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Job Description Summary This role reports into a Senior Manager within Investment Risk and Governance team of the Investment Office. The role will cover investment governance, supplier and outsourcing oversight for the ACD and its funds, committee and meeting delegation and oversight of third part or outsourced relationships.
Schroders Personal Wealth combines over 400 years of expertise from two leading British companies - partnering to bring financial planning services to more people in the UK.
Schroders Personal Wealth combines Lloyds Banking Group's significant customer base, multi-channel distribution and digital capabilities with Schroders' investment and wealth management expertise and technology capabilities.
Our focus is on the personal relationship we develop with our customers, underpinned by our multi-channel customer reach and our global investment expertise. Our aim is to become a top UK financial planning business within five years.
Would you like to be part of making this possible?
Based in Central London, the Investment Office oversees the management of the client investment strategies delivered through an outsourced investment management model and an internal ACD. This team has accountability for defining and overseeing appropriate investment mandates for its products, ensuring performance delivery of model portfolios and robust processes for underlying manager selection and portfolio implementation.
This role reports into a Senior Manager within Investment Risk and Governance team of the Investment Office. Key activities will include:
Supporting the Investment Governance arrangements and Supplier & Outsourcing oversight, primarily for the ACD company and its funds
Assisting the Governance manager with setting up and arranging content for committee meetings.
Attending committee meetings and covering for the secretary on occasions with minutes and running of the meeting. This will also involve liaising with the chair of the meeting in advance and post meeting.
Supporting senior manager with governance over 3rd party suppliers and TSA agreement.
Help perform oversight by producing and analysing MI
Some contribution to forums and committees relating to Governance matters over ACD and 3rd party suppliers
Assist with ongoing set up of internal governance procedures
Supporting the wider team with projects as appropriate
Liaison with key internal partners - Risk, supplier management, with respect to governance related matters.
Experience, Skills, Capabilities required
Experience and knowledge with setting up and running meetings
Good understanding of governance and oversight within a regulatory environment
Excellent organisational skills and ability to meet deadlines with a high degree of attention to detail
Good communication skills
Strong Stakeholder management
Strong understanding of ethics, conflicts of interest management, and demonstrated values and behaviours aligned to the expectations at SPW
Our ethos is to provide equal opportunities to all, and to ensure we represent the communities we serve.
If like us, you're more motivated by customers than by target, and you'd thrive in a culture that is values and client led - come and talk to us. Select the Apply Now button to start the conversation.
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'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.
Internal Number: 6307534
About Lloyds Banking Group
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