Note: The job is a remote job and is open to candidates in USA. LSEG is a leading global financial markets infrastructure and data provider, and they are seeking a high-calibre Investment Planning Director to join their Data & Analytics Transformation team. The successful candidate will play a central role in shaping and governing the investment agenda across the D&A division, ensuring capital is deployed effectively to drive growth, innovation, and resilience.
Responsibilities
- Partner with senior D&A leadership to translate strategic priorities into a clear, actionable investment roadmap
- Lead the end-to-end investment planning process, including business case development, prioritisation, and capital allocation across a multi-hundred-million-pound portfolio
- Ensure alignment between investment decisions and D&A’s growth, innovation, and risk management objectives
- Design and run robust portfolio prioritisation frameworks to optimise return on investment and strategic impact
- Establish and maintain best-in-class investment governance, ensuring transparency, consistency, and executive-level clarity
- Provide high-quality materials and insights to support decision-making at Executive Committee and Board-level forums
- Track and evaluate portfolio performance, ensuring delivery against financial targets, strategic outcomes, and milestones
- Develop clear, insightful reporting and dashboards to enable proactive management of investment trade-offs and risks
- Identify opportunities to reallocate capital dynamically in response to changing business priorities
- Build strong relationships with senior stakeholders across Product, Technology, Operations, Finance, Risk, and Strategy
- Act as a trusted advisor to D&A leadership, bringing structured thinking, analytical rigour, and independent challenge
- Communicate complex analyses and recommendations clearly and concisely to both technical and non-technical audiences
- Lead complex, ambiguous problem-solving efforts—structuring issues, synthesising data, and driving actionable recommendations
- Proactively identify risks, bottlenecks, and opportunities, and work collaboratively to resolve them at pace
- Foster a culture of continuous improvement in investment planning processes and tools
Skills
- Background in a top-tier strategy consulting firm, ideally at engagement manager / principal level, or similar industry strategy / transformation role
- Proven experience in strategy, investment planning, or large-scale transformation programmes
- Outstanding analytical capability – able to structure complex problems and derive clear, actionable insights
- Excellent written and verbal communication skills – able to influence senior stakeholders with clarity and confidence
- Strong stakeholder management and collaboration – comfortable operating across a highly matrixed, global organisation
- Attention to detail and quality – consistently delivers best-in-class outputs under tight timelines
- Commercial acumen – strong understanding of financial drivers, business cases, and value creation
- Energetic, proactive self-starter with a strong sense of ownership
- Curious and intellectually rigorous, with a passion for solving complex problems
- Resilient and adaptable, able to thrive in a fast-paced, evolving environment
- High leadership potential, with ambition to grow into senior roles within LSEG
- Exposure to financial services, data businesses, and technology-led organisations is advantageous
- Curiosity and Knowledge of AI: We value team members who bring at least a foundational understanding of Artificial Intelligence—or a strong passion to grow in this space
- Product-Led Mindset: As a product-driven organization, we expect employees to embrace a product-led approach—prioritizing user experience, data-driven decisions, and continuous improvement in everything we build
Benefits
- Healthcare
- Retirement planning
- Paid volunteering days
- Wellbeing initiatives
Company Overview