Investment Executive - LDC

Lloyds Banking Group; City of Westminster; Presencial; GBP 70.000 - 120.000; Jornada completa

Descripción de la vacante

LDC, the private equity arm of Lloyds Banking Group, seeks an Investment Executive to originate and manage private equity investments in the London market. You will work with Investment Managers, Directors and Partners across the full investment lifecycle, from sourcing to exit, in a fast-paced, high-performance environment.

The role emphasizes commercial analysis, rigorous due diligence, and collaborative deal execution, with exposure to portfolio value creation and board-level involvement.

Formación

• Strong financial analysis and modelling skills.
• Experience engaging with senior stakeholders and advisers.
• Exposure to SMEs and mid-market investments.
• Project coordination across multiple workstreams is desirable.

Responsabilidades

• Contribute to origination and evaluation of new investment opportunities across SME/mid-market.
• Conduct commercial and financial analysis, including valuation and modelling.
• Coordinate due diligence with advisers across finance, legal and other areas.
• Prepare investment papers for Investment Committee review.
• Support transaction structuring, negotiation and deal closing.

Conocimientos

Financial analysis

Financial modelling

Deal origination

Valuation

Due diligence coordination

Board materials

Stakeholder management

Presentation skills

Educación

Degree 2:1 or above in a relevant field

CFA or equivalent (preferred)

Herramientas

Excel

Descripción del empleo

The Investment Executive role sits within LDC's London New Business team and plays a key role in the origination, execution and management of private equity investments. Working closely with Investment Managers, Investment Directors and Partners, the role offers early responsibility and exposure across the full investment lifecycle-from sourcing and transaction execution through to portfolio value creation and exit. The role is well suited to a commercially minded professional seeking to develop a long term career in private equity within a collaborative, high-performance environment., 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. 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., 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., 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., 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 the private equity arm of Lloyds Banking Group, partnering with ambitious management teams across the UK to accelerate growth and build enduring businesses. Since 1981, LDC has invested over £5.5bn in more than 650 SME and mid-market companies.

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 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.