Investment Executive

End Date

Tuesday 02 December 2025

Salary Range

£0 - £0

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

Flexible Working Options

Hybrid Working

Job Description Summary

JOB TITLE: Investment Executive
LOCATION: Nottingham 33 Park Row
HOURS: Full Time

About this opportunity
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 role holder will help support Investment Managers, Investment Directors and Partners in completing private equity transactions and managing the investment during its life with LDC via delivering relevant data analyses, engaging and supporting portfolio management teams and other relevant tasks.

Job Description

Responsibilities:

• To assist with and support the team to complete profitable private equity transactions. This may involve: analysis & appraisal of the proposition, appointment of advisors to support on the due diligence of the opportunity, plus critical review of the outputs, preparation of investment papers/reports and support on presenting findings to the investment committee;

• 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 Managers, 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.

• To develop relationships with key participants within the professional and venture capital community within the local market and wider market.

• To develop relationships with 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.

• To contribute to the development and implementation of the Office's marketing plans and initiatives.

• To ensure the maintenance of the highest standards for new business and case management.

• To build on and promote the strong, collaborative culture of LDC.

About you

Qualifications required - Degree at a 2:1 or above

General Requirements:

• Demonstrable experience of working in Finance

• Some understanding and knowledge of the local Private Equity market

• Business analysis skills

• Strong numerical ability and experience in undertaking statistical analysis

• Good social and communication skills and ability to deal with challenging senior executives and individuals

About working for us

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We're committed to creating a consciously inclusive workplace where our colleagues can be themselves, thrive and perform at their best.

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. As an inclusive employer, we offer Workplace Adjustments for colleagues with a disability (which may include long-term health and neurodivergent conditions) where it is reasonable to do so. This could include flexibility with regards to office attendance, location, and working pattern.

We also provide adjustments that are reasonable throughout the recruitment process to reduce or remove barriers for applicants with a disability, long-term health condition or neurodivergent condition. If you'd like an adjustment to the recruitment process just let us know.

If you're excited by the thought of becoming part of our team, get in touch. 
We'd love to hear from you. Please reach out to  for further information.

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 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 R 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 R; 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.

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.

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