We're looking for an External Fund Manager (EFM) Change Manager within our Platform Investments Team who are primarily responsible for delivering activities arising from a portfolio of external fund managers. This includes corporate actions, legal and rebate agreements, due diligence questionnaires and general relationship management to help support our Workplace Savings business.
What you'll be doing:
* Act as business lead for corporate actions on our external fund links business, ensuring that fund changes are implemented in an accurate and timely manner. Carry out an impact analysis, define the investment proposal and seek appropriate approvals; define the customer treatment strategy, customer engagement and communication strategy, and complete change request instructions. Engage several colleagues across multiple functions.
* Complete and submit due diligence questionnaires to external fund managers.
* Ensure that appropriate legal and rebate agreements are set up and maintained.
* Support the appointed EFM relationship managers.
* Deliver on additional activities and queries arising.
* Engage with multiple partners across the business including (but not limited to) Investment Governance, Legal, Risk, Fund Factsheets, Investment Reporting, Proposition teams, Distribution and Client Management, and Customer Communications Office.
Qualifications:
* Previous experience and good understanding of life and pension products and investments, particularly workplace savings.
* Experience in a UK investment operations environment, ideally familiar with unit pricing processes.
* A solid understanding of funds and investments and experience of corporate actions.
* Experience of handling a large volume of data in a controlled environment.
* Experience of working on projects, particularly fund-related projects.
* Strong partnering and stakeholder leadership skills to enable collaboration with many colleagues across Scottish Widows and with external companies.
* Excellent planning and organisational skills with an ability to adapt to a flexible agenda.
* Strong customer focus and continuous improvement approach.
With almost six million customers, and having celebrated our 200th anniversary in 2015, Scottish Widows is one of the UK's most trusted Life, Pensions and Investments providers. We want to ensure this success continues and grows, and in Insurance, Pensions & Investments we contribute to this success by providing critical services to our customers and supporting them with their needs, whilst ensuring the customer is at the heart of our business.
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.
Benefits:
* 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
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