Personal Assistant & Office Manager - LDC

End Date

Wednesday 08 July 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

Title: Personal Assistant & Office Manager (15 Month Fixed Term

Contract)

Salary Range: £35,000 - £42,000

Location: Newcastle

HOURS: Full-time

WORKING PATTERN: Our work style is hybrid, which involves spending at least four days per week, or 80% of our time, at one of our office sites.

Overview

Lloyds Development Capital (“LDC”) is the private equity arm of Lloyds Banking Group (“LBG”). The LDC Group structure is a combination of corporate entities (operating/holding companies) and partnerships (funds and general partner).

LDC is the most active mid-market private equity investor, investing £2m-£100m in medium sized private companies with ambitious, entrepreneurial management teams with the objective is to realise capital gains by sale of these companies, typically within 3-5 years.

Job Description

Role Description

This role provides proactive, high-level PA and office management support across the Newcastle and Scotland teams (Newcastle Office based). The position is central to ensuring the smooth running of the office, supporting deal activity, maintaining compliance processes, and delivering high-quality internal and external engagement.

The role supports multiple Investment Directors and Managers and works closely with the wider PA network.

Key Responsibilities

EXECUTIVE DEAL SUPPORT & DIARY MANAGEMENT

Diary management for multiple senior Investment Executives across Newcastle & Scotland

Preparing and planning for individuals for their day/week ahead

Prioritise work effectively by virtue of urgency and importance

Coordination of calls, meetings and printing/binding materials ahead of scheduled meetings

Preparation of daily/weekly itineraries, briefing packs, and materials

Preparing investment materials, internal finance reporting, meeting minutes & presentations ensuring that documentation is in the correct format and on brand

Supporting distribution of regional and national packs (e.g. pipeline/partner packs, valuation packs, monthly portfolio packs)

Supporting wider team priorities during busy deal periods

Flexibility to take on additional responsibilities across the team

TRAVEL & LOGISTICS

End-to-end travel coordination (frequent UK travel incl. Scotland & London)

Booking travel, hotels, restaurants, factoring in travel time for meetings and preparing full itineraries

Monitoring cost and ensuring budget alignment

EVENTS & BUSINESS DEVELOPMENT SUPPORT

Full ownership of regional events programme (Newcastle & Scotland) including:

Dinners, networking events, conferences, charity events & corporate hospitality

Venue sourcing, supplier management, guest list coordination and logistics

Working closely with investment team to ensure target/client engagement focus

Acting as informal “events lead” for both regions, including ideation and supplier engagement

Ensuring alignment of events with pipeline and origination activity

Table plans

OFFICE MANAGEMENT & OPERATIONS

Acting as Office Manager for Newcastle and Scotland:

Acting as main point on reception and managing front of house i.e. Reception, visitors, meeting rooms, and office presentation

Supplier coordination and ordering of office supplies

Supporting onboarding of new team members and general team wellbeing

GEH (GIFTS, ENTERTAINMENT & HOSPITALITY) & COMPLIANCE

Ownership of all GEH processes including:

Logging, approvals, and submission via compliance systems

Ensuring policy adherence and escalation for high-value items

Maintaining audit-ready records and supporting compliance queries

Managing approval thresholds, escalation and audit queries

Coordinating pre-approvals and follow-ups to ensure payments and approvals align with deadlines

Ensuring all mandatory training and HR requirements across the team are completed, monitored, and up to date

EXPENSES, INVOICES & BUDGET TRACKING

Processing expenses, supplier invoices, and ensuring timely approvals

Supporting regional budget tracking (including marketing/event spend)

SYSTEMS, CRM & DATA MANAGEMENT

Maintaining CRM, contact databases and pipeline information, taking an active role in managing the regional pipeline by coordinating meetings with targets and advisors, tracking deal progress, and supporting the team in staying organised and on track against origination objectives

Supporting best practice usage of internal systems

STAKEHOLDER & RELATIONSHIP MANAGEMENT

Building strong relationships internally and externally with stakeholders

Acting as key point of contact for advisors, vendors, portfolio companies and media contacts

Representing the team/business professionally at all times

Key Skills and Experience

Strong organisational and prioritisation skills

Advanced Microsoft Office skills

High attention to detail and accuracy

Experience supporting senior stakeholders in a fast-paced environment

Ability to manage multiple workstreams simultaneously

Some understanding of financial services

Key Attributes

Proactive, forward-thinking and highly organised

Strong communication and relationship-building skills

Professional, flexible and adaptable approach

High levels of integrity and discretion

Team player with a collaborative mindset

Comfortable working across multiple locations and stakeholders

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

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.