Total Portfolio Analyst
LGPS Central
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Benefits offered by this job
Job summary
LGPS Central is seeking a data-driven investigator to join the Total Portfolio Management capability in Wolverhampton. You will support the development of a Total Portfolio View across Partner Funds, including public and private markets, and contribute to cashflow forecasting, tools, and decision support.
You will work with Client Portfolio Managers and Operations colleagues to translate data into practical insights, underpinning strong investment outcomes for Partner Funds and maintaining
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.
Responsibilities
- Support cash management activity, including forecasting, liquidity monitoring and funding decisions.
- Translate portfolio data and analysis into clear, practical insights to support decision-making.
- Assist with rebalancing analysis, considering portfolio positioning, liquidity and implementation constraints.
Skills
Education
Tools
Job description
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.
- 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.
- 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.
- 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.
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.
LGPS Central’s Partner Funds are:
- 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
- Suffolk County Council
- 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.
- 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.
- Bachelor’s degree required.
- CFA or equivalent qualification preferred.
- IMC preferred.
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:
- Competitive salary
- An enhanced and generous Pension Scheme
- 30 days' paid holiday plus bank holidays
- 2 days paid volunteering days
- An extra paid Company Day in addition to paid holidays
- Excellent Learning & Development Opportunities
- 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
- Winner of LAPF Investment Innovation
- Winner of Pool of the Year 2025
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