Platform Investments Manager (External Fund Manager Change)

End Date Wednesday 05 February 2025 Salary Range £57,546 - £63,940 We support flexible working – click here for more information on flexible working options Flexible Working Options Hybrid Working, Job Share Job Description Summary . Job Description Job title: Platform Investments Manager (External Fund Manager Change) Location: Edinburgh or Bristol Salary: £57,500 - £60,000 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. About this opportunity: 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're one of the largest UK fund managers with c.£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. What you’ll be doing: 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; defining the customer treatment strategy, customer engagement and communication strategy and completion of change request instructions. You'll be engaging 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. 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: Like the modern Britain we serve, we’re evolving. Investing billions in our people, data and tech to transform the way we meet the ever-changing needs of our 26 million customers. We’re growing with purpose. Join us on our journey and you will too What you’ll need: 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. Strong partnering and stakeholder leadership skills to enable you to collaborate closely 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. About working for us: 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 want our people to feel that they belong and can be their best, regardless of background, identity or culture. 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. And it’s why we especially welcome applications from under-represented groups. We’re disability confident. So, if you’d like reasonable adjustments to be made to our recruitment processes, just let us know. 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 If you’re excited by the thought of becoming part of our team, get in touch. We’d love to hear from you 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.

Location: Edinburgh, GB

Posted Date: 1/23/2025