Job Description

What we do

Investment Management helps the Group maximise the value from its investment portfolio – finding ways to improve efficiency, increase benefits and improve customer outcomes. We also respond to thematic risks and opportunities as they emerge. It handles all investment requests for LBG, and is relied upon for its rich insight and objective decision making.

The work is high profile, with a large number of executive stakeholders and provides a rare opportunity to engage across a variety of levels in the organisation, and on some of the biggest decisions the Group faces. Together, the team look after a portfolio covering hundreds of different initiatives and a total of nearly 3 billion pounds of spend a year. In addition, the team are directly involved in some of the most strategic programmes in the Group, helping craft the strategic direction of investment.

We deeply value diversity within the team so to ensure a fair and inclusive hiring process, the assessment process will include a case study alongside the interview so that candidates are able to demonstrate their skills and capabilities in a more practical way.

Job Description:

About the Team:

Investment Management is part of the Finance community, whilst day to day, the team retains a close working relationship with Group Transformation.

You can expect to join an open, hard-working, and collaborative team right in the centre of key decisions being made by the Group. As part of working with us, you can benefit from:

• Understanding how Group investment decisions are made
• Learning about our strategy and investment portfolio
• Developing technical and strategic capability
• Gaining a helicopter view of the Group
• Building knowledge of Transformation teams and method

About the role:

We're looking for a new team member to join our team which is accountable for running a complex prioritisation process and delivering expert analysis on our Investment Portfolio to key senior stakeholders

2021 highlights included: regularly preparing analysis for the CFO, COO and incoming CEO; developing a new Investment Philosophy to prioritise longer-term investment; leading a cross-Group team in helping develop and fund the new Group Strategy as well as working with GEC to prioritise the 2022 investment spend

There are four key capabilities:

• Data Assessment – Can analyse quantitative data from multiple sources to find patterns and make suitable recommendations.
• Financial Acumen – Can expertly use financial measures and terms to understand the economic impacts of the decisions we make.
• Solving Complex Problems – Can make sense of complicated and sometimes contradictory information, demonstrating lateral thinking and approaching problems with imagination and curiosity
• Collaborates – Can work with a diverse range of colleagues to collectively deliver common goals.

And in return:

It is a very exciting time to join LBG. Together we'll continue our market leading, ground breaking transformation and you'll help us realise the Group’s vision to become the Best Bank for Customers. Here, you'll grow as a person and develop your career.

In addition to the salary quoted, the position also offers:

• 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
• Share schemes
• 30 days holiday plus bank holidays

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation

Together we make it possible!

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain recover. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.