Senior Manager of Investment Oversight

4 weeks ago

Edinburgh, Edinburgh, United Kingdom Lloyds Banking Group Full time

Position Overview

JOB TITLE : Head of Portfolio Management
LOCATION: Edinburgh
HOURS : Full-time
WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at our Edinburgh office.

About the Role

We are looking for a proactive and driven professional to take on the role of Head of Portfolio Management within our Insurance, Pensions & Investments (IP&I) division. In this capacity, you will spearhead the performance of our dynamic investment portfolio, collaborating closely with Business Unit leaders to assess portfolio progress, tackle challenges, and uncover avenues for growth and enhancement.

Key Responsibilities :

  • Formulate and uphold the strategic framework for the Agile investment portfolio across the organization, ensuring alignment with our overarching Insurance, Pensions, and Investments strategy.
  • Partner with senior management and pivotal stakeholders to prioritize portfolio initiatives, balancing strategic goals with available resources.
  • Oversee and enhance the financial performance of the portfolio at a corporate level, managing budget distribution, forecasting, and financial control measures.
  • Develop and execute strategies aimed at maximizing return on investment (ROI) while minimizing financial risks across the portfolio.
  • Identify and address cross-portfolio risks and dependencies that could affect project timelines and outcomes on a business-wide scale.
  • Set and uphold quality benchmarks for portfolio initiatives, emphasizing consistency, reliability, and customer satisfaction throughout the business portfolio.
  • Implement quality assurance protocols and performance indicators to evaluate and enhance the overall quality of deliverables at the business unit level.
  • Effectively communicate portfolio performance, risks, and strategic insights to stakeholders, promoting transparency and alignment with business objectives.
  • Lead and facilitate Business Unit level Quarterly Business Reviews (QBRs), providing insights and analysis on portfolio performance, strategic alignment, and key initiatives.

Why Choose Lloyds Banking Group?

We are on an exciting journey, and now is an ideal time to join us. The investments we are making in our workforce, data, and technology are paving the way for innovative projects, new opportunities, and numerous ways for our employees to work, learn, and thrive.

What We Expect from You

  • Proven experience in leading an investment portfolio.
  • Exceptional ability to build and maintain relationships at all levels, including executive leadership, business unit heads, and external partners.
  • Strong analytical skills with a focus on data-driven decision-making, including comprehensive analysis and presentation of portfolio metrics, financial performance, and strategic objectives.

Our Commitment to Inclusion

Our aim is to foster an inclusive environment every day, creating an organization that mirrors modern society and celebrates diversity in all its forms.

We want our employees to feel a sense of belonging and to be their best selves, regardless of background, identity, or culture.

We were among the first major organizations to set diversity goals in senior roles, implement a menopause health package, and establish a dedicated Working with Cancer initiative.

We especially encourage applications from under-represented groups.

We are disability confident. If you require reasonable adjustments to be made to our recruitment processes, please inform us.

Benefits Package

  • A generous pension contribution of up to 15%
  • An annual bonus award, subject to Group performance
  • Share schemes including free shares
  • Flexible benefits that adapt to your lifestyle, such as discounted shopping
  • 30 days' holiday, in addition to bank holidays
  • A variety of wellbeing initiatives and generous parental leave policies

Join us in making a significant impact through your work, contributing to the prosperity of millions.

At Lloyds Banking Group, we are guided by a clear purpose: to help Britain prosper. Our colleagues are dedicated to making a difference for customers, businesses, and communities. You will play a vital role in shaping the future of financial services, with ample opportunities for learning, growth, and development.

We prioritize data security. We will only request confidential or sensitive information once you have been formally invited to an interview or have accepted a verbal offer, at which point we conduct background checks. We will always clarify what information we need and why, with any requests coming from a trusted Lloyds Banking Group representative.

We are committed to fostering a values-led culture and building a workforce that reflects the diversity of the customers and communities we serve. Together, we are creating a truly inclusive workplace where all our colleagues can make a meaningful impact.

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