Assistant Portfolio Manager Operational Due Diligence

Border to Coast are now seeking an Assistant Portfolio Manager to assist in the preparation and maintenance of extensive due diligence reports. You will support investment decision making and portfolio construction using internal and external sources of data and research.
Performing ongoing monitoring of existing managers and underlying strategies, including co-ordination of process, you will identify risks in all areas of the business and notify any such risks to your People Manager and the relevant teams.
About You
Were looking for people with experience in the finance and investment universe
Ideally you would have operational due diligence experience but that is not essential
Perhaps you have accounting experience, investment analyst, work in IT, data, internal audit, investment operations or a related area
You might have experience in research, monitoring and oversight of external investment managers
Working knowledge of private markets or real estate preferred but not essential
Excellent written and verbal communication skills, being able to communicate effectively
Strong organisational and time management skills
Ability to interact across departments and establish relationships in order to source requisite information and documentary evidence
Please note that this is not a KYC/AML due diligence role.
About Us
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 (Partner Funds). The Partner Funds represent 3,100 employers and over a 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.£64bn in investments, of which Border to Coast is directly responsible for the management of £40.3bn (as of 31 March 2024). Border to Coast also provide support and advice on a further £8.2bn, primarily invested in index funds, which sit outside of the pool.
Border to Coast offers its 11 Partner Funds investment opportunities across equities, fixed income, private markets, and global real estate. UK real estate is under development.
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.
In 2024, Border to Coast was also awarded Sunday Times Best Place to Work
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 its 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

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