Associate Director - Strategic Portfolio Manager

LLOYDS BANKING GROUP; Bristol; Hybrid; GBP 70,000 - 79,000; Full time

Job summary

A leading financial institution in the UK is seeking a Strategic Portfolio Manager to help drive an ambitious growth strategy aligned with the goal of helping Britain prosper. This key role involves working collaboratively with various teams to deliver initiatives that enhance business performance, support decision-making, and shape the future of Corporate and Institutional Banking. Candidates should possess strategic thinking skills, strong financial acumen, and the ability to manage multiple priorities effectively, all while being part of a diverse and inclusive team.

Benefits

Diversity-focused culture

Inclusive work environment

Qualifications

• Strategic thinker capable of precise recommendations and storytelling.
• Strong history in delivering projects efficiently with collaboration.
• Exposure to multiple operational skills and knowledge of CIB products preferred.

Responsibilities

• Support delivery of CIB strategic portfolio working closely with teams.
• Shape investment portfolio strategy with analysis of growth opportunities.
• Define resources and capabilities required for growth strategy.

Skills

Strategic thinking

Financial acumen

Relationship building

Excel skills

PowerPoint skills

Job description

End date Sunday 11 January 2026

Salary range £70,929 - £78,810

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Agile Working Options Job Share; Hybrid Working

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 in 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!

Focus Areas

• 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.