Portfolio Manager
3 weeks ago
We are seeking a highly skilled Investment Portfolio Specialist to join our team at Border to Coast Pensions Partnership. As a key member of our Alternatives function, you will play a crucial role in supporting the growth of our Private Markets programme.
The successful candidate will be responsible for managing all or part of a private markets portfolio in accordance with the Border to Coast Investment Policy, investment process, procedures and relevant legal or regulatory documentation.
With a strong background in private market due diligence, including reviewing investment, operational and ESG factors, you will have experience of using investment management software, problem solving and decision-making capability and strong written and verbal communication and presentation skills.
You will evaluate new investment opportunities and manage a portfolio/sub-fund, executing investment transactions and regularly reviewing the performance, attribution, exposure and risk metrics of the sub-fund / portfolio.
As a customer-owned, customer-focussed organisation, we've developed a reputation as long-term, responsible and innovative investors. We are committed to learning and valuing everyone's skills and contribution, and welcome applications from people of all backgrounds.
Key Responsibilities:
- Manage all or part of a private markets portfolio in accordance with the Border to Coast Investment Policy, investment process, procedures and relevant legal or regulatory documentation.
- Evaluate new investment opportunities and manage a portfolio/sub-fund, executing investment transactions and regularly reviewing performance, attribution, exposure and risk metrics.
- Prepare and maintain extensive due diligence reports, supporting investment decision making and portfolio construction using internal and external sources of data and research.
- Develop strong relationships with external managers and other industry participants.
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