Investment Executive - LDC (m|f|x) London

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.

Aufgaben

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.

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

• 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 rolesCore
• 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.

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Standort

25 Gresham Street GB-EC2V 7HN London