Senior Manager - Portfolio Management Delivery & Standards

Location: City of Edinburgh

End Date Tuesday 24 November 2026

Salary Range £78,098 - £91,880

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

Flexible Working Options Hybrid Working, Job Share

Job Description Summary .

Job Description

JOB TITLE:

Portfolio Management Delivery & Standards Senior Manager SALARY: £78,098pa to £91,800 pa plus an extensive benefits package

LOCATION:

Edinburgh

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. Colleagues with disabilities can be supported with workplace adjustments including hybrid working expectations in line with our Flexibility Works policy.

The Portfolio Management Delivery & Standards Senior Manager provides investment expertise across the business, aligns delivery with strategic priorities and maintains momentum. The role owns governance and investment-process standards, ensuring committee papers, actions, documentation, risks, controls and Responsible Investment requirements are robust, consistent and delivered on time. It also drives operational improvement by setting the automation agenda and integrating AI and offshore capabilities while maintaining quality and control.

Your accountabilities will include:

Cross-Business Leadership Represent PM across the business, aligning direction with strategic priorities and timelines.

Provide technical expertise across Portfolio Management investment matters.

Coordinate and track PM participation and drive timely delivery of projects and agreed outcomes.

Governance Own governance delivery across the team:

Establish the desk’s governance process and act as its key contact.

Commission required papers, assign owners and ensure papers and actions are delivered on time.

Ensure Delivery & Standards reviews papers before Head of Desk review for clear answers, correct format and timely stakeholder input.

Identify and engage key stakeholders, working closely with Co-Sec.

Investment Process Documentation, Management & Evolution Own the team’s investment-process framework.

Set standards for process review, documentation and improvement.

Ensure processes are documented and logged centrally.

Schedule and initiate regular reviews with relevant desk working groups.

Engage Risk and Audit as required, with team members leading their process areas and completing on key actions.

Ensure risks and controls are reviewed and updated following process reviews.

RI Standards Integration Own the embedding of Responsible Investment standards into investment processes.

Risk, Controls & Automation Lead risk and control design and continuous improvement across investment processes.

Set automation priorities to reduce operational risk and manual processing.

AI & Offshoring Integration Set and deliver the strategy for integrating AI and offshore capabilities (LTC) into investment processes.

Manage integration risks and maintain quality and control standards throughout and beyond implementation.

Why join 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.

What we’re looking for?

Investment expertise:
Broad experience in portfolio management and project management with proven track record in terms of delivery, sound knowledge of investment processes and Responsible Investment.

Governance and communication:
Experience coordinating committee papers and actions, with strong drafting skills and the judgement to challenge quality and completeness.

Risk and controls: A track record of strengthening process documentation and controls, working effectively with Risk and Audit.

Leade…