Hybrid Total Portfolio Analyst & Cashflow Modeller

LGPS Central; Wolverhampton; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Hybrid Working

Pension Scheme

Employee Assistance Programme - 24-7 5

Vitality Private Medical Insurance

Job summary

LGPS Central, based in Wolverhampton, is seeking a detail‑driven analyst to support the Total Portfolio Management capability. The role involves portfolio analysis, cashflow modelling and decision support across public and private markets, working with Client Portfolio Managers and operations colleagues.

You will translate data into practical insights, build Excel tools, and help the Partner Funds with onboarding and governance.

Qualifications

• 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.

Responsibilities

• 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.
• Monitor 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.
• 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.
• 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.

Skills

Multi-asset investing

Excel modelling

Data analysis

Problem solving

Stakeholder management

Collaboration

Education

Bachelor's degree

IMC preferred

Tools

Bloomberg

Aladdin

CRD

Job description

LGPS Central, based in Wolverhampton, is seeking a detail‑driven analyst to support the Total Portfolio Management capability. The role involves portfolio analysis, cashflow modelling and decision support across public and private markets, working with Client Portfolio Managers and operations colleagues.

You will translate data into practical insights, build Excel tools, and help the Partner Funds with onboarding and governance.