Border to Coast Pensions Partnership and Investment Analyst (Alternatives)
Why Border to Coast?
Border to Coast is one of the UK’s largest pension pools, managing investments on behalf of Local Government Pension Scheme funds. Guided by our values of Sustainability, Collaboration and Integrity, we are committed to delivering long-term value for our Partner Funds and the communities they serve.
About the Role
As an Investment Analyst at Border to Coast, you will support the Investment Team by conducting research, due diligence and data analysis to inform investment decisions and ongoing portfolio monitoring. Working across public and private markets, you will help evaluate investment opportunities, analyse performance and risk, and contribute to delivering long-term sustainable outcomes for our Partner Funds.
Key Responsibilities
Conduct investment research and initial due diligence on investment opportunities.
Prepare and maintain research and due diligence reports to support investment decision-making and portfolio construction.
Analyse investment performance, attribution, exposure and risk data to support portfolio monitoring and management reporting.
Incorporate ESG, climate change and responsible investment considerations into analysis and recommendations.
Participate in investment team discussions, contributing ideas, insights and thought leadership.
Engage with external advisers, consultants and research providers as required.
Identify and escalate risks in line with Border to Coast’s risk management framework.
About You
Degree educated with, or working towards, a relevant investment qualification.
Strong interest in investment markets, long-term investing and responsible investment.
Excellent analytical, communication and presentation skills.
Able to interpret complex information and present clear, concise insights.
Demonstrates high levels of integrity, collaboration and professionalism.
Experience in investment research, due diligence or investment management tools would be advantageous.
Key Responsibilities
As an Investment Analyst (Alternatives) your role is hugely important and will include:
- Assisting in the preparation and maintenance of extensive due diligence reports to support investment decision making and portfolio construction using internal and external sources of data and research
- Undertake research and perform initial due diligence on investment opportunities as directed
- Consider ESG, climate change and RI risk factors into account when conducting investment analysis, due diligence and decision making
- Provision of data analysis to support the ongoing monitoring of investments
- Provision of data analysis to support the regular production of management information (MI) such as the performance, attribution, exposure and risk metrics of the sub-fund/portfolio
- Active participation in investment team meetings including across teams, contribute to investment thought leadership, and participate in broader collaboration across the organisation
- Engage with existing third party service providers including advisers, consultants, and research provider where necessary
- Identify risks in own area of responsibility, recognise risks in all areas of the business and notify any such risks to your People Manager and the Operational Risk Manager
Skills, Knowledge and Expertise
About you – and the value you’ll bring to our team
Essential
- Relevant experience in investment research, due diligence, or a related analytical environment
- Strong written and verbal communication and presentation skills
- Ability to distil a wide range of often conflicting information in a concise and cohesive manner
- High levels of integrity and trustworthiness
- Strong analytical and data handling skills, including proficiency in Microsoft Excel and other relevant tools.
Desirable
- Have a suitable investment management qualification, are currently working towards this or intend to do so. We will provide support and funding for relevant professional qualifications
- Collaborate with others to generate investment ideas, refine processes, and share constructive feedback
- Ability to present investment ideas for internal peer review and challenge
- Experience or knowledge of private markets
- We recognise that people from different backgrounds may be less likely to apply unless they meet every requirement. If you’re excited about this role but your experience doesn’t align perfectly with every point, we’d still love to hear from you.
Application deadline
26/08/2026
Location
Leeds (Onsite)