Investment Associate
Investment Associate

Investment Associate

Entry level 50000 - 70000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support investment strategies and manage residential projects across the Midlands & Wales.
  • Company: Join a leading equity investor backed by Lloyds Banking Group and Homes England.
  • Benefits: Hybrid working, competitive salary, and a commitment to social impact.
  • Other info: Inclusive culture that values diversity and offers excellent growth opportunities.
  • Why this job: Make a real difference in housing delivery while developing your career.
  • Qualifications: Strong communication skills and numerical literacy; experience in property finance is a plus.

The predicted salary is between 50000 - 70000 £ per year.

WORKING PATTERN: Hybrid, Minimum 60% (or three days) in the above office.

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 an 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, as an Investment Associate, you'll be responsible for supporting the team's origination plans and the management of the investment portfolio. 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.
  • Researching HGP prospects that fit into the fund's investment criteria and appetite.
  • Modelling new investment opportunities and supporting the transaction process, including structuring, KYC and diligence.
  • Working with residential development management teams and external advisers to oversee and support the successful build out and investment exit of residential developments.
  • Supporting the team in holding 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.
  • Supporting the team in 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.
  • Assisting in the 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, as well as Investment and Portfolio Managers in originating, transacting, and monitoring new investments.
  • This includes helping to identify opportunities to add value or future challenges 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.
  • Experience in both internal and external stakeholder management to deliver results.
  • Ability to maintain effective relationships across clients and advisors.
  • Strong numerical literacy and financial analysis, including Excel. Cash flow modelling experience is preferred.
  • Relevant sector experience in residential property development and/or residential property finance (debt or equity) would be preferred but not a pre-requisite.
  • Comfortable with ownership/responsibility and ability to use your own judgement.
  • Entry level understanding of risk management.

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.

Investment Associate employer: HGP

At HGP, we pride ourselves on being an exceptional employer that champions inclusivity and diversity, ensuring every team member feels valued and empowered. Our hybrid working model allows for flexibility while contributing to meaningful projects that deliver social impact across the UK housing sector. With a commitment to employee growth and development, we offer opportunities to engage with industry leaders and make a tangible difference in communities, all within a supportive and collaborative work culture.
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Contact Detail:

HGP Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Associate

✨Tip Number 1

Network like a pro! Reach out to people in the investment and housing sectors on LinkedIn. Join relevant groups and engage in discussions. You never know who might have a lead on your dream job!

✨Tip Number 2

Prepare for those interviews! Research HGP and their recent projects. Be ready to discuss how your skills can help them achieve their goals in the UK Living sector. Show them you’re not just another candidate!

✨Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, send a thank-you email expressing your enthusiasm for the role. It keeps you fresh in their minds and shows your genuine interest.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at HGP. Let’s get you that Investment Associate role!

We think you need these skills to ace Investment Associate

Oral Communication
Written Communication
Stakeholder Management
Relationship Management
Numerical Literacy
Financial Analysis
Excel
Cash Flow Modelling
Residential Property Development
Residential Property Finance
Risk Management
Investment Analysis
Project Monitoring
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Investment Associate role. Highlight relevant experience in residential property development and financial analysis, as these are key for us at HGP.

Craft a Compelling Cover Letter: Your cover letter should tell us why you're excited about this opportunity. Share your passion for social impact and how you can contribute to our mission of delivering new homes across the UK.

Showcase Your Communication Skills: Since effective communication is crucial for this role, ensure your written application reflects clarity and professionalism. We want to see that you can convey complex ideas simply and effectively.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. This way, we can easily track your application and get back to you quicker!

How to prepare for a job interview at HGP

✨Know Your Numbers

As an Investment Associate, you'll need to demonstrate strong numerical literacy and financial analysis skills. Brush up on your Excel skills and be prepared to discuss cash flow modelling. Practise explaining complex financial concepts in simple terms, as this will show your ability to communicate effectively with both internal and external stakeholders.

✨Research the Company and Sector

Familiarise yourself with HGP's mission and recent projects, especially those related to residential property development. Understanding the UK Living sector and the specific challenges it faces will help you engage in meaningful discussions during the interview. Be ready to share your insights on how you can contribute to their investment strategies.

✨Prepare for Scenario Questions

Expect questions that assess your problem-solving abilities and judgement. Prepare examples from your past experiences where you've successfully managed stakeholder relationships or navigated challenges in a project. Use the STAR method (Situation, Task, Action, Result) to structure your responses clearly and effectively.

✨Show Your Passion for Social Impact

HGP is committed to delivering tangible social impact through its investments. Be prepared to discuss why this matters to you and how you see your role contributing to this goal. Sharing your enthusiasm for creating positive change in the housing sector will resonate well with the interviewers and align with their values.

Investment Associate
HGP

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