Investment Associate – Lloyds Living

Overview

In this role you will support the Lloyds Living Investment Team in evaluating, approving and executing residential real estate investments. You will work with cross-functional colleagues to drive due diligence, financial modelling and investment recommendations. You will prepare concise committee papers and present clear conclusions to stakeholders. This is an opportunity to contribute to a growing housing investment platform within a leading financial services group. You’ll engage with external advisers and internal teams to deliver high-quality investment analysis at pace.

Pay / Benefits

• pension contribution up to 15%
• annual bonus subject to group performance
• share schemes including free shares
• discounted shopping benefits
• 28 days’ holiday plus bank holidays
• wellbeing initiatives and parental leave policies

Responsibilities

• Support the preparation, evaluation and execution of real estate investment transactions across various acquisition and funding structures
• Conduct financial modelling and investment appraisal including returns analysis, sensitivities and scenario testing
• Prepare Investment Committee papers and supporting analysis with clear investment rationale and risk assessment
• Coordinate inputs from internal and external stakeholders to support due diligence and deal delivery
• Perform site and market analysis including demographics, housing demand, pricing and affordability
• Analyse market evidence and comparable transactions to inform pricing and investment recommendations
• Develop and maintain investment models, underwriting tools and portfolio trackers
• Create clear, visually effective presentations for Investment Committee and senior management
• Present analysis and recommendations and respond to questions, managing multiple workstreams to deadlines

Key requirements

• Previous experience in real estate investment, transaction, corporate finance, valuation or investment-advisory
• Strong commercial acumen and ability to identify key financial, operational and execution considerations
• Advanced proficiency in Microsoft Excel for financial modelling
• Experience preparing investment papers or decision-making materials
• Strong PowerPoint skills and ability to translate analysis into clear presentations
• Excellent written and verbal communication and stakeholder engagement across levels
• Strong attention to detail and ability to manage competing priorities under deadlines
• Collaborative, proactive approach with willingness to learn
• Genuine interest in residential real estate investment and the living sector
• CFA, CAIA, ACA or equivalent qualification is advantageous but not essential

• collaborative
• proactive
• attention to detail
• financial modelling
• scenario analysis
• investment appraisal

…