Associate Director, Institutional Portfolio Coverage

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

Flexible Working Options

Job Description Summary

Job Description

Job Title: Associate Director, Institutional Portfolio Coverage

Location: London

Hours: Full-time

Working Pattern: Our work style is hybrid, which involves spending at least three days per week, or 60% of our time, at our London office. Colleagues with disabilities can be supported with workplace adjustments including hybrid working expectations in line with our Flexibility Works policy.

What you’ll be doing:

Looking to build and deepen relationships with some of the most significant financial institutions in the market while helping shape the future growth of a leading UK bank?

As an Associate Director within our Portfolio Coverage Team, you'll play a key role in managing and developing strategic relationships across a diverse portfolio of institutional clients, including global banks, insurers, asset and wealth managers, sovereign entities, supranationals, financial sponsors and group subsidiaries.

You'll work closely with clients to understand their strategic priorities, identify opportunities for growth and deliver tailored banking solutions that support their ambitions while driving sustainable revenue growth for the Group. Acting as a central relationship lead, you'll coordinate activity across Product, Credit, Risk, Sector and Operations teams to ensure clients receive a detailed and consistent experience.

You'll support both existing client relationships and strategic growth initiatives, helping originate and execute new business opportunities while maintaining a strong focus on risk management, governance and profitability. Alongside your client responsibilities, you'll lead, coach and develop a team of three Associates, creating a collaborative and high-performing environment where colleagues can thrive and grow their careers.

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, make change happen and challenge the status quo. Sound like you?

What we’re looking for:

• 5 years’ experience managing and developing relationships with institutional clients within Corporate or Institutional Banking and a strong knowledge of banking products.
• Experience working across Financial Institutions sectors such as banks, insurers, asset managers, financial sponsors or similar organisations
• Validated experience assessing and managing credit risk, governance requirements and regulatory frameworks within a regulated financial services environment.
• Strong commercial awareness with a track record of supporting revenue growth, identifying business development opportunities and delivering client-focused outcomes.
• Excellent stakeholder management and communication skills, with experience collaborating across multiple business functions to deliver complex client solutions.
• Confirmed line management experience, including leading, mentoring and developing colleagues to achieve high performance and business objectives.

We know that great talent comes from many backgrounds. Whilst this advert may reference specific experience, we recognise that skills are developed in different ways, so if you have relevant, transferable experience, we encourage you to apply.

This is a place for you:

Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities, and we’re committed to creating an environment in which everyone can thrive, learn and develop.

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 offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.

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

Like what you hear? Join us!

This role is considered Certified under the Senior Manager and Certification Regime as either requiring mandatory qualifications or being deemed as a role capable of providing ‘significant harm’ to customers. Due to this, successful candidates will be subject to enhanced levels of vetting, and required to complete a fitness and propriety attestation on commencement in role. Colleagues performing this role will be required to be complete a fitness and propriety attestation on an annual basis and will also be subject to additional routine criminal and credit checks
As a certified colleague your details will be published on the FCA’s Financial Services Register
This role has been identified as a Client-dealing function under SYSC 27.8.18R as defined in the FCA Handbook
The Person  (“P”) performs the client-dealing FCA certification function for a firm if:(1)  P is carrying out any of the activities in the table in SYSC 27.8.19R; and(2)  those activities will involve P dealing with:(a) a person with or for whom those activities are carried out; or(b) the property of any such person;in a manner substantially connected with the carrying on of regulated activities by the firm.
If you manage certified colleagues this role will be identified as Manager of certification employees under SYSC 27.8.13R as defined in the FCA Handbook(1) The function of managing or supervising a certification employee, directly or indirectly, is an FCA-specified significant-harm function.(2) A function in (1) is not an FCA certification function for that firm if it is performed by an SMF manager of that firm.

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.