Investment Associate

Lloyds Living; Greater London; Híbrido; GBP 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Pension up to 15%

Annual bonus

Share schemes

Discounted shopping

28 days holiday + BH

Wellbeing & parental leave

Descripción de la vacante

Lloyds Living in London is seeking an Investment Associate to join the Investment Team. You will support evaluation, approval and execution of residential real estate investments, working with Finance, Development, Asset Management and Operations.

The role requires strong financial modelling, commercial judgement and clear communication of investment conclusions to senior stakeholders. This is a hybrid role with a London office.

Formación

• Experience in real estate investment, transactions or advisory roles.
• Strong commercial acumen and ability to identify key financial and operational factors.
• Advanced financial modelling and analytical skills with Excel.
• Experience preparing investment papers, presentations or decision materials.
• Strong PowerPoint skills and ability to translate analysis into clear materials.
• Excellent written and verbal communication across functions and levels.

Responsabilidades

• Support evaluation, approval and execution of residential real estate investments.
• Undertake financial modelling, returns analyses and scenario testing.
• Prepare Investment Committee papers with rationale and risks.
• Coordinate inputs from internal and external advisers to enable due diligence.
• Conduct site and location analysis including demographics and housing demand.
• Analyse market evidence to inform pricing and investment recommendations.
• Develop investment models, trackers and portfolio analyses.
• Prepare clear, visually effective presentations for IC and senior management.
• Present findings confidently and respond to questions.
• Collaborate across the business and manage multiple workstreams to deadlines.

Conocimientos

Real estate investment

Financial modelling

Investment analysis

Presentation skills

Stakeholder engagement

Educación

CFA, CAIA, ACA or another relevant professional qualification

Herramientas

Excel

PowerPoint

Descripción del empleo

WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% 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.

At Lloyds Banking Group, our purpose is to Help Britain Prosper. Lloyds Living supports this purpose by investing in and providing good quality homes across the UK while delivering sustainable financial returns for the Group.

Join us at Lloyds Living as we redefine what it means to manage property in the UK. We're on an ambitious journey to become one of the country's largest and most trusted landlords, creating vibrant communities and delivering exceptional living experiences.

We are seeking an Investment Associate to join the Lloyds Living Investment Team. The role will support the evaluation, approval and execution of residential real estate investments, working closely with Investment Managers and colleagues across Finance, Development, Asset Management and Operations.

The successful candidate will combine strong analytical and financial-modelling skills with commercial judgement, attention to detail and the ability to communicate investment conclusions clearly.

Key responsibilities

• Support the preparation, evaluation and execution of real estate investment transactions across a range of acquisition and funding structures.
• Undertake financial modelling and investment appraisal, including returns analysis, sensitivities, scenario testing and assessment of key underwriting assumptions.
• Prepare high-quality Investment Committee papers, approval materials and supporting analysis, clearly summarising the investment rationale, financial returns, principal risks and recommendations.
• Coordinate inputs from internal stakeholders and external advisers, including legal, technical, valuation and agency teams, to support effective due diligence and transaction delivery.
• Conduct detailed site and location analysis, including demographics, local employment, housing demand, pricing, rents, affordability and comparable evidence.
• Analyse comparable transactions and market evidence to inform pricing, valuation and investment recommendations.
• Undertake market research and monitor relevant residential investment, economic and sector trends.
• Support the development and maintenance of investment models, underwriting tools, transaction trackers and portfolio analysis.
• Prepare clear, accurate and visually effective presentations for Investment Committee, senior management and other stakeholders.
• Present analysis and recommendations confidently, responding effectively to questions and challenge.
• Work collaboratively across the business and manage multiple workstreams to agreed deadlines.

Key experience and capabilities

• Previous experience in a real estate investment, transaction, corporate finance, valuation or investment-advisory role.
• Strong commercial acumen and an ability to identify the key financial, operational and execution considerations within an investment opportunity.
• Strong financial-modelling and analytical skills, with advanced proficiency in Microsoft Excel.
• Experience preparing investment papers, presentations or other decision-making materials.
• Strong Microsoft PowerPoint skills and the ability to translate complex analysis into clear, concise and persuasive presentation materials.
• Excellent written and verbal communication skills, with confidence engaging stakeholders across different functions and levels of seniority.
• Strong attention to detail and an ability to manage competing priorities and work effectively to demanding deadlines.
• A collaborative, positive and proactive approach, with a strong work ethic and willingness to learn.
• A genuine interest in residential real estate investment and the wider living sector.
• CFA, CAIA, ACA or another relevant professional qualification would be advantageous but is not essential.

Working style

The successful candidate will be analytical, commercially minded and highly organised. They will take ownership of their work, use initiative and work constructively with colleagues and external advisers to deliver high-quality investment analysis and transaction support.

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. We are 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 launch a dedicated Working with Cancer initiative. We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns.

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 bonus award, subject to Group performance
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 28 days' holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies