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 competitive salary, generous holiday, hybrid working, and excellent development opportunities.
- Other info: Dynamic work environment with a commitment to diversity and inclusion.
- Why this job: Make a real impact in investment management while collaborating with diverse teams.
- Qualifications: Bachelor’s degree required; strong analytical and Excel skills 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:
- Total Portfolio Management Development
- 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 Funds, 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. 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.
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:
- Bachelor’s degree required.
- CFA or equivalent qualification preferred.
- 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:
- Competitive salary
- An enhanced and generous Pension Scheme
- 30 days' paid holiday plus bank holidays
- 2 days paid volunteering days
- An extra paid Company Day in addition to paid holidays
- Excellent Learning & Development Opportunities
- 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
- Winner of LAPF Investment Innovation
- Winner of Pool of the Year 2025
Client Portfolio Analyst in Birmingham employer: LGPS Central
At LGPS Central, we pride ourselves on being an exceptional employer that fosters a collaborative and inclusive work culture in the heart of Wolverhampton. Our commitment to employee growth is reflected in our extensive learning and development opportunities, alongside a generous benefits package that includes competitive salaries, enhanced pension schemes, and family-friendly policies. Join us to make a meaningful impact in investment management while enjoying a supportive environment that values your contributions and well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Client Portfolio Analyst in Birmingham
✨Tip Number 1
Network like a pro! Reach out to current employees at LGPS Central on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for interviews by brushing up on your portfolio analysis skills. Be ready to discuss how you would approach cashflow modelling and investment decision support. Show us you can think critically about real-world scenarios!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your enthusiasm for the role. It keeps you fresh in their minds!
✨Tip Number 4
Check out our website for any upcoming events or webinars. Engaging with us directly can help you stand out and show your genuine interest in LGPS Central and the role of Client Portfolio Analyst.
We think you need these skills to ace Client Portfolio Analyst in Birmingham
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Client Portfolio Analyst role. Highlight your experience with multi-asset investing and any relevant analytical skills that align with what we're looking for at LGPS Central.
Showcase Your Excel Skills:Since strong Excel and modelling capabilities are key for this position, don’t shy away from mentioning specific tools or models you've built in the past. We want to see how you can support investment decision-making with your skills!
Be Clear and Concise:When writing your application, keep it straightforward and to the point. Use clear language to explain your experience and how it relates to the responsibilities of the role. We appreciate clarity as much as complexity!
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’s super easy to do!
How to prepare for a job interview at LGPS Central
✨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
Make sure you have a solid grasp of multi-asset investing and how institutional portfolios are constructed. Familiarise yourself with the concepts of cashflows, liquidity, and rebalancing. This will not only help you answer questions confidently but also show that you're genuinely interested in the role and its responsibilities.
✨Showcase Your Problem-Solving Skills
The role requires a practical and curious approach to problem-solving. Prepare to discuss challenges you've faced in previous positions and how you overcame them. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your ability to apply judgement when working with imperfect data.
✨Build Relationships
Since this role involves working closely with various teams, emphasise your interpersonal skills during the interview. Think of examples where you've successfully collaborated with others to achieve a common goal. Being personable and credible can set you apart, so don't shy away from showcasing your ability to build strong relationships.
