Investment Executive - LDC

Lloyds Banking Group; Greater London; Hybrid; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Hybrid Working

Job Share

Job summary

LDC, the private equity arm of Lloyds Banking Group, is seeking an Investment Executive in London. You will work closely with Investment Managers and Partners on sourcing, evaluating, and executing investments and support portfolio value creation across the lifecycle.

The role offers early responsibility within a high‑performing, collaborative environment, with hybrid working and clear progression within the London New Business team.

Qualifications

• Degree at 2:1 or above and or professional qualification or equivalent experience.
• Relevant professional qualification (e.g., CFA) or equivalent finance experience.
• Demonstrable experience in private equity or transaction execution.

Responsibilities

• Deal Origination & Execution: source and evaluate SME/mid-market opportunities.
• Portfolio Management & Value Creation: support board materials and value initiatives.
• Market & Relationship Development: build networks with advisers and management.
• Culture, Standards & Collaboration: uphold governance and team culture.

Skills

Financial analysis

Financial modelling

Commercial judgement

Stakeholder engagement

Data synthesis

Education

Degree 2:1 or above

CFA or equivalent (desirable)

Job description

End Date

Tuesday 24 November 2026

Salary Range

£0 - £0

We support flexible working - click here for more information on flexible working options

Flexible Working Options

Hybrid Working, Job Share

Job Description Summary

Title: Investment Executive

Location: One Vine Street, London

Type: Full Time / Permanent

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.

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.

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 e