Data & Analytics Investment Planning Director

Role profile:

We are seeking a high-calibre Investment Planning Director to join the Data & Analytics Transformation team, reporting directly to the Head of D&A Transformation. A team that thrives on a product-led mindset, embraces the future of AI, and remains relentlessly focused on putting the customer first. This is a high-impact, high-visibility role with regular exposure to the D&A Executive Leadership Team and Group senior stakeholders, including the CEO. 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.

This role is ideally suited to an engagement manager / principal from a top-tier consulting firm or similar industry transformation role looking to transition into a blue-chip corporate environment, while maintaining strategic exposure and accelerating their leadership trajectory.

Investment Strategy & Planning

• 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.

Portfolio Prioritisation & Governance

• 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.

Performance Management & Insights

• 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.

Stakeholder Engagement & Influence

• 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.

Problem Solving & Execution

• 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.

Candidate Profile

We are looking for an exceptional individual with high potential, who combines strategic thinking with execution excellence.

Experience

• 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.

• Exposure to financial services, data businesses, and technology-led organisations is advantageous.

Core Skills

• 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.

Personal Attributes

• 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.

• 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. At LSEG, we’re applying AI to streamline operations, enhance decision-making, and deliver better outcomes for our customers.

• Product-Led Mindset:As a product-driven organization, we expect employees to embrace a product-led approach—prioritizing user experience, href="https://www.lseg.com/content/dam/lseg/en_us/documents/policies/lseg-global-candidate-privacy-notice.pdf">privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it’s used for, and how it’s obtained, your rights and how to contact us as a data subject.

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