Coast’s purpose is to make a difference for the LGPS. We do this by working in partnership for a sustainable and better tomorrow through innovation, expertise, scale, and good governance.

We are proud of the values that underpin our partnership — collaboration, sustainability, and integrity. We are committed to building a diverse and inclusive team and welcome applications from candidates of all backgrounds. If you’re energised by challenge, inspired by collaboration, and ready to help a firm with ambition and heart, we’d love to hear from you