Head of Portfolio Management

at  Lloyds Banking Group

End Date
Sunday 25 August 2024
Salary Range
£101,932 - £119,920
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Job Description
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 this Opportunity
We’re seeking a dynamic and highly motivated individual to join our Insurance, Pensions &Investments (IP&I) team as our Head of Portfolio Management. You’ll be responsible for leading on the performance of our agile investment portfolio and will work with Business Unit leaders to review portfolio progress, address challenges, and identify opportunities for growth and improvement.

Your responsibilities will include:

• Develop and maintain the strategic roadmap for the Agile investment portfolio at a business-wide level, ensuring alignment our Insurance, Pensions and Investments strategy.
• Collaborate with senior leadership and key individuals to prioritise portfolio initiatives, balancing strategic imperatives with resource constraints.
• Monitor and optimise the financial performance of the portfolio at a business level, overseeing budget allocation, forecasting, and cost-control measures.
• Implement strategies to improve return on investment (ROI) and minimise financial risks across the entire portfolio.
• Identify and mitigate cross-portfolio risks and dependencies that may impact business-wide project timelines and outcomes.
• Establish and enforce quality standards for portfolio initiatives, emphasizing consistency, reliability, and customer satisfaction across the business portfolio.
• Implement quality assurance processes and performance metrics to monitor and improve the overall quality of deliverables at a business unit level.
• Communicate portfolio performance, risks, and strategic insights effectively to stakeholders, fostering transparency and alignment with business objectives.
• Facilitate and lead Business Unit level Quarterly Business Reviews (QBRs), providing insights and analysis on portfolio performance, strategic alignment, and key initiatives.

Why Lloyds Banking Group?
We’re on an exciting journey and there couldn’t be a better time to join us. The investments we’re making in our people, data, and technology are leading to innovative projects, fresh possibilities, and countless new ways for our people to work, learn, and thrive.

What we need from you?

• Experience leading an investment portfolio.
• Highly proficient at building and maintaining relationships at all levels, including executive leadership, business unit heads, and external partners. .
• Drive data-driven decision-making skills with experience completing comprehensive analysis and presentation of portfolio metrics, financial performance, and strategic objectives.

About working for us
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.
And it’s why we especially welcome applications from under-represented groups.
We’re disability confident. So, if you’d like reasonable adjustments to be made to our recruitment processes, just let us know.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual bonus award, subject to Group performance
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 30 days’ holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

Want to do outstanding work, that’s interesting and makes a difference to millions of people? Join our journey.
At Lloyds Banking Group, we’re driven by a clear purpose; to help Britain prosper. 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 keep your data safe. So, we’ll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We’ll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.
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

• Develop and maintain the strategic roadmap for the Agile investment portfolio at a business-wide level, ensuring alignment our Insurance, Pensions and Investments strategy.
• Collaborate with senior leadership and key individuals to prioritise portfolio initiatives, balancing strategic imperatives with resource constraints.
• Monitor and optimise the financial performance of the portfolio at a business level, overseeing budget allocation, forecasting, and cost-control measures.
• Implement strategies to improve return on investment (ROI) and minimise financial risks across the entire portfolio.
• Identify and mitigate cross-portfolio risks and dependencies that may impact business-wide project timelines and outcomes.
• Establish and enforce quality standards for portfolio initiatives, emphasizing consistency, reliability, and customer satisfaction across the business portfolio.
• Implement quality assurance processes and performance metrics to monitor and improve the overall quality of deliverables at a business unit level.
• Communicate portfolio performance, risks, and strategic insights effectively to stakeholders, fostering transparency and alignment with business objectives.
• Facilitate and lead Business Unit level Quarterly Business Reviews (QBRs), providing insights and analysis on portfolio performance, strategic alignment, and key initiatives