Border To Coast Pensions Partnership
Portfolio Manager - Private Markets
Job Location
Leeds, United Kingdom
Job Description
Portfolio Manager – Private Markets
Leeds (hybrid working)
Competitive Salary & Benefits
We are looking for a Portfolio Manager to join our Alternatives function, to support the growth of our Private Markets programme. You will be responsible for managing all or part of a private markets portfolio in accordance with the Border to Coast Investment Policy, investment process, procedures and relevant legal or regulatory documentation.
We are interested in hearing from Private Markets Portfolio Managers with either generalist experience of investing across a combination of Private Equity, Infrastructure and Private Credit collective vehicles, or indeed those with a specialist knowledge of Private Equity or Infrastructure.
In the role you will prepare and maintain extensive due diligence reports, supporting investment decision making and portfolio construction using internal and external sources of data and research. Evaluating new investment opportunities and managing a portfolio/sub-fund, you will execute investment transactions and regularly review the performance, attribution, exposure and risk metrics of the sub-fund / portfolio. You will also develop strong relationships with external managers and other industry participants.
In addition, you will participate in investment team meetings, liaise with the research and risk team to ensure an integrated investment approach and provide feedback on the quality, depth and focus of research. You will also contribute to the training of junior team members.
Educated to Degree level and with a suitable investment management qualification, or a willingness to work towards this, you will have relevant experience in private market due diligence, including reviewing investment, operational and ESG factors. You will also demonstrate investment decision making and portfolio and risk management experience.
With a keen interest in and understanding of investment markets, long-term investment, and a commitment to responsible investment and sustainability, you will have experience of using investment management software, problem solving and decision-making capability and strong written and verbal communication and presentation skills.
Border to Coast
Border to Coast is one of the largest asset pools in the UK and the largest asset manager outside of London and Edinburgh, responsible for c. £43bn across a range of asset classes (Public & Private) managed via both internal and external strategies. Authorised in 2018 through a collaboration of 11 Local Government Pension Funds with a total asset value of c.£60 billion (as at 31st of March 2023), Border to Coast is FCA-regulated, and is expected to continue its growth as it further supports its Partner Funds in making a difference for the Local Government Pension Scheme.
Our Partner Funds are responsible for paying the pensions of more than one million members, employed by over 2,800 local employers, who provide services to millions of local taxpayers. As a customer-owned, customer-focussed organisation, we’ve developed a reputation as long-term, responsible and innovative investors and have already delivered over £70m in savings and are on track to deliver over £367m in our first decade of operation. Following the Mansion House reforms announced by the Chancellor in July 2023 this is an exciting time to be part of pension pooling.
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.
Location: Leeds, GB
Posted Date: 10/30/2024
Leeds (hybrid working)
Competitive Salary & Benefits
We are looking for a Portfolio Manager to join our Alternatives function, to support the growth of our Private Markets programme. You will be responsible for managing all or part of a private markets portfolio in accordance with the Border to Coast Investment Policy, investment process, procedures and relevant legal or regulatory documentation.
We are interested in hearing from Private Markets Portfolio Managers with either generalist experience of investing across a combination of Private Equity, Infrastructure and Private Credit collective vehicles, or indeed those with a specialist knowledge of Private Equity or Infrastructure.
In the role you will prepare and maintain extensive due diligence reports, supporting investment decision making and portfolio construction using internal and external sources of data and research. Evaluating new investment opportunities and managing a portfolio/sub-fund, you will execute investment transactions and regularly review the performance, attribution, exposure and risk metrics of the sub-fund / portfolio. You will also develop strong relationships with external managers and other industry participants.
In addition, you will participate in investment team meetings, liaise with the research and risk team to ensure an integrated investment approach and provide feedback on the quality, depth and focus of research. You will also contribute to the training of junior team members.
Educated to Degree level and with a suitable investment management qualification, or a willingness to work towards this, you will have relevant experience in private market due diligence, including reviewing investment, operational and ESG factors. You will also demonstrate investment decision making and portfolio and risk management experience.
With a keen interest in and understanding of investment markets, long-term investment, and a commitment to responsible investment and sustainability, you will have experience of using investment management software, problem solving and decision-making capability and strong written and verbal communication and presentation skills.
Border to Coast
Border to Coast is one of the largest asset pools in the UK and the largest asset manager outside of London and Edinburgh, responsible for c. £43bn across a range of asset classes (Public & Private) managed via both internal and external strategies. Authorised in 2018 through a collaboration of 11 Local Government Pension Funds with a total asset value of c.£60 billion (as at 31st of March 2023), Border to Coast is FCA-regulated, and is expected to continue its growth as it further supports its Partner Funds in making a difference for the Local Government Pension Scheme.
Our Partner Funds are responsible for paying the pensions of more than one million members, employed by over 2,800 local employers, who provide services to millions of local taxpayers. As a customer-owned, customer-focussed organisation, we’ve developed a reputation as long-term, responsible and innovative investors and have already delivered over £70m in savings and are on track to deliver over £367m in our first decade of operation. Following the Mansion House reforms announced by the Chancellor in July 2023 this is an exciting time to be part of pension pooling.
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.
Location: Leeds, GB
Posted Date: 10/30/2024
Contact Information
| Contact | Human Resources Border To Coast Pensions Partnership |
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