Client Portfolio Analyst

Join LGPS Central at a pivotal moment, where portfolio insight, long-term investment thinking and real-world impact come together.

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:

• 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…