In the role you will be responsible for stock selection and portfolio construction in accordance with Border to Coast’s Investment Policy, investment philosophy, process and procedures as well as relevant legal or regulatory documentation. You will prepare and maintain due diligence reports, supporting investment decision making and portfolio construction using internal and external sources of data and research. You will execute investment transactions and regularly review the performance, attribution, exposure and risk metrics of both the Asia Pacific ex-Japan portfolio and the Overseas Developed Sub-fund and provide commentary for client reporting.
In addition, you will participate in investment team meetings, liaise with the research and risk teams to ensure an integrated investment approach and provide feedback on the quality, depth and focus of research.
You will be educated to degree level and have a suitable investment management or professional qualification. Previous extensive experience in equity portfolio management is essential and experience of the Asia Pacific region is desirable.
You will have a keen interest in, and understanding of, investment markets, and a commitment to responsible investment and sustainability. In addition, you will have experience of using investment management software (such as Bloomberg), problem solving and decision making capability as well as strong written and verbal communication and presentation skills.
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.