You’ll support the Portfolio Managers to set, and thereafter review, the necessary investment parameters to meet the investment objectives of real estate sub-funds, utilising external advisers as necessary. Reviewing the investment pipeline for suitable investment opportunities, you’ll support the Portfolio Managers in making investments, working with Legal Advisors and external advisers to ensure appropriate and robust pre-trade due diligence. Preparing detailed research to support investment making decisions, you’ll be responsible for the ongoing review of the performance, attribution, exposure and risk metrics of the sub-fund/portfolio, and work with the Operations team to produce appropriate client reporting, covering inter alia returns, risk and ESG factors.
We’re looking for an individual who is educated to degree level as a minimum and who has a suitable real estate and/or investment management qualification. You’ll have relevant experience in investment research and due diligence and a keen interest in, and an understanding of investment markets, long-term investment and commitment to responsible investment and sustainability.
With strong written and verbal communication and presentation skills, you’ll have the ability to read, understand and analyse legal documents for Fund investing and be able to distil a wide range of often conflicting information in a concise and cohesive manner. We also ask that you are able to satisfy fitness and propriety test as a Certified Person under the Senior Manager & Certification Regime and continue to satisfy test requirements and comply with FCA Conduct Rules.
Based in Leeds, Border to Coast Pensions Partnership is an asset manager owned by 11 Local Government Pension Funds with total assets of £55 billion. It is FCA regulated, managing assets (equities, fixed income, alternatives and soon, real estate) through internal and external management. Border to Coast was established in 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.