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Job Description Summary

Job Description

JOB TITLE:  Portfolio Management Delivery & Standards Senior Manager 

SALARY: £78,098pa to £91,800 pa plus an extensive benefits package 

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 one of our office sites. Colleagues with disabilities can be supported with workplace adjustments including hybrid working expectations in line with our Flexibility Works policy.  

The Portfolio Management Delivery & Standards Senior Manager provides investment expertise across the business, aligns delivery with strategic priorities and maintains momentum. The role owns governance and investment-process standards, ensuring committee papers, actions, documentation, risks, controls and Responsible Investment requirements are robust, consistent and delivered on time. It also drives operational improvement by setting the automation agenda and integrating AI and offshore capabilities while maintaining quality and control. 

Your accountabilities will include:

Cross-Business Leadership 

• Represent PM across the business, aligning direction with strategic priorities and timelines. 

• Provide technical expertise across Portfolio Management investment matters. 

• Coordinate and track PM participation and drive timely delivery of projects and agreed outcomes. 

Governance 

Own governance delivery across the team: 

• Establish the desk’s governance process and act as its key contact. 

• Commission required papers, assign owners and ensure papers and actions are delivered on time. 

• Ensure Delivery & Standards reviews papers before Head of Desk review for clear answers, correct format and timely stakeholder input. 

• Identify and engage key stakeholders, working closely with Co-Sec. 

Investment Process Documentation, Management & Evolution

• Own the team’s investment-process framework. 

• Set standards for process review, documentation and improvement. 

• Ensure processes are documented and logged centrally. 

• Schedule and initiate regular reviews with relevant desk working groups. 

• Engage Risk and Audit as required, with team members leading their process areas and completing on key actions. 

• Ensure risks and controls are reviewed and updated following process reviews. 

RI Standards Integration 

• Own the embedding of Responsible Investment standards into investment processes. 

Risk, Controls & Automation 

• Lead risk and control design and continuous improvement across investment processes. 

• Set automation priorities to reduce operational risk and manual processing. 

AI & Offshoring Integration 

• Set and deliver the strategy for integrating AI and offshore capabilities (LTC) into investment processes. 

• Manage integration risks and maintain quality and control standards throughout and beyond implementation. 

Why join us? 

We’re on an exciting journey to transform our Group and the way we’re shaping finance for good. We’re focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone.  

What we’re looking for? 

• Investment expertise: Broad experience in portfolio management and project management with proven track record in terms of delivery, sound knowledge of investment processes and Responsible Investment. 

• Governance and communication: Experience coordinating committee papers and actions, with strong drafting skills and the judgement to challenge quality and completeness. 

• Risk and controls: A track record of strengthening process documentation and controls, working effectively with Risk and Audit. 

• Leadership and delivery: Ability to influence senior stakeholders, coordinate cross-functional teams and translate priorities into clear ownership and timely outcomes. 

• Operational improvement: Experience simplifying processes and implementing automation, with an understanding of how AI and offshore capabilities can be deployed within robust controls. 

This is a place for you: 

Our ambition is to be the leading 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.​ 

Ready to make an impact? Apply today

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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.