Senior Portfolio Manager - Local Investments

Senior Portfolio Manager - Local Investments

Full-Time 60000 - 75000 £ / year (est.) Home office (partial)
Occupop

At a Glance

  • Tasks: Lead local investment fund management and drive positive regional impact.
  • Company: Join LGPS Central, a leading asset manager for local authority pension funds.
  • Benefits: Competitive salary, generous pension, 30 days holiday, and hybrid working.
  • Other info: Dynamic team environment with great learning and development opportunities.
  • Why this job: Make a real difference in local investments while advancing your career.
  • Qualifications: Strong private markets experience and excellent communication skills required.

The predicted salary is between 60000 - 75000 £ per year.

Location: West Midlands, England, United Kingdom

Client / Employer: Occupop

Job reference: a5c3852ad4c9373cd26cc2abf164fe78

Posted: 20.05.2026

Join LGPS Central. We're looking for a Senior Portfolio Manager - Local Investments to help build and manage our new local investment fund(s) and services. This role is central to delivering LGPS Central's Fit for the Future plan, supporting regional growth and the Government's ambition for more local investment through pooling. If you have strong private markets experience and a passion for creating positive local impact, this could be the next step in your investment career.

What you'll be doing:

  • Lead the structuring and delivery of local investment fund(s) and services, working with internal teams and external advisors to ensure products meet investment objectives, government requirements and legislation.
  • Ensure they meet Partner Fund requirements.
  • Conduct comprehensive due diligence and analysis of investment opportunities, including primary funds, co-investments across the capital structure and asset classes.
  • Monitor and manage the performance of local investments, including legacy assets held by Partner Funds, managing engagement, performance analysis and participation in advisory committees.
  • Build and maintain relationships with appropriate market participants (fund managers, advisors, local authorities, combined authorities and other stakeholders).
  • Develop a robust decision-making framework for the allocation of assets to the local investment portfolio, overseeing and monitoring all portfolio holdings and keeping the framework under review.
  • Support local investment reporting needs of Partner Funds, including assessment of local economic, social and environmental impact.
  • Contribute to the integration and maintenance of the house view on local impact.
  • Keep strategies under review, considering market, government and local developments.
  • Work with Partner Funds and the Central Advisory/Client team to develop their local strategy, ensuring it meets the needs of the Partner Funds.
  • Participate actively in the Investment Committee (IC), advising on investment portfolios and contributing to the investment strategy of the pool.
  • Be an ambassador for LGPS Central within the investment community, Partner Funds, regulators and key stakeholders.
  • Champion a rigorous culture of high-performing, collaborative, research-based investing across LGPS Central.
  • Line-management responsibility and development of the Local Investment team.

About us:

LGPS Central (LGPSC) Ltd is the FCA-regulated asset manager for eight local authority pension funds across the Midlands. LGPS Central is jointly owned on an equal-share basis by the Partner Funds and manages over £45bn of their assets. It is one of eight Local Government Pension Scheme (LGPS) asset pools in the UK.

Requirements:

  • Strong background in private markets, ideally within an asset management setting, with exposure to pension fund or other institutional portfolios.
  • Proven experience in making and managing local investments across private markets.
  • Ability to evaluate performance and risk of investment portfolios objectively.
  • Strong communication skills capable of articulating local private market portfolio construction and investment selection.
  • Strong analytical, financial modelling and presentation skills, with the ability to distil complex information into clear, actionable insights.
  • Experience of collaborative investment decision-making and portfolio management at a senior level.
  • Ability to assess and communicate local investments economic, social and environmental impact.
  • Experience of management and oversight of investment portfolios across multiple private-market asset classes.
  • First-class interpersonal, people-management and communication skills.
  • Well-developed relationship-partnering skills, including building and demonstrating personal credibility.
  • High degree of professional ethics, integrity and gravitas.

Qualifications:

  • Degree level or equivalent.
  • CFA or equivalent qualification/relevant investment experience.
  • Has or can meet all requirements of being an FCA approved person.

What do we offer:

  • Competitive salary
  • Enhanced and generous pension scheme
  • 30 days paid holiday plus bank holidays
  • 2 days paid volunteering days
  • 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 (247 health & wellbeing support)
  • Vitality private medical insurance
  • Hybrid working
  • Company service awards
  • Cycle-to-work scheme
  • Company electric vehicle scheme

Equal Opportunities:

We are an equal opportunity employer. We welcome applications from all backgrounds.

Senior Portfolio Manager - Local Investments employer: Occupop

At LGPS Central, we pride ourselves on being an exceptional employer, offering a dynamic work environment in the heart of the West Midlands. Our commitment to employee growth is reflected in our extensive learning and development opportunities, alongside a generous benefits package that includes enhanced pension schemes and flexible working arrangements. Join us to make a meaningful impact through local investments while enjoying a supportive culture that values collaboration and innovation.

Occupop

Contact Details:

Occupop Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Portfolio Manager - Local Investments

Tip Number 1

Network like a pro! Reach out to your connections in the investment community, especially those who are already working with LGPS Central or similar organisations. A friendly chat can open doors and give you insider info on the role.

Tip Number 2

Prepare for interviews by brushing up on your knowledge of local investments and the specific challenges faced by LGPS Central. Show us you’re not just a fit for the role, but that you’re genuinely passionate about making a positive local impact.

Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your enthusiasm for the position. It keeps you fresh in their minds!

Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining LGPS Central and contributing to our mission.

We think you need these skills to ace Senior Portfolio Manager - Local Investments

Private Markets Experience
Investment Fund Structuring
Due Diligence and Analysis
Performance Monitoring
Stakeholder Relationship Management
Decision-Making Framework Development
Local Investment Reporting

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Senior Portfolio Manager role. Highlight your private markets experience and any relevant achievements that align with LGPS Central's goals. We want to see how you can contribute to our local investment fund!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for local investments and how your skills can help us achieve our Fit for the Future plan. Keep it engaging and personal, so we get a sense of who you are.

Showcase Your Analytical Skills:Since this role involves a lot of analysis, make sure to highlight your analytical and financial modelling skills in your application. We love candidates who can distil complex information into clear insights, so don’t hold back!

Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us. Let’s get started on this journey together!

How to prepare for a job interview at Occupop

Know Your Stuff

Make sure you brush up on your knowledge of private markets and local investments. Understand the current trends, challenges, and opportunities in the sector. Being able to discuss recent developments or case studies will show that you're not just knowledgeable but also genuinely interested in the field.

Showcase Your Analytical Skills

Prepare to demonstrate your analytical and financial modelling skills during the interview. You might be asked to evaluate a hypothetical investment opportunity, so practice breaking down complex information into clear, actionable insights. This will highlight your ability to assess performance and risk effectively.

Build Rapport

Since relationship-building is key for this role, focus on establishing a connection with your interviewers. Be personable and engage them in conversation about their experiences at LGPS Central. This will not only make you memorable but also showcase your strong interpersonal skills.

Align with Their Values

Understand LGPS Central's mission and values, especially their commitment to local impact and collaborative investing. Be ready to discuss how your personal values align with theirs and how you can contribute to their goals. This will demonstrate that you're not just looking for a job, but a place where you can make a difference.