Portfolio Investment Manager- HGP Midlands and Wales

  • Location
    Birmingham
  • End date
    Monday 11 May 2026
  • Job type
    Permanent

Posted date

Posted Yesterday

Job ID

156365

Agile Working Options

Job Share; Hybrid Working

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.

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. 

Development and progression

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

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. 

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.