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Investment Director

Employer
Lloyds Banking Group
Location
Bristol, United Kingdom
Salary
Competitive
Closing date
18 Dec 2023

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Job Details

End Date
Sunday 17 December 2023

Salary Range
£98,685 - £116,100

We support agile working - click here for more information on agile working options.

Agile Working Options
Hybrid Working

Job Description Summary
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Job Description

JOB TITLE: Investment Director

SALARY: c.£120,000 plus package

LOCATION: Bristol / Southwest

HOURS: Full-time

WORKING PATTERN: You’ll be required to be office based with some remote flexibility, travel will often

be required.

About this opportunity

We're looking for someone who can be responsible building HGP’s investment level and profile in the Southwest region, including the origination and execution of new investments, alongside managing HGP’s existing investment portfolio. This role includes being responsible for a team of four colleagues and the opportunity will allow for you to build your own team.

The Housing Growth Partnership (HGP) is an equity investor passionate about accelerating the delivery of new homes across all living sectors in the UK. HGP is an GP Fund manager owned by Lloyds Banking Group (LBG) and has investors in the shape of LBG and the UK government, via Home England. As a result of our investments to date HGP has committed to the construction of 10,000 new homes across the UK. The fund was voted social impact investor of the year by our industry peers and our housing delivery forms part of LBG’s Helping Britain Prosper plan commitments.

Join the HGP leadership team and support the Head of HGP to lead, run and empower the team to invest and manage HGP investments alongside mid-market and SME house builders and developers. Lead HGP’s business in the Southwest, growing HGP profile in a key regional market to drive the origination of new investments. This will require deal execution skills including structuring, financial analysis, due diligence, investment approvals and legal documentation.

You’ll also take ownership of the existing investment portfolio which will require working with house builder and developer management teams and external advisers to oversee and support the successful build out and sale of living sector developments invested in by HGP.

HGP is a regulated Fund and you'll hold a certified role as part of HGP’s governance team ensuring Fund processes are adhered to, investments are delivered in line with key fund principles and HGP's approach to conduct risk is followed. This will include having a seat on HGP’s Investment Committee, attending HGP Board Meetings and preparing and presenting quarterly valuations to HGP Valuation Committee.

About us

From building a truly sustainable business to creating a place where people love to work, we need colleagues who are up for the challenge of our bold ambitions. Who are excited to push boundaries and make change happen. Together, we can grow with purpose.

What you’ll need

As Investment Director, you’ll need the following skills:
  • Ability to originate new investments both directly and through introducer network as well as encouraging relationships with advisers, industry bodies, key senior sector experts etc to develop new deal sources
  • Proven experience in structuring, negotiating and executing new equity investments
  • Knowledge of the legal, regulatory and compliance requirements affecting new and existing equity investments
  • Financial analysis, including cash flow modelling
  • Relevant sector experience in living sector development and/or property finance
  • Knowledge and practicable experience of due diligence, accounting, tax and legal aspects of transaction execution
  • Proven track record to build strong working relationships with a wide variety of relevant internal and external partners as well as advisers and partners in portfolio projects
  • Ability to communicate effectively at all levels and across different audiences
  • Ability to lead and develop junior team members and deliver targets within a cost and risk controlled environment


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 want our people to feel that they belong and can be their best, regardless of background, identity, or culture.

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.

And it’s why we especially welcome applications from under-represented groups.

We’re disability confident. So, if you’d like reasonable adjustments to be made to our recruitment processes, just let us know.

We also offer a wide-ranging benefits package, which includes:
  • A generous pension contribution of up to 15%
  • An annual performance-related bonus
  • Share schemes including free shares
  • Benefits you can adapt to your lifestyle, such as discounted shopping
  • 30 days’ holiday, with bank holidays on top
  • A range of wellbeing initiatives and generous parental leave policies


If you’re excited by the thought of becoming part of our team, get in touch.

We’d love to hear from you!

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 and 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 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.

If you manage certified colleagues this role will be identified as Manager of certification employees under SYSC 27.8.13R as defined in the FCA Handbook(1) The function of managing or supervising a certification employee, directly or indirectly, is an FCA-specified significant-harm function.(2) A function in (1) is not an FCA certification function for that firm if it is performed by an SMF manager of that 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.

Company

We’re creating an organisation that attracts, retains and develops the best talent in the industry, and one that openly embraces diversity too. But more than that – we want to be a great place to work. We invest in our people, offering the best training and coaching, and by encouraging them to contribute to our leading corporate and social responsibility practices. We offer flexible working hours and days, under our Work Options scheme. This means that you can have a challenging and rewarding career, and still have an ideal work/life balance.

Flexible working is at the heart of our strategy. We’re re-imagining where, when, and how our people work, with new approaches designed to meet the ever-changing needs of customers and colleagues. These include increasing our use of remote-working tools and technology, as well as placing less reliance on a 9-to-5 mindset. For many of our office-based colleagues, we work in hybrid ways which involves spending at least two days per week or 40% of their time at one of our office sites.

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