End Date

Monday 28 April 2025

Salary Range

£134,589 - £158,340

Flexible Working Options

Flexibility in when hours are worked, Hybrid Working, Job Share
Summary

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JOB TITLE: Head of Portfolio Insight

LOCATION(S): London/Bristol/Edinburgh

SALARY: £134,589 - £158,340

HOURS: Full time

WORKING PATTERN: Hybrid, 40% (or two days) in one of the above offices

About this opportunity

This role offers an excellent opportunity to work across Lloyds Banking Group, supporting strategy & investment planning, and contributing significantly to the Group’s success and resilience, whilst leading a team of dedicated and skilled colleagues, who will support you in delivering the outcomes of the role.

As the Head of Portfolio Insight, you’ll oversee the progress of our £3billion annual investment, ensuring alignment with the Group’s strategic goals. The team is relied upon for our insight on the performance of the Group’s Strategic Investment Change portfolio.

Collaborating with Group Strategy, Finance and Group COO functions, you’ll find ways to improve efficiency, drive value, increase benefits and improve customer outcomes. Leading on risk-based governance into Strategic Delivery Committee (SDC), identifying new risks and opportunities as they emerge.

You’ll lead analysis on how the Group is performing against its strategic commitments through ownership and evolution of the Objectives & Key Results (OKR) framework and responsibility for both internal and external Board metrics.

Day to day you’ll be;

• Leading on Board Metrics for the Group, collaborating across Business Units to ensure accuracy of reporting and prepare high quality insight for GEC and Board reporting.
• Owning the Objectives & Key Results framework used across our Change portfolio, providing clear guidance and ensuring the key results reflect the main growth drivers of the Group’s financial plan.
• Delivering high-quality analysis and insight of investment performance to enable informed decision-making. Leverage Strategic Delivery Committee (SDC) to help unblock challenges in the portfolio and give visibility of lessons learned.
• Driving and building out a digitally led, automated and connected Ecosystem of data-driven insights, measuring Key Results through Epic delivery, through to business and financial value.

About us

We’re on an exciting journey to transform our Group and the way we’re shaping finance for good. We’re focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone. Including you.

What you’ll need

• Excellent leadership capabilities, able to motivate, drive delivery and empower teams to deliver in line with our cultural values.
• Strong financial and commercial awareness, with experience of generating data-driven insights to inform decision-making and progress monitoring of change delivery in an agile environment.
• Exceptional interpersonal skills, with a proven track record of presenting to and engaging with senior audiences at Group ExCo level in a clear, concise way
• Strong stakeholder management and influencing abilities, adept at managing relationships in a matrix-led environment, collaborating effectively across departments and divisions.
• Strong technical, data analytical skills with clear ability to disseminate complex information into digestible and easy to understand reporting for multiple audiences.

And any experience of these would be really useful

• Effective at managing trade-offs and conflicting objectives within the broader Group strategy.
• Model a desire to develop skills and experience, creating space to learn and collaborate.
• Demonstrate resilience, adaptability, and openness to innovate and test new ideas.

About working for us

Our focus is to ensure we’re inclusive every day, and build 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.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual bonus award, subject to Group performance
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 30 days’ holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

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.