Assistant Portfolio Manager

We are looking for an Assistant Portfolio Manager to join us in Leeds City Centre, working within the Alternative Investments team, to assist in the management of the Private Markets investment portfolios, including Private Equity, Infrastructure and Private Credit, in accordance with the Border to Coast Investment Policy, investment process, procedures and relevant legal or regulatory documentation.

In the role you will assist other team members in the preparation and maintenance of extensive due diligence reports which support investment decision making and portfolio construction. You will perform initial reviews of inbound investment opportunities and produce written summaries. Reviews will include assessment of the suitability of an opportunity and analysis of risk and return metrics.

The successful candidate will also monitor and review both underlying investments and overall portfolios, producing performance summaries covering attribution, exposure and risk metrics.

You will prepare investment documentation for execution and maintain up to date documentation to support the administration of investments (including Know your Customer (KYC) and tax documentation).

The role will also support the efficient administration of investment documentation and resource planning, as well as liaising with external service providers and the Customer Relationship Management (CRM) team in the preparation of presentation materials and responding to investor queries.

You will be educated to degree level and have a suitable investment management qualification, or a willingness to work towards this. Previous experience in investment research and due diligence, and of using investment management software, is a positive but full training and support will be provided. Candidates will possess a keen interest in, and understanding of, investment markets, long-term investment and have a commitment to responsible investment and sustainability. You will be an organised individual and a strong communicator, able to present a wide range of often conflicting information in a concise and cohesive manner.

Border to Coast Pensions Partnership is a collaboration of 11 Local Government Pension Funds with a total asset value of £46 billion. Border to Coast is an FCA regulated investment company managing assets through both internal (direct securities) and external (funds) management with a number of investment vehicles, including an Authorised Contractual Scheme. Border to Coast started managing financial assets from mid- 2018.

We welcome applications from people of all backgrounds. We have an open and supportive culture with a commitment to learning and valuing everyone’s skills and contribution.

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