Equity Research Manager
| Posting date: | 31 July 2025 |
|---|---|
| Salary: | Not specified |
| Additional salary information: | Competitive Salary + Benefits |
| Hours: | Full time |
| Closing date: | 28 August 2025 |
| Location: | Leeds, West Yorkshire |
| Remote working: | On-site only |
| Company: | Blue Octopus Recruitment Limited |
| Job type: | Permanent |
| Job reference: | BCPP194537 |
Summary
Permanent, Full time - 37.5 hour per week (We welcome flexible working discussions)
This role is only open to applicants with the permanent right to work in the UK
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 Manager 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 Manager into our Leeds-based investment team. If you are curious and self-motivated, with experience of creating bottom up investment research for global equities, this is a great opportunity. This role will focus on the Financials Services sector not including banks and insurance – including Exchanges, Payments, Asset Managers, Private Equity (listed companies) and Real Estate Investment Trusts). Experience supporting Emerging Markets would also be beneficial.
Our Research Managers 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 Manager your role is hugely important and will include:
Conducting detailed fundamental research on companies in the Financials sector, 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 Portfolio Managers.
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 Portfolio Managers, 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 CFA Charterholder.
Experience in the Financials sector (Exchanges, Payments, Asset Managers, Private Equity (listed companies) and Real Estate Investment Trusts).
Experience in Emerging Markets would also be beneficial.
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
There’s also more information about pay and reward, careers at Border to Coast and how we work on our website Careers - Border To Coast - Work With Us
We welcome applications from people of all experience levels and backgrounds and value diversity of thought. We are committed to creating an inclusive and engaging workplace, ensuring that colleagues maintain a work life balance. We encourage colleagues to progress, be themselves and be their best through both personal and professional development.
If you have a disability, or if you have a condition that you believe may affect your performance during our selection process, we would be happy to discuss making reasonable adjustments to our processes for you. Please contact our recruitment team at recruitment@bordertocoast.org.uk
This role is only open to applicants with the permanent right to work in the UK
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 Manager 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 Manager into our Leeds-based investment team. If you are curious and self-motivated, with experience of creating bottom up investment research for global equities, this is a great opportunity. This role will focus on the Financials Services sector not including banks and insurance – including Exchanges, Payments, Asset Managers, Private Equity (listed companies) and Real Estate Investment Trusts). Experience supporting Emerging Markets would also be beneficial.
Our Research Managers 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 Manager your role is hugely important and will include:
Conducting detailed fundamental research on companies in the Financials sector, 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 Portfolio Managers.
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 Portfolio Managers, 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 CFA Charterholder.
Experience in the Financials sector (Exchanges, Payments, Asset Managers, Private Equity (listed companies) and Real Estate Investment Trusts).
Experience in Emerging Markets would also be beneficial.
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
There’s also more information about pay and reward, careers at Border to Coast and how we work on our website Careers - Border To Coast - Work With Us
We welcome applications from people of all experience levels and backgrounds and value diversity of thought. We are committed to creating an inclusive and engaging workplace, ensuring that colleagues maintain a work life balance. We encourage colleagues to progress, be themselves and be their best through both personal and professional development.
If you have a disability, or if you have a condition that you believe may affect your performance during our selection process, we would be happy to discuss making reasonable adjustments to our processes for you. Please contact our recruitment team at recruitment@bordertocoast.org.uk