Research Manager - Equity Research - #2193000

Research Manager – Equity Research

Border to Coast

Leeds (Hybrid)

Border to Coast Pensions Partnership was created to pool the investments of like-minded Local Government Pension Scheme (LGPS) funds – our ‘Partner Funds’. Established as a regulated asset manager in 2018, we are the largest LGPS pool in the UK responsible for c. £120bn across a range of asset classes (Public & Private) managed via both internal and external strategies.

Our purpose is to make a difference for the Local Government Pension Scheme. We seek to do this by providing cost-effective, innovative, and responsible investment opportunities that deliver returns over the long-term. This is on behalf of 18 Partner Funds who represent two million LGPS members, over 5,000 employers and millions of taxpayers. We are regulated by the Financial Conduct Authority (FCA).

Our investment approach is shaped by the needs of our Partner Funds which operate open-ended defined benefit pension schemes that will pay pensions for decades to come. As a responsible investor, we take a long-term approach to investment to deliver for Partner Funds and make a difference for the LGPS. As a customer-owned, customer-focussed organisation, we’ve developed a reputation as long-term, responsible and innovative investors,

Research Manager – Equity Research, global sector coverage

Due to internal progression and expansion we are seeking a future equity research colleague. As a Research Manager, you will be responsible for creating high-quality research material to support Portfolio Managers with stock selection and portfolio construction. The role is a global sector role, working with our six internally managed regional equity portfolios.

This will involve the production and updating of insightful written research using internal and external sources of data and research, meeting agreed performance metrics and supporting portfolio construction through the inclusion of new holdings and the reduction/removal of existing holdings, all whilst ensuring you are acting in accordance with the Border to Coast investment process, procedures, and necessary regulatory requirements.

Working closely with Portfolio Managers across the Internal Equity Function, you will be an active participant in investment team meetings, engage frequently with management teams of both potential and existing holdings, and consistently seek to evaluate new investment opportunities within global sectors under coverage.

The successful candidate will need to demonstrate the capability and knowledge to create high quality investment research and build strong relationships. Specifically we are looking for:

• An established research professional with experience of conducting investment research and bottom-up fundamental equity analysis.
• Knowledge of and interest in a range of Global Equities sectors. In depth knowledge of Basic Resources (including materials, metals & mining, EV supply chain) / Chemicals / and Energy sectors is desirable.
• Ability to create and communicate high quality written investment theses supported by comprehensive financial analysis.
• Keen interest in, and understanding of, investment markets, as well as an investment approach that is underpinned by a focus on identifying and maintaining long-term, quality holdings, and a commitment to responsible investment and sustainability.
• Ability to satisfy regulatory requirements and comply with FCA Conduct Rules and Nolan Principles.
• The potential to inspire, mentor and develop Research team colleagues.

Ultimately Border to Coast is an investment business and its success is determined by the investment performance we generate for our Partner funds. Fundamental to that investment performance is our research capability which underpins and guides all aspects of our long-term investment strategy. This is a fantastic opportunity for a Research Manager to come into a growing and progressive Asset Manager, with significant AUM, where they can have a profound and long-term impact on not just the continued success of the organisation but also the career development and futures of Research colleagues within the wider Research Function.

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.