Senior Investment Analyst

End Date

Wednesday 12 August 2026

Salary Range

£0 - £0

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

Flexible Working Options

Hybrid Working, Job Share

Job Description Summary

Title: Senior Investment Analyst
Location(s): Edinburgh, Leeds or Bristol
HOURS: Full-time
WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites.

Job Description

About the Role

We are seeking an experienced pensions investment professional to join the in-house pensions investments team. The successful candidate will part of the in-house pensions investment and funding team which supporting the trustee of the Lloyds Banking Group pension schemes in managing both the Defined Benefit (DB) and Defined Contribution (DC) arrangements.  The candidate will also be expected to contribute to a broad range of strategic, manager oversight and governance activities across the team.

This role offers significant exposure to senior stakeholders, trustees, investment managers and advisers, and is suited to an individual who enjoys operating across multiple investment disciplines rather than specialising in a single area.

Key Responsibilities

Investment Strategy & Oversight

• Support the development and implementation of DB and DC investment strategies.
• Conduct investment research and contribute to strategic reviews.
• Monitor investment performance, risk and portfolio positioning across a range of asset classes.
• Support asset manager selection, appointment and ongoing oversight activities.

Governance & Stakeholder Management

• Prepare papers and presentations for trustee boards, investment committees and governance forums.
• Engage with external investment managers, consultants and other advisers.
• Support investment-related projects and business initiatives across the wider pensions team.

Sustainability & Stewardship

• Contribute to ESG integration, stewardship and responsible investment activities.
• Support ongoing monitoring of sustainability-related risks and opportunities within portfolios.

Candidate Profile

Essential

• 5+ years' experience in pensions investments, investment consulting, asset management or a related field.
• Strong working knowledge of both Defined Benefit and Defined Contribution pension schemes.
• Experience analysing investment strategies, performance and manager structures.
• Ability to work independently and manage multiple priorities.
• Strong written and verbal communication skills, including presenting complex investment topics to non-specialist audiences.
• Excellent analytical and stakeholder management capabilities.

Desirable

• Experience of ESG and responsible investment frameworks.
• Experience supporting both DB and DC governance structures.
• Professional qualification (CFA or FIA).

Location

• Role expected to be based in a regional/non-London hub (Edinburgh,

  Bristol or Leeds)

• Regular travel to London required for meetings, committee activity and team collaboration.

We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.

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

• A generous pension contribution of up to 15%
• An annual performance-related bonus
• 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

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. Join us and grow with purpose!

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.