Investment Executive - LDC

End Date

Salary Range

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Job Description Summary

Job Description

Key Responsibilities

Deal Origination & Execution

• Contribute to the origination and evaluation of new investment opportunities across the SME and mid‑market landscape.
• Undertake detailed commercial and financial analysis, including business appraisal, valuation and financial modelling.
• Coordinate third‑party advisers across financial, commercial, legal and other due diligence workstreams, and critically review outputs.
• Prepare high‑quality investment papers and analysis for internal review and Investment Committee consideration.
• Support senior team members in transaction structuring, negotiation and completion.

Portfolio Management & Value Creation

• Support LDC’s representation at portfolio company board level, including supporting teams in development of board materials, review of these materials and follow‑up actions.
• Assist in the development and monitoring of portfolio company strategic plans, value creation initiatives and performance against agreed KPIs.
• Analyse financial and operational performance to identify opportunities to enhance shareholder value.
• Support senior colleagues in exit planning and execution, including preparation for sale processes.

Market & Relationship Development

• Build and maintain relationships with advisers, management teams, non‑executive directors, bankers and other key participants within the private equity and corporate finance ecosystem.
• Engage with a broad range of third‑party advisers across sectors to develop market insight and identify potential opportunities.
• Contribute to the development of the London office’s marketing and business development initiatives.

Culture, Standards & Collaboration

• Uphold high standards of investment discipline, case management and governance.
• Play an active role in promoting LDC’s collaborative, inclusive and high‑performance culture.
• Support knowledge sharing and best‑practice development across the wider LDC team.
• Be a team player who embraces the culture, is sociable and hard working and sets high standards.

Qualifications

• Degree at 2:1 or above.
• Ideally holds, or is working towards, a relevant professional qualification (e.g. accounting, CFA or equivalent), or has developed equivalent experience through transaction‑focused roles.

Experience & Capabilities

Core Capabilities

• Strong financial analysis and modelling skills, with the ability to interpret financial statements and forecasts.
• Commercial judgement and the ability to assess the attractiveness, risks and value drivers of potential investments.
• Understanding of private equity deal structures, valuation methodologies and transaction processes.
• Ability to analyse complex data sets, identify trends and synthesise insights into clear, commercial conclusions.

Experience

• Demonstrable experience working in a finance, transaction, consulting or corporate development environment.
• Exposure to SMEs and/or mid‑market businesses.
• Experience engaging with senior stakeholders, including management teams and advisers.
• Some experience of project management and coordinating multiple workstreams.

Personal Attributes

• Strong communication and presentation skills, with the ability to convey complex analysis clearly to non‑technical audiences.
• Professional, resilient and able to operate effectively in high‑pressure situations.
• High levels of integrity, judgement and attention to detail.
• Collaborative mindset with a strong sense of ownership and accountability.

Diversity & Inclusion

LDC is an equal opportunity employer and is committed to building a diverse and inclusive organisation. We welcome applications from all suitably qualified candidates and are committed to providing reasonable adjustments throughout the recruitment process and in the workplace.

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.

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.

About Us

With 320 years under our belt, we're used to change, and today is no different. Join us and help drive this change, shaping the future of finance whilst working at pace to deliver for our customers.

Here, you'll do the best work of your career. Your impact will be amplified by our scale as you learn and develop, gaining skills for the future.

Need Help?

Should you wish to contact us for any reason, please email us at: careers@lloydsbanking.com

Flexible Working Options

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