Investment Analyst (Alternatives)

Border to Coast Pensions Partnership; Leeds; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Vitality Health Insurance

Employee Assistance Programme

30 days annual leave + bank holidays

Professional Development support (e.g.

Pension scheme

Hybrid working

Onsite gym

Cycle to work scheme

Job summary

Border to Coast Pensions Partnership seeks an Investment Analyst (Alternatives) in Leeds. You will support the Alternatives team, covering Infrastructure, Private Equity, Private Credit, and Real Estate investments.

The role emphasizes data-driven analysis, due diligence, and collaboration across teams. You will contribute to investment decision-making, considering ESG and RI factors, and help prepare MI with performance and risk metrics.

Qualifications

• Experience in investment research, due diligence or related analytical environment.
• Strong written and verbal communication and presentation skills.
• Ability to distill diverse information into concise analysis.
• High integrity and trustworthiness.
• Proficiency with Excel and data handling tools.

Responsibilities

• Assist in preparation and maintenance of due diligence reports for investment decisions.
• Conduct research and initial due diligence on opportunities.
• Incorporate ESG, climate change and RI risk factors into analysis and decisions.
• Provide data analysis to monitor investments and generate MI (performance, attribution, exposure, risk).
• Participate in investment team meetings and cross-team collaboration.
• Engage with third party providers when needed.
• Identify and escalate risks to management.

Skills

Investment research

Due diligence

Data analysis

Excel

Communication

Education

Investment management qualification (preferred)

Tools

Microsoft Excel

Data sources

Job description

Leeds – 3 days in the office

Permanent : 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 Investment Analyst (Alternatives) to join our award-winning team.

The successful candidate would join our Alternatives team, which manages investments across our Infrastructure, Private Equity, Private Credit, Global Real Estate, Climate Opportunities and UK Opportunities programmes.

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.

The role – what you’ll be doing

As an Investment Analyst (Alternatives) your role is hugely important and will include:

• Assisting in the preparation and maintenance of extensive due diligence reports to support investment decision making and portfolio construction using internal and external sources of data and research
• Undertake research and perform initial due diligence on investment opportunities as directed
• Consider ESG, climate change and RI risk factors into account when conducting investment analysis, due diligence and decision making
• Provision of data analysis to support the ongoing monitoring of investments
• Provision of data analysis to support the regular production of management information (MI) such as the performance, attribution, exposure and risk metrics of the sub-fund/portfolio
• Active participation in investment team meetings including across teams, contribute to investment thought leadership, and participate in broader collaboration across the organisation
• Engage with existing third party service providers including advisers, consultants, and research provider where necessary
• Identify risks in own area of responsibility, recognise risks in all areas of the business and notify any such risks to your People Manager and the Operational Risk Manager

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

Essential

• Relevant experience in investment research, due diligence, or a related analytical environment
• Strong written and verbal communication and presentation skills
• Ability to distil a wide range of often conflicting information in a concise and cohesive manner
• High levels of integrity and trustworthiness
• Strong analytical and data handling skills, including proficiency in Microsoft Excel and other relevant tools.

Desirabl e

• Have a suitable investment management qualification, are currently working towards this or intend to do so. We will provide support and funding for relevant professional qualifications
• Collaborate with others to generate investment ideas, refine processes, and share constructive feedback
• Ability to present investment ideas for internal peer review and challenge
• Experience or knowledge of private markets

We recognise that people from different backgrounds may be less likely to apply unless they meet every requirement. If you're excited about this role but your experience doesn't align perfectly with every point, we'd still love to hear from you.

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
• 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 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

Based in Leeds, Border to Coast is the largest LGPS (Local Government Pension Scheme) pool in the UK. It is owned by 18 Local Government Pension Schemes funds (‘Partner Funds’)which collectivelyrepresentover 5,000 employers and two million members.

The Partner Funds are Bedfordshire, Cambridgeshire, Cumbria, Durham, East Riding, East Sussex, Essex Hertfordshire, Kent, Lincolnshire, Northamptonshire, North Yorkshire, South Yorkshire, Surrey, Teesside, Tyne and Wear, Warwickshire and West Sussex.

The 18 Partner Funds have approximately £120bn of assets, strengthening theBorder to Coastpartnership’s ability to harness scale to be more effective, more resilient, and more impactful.

Border to Coast Pensions Partnership Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England Number: 10795539 and Registered Office: 5th Floor, Toronto Square, Toronto Street, Leeds, LS1 2HJ.

Further details can be found at https://www.bordertocoast.org.uk.