Client Advisory Analyst

LGPS Central; Wolverhampton; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Enhanced Pension Scheme

Extra paid Company Day

Welfare and Family-friendly policies

Enhanced pay for new parents

EAP - 24-7 Health & Wellbeing Support

Vitality Private Medical Insurance

Hybrid Working

Company Service Awards

Cycle to Work Scheme

Company Electric Vehicle Scheme

Awards recognition

Job summary

LGPS Central is seeking a capable advisor to support Partner Funds with strategic investment advice, asset allocation, and evidence-based client deliverables. You will draft initial investment advice, collate research, and prepare client papers and briefing materials, using Bloomberg for data and collaborating with Client Advisory Managers and Directors.

In this role you will work across strategy, portfolios and operations, contributing to process improvements while developing professional

Qualifications

• Degree level or equivalent required.
• Basic knowledge of multi-asset investing and portfolio construction.
• Ability to interpret data and support investment decision‑making.
• Clear written and verbal communication, particularly for drafting client advice.
• Ability to manage multiple tasks and deadlines.
• Familiarity with Excel, Bloomberg and investment data sources.

Responsibilities

• 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.

Skills

Institutional Investment Understanding

Analytical Skills

Research Capability

Communication

Organisation

Education

Degree level or equivalent

IMC

CFA

Tools

Bloomberg

Excel

Job description

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 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.

Partner Funds

• Suffolk County Council

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

• 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:

• An enhanced and generous Pension Scheme
• An extra paid Company Day in addition to paid holidays
• 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