Job Description
US Equity Co-Portfolio Manager
We are seeking a highly skilled and experienced US Equity Co-Portfolio Manager to join our Internal Equity team. As a key member of the team, you will be responsible for conducting detailed fundamental research on companies within the US Equity market and generating investment recommendations in accordance with the Border to Coast investment philosophy.
The role involves working closely with the analyst team to evaluate existing and new potential investments for the US equity portfolio, implementing investment recommendations, and shaping portfolio construction in accordance with the Border to Coast investment process.
You will also be an active and influential member of the Equity Investment Team, participating in investment team meetings, company meetings, and conferences, and engaging with both the Portfolio Risk and Responsible Investment teams to ensure an integrated investment approach.
About the Role
Conduct detailed fundamental research on companies within the US Equity market and generate investment recommendations in accordance with the Border to Coast investment philosophy.
Work with the analyst team to evaluate existing and new potential investments for the US equity portfolio.
Implement investment recommendations and shape portfolio construction in accordance with the Border to Coast investment process.
Participate in investment team meetings, company meetings, and conferences.
Engage with both the Portfolio Risk and Responsible Investment teams to ensure an integrated investment approach.
About You
Prior investment management expertise, preferably with experience of investing in US equities.
A keen interest and understanding of investment markets, long-term investment, and a commitment to responsible investment and sustainability.
A natural problem solver with the ability to make decisions using imperfect information.
Good communication skills and the ability to work collaboratively as part of a team.
Educated to degree level and holding a suitable investment management or professional qualification.
About Us
Border to Coast is the largest LGPS (Local Government Pension Scheme) pool in the UK, owned by 11 Local Government Pension Schemes ('Partner Funds'). We offer cost-effective and innovative investment opportunities delivering returns over the long term for our Partner Funds, their employers, and over 1 million members.
We value diversity of thought and are committed to creating an inclusive and engaging workplace, ensuring that colleagues maintain a work-life balance and progress through personal and professional development.
We are seeking a highly skilled and experienced US Equity Co-Portfolio Manager to join our Internal Equity team. As a key member of the team, you will be responsible for conducting detailed fundamental research on companies within the US Equity market and generating investment recommendations in accordance with the Border to Coast investment philosophy.
The role involves working closely with the analyst team to evaluate existing and new potential investments for the US equity portfolio, implementing investment recommendations, and shaping portfolio construction in accordance with the Border to Coast investment process.
You will also be an active and influential member of the Equity Investment Team, participating in investment team meetings, company meetings, and conferences, and engaging with both the Portfolio Risk and Responsible Investment teams to ensure an integrated investment approach.
About the Role
Conduct detailed fundamental research on companies within the US Equity market and generate investment recommendations in accordance with the Border to Coast investment philosophy.
Work with the analyst team to evaluate existing and new potential investments for the US equity portfolio.
Implement investment recommendations and shape portfolio construction in accordance with the Border to Coast investment process.
Participate in investment team meetings, company meetings, and conferences.
Engage with both the Portfolio Risk and Responsible Investment teams to ensure an integrated investment approach.
About You
Prior investment management expertise, preferably with experience of investing in US equities.
A keen interest and understanding of investment markets, long-term investment, and a commitment to responsible investment and sustainability.
A natural problem solver with the ability to make decisions using imperfect information.
Good communication skills and the ability to work collaboratively as part of a team.
Educated to degree level and holding a suitable investment management or professional qualification.
About Us
Border to Coast is the largest LGPS (Local Government Pension Scheme) pool in the UK, owned by 11 Local Government Pension Schemes ('Partner Funds'). We offer cost-effective and innovative investment opportunities delivering returns over the long term for our Partner Funds, their employers, and over 1 million members.
We value diversity of thought and are committed to creating an inclusive and engaging workplace, ensuring that colleagues maintain a work-life balance and progress through personal and professional development.
💡 Quick Summary
Seeking a career-building opportunity? The Government Funding Manager position is now open for candidates interested in the Government Job Alert sector. This role in Abergelie offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Government Job Alert is a plus.
