Associate Director – Strategic Portfolio Manager

Institute of Project Management; Bristol; On-site; GBP 100,000 - 125,000; Full time

Job summary

A leading financial institution in the UK is seeking a Strategic Portfolio Manager to drive investment strategy and support the growth of its Corporate and Institutional Banking division. The ideal candidate will possess strong analytical, financial, and stakeholder management skills, enabling them to navigate complex programs and make precise recommendations. This role offers a unique opportunity to shape future strategies while contributing to organizational success in a dynamic environment.

Qualifications

• Strong strategic and analytical skills with a commercial mindset.
• Proven ability to build relationships at all levels.
• Experience in delivering projects efficiently within cross-functional teams.

Responsibilities

• Support delivery of the CIB strategic portfolio through collaboration.
• Shape investment portfolio strategy based on analysis.
• Define required resources and capabilities for growth.
• Support productivity ambitions leveraging AI and automation.

Skills

Strategic thinking

Relationship building

Financial acumen

Project delivery

Excel skills

PowerPoint skills

Commercial awareness

Multi-tasking

Risk management

Portfolio management

Job description

• Location Bristol, England, United Kingdom

We support flexible working – click here for more information on flexible working options

Job Description Summary

Seeking a driven, analytical and ambitious colleague to join the Investment Portfolio, Planning and Performance team in the Corporate & Institutional Banking (CIB) Chief Operating Office. This is a unique opportunity to drive the next phase of our strategy for our clients.

Job Description

The team is responsible for shaping and driving the execution of the Divisional-level Investment Portfolio for Corporate & Institutional Banking. As part of this, we work closely with key Product, Coverage and Platform leaders, Investment Management and Finance to build, manage, deliver and report on a portfolio of initiatives, ensuring that they achieve our customer & shareholder commitments.

We have developed a clear, well-defined growth strategy through to 2030 to achieve our vision to be the go‑to UK bank for Debt, Cash and Risk. We will invest significantly in both technology and people to grow our franchise in a sustainable way. CIB’s plans will centre on a purpose‑aligned sector focus and on delivering seamless digital experiences for our Corporate & Institutional clients.

This role will work closely with our Product, Coverage and Platform teams to support the delivery of the 2030 North Star by ensuring a strong linkage between our investment, delivery, benefits and value drivers to support effective decision making to achieve our stated customer, financial and risk outcomes.

About The Role

We are looking for a self‑motivated and proactive Strategic Portfolio Manager who can help deliver our ambitious strategy, aligned to our Purpose of Helping Britain Prosper. This is a great opportunity for someone with excellent strategy, financial, analytical and stakeholder management skills, who has an eye on the bigger picture and is up for the challenge of working on a complex programme that will drive significant change across our business.

The role will provide an excellent development opportunity for someone who is bold, curious and comfortable converting ambiguity into clear plans for execution!

This role will have a focus on:

• Supporting overall delivery of the CIB strategic portfolio through working closely with Product, Coverage, Platform, Finance and Investment Management teams
• Shaping the CIB investment portfolio strategy aligned with CIB’s North Star strategic direction through analysis of pain points and opportunities for growth, efficiency opportunities and improved ways of working
• Defining what resources and capabilities CIB will require to unlock the next stage of our ambitious growth strategy
• Supporting CIB’s North Star productivity ambitions including our use of AI & Robotic Process Automation to unlock capacity and drive further growth

What we need from you:

• A strategic thinker, who can assimilate information into clear and precise recommendations and stories
• Ability to build strong working relationships with colleagues at all levels of the organisation
• Strong financial acumen, with the ability to join the dots
• Track record in delivering projects/propositions efficiently and collaborating with cross‑functional teams
• Demonstrate strong Excel and PowerPoint skills to undertake valuable analysis and present findings to senior audiences clearly and concisely
• Commercially minded, with good understanding of business drivers of performance
• Comfortable managing ambiguity while prioritising multiple priorities and identifying key risks, dependencies and mitigations
• Exposure to skills from multiple subject areas such as operating model design, digital delivery, portfolio management
• Knowledge of Commercial Banking / CIB products / COO / CIB / AI platforms is preferable, but not essential

Please speak to Samantha Johnson or Rupert Thompson for any questions on the role.

What You’ll Get From The Role

You’ll get a chance to be part of a growing team of high performing individuals in an exciting growth programme which will shape the future of the Corporate and Institutional Bank.

Together we'll make it possible… So what can we offer you in return?

We deeply value diversity, and are proudly committed to being an equal opportunity employer. If this is you, come and join our inclusive, values‑led culture passionate about making a difference.

Our continued dedication to helping Britain prosper means that as a colleague you can make a difference to customers, businesses and communities.

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.