Client Advisory Analyst

Join LGPS Central at a pivotal moment, where investment meets long-term impact. This role supports the delivery of advisory services to Partner Funds, working closely with the Client Advisory Managers and Client Advisory Directors to satisfy Partner Fund needs. The role focuses on drafting strategic advice, collating supporting materials, and contributing to high-quality, evidence-based client deliverables.

What you’ll be doing:

• Draft initial investment advice, including strategic asset allocation and portfolio positioning
• Use of asset-liability modelling to develop strategic asset allocations for client portfolios
• Collate supporting research, analysis and data for advisory recommendations
• Use Bloomberg to retrieve data for funds and indices
• Prepare client papers, slide decks, and briefing materials
• Support the Client Services team prepare for meetings including agendas, packs, and minutes
• Maintain accurate records of advice, assumptions, and supporting evidence
• Assist in development of advisory frameworks, tools and templates
• Work with internal teams to gather inputs across strategy, portfolio and operations
• Support responses to client queries and ad-hoc requests
• Contribute to transition planning and tracking where required
• Identify areas for process improvement

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. 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

• Institutional Investment Understanding: Basic knowledge of multi-asset investing and portfolio construction
• Analytical Skills: Ability to interpret data and support investment decision-making
• Research Capability: Able to gather and synthesise information from multiple sources
• Communication: Clear written and verbal communication, particularly for drafting client advice
• Organisation: Ability to manage multiple tasks and deadlines
• Systems: Familiarity with Excel, Bloomberg and investment data sources
• Qualifications: Degree level or equivalent; IMC – Desirable but not essential at this stage; CFA - Desirable but not essential at this stage

The successful candidate should show a willingness to study towards relevant professional qualifications.

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