Job Description:
Job Title Investment Management Analyst
Company LC Advisory Services
Department Investment Management
Reports to Senior Manager, Investment Management
Wage Category Exempt
Who We Are
Every day, we take deliberate action to nurture a culture that is grounded in our purpose, to Build a Connection™. No matter what your area of expertise, at LC, you’ll find your why and your place to belong.
Guided by our core values of performance, quality, communication, teamwork, and leadership, you’ll be empowered to fuel our growth and create a lasting legacy in our communities. Are you ready to make an impact?
The Team You Will Join
Lifestyle Communities’ (LC) Investment Management team is a strategic partner for LC’s vertically integrated companies. The team specializes in underwriting, monitoring, and reporting on the organization’s performance and use of capital and has a significant role in the raising of and optimization of the company’s capital structure.
Who You Are
As the Investment Management Analyst, you will play an integral role in analyzing financial data, conducting research, and assisting in creating investment recommendations to support the Company’s various investment strategies. This role will provide an opportunity to learn and create timely and accurate financial analysis, reporting, and forecasting while analyzing complex business opportunities and providing actionable insights into various product offerings that influence decision making.
The Difference You Will Make
- Prepares financial analysis and modeling to include operating proformas, construction/redevelopment budgets, capital structures, cash flow forecasts and performance metrics (IRRs, multiple on equity, cash-on-cash, etc).
- Analyzes market research to understand rent and sale comps, regional demographics, and real estate fundamentals.
- Assist with the financial analysis and projections of the company’s long-term strategic operating and capital plans.
- Assist with the preparation of materials to be used with external stakeholders for reporting or capital raising efforts.
- Assists the Finance team in the preparation of materials provided to investors, financial compliance, and board materials as it relates to investment management and the established goals and objectives of the portfolio.
- Involvement in the review and analysis of historical and prospective acquisition and development deals related to NOI, Cash Flows, Capital Sources, and project specific returns.
- Builds relationships and collaborates with LC’s asset management, property management, development, construction, accounting, and finance teams.
- Assists with other ad hoc projects and analysis as assigned.
What You’ll Bring
- Work requires the ability to align and to embrace our Core Values: Performance, Communication, Leadership, Quality, Teamwork.
- Work requires strong financial analysis, analytical and problem-solving skills.
- Work requires the ability to become proficient with internal software programs as necessary.
- Work requires the ability to always exercise sound judgment and discretion while conducting oneself with absolute integrity and honesty.
- Work requires the ability to be flexible and responsive to changing priorities.
- Work requires strong attention to detail, presentation skills and the ability to communicate both verbally and written.
- Work requires strong multi-tasking and communication skills.
- Work requires the ability to work in a fast-paced, team-oriented, dynamic environment.
- Invests deeply in the growth and success of self and others through LC’s five leadership behaviors: Humility, Caring, Curiosity, Courage, and Grit.
Direct Reports and Reporting Relationship
None, however, the ability to achieve results by working with others within the organization, regardless of the reporting relationship, is a critical success factor.
Minimum Qualifications
Bachelor's degree in Accounting, Finance, Economics or related field.
One (1) to three (3) years of relevant experience is preferred.
Demonstrated experience in real estate finance, investments, and development is beneficial.
Physical Demands and Work Environment:
The physical demands and work environment described herein are representative of the criteria that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to individuals with disabilities to perform these functions in accordance with applicable law.
Physical Demands:
While performing the duties of this job, the employee is required to primarily sit; stand; walk; handle or feel objects, reach with hands and arms; talk and hear. Occasional climbing, balancing, stooping, crouching, and crawling; specific vision abilities required by the job include close vision, distance vision, and the ability to focus.
Work Environment:
While performing the duties of this job, the employee is exposed to an office environment with limited exposure to project sites.
Location and Travel:
This position will be based out of our Home Office in Columbus, Ohio with minimal travel to local and out of state markets.
Disclaimer
The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Lifestyle Communities (LC) is an Equal Opportunity Employer.
