Time left to apply End Date: August 11, 2025 (17 days left to apply)
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 Senior Portfolio Manager 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.
In this role, you’ll be responsible for the sourcing, evaluation and oversight of private market investments across private equity, credit, real assets and infrastructure. You’ll play a key part in shaping our portfolio strategy, working closely with internal and external stakeholders to ensure alignment with our risk, return and liquidity objectives.
If you thrive in a fast-paced environment and enjoy influencing strategic decisions, this could be the perfect opportunity for you.
What you’ll be doing:
* Source, evaluate and recommend private market and diversified liquid alternative fund investments across sectors and geographies
* Be responsible for a portfolio of private market holdings, including performance analysis, GP engagement and valuation reviews
* Integrate private market strategies into a broader multi-asset framework, considering risk, liquidity and execution timing
* Collaborate with internal teams including Risk, Legal, Operations and Responsible Investing to ensure cohesive portfolio alignment
* Prepare and present investment recommendations to committees and senior stakeholders with transparency and confidence
* Identify and implement operational improvements, driving innovation and automation across the team
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:
* Extensive experience in private market investments and portfolio construction, including diversified alternative strategies.
* Solid understanding of workplace DC pensions, Advice, and D2C channels—products, asset classes, structures, and key players.
* Confirmed ability to collaborate across stakeholders in fast-paced, complex environments to deliver tangible outcomes.
* Proactive, curious, and action orientated approach with excellent multitasking and continuous improvement focus.
* Highly analytical and diligent, with strong problem-solving skills and proficiency in portfolio analytics tools.
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:
* A generous pension contribution of up to 15%
* An annual performance-related bonus
* 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
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.
time left to apply End Date: August 11, 2025 (17 days left to apply)
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