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- Tasks: Lead investment planning and management for strategic projects with a £300m+ budget.
- Company: Join a dynamic Data & Analytics Division at a leading organisation.
- Benefits: Enjoy healthcare, retirement planning, paid volunteering days, and wellbeing initiatives.
- Other info: Equal opportunities employer committed to diversity and inclusion.
- Why this job: Make a real impact on strategic initiatives and drive transformation in a collaborative environment.
- Qualifications: Relevant experience, strong communication skills, and proficiency in PowerPoint and Excel.
The predicted salary is between 60000 - 80000 £ per year.
This is a unique opportunity to join the Data & Analytics Division as an Investment Planning & Management Manager at a time of growth and development. The Investment Planning & Management Manager will support strategic planning for D&A Transformation across Group Strategic Programmes, the Microsoft Partnership, other M&A, and the BAU Transformation portfolio, which typically consists of a total annual budget of £300m+.
The manager will work with senior business stakeholders, Portfolio Directors, Transformation PMO and Finance to support the objectives of delivering robust capex allocation, outcome management and revenue/cost benefit tracking to support effective execution of D&A strategy.
What You’ll Be Doing
- Run detailed analysis to underpin the capital allocation process, ensuring that the Division optimises Return on Investment, Strategic capability build and Risk & Resilience requirements.
- Work closely with the D&A Business Managers/COOs, Transformation PMs and Group Corporate Functions (Finance, Risk, Sales) teams to support the development of investment cases for new pivotal initiatives and M&A projects, and formulate implementation plans with relevant partners.
- Collaborate with Transformation Delivery and PMO to understand upcoming portfolio delivery challenges and potential risk and opportunities this poses to budgets and benefits pipeline.
- Support performance tracking and MI against Integration and Transformation projects.
- Potentially manage Associate/Senior Associate level resource in the team.
What You’ll Bring
- Relevant professional experience.
- Ability to work well with cross‑functional teams with strong influencing and negotiation skills.
- Experience of working in a matrix organisation with a small team requiring leadership (as opposed to management) skills.
- Proven strategy development and translation into executable steps, development and tracking.
- Self‑starter with a commitment to excellence and a positive approach.
- Ability to articulate and translate ideas into audience‑appropriate communication.
- Excellent interpersonal and presenting skills at all levels of the organisation, including key investors/Board members.
- Proficiency in PowerPoint and Excel to advanced level.
Career Stage Manager
EEO Statement
We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
Benefits
LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.
Investment Planning Manager in London employer: LSEG
Contact Detail:
LSEG Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Planning Manager in London
✨Tip Number 1
Network like a pro! Reach out to folks in your industry, especially those who work in investment planning or analytics. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to investment planning. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your experience effectively.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can keep you top of mind and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit for the team.
✨Tip Number 4
Check out our website for the latest job openings. Applying directly through us not only shows your interest but also gives you a better chance of being noticed by hiring managers. Let’s get you that dream job!
We think you need these skills to ace Investment Planning Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Investment Planning Manager role. Highlight your relevant experience in strategic planning and capital allocation, and don’t forget to showcase your skills in influencing and negotiation.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for this role. Mention specific projects or experiences that align with our needs, especially around M&A and transformation initiatives.
Showcase Your Analytical Skills: Since this role involves detailed analysis, make sure to include examples of how you've used data to drive decisions in previous roles. We want to see your ability to optimise ROI and manage risks!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of it, so don’t miss out on this opportunity!
How to prepare for a job interview at LSEG
✨Know Your Numbers
As an Investment Planning Manager, you'll be dealing with significant budgets. Brush up on your financial metrics and be ready to discuss how you've optimised ROI in past roles. Bring specific examples of your analysis and the impact it had on capital allocation.
✨Master the Art of Collaboration
This role requires working closely with various teams. Prepare to share experiences where you successfully influenced cross-functional teams. Highlight your negotiation skills and how you navigated challenges in a matrix organisation.
✨Showcase Your Strategic Mindset
Be ready to discuss how you've developed strategies and translated them into actionable steps. Think of a project where you led a team through a transformation and be prepared to explain your approach and the outcomes.
✨Communicate Like a Pro
Excellent communication is key for this role. Practice articulating complex ideas clearly and concisely. Prepare a short presentation on a relevant topic to demonstrate your proficiency in PowerPoint and your ability to engage with senior stakeholders.