Portfolio Investment Manager- HGP Midlands and Wales

End Date

Monday 11 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

JOB TITLE: Portfolio Investment Manager
HOURS: Full time
LOCATION: Birmingham (125 Colmore Row)
WORKING PATTERN: Hybrid, Minimum 60% (or three days) in the above office

Job Description

About this opportunity

HGP (Housing Growth Partnership) is the Lloyds Banking Group and Homes England-backed equity investor focused on the UK Living sector. We invest capital alongside developers and housebuilders to enable the accelerated delivery of homes across the UK. We have a track record of, and commitment to, delivering tangible social impact through our investments.

As a result of our investments to date HGP has committed to the construction of 14,000+ new homes across the UK. The fund was voted social impact investor of the year (2025) by our industry peers. Our housing delivery forms and important part of LBG's Helping Britain Prosper plan commitments.

We're a successful team and we're looking for you to come and join us where you'll be responsible for leading HGP’s investment portfolio managed by HGP’s Birmingham office. Investments cover residential projects across the Midlands & Wales.

What you’ll be doing

• Supporting the team to lead HGP investments alongside housebuilders and developers across a range of living sector tenures. This includes private for sale, private rental (BTR and co-living), student, and retirement living.
• Working with residential development management teams and external advisers to oversee and support the successful build out and investment exit of residential developments. Hold management teams to account / a budget.
• Analysis of scheme progress reports from HGP appointed 3rd party advisors and liaising with advisors and HGP partners to ensure accuracy and integrity of reporting.
• Take responsibility for collating and analysing HGP partners’ monthly MI on developments HGP has invested in and visit development sites to monitor build and sales/leasing and operational performance. Monitoring, forecasting, and supporting partners in the delivery of income, loan repatriation, and profit for individual investments.
• A key function of this role is to support HGP Investment Directors in identifying opportunities to add value or identify future challenges during the development process and to collaborate with the whole team to implement strategies from the outset that ensure we handle these challenges and opportunities to achieve the best result.

What you’ll need

• Effective oral and written communication at all levels and across different audiences.
• Adept in both internal and external partner management to deliver results.
• Ability to build and maintain effective regional relationships across housebuilders / developers, advisors, and lenders.
• Strong numerical literacy and financial analysis, including cash flow modelling.
• Relevant sector experience in residential property development and/ or residential property finance (debt or equity) would be preferred but not a pre-requisite.
• Negotiation skills.
• Structuring & Transacting Skills including legal documentation.#
• Valuation, costs, management diligence skills.
• Asset management.
• Financial analysis and modelling – financial health of counterparty & development appraisal sensitivities and cashflow

About working for us

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity, or culture.

If you’d like reasonable adjustments to be made to the recruitment process, just let us know. If you’re excited by the thought of becoming part of our team, get in touch. 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.