Investment Analyst

West Midlands Pension Fund; Wolverhampton; Hybrid; GBP 42,000 - 54,000; Full time

Benefits offered by this job

26 days holiday

Hybrid work (2 in office, 3 from home)

Study support for professional exams

Professional development opportunities

Job summary

West Midlands Pension Fund is recruiting an Investment Analyst to join our Investments Service area in Wolverhampton. You will support the development of the Fund's investment strategy through investigative analysis and monitoring across portfolios.

The ideal candidate will be degree-educated with substantial investment experience, strong analytical and communication skills, and a collaborative, deadline-driven approach. We offer a modern hybrid office and opportunities for study support.

Qualifications

• Degree-educated professional with substantial investment experience or strong understanding of economic and investment factors.
• Excellent analytical, organisational and communication skills.
• Self-motivated, team-focused and committed to delivering high-quality investment services.

Responsibilities

• Support development of the Fund’s investment strategy through investigative analysis and monitoring across portfolios/investments.
• Contribute to the Fund’s responsible investment and climate change strategy; monitor allocation and cash flow; recommend changes.
• Produce accurate reporting of portfolio performance and provide commentary and recommendations to management and internal committees.
• Assist with due diligence on proposed new investments with internal compliance and external advisers.

Skills

Investment analysis

Economic analysis

Analytical skills

Communication

Team player

Education

Degree in Finance/Economics

Tools

Excel

Job description

Do you have a good understanding of economic and investment factors and have excellent analytical skills and are looking to develop in the pension industry? Are you looking to work for one of the largest pension funds in the UK? We may have the role for you!

About WMPF

WMPF is one of the UK’s largest pension funds providing local authority pension benefits for employees across the West Midlands. We manage and administer the pension interests of over 330,000 scheme members, 800+ employers and currently have over £21 billion in assets under management.

We are recruiting for an Investment Analyst to join our continually growing Investments Service area. Our brand-new offices are based at the i9 building in Wolverhampton and is an excellent location for transport links by car, bus, train and tram.

What the day will look like

Responsibilities include:

• To support and assist with the development of the Fund’s investment strategy through investigative analysis and monitoring of investment issues across the WMPF portfolios/investments including responsible investment issues.
• Contribute to and help develop the Fund’s responsible investment and climate change strategy as required. Monitoring of the Fund’s investment portfolio through checking actual asset allocation and cash flow and recommending changes as required.
• Producing accurate reporting of performance of the portfolios, liaising with internal and external providers and presenting written and verbal reports, including appropriate commentary and recommendations, to management and internal committees as required.
• Assist with the implementation of the Fund’s investment strategy through interacting with internal compliance resource and external legal advisers to ensure appropriate due diligence done on any proposed new investment agreements.

About you

The ideal candidate for this role is a degree-educated professional with substantial investment experience or a strong understanding of economic and investment factors, alongside excellent analytical, organisational, and communication skills. They are self-motivated, team-focused, and committed to delivering high-quality investment services while meeting strict deadlines and maintaining professional standards.

Why choose the West Midlands Pension Fund?

You will receive a generous holiday entitlement (starting with 26 days a year plus bank holidays). We usually work two days a week in the office and three from home.

We have a modern office environment that offers a relaxed working atmosphere with study and breakout areas, meeting rooms and kitchens with free tea and coffee making facilities. There are also cloakrooms, bike stores, showers and lockers available.

Other benefits whilst working for the fund include the employee awards scheme and on-the-job development where you will be provided with comprehensive study support for professional exams, formal education & structured training and the potential to advance within a growing organisation.

Working at the fund is a great way to start or develop your career and will give you the opportunity to explore, question and collaborate. You will build your skills and knowledge but also a network where everyone is here to help support you learn and develop in a place where you can thrive both professionally and personally making a shared impact.

We are delighted to have been accredited PASA, Investors in People, customer service excellence and we have Bronze Organisational Membership with the British Dyslexia Association and are working towards their Smart Award, which further underlines our commitment to diversity and inclusion.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance. You also have 24-hour access to an employee assistance programme.

As a new employee of our Investments team, you will receive a robust interactive 6-week induction plan providing you the opportunity to engage with key stakeholders across the fund. You will also be enrolled onto a range of professional training courses including an introduction to the LGPS and team building to encourage collaborative working, allowing you to thrive in your new role.

For full details of the responsibilities and requirements of this role please see the attached Job Description and Person Specification.