Investment Specialist | Leeds, UK | In-Office

Border to Coast Pensions Partnership; Leeds; On-site; GBP 40,000 - 70,000; Full time

Job summary

Join a forward-thinking organization dedicated to making a difference in the investment landscape. As an Investment Specialist, you will play a crucial role in supporting the launch and development of innovative investment propositions tailored to Partner Fund needs. This position offers a unique opportunity to engage with diverse stakeholders, analyze market trends, and contribute to the success of a leading asset manager. With a commitment to integrity and collaboration, this role promises a fulfilling career path where your expertise can truly make an impact.

Benefits

Vitality Health Insurance

Employee Assistance Programme

30 days holiday plus bank holidays

Fully funded professional development

Critical Illness Cover

Prime Leeds city center location

Cycle to work scheme

Life Assurance (6x salary)

Sustainable travel discounts

Discounts at local gyms, shops, and restaurants

Qualifications

• Strong understanding of financial markets and investment management.
• Experience engaging with customers and tailoring solutions.

Responsibilities

• Coordinate delivery and launch of new investment propositions.
• Collaborate with Customer Relationship Managers to meet Partner Fund needs.

Skills

Financial Markets Understanding

Investment Management Services Knowledge

Financial Regulations Knowledge

Market Trends Analysis

Customer Engagement

Stakeholder Engagement

Presentation Skills

Team Collaboration

Customer Needs Understanding

IT Skills Proficiency

Education

Degree in Finance or Related Field

Professional Development (e.g., IMC)

Job description

Investment Specialist

Border to Coast Pensions Partnership, Leeds, United Kingdom

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, and we’re looking for a dedicated Investment Specialist to join our award-winning team.

As a customer-owned and customer-focused organization, integrity, collaboration, and sustainability are core values. We focus on securing the pensions of over a million people who have served their communities and society. We are the largest UK asset manager outside London and Edinburgh, providing innovative investments that deliver sustainable long-term returns.

We seek an Investment Specialist to support our partnership's success by aiding the launch, development, and evaluation of capabilities and propositions, ensuring our offerings meet Partner Fund needs amidst changing priorities, objectives, and opportunities.

The role – your responsibilities include:

• Partnering with the Head of Change and Investments Team to coordinate the delivery and launch of new or evolved investment propositions and capabilities with Partner Funds, including services like rebalancing, hedging, or cash flow management.
• Collaborating with Customer Relationship Managers to understand Partner Fund objectives, needs, and beliefs, ensuring these are reflected in decision-making.
• Supporting stakeholder management throughout proposition and capability development or launches.
• Assisting in the presentation of propositions and capabilities to Partner Funds and the market, including preparing presentations.
• Responding to technical queries regarding our investment offerings.
• Maintaining relationships with investment consultants and advisors, understanding their views of Border to Coast and our propositions.
• Supporting the transition of assets to pool management based on Partner Fund plans and opportunities.
• Recording opportunities and assets at risk in the CRM system.
• Identifying and reporting risks across responsibilities and the organization.

About you – the skills and experience you bring:

• Strong understanding of financial markets, asset classes, and investment management services.
• Knowledge of financial regulations and compliance related to investment propositions.
• Ability to analyze market trends and interpret financial data.
• Experience engaging with customers and tailoring solutions.
• Effective stakeholder engagement skills across internal teams and clients.
• Strong presentation skills for diverse audiences.
• Ability to work independently and as part of a team.
• Deep understanding of customer needs and consensus-building skills.
• High integrity and trustworthiness.
• Proficiency in relevant IT skills.

Why join Border to Coast?

We offer competitive pay and excellent benefits, including:

• Vitality Health Insurance
• Employee Assistance Programme
• 30 days holiday plus bank holidays
• Fully funded professional development (e.g., IMC)
• Critical Illness Cover
• Prime Leeds city center location
• Cycle to work scheme
• Life Assurance (6x salary)
• Sustainable travel and public transport discounts
• Discounts at local gyms, shops, and restaurants

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