Associate Director - Strategic Portfolio Manager

lloyds banking group; City of Edinburgh; Hybrid; GBP 70,000 - 79,000; Full time

Job summary

A major UK bank is seeking a Strategic Portfolio Manager in Edinburgh to drive the investment portfolio strategy within Corporate & Institutional Banking. The ideal candidate will have strong strategy, financial, and analytical skills. Responsibilities include supporting the delivery of strategic goals and managing complex programs while working closely with various teams to ensure alignment with the CIB's objectives. Flexible hybrid working options are available, enhancing work-life balance.

Qualifications

• A self-motivated and proactive portfolio manager with strategy and financial skills.
• Experience in delivering complex programs and collaborating across functions.
• Knowledge of Commercial Banking or CIB products is preferable.

Responsibilities

• Support overall delivery of the CIB strategic portfolio.
• Shape the CIB investment portfolio strategy aligned with the North Star direction.
• Define resources and capabilities required for growth strategy.

Skills

Strategic thinking

Strong relationship building

Financial acumen

Project delivery

Excel skills

PowerPoint skills

Commercial awareness

Managing ambiguity

Job description

End Date

Sunday 11 January 2026

Salary Range

£70,929 - £78,810

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

Flexible Working Options

Hybrid Working, Job Share

Job Description Summary

About this opportunity

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.

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.

W e have developed a clear, well-defined growth strateg y through to 2030 t o 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!

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 John son 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.

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.