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 a keen Equity Research Analyst 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.
We are seeking to hire an Equity Research Analyst into our Leeds-based investment team. If you are curious and self-motivated, with experience of creating investment research for global equities, this is a great opportunity.
Our Research Analysts create high quality investment research on companies in global equity sectors, supporting sound investment decisions by internal Equity Portfolio Managers that fully integrate Responsible Investment principles and achieve long term
investment returns. The wider investment team manages both internal (direct securities) and external (selecting fund managers) investment products with defined risk/return objectives across Public Equities, Fixed Income, Alternatives and Real Estate. Ultimately
Border to Coast is an investment business and its success is determined by the investment performance we generate for our Partner Funds.
The role - what you’ll be doing
As an
Equity Research Analyst
your role is hugely important and will include:
Conducting detailed fundamental research on companies in global equity sectors, generating investment research to facilitate Portfolio Manager portfolio construction in accordance with Border to Coast Investment philosophy, investment process, and procedures.
Evaluating new stock ideas for inclusion in relevant portfolios in conjunction with Research Manager/Senior Research Manager/Portfolio Manager.
Playing an active role in constructively and respectfully challenging the information, analysis and logic supporting the recommendations of research team colleagues and investment approach of Internal Equity PMs, seeking to enable performance of internal
funds, sharing insight and subject matter expertise to develop the capability of others and develop our investment culture.
Active participation in investment team meetings, company meetings and conferences.
Engaging with both the Portfolio Risk and Responsible Investment teams to ensure an integrated investment approach.
About you - and the value you’ll bring to our team
Strong written and verbal communication and presentation skills
Ability to distil a wide range of often conflicting information in a concise and cohesive manner
Problem solving and decision-making capability using imperfect information
Understanding of financial income, cashflow and balance sheet models in order to support investment thesis.
The ability to collaborate with others to generate investment ideas, refine processes, and share constructive feedback
High levels of integrity and trustworthiness
Effective in IT skills required for the job role
Experience of working within investment analysis and/or accountancy
Keen interest in, and understanding of, investment markets, long-term investment, and commitment to responsible investment and sustainability
Educated to degree level or equivalent and have (or be studying towards) a suitable investment management 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
A generous holiday allowance of 30 days a year, plus bank holidays
Professional Development including the opportunity to gain fully funded qualifications (e.g. IMC)
Critical Illness Cover
Pension scheme
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
Hybrid working
Onsite gym