Assistant Portfolio Manager

5 days ago


Leeds, Leeds, United Kingdom Border to Coast Full time

About the Role

Border to Coast is seeking an experienced Assistant Portfolio Manager to support the preparation and maintenance of comprehensive due diligence reports. This role will play a key part in investment decision-making and portfolio construction, utilizing internal and external sources of data and research.

Key Responsibilities

  • Assist in the preparation and maintenance of due diligence reports, ensuring accuracy and thoroughness.
  • Support investment decision-making by analyzing data and research from internal and external sources.
  • Monitor existing managers and underlying strategies, identifying potential risks and notifying relevant teams.
  • Collaborate with cross-functional teams to source information and documentary evidence.

About You

We're looking for a detail-oriented and organized individual with experience in the finance and investment universe. Ideally, you'll have operational due diligence experience, but this is not essential. You may have a background in accounting, investment analysis, IT, data, internal audit, or a related field. Strong communication and organizational skills are essential for success in this role.

About Us

Border to Coast is a leading investment firm dedicated to delivering exceptional results for our clients. We're committed to fostering a collaborative and inclusive work environment that encourages growth and development.



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