Research Analyst
| Posting date: | 25 April 2024 |
|---|---|
| Hours: | Full time |
| Closing date: | 25 May 2024 |
| Location: | Leeds, West Yorkshire |
| Remote working: | On-site only |
| Company: | Blue Octopus Recruitment Limited |
| Job type: | Permanent |
| Job reference: | BCPP173629 |
Summary
We are seeking to hire a 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 conduct detailed fundamental research on companies in global equity sectors within the research team, which sits within the wider investment function. The 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. This role supports Border to Coast’s internal Equity Portfolio Managers, creating high quality investment research which enables sound investment decisions that fully integrate Responsible Investment principles and achieve long term investment returns. Sector allocation for the role is to be explored during the application process, taking account of candidate knowledge and portfolio coverage requirements.
Role Specific Accountabilities
Equity Research
Conduct 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.
Evaluate new stock ideas for inclusion in relevant portfolios in conjunction with Research Manager/Senior Research Manager/Portfolio Manager.
Play 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.
Engage with both the Portfolio Risk and Responsible Investment teams to ensure an integrated investment approach.
Skills and Knowledge
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
About You:
Minimum 3 years relevant experience of 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.
About Us:
Border to Coast Pensions Partnership is a collaboration of 11 Local Government Pension Funds with a total asset value of c.£60 billion (as of the 31st of March 2023). Border to Coast is a FCA regulated investment company created to pool the investments of like-minded Local Government Pension Scheme (LGPS) funds – our ‘Partner Funds’. Established in 2018, we are the largest LGPS pools in the UK, and the largest UK asset manager outside London and Edinburgh.
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 the more than 1.1 million LGPS members, 2,800 local participating employers, and the millions of taxpayers associated with our Partner Funds.
Since launch, Border to Coast has been awarded ‘Best Pool of the Year’ at the LAPF Investment Awards three years out of four, most recently won the ‘Pool Innovation of the Year’ and named at the Professional Pensions UK Pensions Awards as ‘Equity’ and ‘Alternatives Manager of the Year’.
Joining Border to Coast, you will have access to our excellent benefits:
Vitality Health Insurance for all employees
Employee Assistance Programme
A generous holiday allowance of 30 days a year, plus bank holidays, as we feel it’s important for colleagues to maintain a healthy work-life balance.
Professional Development
Critical Illness Cover
Pension scheme
Stunning Leeds city centre location only a short walk to the train station
Cycle to work scheme
Life Assurance 6x of salary
Sustainable travel plans and public transport discounts
Range of discounts for Leeds gyms, shops and restaurants
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.
Our Research Analysts conduct detailed fundamental research on companies in global equity sectors within the research team, which sits within the wider investment function. The 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. This role supports Border to Coast’s internal Equity Portfolio Managers, creating high quality investment research which enables sound investment decisions that fully integrate Responsible Investment principles and achieve long term investment returns. Sector allocation for the role is to be explored during the application process, taking account of candidate knowledge and portfolio coverage requirements.
Role Specific Accountabilities
Equity Research
Conduct 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.
Evaluate new stock ideas for inclusion in relevant portfolios in conjunction with Research Manager/Senior Research Manager/Portfolio Manager.
Play 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.
Engage with both the Portfolio Risk and Responsible Investment teams to ensure an integrated investment approach.
Skills and Knowledge
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
About You:
Minimum 3 years relevant experience of 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.
About Us:
Border to Coast Pensions Partnership is a collaboration of 11 Local Government Pension Funds with a total asset value of c.£60 billion (as of the 31st of March 2023). Border to Coast is a FCA regulated investment company created to pool the investments of like-minded Local Government Pension Scheme (LGPS) funds – our ‘Partner Funds’. Established in 2018, we are the largest LGPS pools in the UK, and the largest UK asset manager outside London and Edinburgh.
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 the more than 1.1 million LGPS members, 2,800 local participating employers, and the millions of taxpayers associated with our Partner Funds.
Since launch, Border to Coast has been awarded ‘Best Pool of the Year’ at the LAPF Investment Awards three years out of four, most recently won the ‘Pool Innovation of the Year’ and named at the Professional Pensions UK Pensions Awards as ‘Equity’ and ‘Alternatives Manager of the Year’.
Joining Border to Coast, you will have access to our excellent benefits:
Vitality Health Insurance for all employees
Employee Assistance Programme
A generous holiday allowance of 30 days a year, plus bank holidays, as we feel it’s important for colleagues to maintain a healthy work-life balance.
Professional Development
Critical Illness Cover
Pension scheme
Stunning Leeds city centre location only a short walk to the train station
Cycle to work scheme
Life Assurance 6x of salary
Sustainable travel plans and public transport discounts
Range of discounts for Leeds gyms, shops and restaurants
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.