Investment Manager

Lloyds Banking Group; London; On-site; GBP 50,000 - 80,000; Full time

Job summary

Lloyds Banking Group is seeking an Investment Analyst for its private equity arm, LDC. The role involves supporting transaction sourcing, managing investments, and conducting analyses to drive value creation. Ideal candidates will have a strong background in corporate finance, project management, and stakeholder engagement, with a commitment to diversity and inclusion.

Benefits

Generous pension contribution of up to 15%

Annual performance-related bonus

Share schemes including free shares

30 days’ holiday, with bank holidays on top

Wellbeing initiatives and generous parental leave policies

Qualifications

• Demonstrable experience of private equity and corporate finance.
• Detailed understanding of private equity deal structures and valuation techniques.
• Strong presentation skills for stakeholder engagement.

Responsibilities

• Support completion of profitable private equity transactions.
• Manage private equity investments and support board members.
• Develop relationships within the corporate finance community.

Skills

Private equity

Corporate finance

Project management

Business analysis

Stakeholder management

Numerical analysis

Communication

Education

Degree at a 2:1 or above

Relevant professional qualification

Job description

As the private equity arm of Lloyds Banking Group, LDC supports management teams across the UK to fulfil their growth ambitions and build great businesses. Since 1981, LDC has invested over £5.5bn in more than 650 SME and mid-market businesses. More details can be found at www.ldc.co.uk .

This role sits in the LDC New Business team and exists to support with sourcing transactions and contribute to winning mandates and completing and managing profitable deals efficiently and effectively. The jobholder will support Investment Directors and Partners in completing private equity transactions and managing the investment during the early stage of its life with LDC via delivering relevant data analyses, engaging and supporting portfolio management teams and other relevant tasks.

Responsibilities:

• Support completion of profitable private equity transactions. This will normally involve analysis & appraisal of the proposition and support on presenting findings to the investment committee; support driving the investment process, including scoping due diligence, appointing providers and reviewing their outputs to ensure the transaction is completed in a timely basis.
• Support with managing private equity investments. This will normally be achieved by: supporting LDC’s non-executive director(s) on the board of the investee company (or arranging for suitable representation on LDC’s behalf); supporting LDC’s Investment Directors and Partners in ensuring that the Board and the management team remain focused towards the company’s strategic goals; Contribute to the development of the company’s strategic plan; Supporting seniors with monitoring company performance and management effectiveness and instigating change when required; play a support role to seniors in the planning and delivery of the sale of the company.
• Develop relationships with key participants within the professional and venture capital community within the local market and wider market as well as potential chairmen, non-executive directors, management and bankers.
• Engagement with a diverse range of third-party corporate finance and due diligence teams across multiple sectors to understand opportunities and various businesses.
• Analysis of business data to identify opportunities for adding shareholder value, including the review of performance metrics.
• Contribute to the development and implementation of the Office’s marketing plans and initiatives, including; build on and promote the strong, collaborative culture of LDC.
• Ensure the maintenance of the highest standards for new business and case management.

What you'll need

• Demonstrable experience of private equity and corporate finance and a good understanding of the manner in which private equity investors create value within their portfolio companies at various stages of the deal lifecycle
• A detailed working understanding of private equity deal structures and valuation techniques including the associated modelling techniques is crucial
• Experience within and knowledge of SME businesses and of Mergers & Acquisitions. Specifically, how to identify and realise synergies in order to maximise value
• Proven Project Management experience as well as strong presentation skills for presenting findings to portfolio client teams in a respectful and supportive way
• Business analysis skills, with the ability to interpret and assess financial statements and forecasts as well as assess the impact of external events on a transaction.
• Good social and communication skills and ability to deal with challenging senior executives and individuals, experience in engaging and managing stakeholders at board level is essential
• Knowledge of analytical techniques to assess the attractiveness and sensitivity of the transaction.
• Strong numerical ability and experience in undertaking statistical analysis
• Degree at a 2:1 or above and ideally a relevant professional qualification, or working towards a relevant professional qualification

About working for us

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

If you’re excited by the thought of becoming part of our team, get in touch.
We’d love to hear from you!

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 and 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.

About the company

For over 250 years we’ve been making a difference to the lives of customers, businesses and communities. Today, we're still driven by our purpose of helping Britain prosper.We're part of an ever-changing industry and are currently on a journey to shape the financial services of the future, whilst supporting our customers’ changing needs.The scale and reach of our Group means we can offer a broad range of opportunities to learn, grow and develop. Our values-led culture and approach to inclusion and diversity means we can all make a real difference together.

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