Investment Associate - Lloyds Living

Investment Associate - Lloyds Living

• Salary range £69,408 - £77,120

• Location London

• End date Tuesday 27 October 2026

• Job type Permanent

Posted date Posted Today

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We are seeking an Investment Associate to join the Lloyds Living Investment Team. The role will support the evaluation, approval and execution of residential real estate investments, working closely with Investment Managers and colleagues across Finance, Development, Asset Management and Operations.

The successful candidate will combine strong analytical and financial-modelling skills with commercial judgement, attention to detail and the ability to communicate investment conclusions clearly.

Key responsibilities

• Support the preparation, evaluation and execution of real estate investment transactions across a range of acquisition and funding structures.

• Undertake financial modelling and investment appraisal, including returns analysis, sensitivities, scenario testing and assessment of key underwriting assumptions.

• Prepare high-quality Investment Committee papers, approval materials and supporting analysis, clearly summarising the investment rationale, financial returns, principal risks and recommendations.

• Coordinate inputs from internal stakeholders and external advisers, including legal, technical, valuation and agency teams, to support effective due diligence and transaction delivery.

• Conduct detailed site and location analysis, including demographics, local employment, housing demand, pricing, rents, affordability and comparable evidence.

• Analyse comparable transactions and market evidence to inform pricing, valuation and investment recommendations.

• Undertake market research and monitor relevant residential investment, economic and sector trends.

• Support the development and maintenance of investment models, underwriting tools, transaction trackers and portfolio analysis.

• Prepare clear, accurate and visually effective presentations for Investment Committee, senior management and other stakeholders.

• Present analysis and recommendations confidently, responding effectively to questions and challenge.

• Work collaboratively across the business and manage multiple workstreams to agreed deadlines.

• Key experience and capabilities

• Previous experience in a real estate investment, transaction, corporate finance, valuation or investment-advisory role.

• Strong commercial acumen and an ability to identify the key financial, operational and execution considerations within an investment opportunity.

• Strong financial-modelling and analytical skills, with advanced proficiency in Microsoft Excel.

• Experience preparing investment papers, presentations or other decision-making materials.

• Strong Microsoft PowerPoint skills and the ability to translate complex analysis into clear, concise and persuasive presentation materials.

• Excellent written and verbal communication skills, with confidence engaging stakeholders across different functions and levels of seniority.

• Strong attention to detail and an ability to manage competing priorities and work effectively to demanding deadlines.

• A collaborative, positive and proactive approach, with a strong work ethic and willingness to learn.

• A genuine interest in residential real estate investment and the wider living sector.

• CFA, CAIA, ACA or another relevant professional qualification would be advantageous but is not essential.

• Working style

• The successful candidate will be analytical, commercially minded and highly organised. They will take ownership of their work, use initiative and work constructively with colleagues and external advisers to deliver high-quality investment analysis and transaction support.

• This is a place for you…

• Our ambition is to be the leading UK business for diversity, equity and inclusion, supporting our customers, colleagues and communities. We are committed to creating an environment in which everyone can thrive, learn and develop. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and launch a dedicated Working with Cancer initiative. We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns.

• We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers - just let us know what you need.

• We also offer a wide-ranging benefits package, which includes…

• A generous pension contribution of up to 15%

• An annual bonus award, subject to Group performance

• Share schemes including free shares

• Benefits you can adapt to your lifestyle, such as discounted shopping

• 28 days’ holiday, with bank holidays on top

• A range of wellbeing initiatives and generous parental leave policies

• Ready for a career where you’ll learn and thrive? Apply today and find out more.

• Job ID

• 165015

• Agile Working Options

• Job Share; Hybrid Working

• Apply now

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Think all banks are the same? You'd be wrong.

We're a fast paced, forward thinking business that's shaping finance as a force for good.

A bank that's empowering its people to innovate, explore possibilities and grow with purpose.

Think all banks are the same? You'd be wrong.

We're a fast paced, forward thinking business that's shaping finance as a force for good.

A bank that's empowering its people to innovate, explore possibilities and grow with purpose.

Benefits that work for you

Our benefits are designed to support you both in and out of work. We offer a competitive pay and benefits package including health insurance, pension, holiday allowance, family leave and flexible working.

Benefits

• Development and progression

• With us, your development is a priority, and we’ll ensure you have the right tools to grow and learn.

• Development and progression

• Our offices

• Our newly renovated offices boast state-of-the-art tech and top-class facilities to help colleagues to connect, collaborate and thrive in an environment so they can do their best work for our customers.

• Our offices

• A talent community for you

• Not ready to apply for anything just yet? Don't worry, join our talent community. We're matching amazing people to new opportunities every single day.

• Join our talent community

• 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'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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• Benefits that work for you

• From holiday allowance and flexible working options to private health cover and generous pension contributions, we’ve built a benefits package that works for everyone.

Join us and you’ll have access to:

• Pay and Bonus – competitive salaries as well as bonus aligned to group, business area and individual performance.

• Hybrid working giving you the option to work from home for up to three days a week, extended up to five days a week over the summer period.

• Private medical insurance providing all colleagues with access to quality medical care, including accommodation, nursing care and specialist advice.

• Generous pension scheme with employer contributions. The more you save, the more we'll contribute to your plan, starting with 9% if you pay in 3% of your salary, going all the way up to 15% if you contribute 6% or more.

• Financial products and colleague offers – you’ll be able to take advantage of all our financial products, some at a discounted rate, including current accounts, home and car insurance and loans.

• Family leave – from day one you’ll be able to have 52 weeks' leave after your child is born or placed for adoption; six months of that leave is fully paid. Partners can have six weeks of fully paid paternity leave.

• Holiday trading - buy or sell extra days to suit your lifestyle.

• Share plans align your reward package.

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• Development and progression