Investment Accounting Manager: Data & Climate Reporting

Lloyds Banking Group; West of England; On-site; GBP 90,000 - 130,000; Full time

Job summary

Lloyds Banking Group is seeking a Manager in Investment Accounting within the Wealth & Insurance Finance team. You will oversee asset data processes, climate reporting, and drive automation using Power Platform, while supporting regulatory and Statutory reporting for a large investment portfolio.

You will manage a team, engage with stakeholders, and deliver high-quality reporting and insights to support financial performance and business outcomes.

Qualifications

• Experience in investment reporting and understanding of data attributes for W&I division.
• Willingness to learn the PCAF framework for greenhouse gas emission calculations for loans and investments.
• Strong communication and interpersonal skills with ability to persuade colleagues across teams.
• Excellent attention to detail with ability to manage priorities and meet deadlines.

Responsibilities

• Leading multiple direct reports and supporting their career development.
• Understanding data requirements of internal and external customers and embedding these within processes.
• Leading process advancements, automation efforts, and digital activities, focusing on Power Platform.
• Leading the delivery of change initiatives alongside core reporting responsibilities.

Skills

Investment reporting

Data management

Climate reporting

Power Platform

Tools

Power BI

Power Query

Power Automate

Job description

Lloyds Banking Group is seeking a Manager in Investment Accounting within the Wealth & Insurance Finance team. You will oversee asset data processes, climate reporting, and drive automation using Power Platform, while supporting regulatory and Statutory reporting for a large investment portfolio.

You will manage a team, engage with stakeholders, and deliver high-quality reporting and insights to support financial performance and business outcomes.