End Date
Sunday 28 September 2025
Salary Range
£0 - £0
We support flexible working – click here for more information on flexible working options
Flexible Working Options
Job Share
Job Description Summary
TITLE: Investment Analyst
LOCATION: London
HOURS: Full-time
WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites.
At Lloyds Banking Group, we have a clear purpose - to help Britain prosper. Across the Group, our colleagues are passionate about making a difference to customers, businesses, and communities.
Lloyds Living is the Group's Private Rental and Shared Ownership Subsidiary. Its purpose is to Help Britain Prosper through improving access to good quality, affordable rental homes across the UK whilst delivering diverse and sustainable financial returns to Group.
Job Description
We are currently seeking an Analyst to join our investment team. You will work alongside Investment, Finance and Asset Managers and play an important part in the below key business areas:
* Portfolio Analytics: Analysis of the Lloyds Living portfolio and identifying key trends and site-specific value add opportunities. Providing recommendations to the business while keeping the business's core financial (4YOP) and policy objectives in mind (i.e. zero bills targets etc.);
* Investment appraisals: Financial analysis and modelling of new acquisitions across a variety of deal structures, including forward funding, forward commit, stabilised and corporate transactions. Preparing documentation for committee and board decision making;
* Business Planning: Develop P&L forecasting models for our Finance and Operations Team. This will include Private / RP Shared Ownership and new initiatives investigated by the business;
You'll have a strong analytical background, excellent excel skills and possess a genuine interest in principle real estate investment.
Your accountabilities will include:
* Collaborate with key stakeholders and utilize in-house data platforms to identify site specific value add opportunities or regional trends that may impact our investment decisions. Prepare presentation material outlining the proposal, key aspects, financial impact and recommendations;
* Utilize in-house data platforms to prepare actuals versus underwrite analysis;
* The creation and monitoring of key financial models, principally within the investment team;
* Working with Investment Managers to assist in transaction execution decisions including, financial analysis, due diligence and the preparation of committee approval papers;
* Financial modelling work related to business plan, investment, project delivery and asset management decisions;
* Monitoring market trends through review and summary of available research for the Lloyds Living Leadership Team;
* Maintaining and developing network of colleagues within LBG and also externally, ensuring PRS and Shared Ownership knowledge coming into the company is at the forefront of sector and business relevance;
* Crafting new and better ways for the organisation to be successful through enhancing the analytical and commercial skills within the business;
Crucial skills and experience:
* Previous experience in real estate investment financial modelling;
* Ability to work under pressure and to tight deadlines;
* Strong, commercial acumen with the ability to aid in pragmatic, commercial problem solving;
* Outstanding analytical skills and experience in creating and manipulating financial models and producing KPIs to support investment decision making;
* Drafting committee board papers to investment and executive committee;
* Ability to assess the financial impacts and sensitivities of key commercial decisions;
* A positive, can-do mentality alongside a strong work ethic and hunger to learn;
* Ability to communicate effectively at all levels and across different audiences;
* Knowledge and practicable experience of property acquisition and disposal
So what can we offer you in return?
If you'd like to be part of an inclusive, values-based culture passionate about making a difference, we'd love to hear from you. Whatever your aspiration, you can also expect excellent benefits, including performance-related bonus, private health cover, share schemes and a generous pension contribution, along with the option to choose from a wide range of industry leading salary sacrifice schemes and benefits.
We're committed to building a workforce which reflects the diversity of the customers and communities we serve, and to building an inclusive environment where all our colleagues can be themselves and succeed on merit. We support the principles of agile working and are happy to consider flexible working arrangements. We'll ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process and to perform crucial job functions.
Sound like you? Apply today, 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.