Investment Office Analyst
Wolverhampton, West Midlands, Co. West Midlands; West Midlands (region); England
Posted 1 day ago
About the role
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.
Assist in building a Total Portfolio View across Partner Funds, incorporating public and private market assets.
Build and develop Excel-based tools and models to support portfolio and cash management decisions.
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.
Translate portfolio data and analysis into clear, practical insights to support decision-making.
Cashflow, Liquidity and Data
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.
Contribute to client reporting and analysis.
Work closely with Client Portfolio Managers, Partner Fund Client Directors, Investment Teams and Operations colleagues.
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.
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
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
Understanding of multi-asset investing across public and private markets.
Strong Excel and modelling capability, with the ability to build tools that support investment decision-making.
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.
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.
Ability to work collaboratively with stakeholders across Investment, Operations and Client teams.
Bachelor's degree required.
CFA or equivalent qualification preferred.
We are proud to provide our people with a premium and exclusive benefits package and we are continually improving the rewards we offer. Competitive salary
~ An enhanced and generous Pension Scheme
~30 days' paid holiday plus bank holidays
~An extra paid Company Day in addition to paid holidays
~ Excellent Learning & Development Opportunities
~ Welfare and Family-friendly policies
~ 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
~ 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
~
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