Investment Associate - HGP

Description du poste:

End DateMonday 04 May 2026

Salary Range£0 - £0

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

Flexible Working OptionsHybrid Working, Job Share

Job Description SummaryJOB TITLE: Investment Associate
HOURS: Full time
LOCATIONS: Birmingham
OFFICE: 125 Colmore Row
WORKING PATTERN: Hybrid, Minimum 60% (or three days) in the above office

Job Description
About this opportunity

HGP (Housing Growth Partnership) is the Lloyds Banking Group and Homes England-backed equity investor focused on the UK Living sector. We invest capital alongside developers and housebuilders to enable the accelerated delivery of homes across the UK. We have a track record of, and commitment to, delivering tangible social impact through our investments.

As a result of our investments to date HGP has committed to the construction of 14,000+ new homes across the UK. The fund was voted social impact investor of the year (2025) by our industry peers. Our housing delivery forms and important part of LBG's Helping Britain Prosper plan commitments.

We're a successful team and we're looking for you to come and join us where, as an Investment Associate, you'll be responsible for supporting the team's origination plans and the management of the investment portfolio. Investments cover residential projects across the Midlands & Wales.

What you'll be doing
* Supporting the team to lead HGP investments alongside housebuilders and developers across a range of living sector tenures. This includes private for sale, private rental (BTR and co-living), student, and retirement living.
* Researching HGP prospects that fit into the fund's investment criteria and appetite. Modelling new investment opportunities and supporting the transaction process, including structuring, KYC and diligence.
* Working with residential development management teams and external advisers to oversee and support the successful build out and investment exit of residential developments. Supporting the team in holding management teams to account / a budget.
* Analysis of scheme progress reports from HGP appointed 3rd party advisors and liaising with advisors and HGP partners to ensure accuracy and integrity of reporting.
* Supporting the team in collating and analysing HGP partners' monthly MI on developments HGP has invested in and visit development sites to monitor build and sales/leasing and operational performance. Assisting in the monitoring, forecasting, and supporting partners in the delivery of income, loan repatriation, and profit for individual investments.
* A key function of this role is to support HGP Investment Directors, as well as Investment and Portfolio Managers in originating, transacting, and monitoring new investments. This includes helping to identify opportunities to add value or future challenges and to collaborate with the whole team to implement strategies from the outset that ensure we handle these challenges and opportunities to achieve the best result.

What you'll need
* Effective oral and written communication.
* Experience in both internal and external stakeholder management to deliver results.
* Ability to maintain effective relationships across clients and advisors.
* Strong numerical literacy and financial analysis, including Excel. Cash flow modelling experience is preferred.
* Relevant sector experience in residential property development and/ or residential property finance (debt or equity) would be preferred but not a pre-requisite.
* Comfortable with ownership / responsibility and ability to use your own judgement.
* Entry level understanding of risk management.

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.
If you'd like reasonable adjustments to be made 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.

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