Client Portfolio Analyst
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- No degree
- Annual leave
- Employee assistance programme
Quick apply
Investment Portfolio Analyst
National Gas —Warwick
- £41,952 - £49,355 a year
- Overtime
- Hybrid work
- Microsoft Excel
- Continuous improvement
- Communication skills
- Employee assistance programme
4d
PMO (Project Management Office) Analyst
Bevernage Business Solutions —Birmingham
- £3,800 - £5,200 a month
- Full-time
- SQL
- Analysis skills
- Project management
- Life insurance
Quick apply
4d
Commercial Data Analyst
DPD Group UK —Oldbury
- £37,544.16 a year
- Full-time
- Hybrid work
- Google Suite
- Microsoft Excel
- Data analysis skills
- Free parking
Quick apply
Client Advisory Analyst
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
8d
Graduate Analyst Pool
SecureTrust —Solihull
- Computer Science
- SQL
- Analysis skills
14d
Investment Analyst - Alternatives
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Analysis skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Data Analyst (12-month FTC)
Coventry Building Society —Coventry
- £45,500 a year
- Full-time
- Data analysis skills
- SQL
- Analysis skills
5d
Technology Analyst - PMO (UK Remote)
Turnitin, LLC —Birmingham
- Full-time
- Remote
- DevOps
- Data analysis skills
- No degree
- Annual leave
Quick apply
HR & Business Analyst - Counter Terrorism Policing
West Midlands Police —Birmingham
- £38,169 - £44,700 a year
- Full-time
- Microsoft Excel
- Oracle
- Data analysis skills
7d
Responsible Investment & Stewardship Analyst
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Analysis skills
- Annual leave
- Employee assistance programme
Quick apply
BI Developer
hireful —Birmingham
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- SharePoint
- Gym membership
Quick apply
Investment Risk Analyst
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Microsoft Excel
- SQL
- Analysis skills
- Annual leave
- Employee assistance programme
Quick apply
Finance Analyst - Partnerships
University of Wolverhampton —Wolverhampton
- £36,636 - £39,906 a year
- Microsoft Excel
- Supervising experience
- University
5d
Microsoft Dynamics365 and Power Platform Support Analyst
NTT Data UK —Birmingham
- Azure
- JavaScript
- APIs
Team Leader
Mitie —Dudley
- £12,399.96 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Excel
- Hospital
Analyst
Shawbrook —Birmingham
- Full-time
- Accounting
- Financial services
- Communication skills
- Employee assistance programme
- Employee discount
5d
Portfolio Manager
Sean Sadler Business Services Ltd. —Birmingham
- £55,000 - £83,000 a year
- Full-time
- Microsoft Office
- Financial services
- In-person
- Life insurance
Quick apply
9d
Trainee Asbestos Consultants
Bradley Environment —Halesowen
- £27,060.80 - £29,224.00 a year
- Overtime
- Customer service
- Travel
- Construction experience
- Annual leave
- Employee discount
Service Charge Analyst
Innovus —Worcester
- Up to £35,000 a year
- Full-time
- Microsoft Excel
- Project management
- Accounting
Quick apply
6d

I want to receive the latest job alerts for portfolio analyst in west bromwich, wmd

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Client Portfolio Analyst

LGPS Central
Monmore Green

Quick apply

Job details

Permanent | Full-time

Benefits

Cycle to work scheme
Annual leave
Company pension
Employee assistance programme
Private medical insurance
Transport links
Paid volunteer time
Car scheme

Qualifications

Bloomberg
Analysis skills
Bachelor's degree

Full job description

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.

What you'll be doing:

Total Portfolio Management Development

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.

Portfolio Analysis and Implementation

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.

Cashflow, Liquidity and Data

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.

Reporting and Stakeholder Support

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.

About us

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

Requirements

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.

Qualifications:

Bachelor's degree required.
CFA or equivalent qualification preferred.
IMC preferred.

What do we offer?

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

Quick apply

Refine Your Search

portfolio analyst jobs in west bromwich, wmd

Client Portfolio Analyst

Investment Portfolio Analyst

PMO (Project Management Office) Analyst

Commercial Data Analyst

Client Advisory Analyst

Graduate Analyst Pool

Investment Analyst - Alternatives

Data Analyst (12-month FTC)

Technology Analyst - PMO (UK Remote)

HR & Business Analyst - Counter Terrorism Policing

Responsible Investment & Stewardship Analyst

BI Developer

Investment Risk Analyst

Finance Analyst - Partnerships

Microsoft Dynamics365 and Power Platform Support Analyst

Team Leader

Analyst

Portfolio Manager

Trainee Asbestos Consultants

Service Charge Analyst

I want to receive the latest job alerts for portfolio analyst in west bromwich, wmd

Related Searches

Explore jobs in more locations

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

What you'll be doing:

About us

Requirements

Qualifications:

What do we offer?

Jobseeker tools

Employer Tools

Browse

Stay Connected