Platform Investments Senior Analyst (Solutions & Change)

The role is in the Platform Investments team within the Chief Investment Office, and will focus on activities arising from fund launch and change on our Workplace Savings platform. This activity will involve:

• Collation of data, Instruction of new funds, and oversight of 6 weekly fund launch cycle.
• Collation of data, Instruction of fund change requests and oversight of fund change process.
• Active participation in fund launch and change pipeline meeting and other associated meetings.
• Maintenance and development of core controls and processes.
• Acting as an SME on Projects and other activities across the wider team as required.
The role will involve liaising with multiple stakeholders across the business including (but not limited to) Investments Governance, Fund Factsheets & Reporting, Proposition teams, Distribution and Client Management, Finance Middle Office and Third Party Oversight.


• Previous experience and good understanding of life and pension products and investments, as well as investments operations and in particular workplace savings.
• Experience of handling a high volume of data.
• Strong partnering and stakeholder management skills to enable you to liaise with many colleagues across Scottish Widows and with external companies.
• Excellent planning and organisational skills with an ability to adapt to a flexible agenda.
• A can do attitude to delivering in a fast-paced environment with a focus on accuracy and attention to detail.
• Strong customer focus and continuous improvement approach.
This would be a great role if you....
• Enjoy variety and working in a fast paced environment.
• Enjoy a role working with data.
• Enjoy driving forward efficiencies and controls
  
  With almost six million customers, and having celebrated our 200th anniversary in 2015, Scottish Widows is one of the UK's most trusted Life, Pensions and Investments providers. We want to ensure this success continues and grows, and in Insurance, Pensions & Investments we contribute to this success by providing critical services to our customers and supporting them with their needs, whilst ensuring the customer is at the heart of our business. Scottish Widows is one of the largest UK fund managers with c.£154 bn (December 2023) of customer funds under management / administration. The customer fund range includes regulated funds, life and pension funds, external fund links and the Workplace Savings Fund Platform has also introduced a tailored blended fund service., In return for your expertise, your ongoing personal and professional development will be supported. Here, you'll grow as a person and develop your career. As a valued member of our team, we'll support to grow and advance you through excellent training and progression opportunities. Our customers' experience and success starts with yours.
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. What will you get in return In addition to the salary quoted the position also offers:
• Discretionary Performance Share Award
• Generous pension contribution
• A flex benefits cash pot you can adjust to suit your lifestyle (4% on top of your basic salary)
• Private health cover
• Access to share schemes
• 28 days holiday plus bank holidays
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.