Investment Executive - LDC

This review provides an overview of the Investment Executive position, highlighting key aspects for potential candidates considering this career opportunity. We aim to offer clarity on the role's advantages and essential considerations to guide your career path.

About the Opportunity:

This Investment Executive role, based in Nottingham, offers a compelling entry point into the dynamic world of private equity. As part of the LDC New Business team, you will play a crucial role in supporting the sourcing of transactions, winning mandates, and efficiently managing profitable deals. This position is designed to provide hands-on experience in private equity transactions and ongoing investment management, working closely with experienced Investment Managers, Investment Directors, and Partners.

Key Responsibilities and Growth Areas:

• Transaction Support: You will be instrumental in the analysis and appraisal of investment propositions, coordinating with advisors during due diligence, and contributing to the preparation and presentation of investment papers. This is a fantastic avenue to develop your analytical and critical evaluation skills.
• Investment Management: This aspect of the role involves supporting LDC's representation on the boards of investee companies, ensuring management teams remain focused on strategic goals, and contributing to strategic plan development. You'll gain invaluable experience in corporate governance and strategic oversight.
• Performance Monitoring and Value Creation: You will be involved in monitoring company performance, assessing management effectiveness, and identifying opportunities to add shareholder value through rigorous data analysis. This area is crucial for developing your ability to drive and influence business growth.
• Relationship Building: A significant advantage of this role is the opportunity to cultivate strong relationships within the local and wider professional and venture capital community. You will engage with potential chairmen, non-executive directors, management teams, and bankers, expanding your professional network considerably.
• Market Engagement: You will gain exposure to diverse third-party corporate finance and due diligence teams, broadening your understanding of various business models and opportunities across multiple sectors.
• Marketing and Culture: Contributing to office marketing plans and fostering LDC's strong, collaborative culture are also key components, allowing you to influence how the team operates and represents itself.

Advantages for Candidates:

• Career Foundation in Private Equity: This role offers a solid foundation for a career in private equity, providing direct exposure to deal origination, execution, and portfolio management.
• Mentorship and Learning: Working alongside seasoned professionals in LDC's New Business team will provide excellent opportunities for learning and mentorship.
• Networking Opportunities: The emphasis on relationship building will allow you to develop a valuable professional network within the finance and investment community.
• Flexible Working: The company supports flexible working arrangements, including hybrid working, which can contribute to a better work-life balance.
• Inclusive Culture: LDC is committed to fostering an inclusive workplace that celebrates diversity. They have demonstrated leadership in areas like diversity in senior roles and dedicated support initiatives, creating an environment where colleagues can thrive.
• Regulatory Exposure: The role is designated under the Senior Manager and Certification Regime (SMCR) and involves client-dealing functions. This means successful candidates will undergo enhanced vetting and gain experience with important regulatory compliance processes.

Key Considerations for Candidates:

• Educational Requirements: A degree classification of 2:1 or above is required.
• Experience and Skills: Demonstrable experience working in finance, a good understanding of the private equity market, strong business analysis skills, excellent numerical ability with experience in statistical analysis, and strong social and communication skills are essential. The ability to engage effectively with senior executives is also vital.
• Regulatory and Vetting Requirements: As mentioned, the role is subject to the SMCR and specific FCA regulations, requiring comprehensive background checks, fitness and propriety attestations, and annual re-attestations. Your details will also be published on the FCA Financial Services Register.
• Data Security: The organization prioritizes data security and will only request sensitive information once an interview is formally arranged or an offer is made.

This Investment Executive position presents a significant opportunity for individuals looking to make a meaningful impact within the financial services sector. The combination of hands-on experience, professional development, and a commitment to an inclusive work environment makes it a compelling prospect for ambitious candidates.