At a Glance
- Tasks: Support portfolio management and analysis for local authority pension funds.
- Company: Join LGPS Central, a leading asset manager with a commitment to responsible investment.
- Benefits: Enjoy competitive salary, generous holidays, hybrid working, and excellent development opportunities.
- Other info: Dynamic work environment with strong focus on employee wellbeing and career growth.
- Why this job: Make a real impact on investment outcomes while collaborating with diverse teams.
- Qualifications: Bachelor's degree required; CFA or equivalent preferred.
The predicted salary is between 30000 - 40000 £ per year.
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.
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
- 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 employer: Occupop
LGPS Central is an exceptional employer located in Wolverhampton, offering a collaborative and inclusive work culture that prioritises employee well-being and professional growth. With a competitive salary, generous benefits including an enhanced pension scheme, and a commitment to responsible investment, employees are empowered to make meaningful contributions while enjoying a healthy work-life balance through hybrid working options and ample paid leave. Join us to be part of a forward-thinking team dedicated to delivering strong investment outcomes for our Partner Funds.
StudySmarter Expert Advice🤫
We think this is how you could land Client Portfolio Analyst
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those connected to LGPS Central. Attend events or webinars where you can meet potential colleagues and learn more about the company culture.
✨Tip Number 2
Prepare for interviews by brushing up on your Excel skills and understanding multi-asset investing. Be ready to discuss how you can contribute to portfolio analysis and cashflow management – show them you’re the right fit!
✨Tip Number 3
Don’t just apply; engage with us! Use our website to find out more about LGPS Central and tailor your approach. Show that you’ve done your homework and are genuinely interested in what we do.
✨Tip Number 4
Follow up after interviews with a thank-you note. It’s a simple gesture that shows your appreciation and keeps you fresh in their minds. Plus, it’s a great way to reiterate your enthusiasm for the role!
We think you need these skills to ace Client Portfolio Analyst
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 tools you've built, as this will show us you're a great fit for the position.
Show Off Your Analytical Skills:We love candidates who can demonstrate strong numerical and analytical skills. Include examples of how you've used data to drive decisions or improve processes in your previous roles. This will help us see your problem-solving abilities in action!
Be Clear and Concise:When writing your application, keep it clear and to the point. Use straightforward language to explain your experience and how it relates to the job. We appreciate clarity, especially when it comes to complex investment matters.
Apply Through Our Website:Don't forget 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 shows us you're keen on joining our team at LGPS Central.
How to prepare for a job interview at Occupop
✨Know Your Numbers
As a Client Portfolio Analyst, you'll be dealing with a lot of data. Brush up on your numerical skills and be ready to discuss how you’ve used data analysis in previous roles. Prepare examples of how you've translated complex data into actionable insights.
✨Excel is Your Best Friend
Strong Excel skills are a must for this role. Before the interview, practice building models or tools that could support investment decisions. Be prepared to talk about specific functions or features you’ve used in Excel to solve problems or streamline processes.
✨Understand the Bigger Picture
Familiarise yourself with the Total Portfolio Management concept and how it applies to public and private markets. Be ready to discuss how cashflows and liquidity impact portfolio construction. Showing that you understand the strategic implications of your work will impress the interviewers.
✨Build Relationships
This role involves working closely with various stakeholders. Think about how you can demonstrate your ability to build strong working relationships. Share examples of how you've collaborated with teams in the past and how you approach problem-solving in a group setting.
