Investment Manager - LDC

End Date

Thursday 14 May 2026

Salary Range

£0 - £0

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

Flexible Working Options

Hybrid Working, Job Share

Job Description Summary

Responsibility for and management of new business investments , refinances and exits for specific funds including on-going portfolio management. Influence key stakeholders, deputise for senior colleagues and contribute to broader business development, planning and decision-making. Providing investment action recommendation, investment research and insight capability, portfolio management, and risk control including due diligence completed, across designated area.

Job Description

Manages and develops important customer relationships (mid tier companies, multinational corporates, etc.) with guidance from senior colleagues and/or manages an account team delivering day-to-day support operations.

Manages important client relationships with guidance from senior colleagues or oversees relationship management with a group of more transactional clients and customers.

Manage relationships with important internal customers and act as their business partner, while taking guidance from senior colleagues.

Roles at this level are typically experienced professionals and/or operational line managers who are interpreting and applying policy to achieve specified outputs or advising the wider business on application of policy.

Personally meets customer needs related to standard products and services and/or supervises a team of customer advisors.

Analyses and forecasts investment/market trends and developments by designing and developing non-routine investment models and/or manages specific assigned portfolios while assisting in the development of the investment policy.

Sets short term objectives and helps manage the performance of direct reports by working within performance management systems.

Analyses specified problems and issues to find the best technical and/or professional solutions.

Delivers prescribed outcomes for area of responsibility by working within established strategic planning systems.

Grows own capabilities by pursuing and investing in personal development opportunities and develops the capabilities of direct reports by working within existing development framework; provides specialised training or coaching in area of expertise to others throughout the organisation.

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.