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, and a premium benefits package.
- Other info: Collaborative, hybrid working environment with excellent career growth opportunities.
- Why this job: Make a real impact on investment outcomes while developing your analytical skills.
- Qualifications: Bachelor’s degree required; CFA or equivalent 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 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. 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
Client Portfolio Analyst 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 generous benefits package, including a competitive salary, enhanced pension scheme, and ample paid leave, alongside opportunities for professional development. Join us to make a meaningful impact in investment management while enjoying a supportive environment that values your contributions and encourages innovation.
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. Ask them about their experiences and any tips they might have for landing the Client Portfolio Analyst role. Personal connections can give you insights that job descriptions just can't.
✨Tip Number 2
Prepare for the interview by brushing up on your Excel skills. Since this role involves building tools and models, being able to demonstrate your proficiency in Excel during the interview will set you apart. Maybe even create a sample model to showcase your abilities!
✨Tip Number 3
Showcase your analytical skills! Be ready to discuss how you've tackled complex data problems in the past. Use specific examples that highlight your ability to translate data into actionable insights, which is key for the Client Portfolio Analyst position.
✨Tip Number 4
Don’t forget to 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 joining LGPS Central and contributing to our mission.
We think you need these skills to ace Client Portfolio Analyst
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Portfolio Analyst role. Highlight your experience with portfolio analysis, cashflow modelling, and any relevant tools you've used. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about investment management and how you can contribute to LGPS Central's goals. Keep it concise but impactful – we love a good story!
Showcase Your Analytical Skills:Since this role involves a lot of analysis, make sure to showcase your numerical and analytical skills in your application. Mention specific examples where you've successfully translated data into insights or made informed decisions based on your analysis.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!
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
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 imperfect data. Think about how you documented your assumptions and what processes you improved in previous roles—this will highlight your proactive mindset.
✨Build Relationships
Since this role involves working closely with various teams, emphasise your interpersonal skills. Be ready to share examples of how you've built strong relationships with stakeholders in the past. Show that you can communicate complex investment matters clearly, which is key for effective collaboration.
