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 holidays, and excellent learning opportunities.
- Other info: Hybrid working environment with a commitment to diversity and inclusion.
- Why this job: Make a real impact in investment decisions while collaborating with diverse teams.
- Qualifications: Bachelor’s degree required; CFA or equivalent preferred.
The predicted salary is between 37800 - 46200 £ 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 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
- Cheshire Pension Fund
- Derbyshire Pension Fund
- Leicestershire Pension Fund
- Nottinghamshire Pension Fund
- Shropshire Pension Fund
- Staffordshire Pension Fund
- West Midlands Pension Fund
- Worcestershire Pension Fund
- Gloucestershire Pension Fund
- Hampshire Pension Fund
- Suffolk County Council
- Wiltshire Pension Fund
- Norfolk Pension Fund
- Oxfordshire Pension Fund
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
- 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
Total Portfolio Analyst in Birmingham employer: LGPS Central
At LGPS Central, we pride ourselves on being an exceptional employer that values governance, integrity, and strategic insight. Our collaborative work culture fosters innovation and professional growth, providing our Non-Executive Directors with the unique opportunity to influence the future of public pensions in the UK while working alongside a team of dedicated professionals committed to responsible investment practices.
StudySmarter Expert Advice🤫
We think this is how you could land Total Portfolio Analyst in Birmingham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like LGPS Central. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Total Portfolio Analyst in Birmingham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to LGPS Central.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on LGPS Central's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at LGPS Central
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with LGPS Central.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at LGPS Central will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former LGPS Central employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
