At a Glance
- Tasks: Support portfolio management and analysis for local authority pension funds.
- Company: Join LGPS Central, a leading asset manager with a focus on responsible investment.
- Benefits: Enjoy a generous pension scheme, hybrid working, and wellness support.
- Other info: Dynamic work environment with excellent career growth opportunities.
- Why this job: Make a real impact in investment decisions while collaborating with diverse teams.
- Qualifications: Strong analytical skills and Excel proficiency; IMC preferred.
The predicted salary is between 35000 - 45000 € per year.
Join LGPS Central at a pivotal moment, where portfolio insight, long-term investment thinking and real-world impact come together. This role is based in Wolverhampton and will support the development and implementation of LGPS Central’s Total Portfolio Management capability, in line with the government’s Fit for the Future agenda. The postholder will help support the oversight and implementation of Partner Fund portfolios, including portfolio analysis, cashflow modelling and investment decision support across public and private markets. This will include working with multiple data sources, building practical tools and models, and helping translate portfolio information into clear, useful insight. The successful candidate will work closely with Client Portfolio Managers, Partner Fund Client Directors, and colleagues across LGPS Central’s Investment and Operations teams. This is a brilliant opportunity for someone who enjoys analysis, problem solving and working with others to support strong investment outcomes for our Partner Funds.
What you’ll be doing:
- Support the development of LGPS Central’s Total Portfolio Management capability.
- Assist in building a Total Portfolio View across Partner Funds, incorporating public and private market assets.
- Support the development of cashflow forecasting models, including capital calls, distributions and operational cashflows.
- Build and develop Excel-based tools and models to support portfolio and cash management decisions.
- Support the creation of processes, procedures, frameworks and presentations across portfolio and cash management.
- Assist in defining data requirements and sourcing information from custodians, internal systems and Partner Funds.
- Contribute to onboarding activities for Partner Funds, including data collation and validation.
Portfolio Analysis and Implementation
- Support the monitoring of Partner Fund portfolios against Strategic Asset Allocation.
- Help identify the drivers of allocation drift and support analysis of potential actions.
- Assist with rebalancing analysis, considering portfolio positioning, liquidity and implementation constraints.
- Support portfolio changes, including transitions and reallocations.
- Translate portfolio data and analysis into clear, practical insights to support decision-making.
Cashflow, Liquidity and Data
- Support cash management activity, including forecasting, liquidity monitoring and funding decisions.
- Assist with capital call and distribution planning, ensuring this is aligned with liquidity requirements.
- Work with multiple data sources to aggregate, validate and interpret portfolio information.
- Apply judgement where data is incomplete or imperfect, clearly documenting assumptions and limitations.
- Identify opportunities to improve processes, tools and ways of working.
Reporting and Stakeholder Support
- Contribute to client reporting and analysis.
- Prepare outputs that are clear, accurate and useful for Partner Funds and internal stakeholders.
- Work closely with Client Portfolio Managers, Partner Fund Client Directors, Investment Teams and Operations colleagues.
- Build strong working relationships across LGPS Central and contribute positively to team discussions.
About us
LGPS Central (LGPSC) Ltd is the FCA regulated asset manager for fourteen local authority pension funds across the Midlands. LGPSC is jointly owned on an equal shares basis by those Partner Fund, and it is responsible for managing £100bn+ of their assets. It is one of six Local Government Pension Scheme (LGPS) asset pools in the UK. LGPS Central’s Partner Funds are: Suffolk County Council. The Company is committed to responsible investment and has made responsible investment a core part of the investment process in every asset class. LGPS Central offers a friendly and diverse, hybrid working environment with a range of employee benefits. The Company moved to new premises at i9, Wolverhampton Interchange in January 2022, close to local transport links. Our objective is to be a leading investment management company working with and for our Partner Funds. With a focus on value for money and performance we want to aspire to be one of the best because this is how we will deliver the superior investment returns and low costs for our Partner Funds.
Requirements
- Understanding of multi-asset investing across public and private markets.
- Awareness of how institutional portfolios are constructed, monitored and managed.
- Strong Excel and modelling capability, with the ability to build tools that support investment decision-making.
- Strong numerical and analytical skills.
- Ability to work with multiple and imperfect data sources, applying judgement and documenting assumptions clearly.
