UK Equity Portfolio Manager

JR United Kingdom; Leeds; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a UK Equity Portfolio Manager to join their dynamic team in Leeds. This role offers a unique opportunity to influence the management of a significant UK equity portfolio, driving investment strategies that align with sustainability and responsible investment principles. The ideal candidate will possess strong analytical skills and a deep understanding of investment markets, ready to collaborate with a dedicated team to achieve exceptional results. Join a forward-thinking organization committed to making a difference in the asset management sector, where your contributions will directly impact the financial futures of over a million individuals.

Benefits

Vitality Health Insurance

Employee Assistance Programme

Critical Illness Cover

Cycle to Work Scheme

Life Assurance of 6 times salary

Public Transport Discounts

Discounts for Local Gyms, Shops, and Restaurants

Qualifications

• Prior investment management expertise, especially in UK equity markets.
• Excellent analytical and communication skills.

Responsibilities

• Conduct detailed fundamental research on UK equity companies.
• Implement investment recommendations and manage portfolio construction.
• Engage with investment teams for integrated investment approaches.

Skills

Investment Management Expertise

Analytical Skills

Communication Skills

Problem Solving

Understanding of Investment Markets

Education

Degree Level Education

Professional Qualification in Investment Management

Job description

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UK Equity Portfolio Manager, Leeds, West Yorkshire

Client:

Border To Coast Pensions Partnership

Location:

Leeds, West Yorkshire, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

5

Posted:

24.04.2025

Expiry Date:

08.06.2025

Job Description:

Border to Coast is seeking an experienced UK Equity Portfolio Manager to play an integral role in the management of our UK Listed Equities portfolio within our Internal Equity team.

This is an exciting opportunity within a flourishing asset management business where the right candidate will be able to assume wide ranging investment management responsibilities.

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 an ambitious UK Equity Portfolio 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.

Our Internal Equity team are responsible for the management of £13bn of assets that are invested directly into equity markets. Our investment universe is diverse covering the UK, Global Equities, Emerging Markets and Listed Alternatives.

The team is growing, and we are now recruiting for a UK Equity Portfolio Manager working closely within the existing Equity Portfolio management team to directly influence the performance outcomes of a key investment strategy.

About the Role:

In this role you will be a key decision maker in the day-to-day management of the £3.5bn UK Equity portfolio. You will also be an active and influential member of the Equity Investment Team.

As a Portfolio Manager your role will be exceptionally varied and will include:

• Conducting detailed fundamental research on companies within the UK Equity market and generating investment recommendations in accordance with the Border to Coast investment philosophy, investment process and procedures.
• Working with the analyst team to evaluate existing and new potential investments for the UK equity portfolio.
• Implementing investment recommendations and shaping portfolio construction in accordance with the Border to Coast investment process and consistent with generating the best risk adjusted return.
• Actively participating in investment team meetings, company meetings and conferences.
• Engaging with both the Portfolio Risk and Responsible Investment teams to ensure an integrated investment approach.
• Writing investment thought pieces and briefs on relevant events and the outlook for your area of investment expertise.
• Building a long term, open and collaborative relationship with our Partner Funds.

About You:

• You will have prior investment management expertise. Experience of investing in UK equity markets would be advantageous.
• You’ll have a keen interest and understanding of investment markets, long-term investment, and a commitment to responsible investment and sustainability.
• You’ve got excellent analytical skills, both qualitative and quantitative.
• You’ll be a strong communicator with high levels of integrity and trustworthiness and be able to distil a wide range of often conflicting information in a concise and cohesive manner.
• A natural problem solver with the ability to make decisions using imperfect information, you’ll understand financial income, cashflow and balance sheet models to support investment theses.
• You can demonstrate planning, organisation, time and data management and administrative capabilities and have good communication skills.
• You’re a pro-active, self-motivated team player with the ability to manage an interesting and variable workload and be willing to assist and support other team members when required.
• You will be educated to degree level and have a suitable investment management or professional qualification.

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
• Critical Illness Cover
• 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

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 [emailprotected].

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 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.