Portfolio Director - LDC

End Date

Wednesday 28 January 2026

£0 - £0

Hybrid Working

JOB TITLE:

Portfolio Director - LDC

LOCATION:

London

HOURS:

Full Time

As the private equity arm of Lloyds Banking Group, LDC supports management teams across the UK to fulfil their growth ambitions and build great businesses. Since 1981, LDC has invested over £5.5bn in more than 650 SME and mid-market businesses. More details can be found at

Working in a senior role as part of the Portfolio Team and alongside the Regional Offices, the purpose of this role is to proactively manage portfolio company investments to materially improve performance and maximise realised value through their investment life cycle.

In role, you’ll be responsible for managing between 6 and 8 portfolio companies per year either as lead Investment Officer or alongside a Regional Investment Officer.

• Take the lead or where relevant joint/secondary investment officer role on each investment to determine and implement the investment strategy including:
• Selection of appropriate NXC and NEDs, monitor their contribution and effect improvement where required;
• Ensure we have the right management team in place to enable the company to reach its potential and, where appropriate, effect and influence appropriate change, strengthening the team in a timely manner;
• Lead the challenge on company strategy, annual budget setting processes and provide support to management on implementation of agreed plans;
• Proactively support and influence company development both organically and through acquisition, identifying and delivering on opportunities to build value further;
• Identify and drive continued value enhancement through relevant improvement initiatives, leveraging VCP support where appropriate;
• Determine and lead the approach and timing to exit, supporting exit planning and preparation work and negotiation to maximise investment returns.
• Present investment strategy and portfolio company performance to Investment Committee in a succinct and coherent manner, identifying key issues together with providing proactive solutions to address and improve investment performance.
• In the event of investment underperformance take a lead role in proactively working through the issues including strategy reset, management change, cost out restructurings and cash management, together with negotiating and implementing restructuring solutions with the company’s lenders and other stakeholders;
• Ensure the maintenance of the highest standards for case management, investment valuation and support;
• Develop and maintain strong relationships with potential chairmen, non-executive directors, executive management and lenders.
• Promote the adoption of best practice and the highest standards in all aspects of the business.
• Contribute to the development of company-wide initiatives by participating in project teams as required.
• Contribute where appropriate in management and reporting of wider LDC portfolio metrics as part of National Portfolio Team.
• Assist in portfolio wide initiatives where relevant, liaising with investment officers and management teams as required. Contribute to debate on merits of and proposed investment strategy for new investment opportunities where appropriate.
• Participate in the delivery of LDC medium term plan through the achievement of agreed budgets/targets.
• Demonstrate effective risk management and control by ensuring appropriate regulatory assurance and compliance, and thorough due diligence on transactions.
• Coach and manage more junior members of the team and to set an example with a positive and professional attitude.
• To ensure the maintenance of the highest standards for portfolio management.
• To build on and promote the strong, collaborative culture of LDC.

• Senior relevant experience, either in private equity, Performance Improvement or Restructuring), due diligence, leveraged finance or broader industry experience including experience of operating at Director/Board level.
• Direct private equity experience is not a necessity if you have a proven record of business improvement in…