Assistant Portfolio Manager

5 hours ago


West Yorkshire, United Kingdom Blue Octopus Full time
Join Our Team as an Assistant Portfolio Manager

Border to Coast is seeking a highly skilled Assistant Portfolio Manager to support the preparation and maintenance of comprehensive due diligence reports. As a key member of our team, you will play a crucial role in investment decision-making and portfolio construction using internal and external sources of data and research.

Key Responsibilities:
  • Support the preparation and maintenance of due diligence reports, ensuring timely and accurate delivery.
  • Conduct research and analysis to inform investment decisions, working closely with internal and external stakeholders.
  • Monitor and report on existing managers and underlying strategies, identifying potential risks and opportunities.
  • Collaborate with the investment team to develop and implement portfolio construction strategies.
  • Provide exceptional support to the investment team, ensuring seamless day-to-day operations.
Requirements:
  • Experience in the finance and investment industry, with a strong understanding of investment analysis and portfolio management.
  • Background in accounting, investment analysis, IT, data, internal audit, investment operations, or a related field.
  • Excellent research and analytical skills, with the ability to interpret complex data and present findings effectively.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Excellent communication and interpersonal skills, with the ability to work effectively with internal and external stakeholders.
What We Offer:
  • A competitive salary and benefits package, including a generous holiday allowance and pension scheme.
  • Opportunities for professional development and career growth, with a supportive and collaborative team environment.
  • A dynamic and challenging role, with the opportunity to make a real impact on our investment decisions and portfolio performance.
  • A chance to work with a leading pension pool, with a strong reputation for innovation and excellence in the industry.


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