Investment Analyst

We Manage Jobs(WMJobs); Wolverhampton; Hybrid; GBP 38,000 - 42,000; Full time

Benefits offered by this job

Holiday allowance

Hybrid work

Study support

Professional development

Job summary

West Midlands Pension Fund is seeking an Investment Analyst to support the development of the Fund’s investment strategy and monitor portfolios across the investments team. The role offers hybrid working with office days in Wolverhampton.

You will contribute to responsible investment and climate change initiatives, produce timely performance reports, and assist with due diligence on new investment agreements, helping the fund deliver strong, well-governed investment outcomes.

Qualifications

• Degree-educated professional with substantial investment experience.
• Strong understanding of economic and investment factors.
• Excellent analytical, organisational and communication skills.

Responsibilities

• Support and assist with development of the Fund’s investment strategy through analytical investment monitoring.
• Contribute to responsible investment and climate change strategy.
• Monitor investment portfolio and advise on asset allocation and cash flow.
• Produce accurate portfolio performance reporting and present to management.
• Assist with due diligence on new investment agreements with internal/external partners.

Skills

Investment analysis

Analytical skills

Communication skills

Economics knowledge

Education

Degree in Finance/Economics

Job description

Investment Analyst x 1

Salary: £37,563 - £42,123

Full Time (Hybrid)

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.

NJC Pay Award for 2026 / 2027:

The annual pay increases for 2026/27 for NJC Local Government Employees are currently being negotiated and, once agreed, will be effective from 1 April 2026.

Our working arrangements

All council roles are allocated to either a fixed, field or flexible work style. Some roles are agile which enable and empower employees to maximise their performance and productivity, whilst maintaining a healthy work life balance. Roles with a fixed workstyle work in a fixed permanent council location. Roles with a field workstyle are usually allocated where employees are required to be out working in the community with a minimum requirement for 'touch down' space at any council location. Roles with a flexible workstyle have a flexible base location to meet the needs of the business and employees can work from a mixture of home or any council office, partner/client, or external location, as required to meet service requirements.

Please refer to the Job Description for further information on the workstyle assigned to the role you are applying for.

Diversity

We are committed to building a workforce that is reflective of the diverse community we serve. We want to attract the best applications from people of all backgrounds and underrepresented groups because we strongly believe in adding value through diversity, inclusion, and equality. Our employees enable us to deliver services that are accessible, inclusive, and reflective of Wolverhampton residents.

Our status as a Disability Confident Employer showcases our commitment to people with disabilities or health conditions, advocating for their opportunities and potential.

We've received the Stonewall Gold Award, emphasising our dedication to the LGBT+ community by nurturing an inspiring, inclusive, and equal workplace.

As of March 2023, the RACE Code Quality Mark signifies ouractiveengagement with racial equality. These recognitions validate our continuous efforts towards fostering an inclusive work environment that respects and values our diverse employees.

As part of our commitment as a Disability Confident employer, a Gold Award Armed Forces employer and our commitment to supporting care leavers - we offer a guaranteed interview as long as your application meets the essential criteria for the post.

We encourage, inspire and value an inclusive culture here at the council where employees can flourish, thrive and be themselves. We have four staff equality forums for employees to join. These help to ensure our employees have a voice, they feel empowered to speak up and where everyone is treated with respect - Learn more about the staff equality forums here.

Recruitment of Ex-Offenders

We arecommittedto the fair treatment of all our employees, potential employees, or users of our service regardless of offending background. The Council uses the Disclosure and Barring Service (DBS) for any vacancies that require a DBS check to obtain information about applicants to assess their suitability for employment in positions of trust. We do not discriminate unfairly against anyindividualon the basis of a conviction or any other information revealed as a result of a DBS disclosure.

Employment Information & Support

If you are considering applying for an apprenticeship or a role where the salary is (Grade 2-5), and would like to visit us to learn about the application, interview process and what it is like to work for the council

Attached documents

Investment Analyst JD.pdf
Accreditiations and memberships.pdf