Assistant Portfolio Manager – External Management

Leeds, West Yorkshire
Competitive Salary
29 Oct 2019
26 Nov 2019
Contract Type
Full Time

We are looking for an Assistant Portfolio Manager to join us in Leeds City Centre, assisting with the selection of mandates awarded to external managers and the management of range of portfolios/sub-funds across multiple asset classes.  This role will support the team in the evaluation of investment strategies and style combinations for externally managed sub-funds to achieve agreed investment outcomes considering the complementarity of investment strategies and risk exposures.

In this role you will undertake regular reviews of the performance, attribution, exposure and risk metrics of the sub-funds and underlying managers. Also, provide commentary on the strategy, performance, attribution and risk of the sub-funds and managers. You will participate in planning and execution of transitions for all Border to Coast fund launches and develop relationships with third party service providers including advisers, asset managers, consultants and research providers.

You will need relevant experience in assisting the management of portfolios within defined risk parameters and knowledge of investment management software such as Bloomberg.  Ideally, you will be educated to degree level and have a suitable investment management qualification, or a willingness to work towards this. You’ll need a good understanding of qualitative and quantitative due diligence and relationship management skills. With a keen interest in, and understanding of, investment markets, long-term investment themes and commitment to responsible investment and sustainability, you will be a strong communicator and be 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 12 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.

This is a Blue Octopus Recruitment Ltd vacancy who are operating as an employment agency. Once you have clicked to apply for this vacancy, we will then send you more information on the role including a copy of the application form via email.

Apply for Assistant Portfolio Manager – External Management

Already uploaded your CV? Sign in to apply instantly


Upload from your computer

Or import from cloud storage

Your CV must be a .doc, .pdf, .docx, .rtf, and no bigger than 1MB

Upload from your computer

Or import from cloud storage

Your Supporting Document or cover letter must be a .doc, .pdf, .docx, .txt, .rtf, and no bigger than 8MB

4000 characters left

When you apply for a job we will send your application to the named recruiter, who may contact you. By applying for a job listed on you agree to our terms and conditions and privacy notice. You should never be required to provide bank account details. If you are, please email us.