Investments Reporting and Analysis Manager - Appcastenterprise : Job Details

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Job Description Summary

Job Description

Job title: Investments Reporting and Analysis Manager

Location: Edinburgh or Bristol

Salary: £57,546 DOE

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 either our Bristol or Edinburgh office.

About this opportunity:

With nearly six million customers and a rich history spanning over 200 years, Scottish Widows is one of the UK’s most trusted providers of Life, Pensions, and Investment services. Our commitment to excellence drives us to continually grow and succeed. Within Insurance, Pensions & Investments, we play a crucial role in delivering essential services to our customers, always placing their needs at the heart of our business.

As one of the largest fund managers in the UK, Scottish Widows offers a diverse range of customer funds, including regulated funds, life and pension funds, external fund links, and a tailored blended fund service through our Workplace Savings Fund Platform.

This role offers the opportunity to deliver high-quality investment reporting, supporting the Investments department across multiple teams. You will ensure compliance with Committee Reporting requirements and provide valuable insights to improve our fund offerings to benefit our valued customers.

What you’ll be doing:

• Deliver high-quality investment performance reports punctually, meeting all deadlines.
• Evaluate and verify investment reports from third-party fund managers, ensuring their accuracy for internal use and processes.
• Improve reporting efficiency by utilising tools such as Excel, Power BI, and DAX.
• Support the Investment Lead asset structure, providing direct assistance to Investment Leads on specific propositions. This includes participating in regular performance review sessions with third-party fund managers.
• Collaborate proactively with project initiatives to understand requirements and integrate them into the reporting process.
• Address ad hoc requests and complaint cases, offering valuable insights and solutions to resolve issues and improve customer satisfaction.

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 of Investments Reporting and ideally a holder of the Investment Management Certificate (IMC).
• Previous experience and proven understanding of life and pension products and investments.
• Intermediate level Excel, Power BI and DAX.
• Collaborative and excellent relationship leadership skills with a shown ability to communicate optimally with senior decision makers.

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.