Assistant Portfolio Manager – Real Estate
Leeds City Centre
Highly Competitive Salary
Border to Coast Pensions Partnership is one of the largest pension pools in the UK. Established in 2018, they were founded to manage the investments of like-minded Local Government Pension Funds, who collectively have c.£60bn of assets. They pride themselves on providing cost-effective, innovative, and responsible investment opportunities that deliver returns over the long-term for its members, employers and taxpayers of the UK.
Border to Coast is in the process of designing four real estate funds, two UK and two global. These funds will invest in both direct UK real estate properties and UK and Global real estate funds. The Assistant Portfolio Manager will gain valuable experience across all four funds and both direct and indirect real estate assets. The successful candidate will also gain experience developing and running these new real estate funds from the start.
You will support the Portfolio Managers to set and review the necessary investment parameters to meet the investment objectives of real estate sub-funds, utilising external advisers as necessary. You will provide support with the review of suitable investment opportunities, and support the Portfolio Managers in making investments, working with Legal Advisers and external advisers to ensure appropriate and robust pre-trade due diligence. Preparing detailed research to support investment making decisions, you will 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 returns, risk and ESG factors.
Border to Coast is 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 will have relevant experience in investment research and due diligence and a keen interest in, and an understanding of investment markets and a commitment to responsible investment and sustainability.
With strong written and verbal communication and presentation skills, you will have the ability to read, understand and analyse investment and legal documents for Fund investing and be able to distil a wide range of often conflicting information in a concise and cohesive manner. As with all roles at Border to Coast you will be required to comply with FCA Conduct Rules.
If you would like the opportunity to work for a sustainable organisation that invests in a responsible manner, get in touch with Christopher Mackenzie or Matthew Evans at The Management Recruitment Group, to find out more about this role.
m: 07715114960 | e: Christopher.firstname.lastname@example.org
m: 07854 865017| e: email@example.com
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.