Platform Investments Senior Analyst

3 weeks ago


Edinburgh, Edinburgh, United Kingdom Lloyds Banking Group Full time

About the Role

The Platform Investments Senior Analyst will be a key member of the Chief Investment Office, focusing on activities related to fund launch and change on our Workplace Savings platform.

This role will involve:

  • Collating data, instructing new funds, and overseeing the 6-weekly fund launch cycle.
  • Collating data, instructing fund change requests, and overseeing the fund change process.
  • Active participation in fund launch and change pipeline meetings and other associated meetings.
  • Maintenance and development of core controls and processes.
  • Acting as an SME on projects and other activities across the wider team as required.

The role will require liaising with multiple stakeholders across the business, including Investments Governance, Fund Factsheets & Reporting, Proposition teams, Distribution and Client Management, Finance Middle Office, and Third Party Oversight.

Key Requirements

  • Previous experience and good understanding of life and pension products and investments, as well as investments operations and workplace savings.
  • Experience of handling a high volume of data.
  • Strong partnering and stakeholder management skills to enable effective liaison with colleagues across Scottish Widows and external companies.
  • Excellent planning and organisational skills with an ability to adapt to a flexible agenda.
  • A can-do attitude to delivering in a fast-paced environment with a focus on accuracy and attention to detail.
  • Strong customer focus and continuous improvement approach.

About Working for Lloyds Banking Group

In return for your expertise, your ongoing personal and professional development will be supported. Here, you'll grow as a person and develop your career. As a valued member of our team, we'll support you to grow and advance through excellent training and progression opportunities.

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity, or culture.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative.

What You'll Get in Return

  • Discretionary Performance Share Award.
  • Generous pension contribution.
  • A flex benefits cash pot you can adjust to suit your lifestyle (4% on top of your basic salary).
  • Private health cover.
  • Access to share schemes.
  • 28 days holiday plus bank holidays.


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