- Ability to translate data into portfolio-level insight.
- Understanding of how cashflows, liquidity and capital activity impact portfolio construction and implementation.
- Awareness of rebalancing, funding decisions and portfolio trade-offs.
- Familiarity with investment systems and data providers such as Bloomberg, CRD, Aladdin or similar would be helpful.
- Confidence to explain complex investment matters clearly and support effective decision-making.
- Personable, articulate and credible, with the ability to build strong relationships.
- Ability to work collaboratively with stakeholders across Investment, Operations and Client teams.
- A positive, practical and curious approach to problem solving.
Qualifications: IMC preferred.
What do we offer?
We are proud to provide our people with a premium and exclusive benefits package and we are continually improving the rewards we offer. Here are a few of the valuable rewards that you will enjoy:
- An enhanced and generous Pension Scheme
- An extra paid Company Day in addition to paid holidays
- Welfare and Family-friendly policies
- Enhanced pay for new parents
- Access to our Employee Assistance Programme - 24-7 Health & Wellbeing Support
- Vitality Private Medical Insurance
- Hybrid Working
- Company Service Awards
- Cycle to Work Scheme
- Company Electric Vehicle Scheme
Nominees of the Family Friendly Employer of the Year 2022 - Personnel Today Awards 2022 Winner of the Cultural Awareness Initiative of the Year - FT Advisors Diversity in Finance Awards 2023 Winner of Diversity and Inclusion Award LAPF In Investments Award 2023
Client Portfolio Analyst employer: Hollybank Trustees Ltd
At LGPS Central, we pride ourselves on being an excellent employer that fosters a collaborative and inclusive work culture in the heart of Wolverhampton. Our commitment to employee growth is reflected in our comprehensive benefits package, including a generous pension scheme, enhanced parental leave, and a focus on health and wellbeing through our Employee Assistance Programme. Join us to be part of a forward-thinking team dedicated to responsible investment and making a real impact for our Partner Funds.
StudySmarter Expert Advice🤫
We think this is how you could land Client Portfolio Analyst
✨Tip Number 1
Network like a pro! Reach out to current or former employees at LGPS Central on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by brushing up on your portfolio analysis skills. Be ready to discuss how you would approach cashflow modelling and investment decision support. Show them you’re not just a numbers person, but someone who can translate data into actionable insights.
✨Tip Number 3
Don’t forget to showcase your Excel wizardry! Bring examples of tools or models you've built in the past. This will demonstrate your strong analytical skills and your ability to support investment decisions effectively.
✨Tip Number 4
Finally, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of the LGPS Central team.
We think you need these skills to ace Client Portfolio Analyst
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience with multi-asset investing and portfolio management. We want to see how your skills align with the role of Client Portfolio Analyst, so don’t hold back on showcasing your relevant achievements!
Show Off Your Excel Skills:Since strong Excel and modelling capabilities are key for this role, include specific examples of how you've used these skills in past positions. Whether it’s building tools or performing cashflow analysis, let us know how you’ve made an impact!
Be Clear and Concise:When writing your application, clarity is crucial. Use straightforward language to explain your experience and insights, especially when discussing complex investment matters. We appreciate a well-structured application that gets straight to the point!
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at LGPS Central!
How to prepare for a job interview at Hollybank Trustees Ltd
✨Know Your Numbers
As a Client Portfolio Analyst, you'll be dealing with a lot of data. Brush up on your numerical and analytical skills before the interview. Be prepared to discuss how you’ve used Excel for modelling and analysis in past roles, and think of specific examples where your insights led to better investment decisions.
✨Understand the Bigger Picture
Familiarise yourself with multi-asset investing and how institutional portfolios are constructed. During the interview, show that you understand the importance of cashflows, liquidity, and capital activity in portfolio management. This will demonstrate your ability to think strategically about investments.
✨Be Ready to Problem Solve
The role requires a practical and curious approach to problem-solving. Prepare to discuss scenarios where you had to apply judgement with incomplete data. Think about how you documented your assumptions and what processes you improved in previous positions.
✨Build Relationships
Since this role involves working closely with various teams, highlight your interpersonal skills. Share examples of how you've built strong relationships with stakeholders in the past. Being personable and articulate can set you apart, so practice explaining complex investment matters clearly.
