Description
Job Title: Portfolio Analyst
Location: Edinburgh
Salary: £47,790 - £53,100
Hours: Full time
Working Pattern: Our work style is hybrid, which involves spending at least two days per week, or 40% of your time, at our Edinburgh office.
About This Opportunity:
We're excited to offer an opportunity for a Portfolio Analyst to join our Investment Office within Insurance, Pensions, and Investment (IP&I).
IP&I supports over 10 million customers with their investment, retirement, and insurance needs through its multi-product, multi-channel offering. Scottish Widows is one of the UK’s most trusted providers, committed to delivering better outcomes through outstanding investment solutions, customer engagement, and digitisation. We're continually evolving to meet customers where they are and empowering their financial futures.
This is an exciting opportunity to work closely with asset managers, investment change and operations teams to ensure investment decisions are implemented seamlessly and optimally. You’ll play a key role in improving operational efficiency, maintaining compliance and delivering high-quality outcomes for our clients.
If you thrive in a fast-paced environment and enjoy solving complex problems, we’d love to hear from you.
What you’ll be doing:
1. Co-ordinate and be responsible for the implementation of portfolio changes across multiple asset classes and client mandates
2. Translate investment decisions into executable trades in collaboration with internal stakeholders
3. Monitor trade activity to ensure compliance with investment guidelines and objectives
4. Analyse transaction costs, execution quality and operational efficiency to support continuous improvement
5. Support the delivery of governance papers and performance analysis with clear stakeholder communication
6. Contribute to the automation of portfolio management processes and proactively identify and mitigate risks
Why Lloyds Banking Group:
If you think all banks are the same, you’d be wrong. We’re an innovative, fast-changing business that’s shaping finance as a force for good. A bank that’s empowering its people to innovate, explore possibilities and grow with purpose.
What you’ll need:
7. A strong understanding of financial instruments and global markets
8. Experience in multi-asset investment or portfolio implementation
9. Experience in collaborating to deliver tangible outcomes through various stakeholders in fast paced environment and navigating complex relationships.
10. A proactive and curious mentality, with the ability to run multiple priorities and action orientated.
11. High attention to detail, highly organised and problem-solving skills.
About working for us:
Our ambition is to be the top tier UK business for diversity, equity and inclusion supporting our customers, colleagues and communities, and we’re committed to creating an environment in which everyone can thrive, learn and develop.
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.
We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.
We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need
We also offer a wide-ranging benefits package, which includes:
12. A generous pension contribution of up to 15%
13. An annual performance-related bonus
14. Share schemes including free shares
15. Benefits you can adapt to your lifestyle, such as discounted shopping
16. 28 days’ holiday, with bank holidays on top
17. A range of wellbeing initiatives and generous parental leave policies
Ready for a career where you can have a positive impact as you learn, grow and thrive? Apply today and find out more.
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.