Investment Specialist

*; Leeds; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a passionate Investment Specialist to join their award-winning team in Leeds. This full-time role offers a unique opportunity to contribute to sustainable investment solutions that secure pensions for over a million people. You'll partner with various teams to deliver innovative investment management services, ensuring alignment with partner objectives. With a focus on integrity and collaboration, this role provides a chance to make a meaningful impact while enjoying competitive benefits and flexible working options. If you're ready to leverage your financial expertise in a dynamic environment, this opportunity is for you.

Benefits

Health Insurance

Pension Plan

Holiday Allowance

Professional Development

Onsite Gym

Cycle Schemes

Discounts

Qualifications

• Strong understanding of financial markets and investment services.
• Experience in stakeholder engagement and client interactions.

Responsibilities

• Support the launch and evolution of investment propositions.
• Maintain relationships with investment consultants and advisors.
• Identify and report risks across the business.

Skills

Financial Markets Knowledge

Stakeholder Engagement

Data Analysis

Presentation Skills

Client Engagement

Regulatory Knowledge

Investment Services Understanding

Team Collaboration

IT Proficiency

Job description

Join to apply for the Investment Specialist role at *.

3 days ago Be among the first 25 applicants.

Get AI-powered advice on this job and more exclusive features.

18-month Fixed Term Contract: 37.5 hours 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. We are seeking a keen Investment Specialist to join our award-winning team.

As a customer-owned and customer-focused organization, integrity, collaboration, and sustainability are core values. Our focus is to secure pensions for over a million people who have served their communities. We are the largest UK asset manager outside London or Edinburgh, providing innovative investments for sustainable long-term returns.

Responsibilities include supporting the launch and evolution of capabilities and propositions, ensuring they meet Partner Fund needs amidst changing priorities and opportunities.

The Role: What You'll Be Doing

• Partner with the Head of Change and Investments Team to deliver new or evolved propositions & capabilities, including investment management services such as rebalancing, hedging, or cashflow management.
• Work with Customer Relationship Managers to understand Partner Fund objectives and ensure these are reflected in decision-making.
• Support stakeholder management during proposition launches or evolutions.
• Assist in preparing presentations and responses to technical queries on investment propositions.
• Maintain relationships with investment consultants and advisors to understand their views.
• Support transition planning and asset management activities.
• Identify and report risks within your responsibilities and across the business.

About You: The Value You Bring

• Strong understanding of financial markets, asset classes, and investment services.
• Knowledge of financial regulations and compliance.
• Ability to analyze market trends and financial data.
• Experience engaging with clients and tailoring solutions.
• Effective stakeholder engagement skills.
• Strong presentation and communication skills.
• Team player with the ability to work independently.
• High integrity and IT proficiency.

Why Join Border to Coast?

• Competitive benefits including health insurance, pension, holiday allowance, and professional development.
• Location in Leeds city centre with flexible and hybrid working options.
• Additional perks like onsite gym, cycle schemes, and discounts.

We value diversity and are committed to an inclusive workplace. We support reasonable adjustments for applicants with disabilities.

Interested candidates with the right values and skills are encouraged to apply. Learn more about us at our website.

About Us

Border to Coast is the UK's largest LGPS pool, owned by 11 Local Government Pension Schemes, managing around £48bn in assets. Our purpose is to deliver sustainable, cost-effective investment opportunities for our Partner Funds and members, recognized with multiple awards for excellence and innovation.