Based in Leeds, Border to Coast is the largest LGPS (Local Government Pension Scheme) pool in the UK. It is owned by 11 Local Government Pension Schemes funds ('Partner Funds'). The Partner Funds represent nearly 3,000 employers and over 1.1 million members.
The Partner Funds are Bedfordshire, Cumbria, Durham, East Riding, Lincolnshire, North Yorkshire, South Yorkshire, Surrey, Teesside, Tyne and Wear and Warwickshire.
The Partner Funds have c.£65.3bn in investments, of which Border to Coast is directly responsible for the management or oversight of £55.4bn (as of 31 March 2025).
Border to Coast Pensions Partnership Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England Number: 10795539 and Registered Office: 5th Floor, Toronto Square, Toronto Street, Leeds, LS1 2HJ.
Additional Information
Research Manager - Equity Research
Competitive Salary + Benefits
Leeds
Permanent: 37.5 hour per week
Full time (we welcome flexible working discussions)
An opportunity to make a difference
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.
You'll work hand-in-hand with Portfolio Managers across our Internal Equity function-bringing your ideas to investment team meetings, building relationships with the management teams of current and prospective holdings, and proactively identifying and assessing new opportunities across the global sectors you cover.
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.
About you - and the value you'll bring to our team
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.
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
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
Range of discounts for Leeds gyms, shops and restaurants
Hybrid working
Onsite gym
Efinancialcareers · Leeds, UK