Flexible Working Options
Hybrid Working, Job Share
Platform Investments Manager (External Fund Manager Change)
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 or Bristol office.
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. 154 bn (December 2023) of customer funds under management / administration. The customer fund range includes regulated funds, life and pension funds, external fund links and the Workplace Savings Fund Platform has also introduced a tailored blended fund service.
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.
You'll 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. Carrying out an impact analysis, defining the investment proposal and seeking appropriate approvals; Ensure that appropriate legal and rebate agreements are set up and maintained.
You'll 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.
Why Lloyds Banking Group:
Investing billions in our people, data and tech to transform the way we meet the ever-changing needs of our 26 million customers. Previous experience and good understanding of life and pension products and investments and in particular workplace savings.
Previous 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.
Previous experience of handling a large volume of data in a controlled environment.
Experience of working on projects, particularly fund related projects.
Excellent planning and organisational skills with an ability to adapt to a flexible agenda.
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 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’re disability confident. 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
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. 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