At a Glance
- Tasks: Draft investment advice and support client advisory services 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 learning opportunities.
- Other info: Be part of a diverse team committed to innovation and excellence in investment.
- Why this job: Make a real impact in investment management while developing your skills in a supportive environment.
- Qualifications: Degree level education and basic understanding of multi-asset investing preferred.
The predicted salary is between 30000 - 40000 £ per year.
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. 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.
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 & 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 Advisory Analyst employer: Occupop
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StudySmarter Expert Advice🤫
We think this is how you could land Client Advisory Analyst
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
✨Attend Industry Workshops and Webinars
Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like Occupop.
✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
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We think you need these skills to ace Client Advisory Analyst
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at Occupop
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
