Capital Markets Analyst

Recruitment Team•New York, NY

49d

About The Position

L+M Fund Management (“LMFM”) is a leading real estate private equity platform dedicated to creating and preserving affordable and workforce housing while generating strong, risk-adjusted returns for investors. LMFM’s mission is to provide a private sector solution to the housing crisis by working with institutional investors, government agencies, and a diverse range of partners to preserve long-term affordability of affordable and workforce housing assets across the U.S. Since 2010, LMFM has been committed to investing in, acquiring, and preserving workforce, affordable, and mixed-income multi-family housing in high-growth metro areas across the U.S. LMFM has acquired over 22,000 units and $4.9 billion with institutional third-party equity and to date has raised more than $1 billion of total equity across multiple investment vehicles. For more information on LMFM, please visit: http://lmfm.com. LMFM is an affiliate of L+M Companies LLC L+M is a full-service real estate development firm which develops, invests, constructs, and manages properties with industry leading innovation. Ranked in the Top 25 on Affordable Housing Finance’s Top 50 Developers list nationally, L+M and its affiliate companies are responsible for over $20 billion in development and investment and have acquired, built, or preserved over 57,000 high-quality residential units in a variety of urban markets nationwide, primarily in New York’s tristate area. Please visit L+M’s website for more information: http://LMDP.com. We are seeking a highly motivated Capital Markets Analyst to join our team and support all aspects of fundraising, investor relations, and capital markets initiatives. This is an ideal role for a first- or second-year investment banking analyst who wants to transition into private equity on the capital formation and investor side, gaining direct exposure to senior leadership, institutional investors, and capital markets activities from end to end. The ideal candidate is proactive, detail-oriented, and thrives in a fast-paced, entrepreneurial environment. This individual will play an important role in organizing capital-raising efforts, assisting in the preparation of investor materials, and ensuring smooth engagement with LPs and other key stakeholders.

Requirements

1–2 years of experience in investment banking, placement agent, or private equity preferred.
Bachelor’s degree in Finance, Economics, Business, or related field.
Strong Excel and PowerPoint skills; familiarity with financial (real estate a plus) modeling and presentation design.
Exceptional attention to detail and ability to manage multiple workstreams simultaneously; strong analytical, quantitative, and communication skills; ability to distill complex investment concepts into clear and compelling materials; comfortable interfacing with senior executives and institutional investors.
Entrepreneurial mindset, intellectual curiosity, team-oriented attitude, and a strong desire to learn the business of capital raising and investor relations.

Responsibilities

Assist in managing all aspects of the fundraising lifecycle, including pipeline tracking, due diligence, and LP communications.
Develop and maintain investor presentations, pitch decks, PPMs, and other collateral.
Support data room management and respond to investor due diligence requests.
Track investor interactions and prepare outreach updates for leadership.
Conduct industry and investor research to identify and prioritize potential LP targets.
Coordinate logistics for investor meetings, roadshows, and annual meetings.
Prepare and analyze fundraising metrics, pipeline reports, and investor engagement summaries.
Assist with quarterly investor reporting, fund performance updates, and ad hoc requests.
Maintain and enhance internal databases and dashboards to improve fundraising visibility and efficiency.
Collaborate with the deal team to develop fund strategy materials and positioning.
Support Partners and senior leadership in developing marketing strategies and communication plans for current and future funds.
Participate in cross-functional projects involving finance, legal, and operations to ensure seamless fundraising and transaction execution.
Streamline internal workflows and improve processes for greater efficiency.
Support ad hoc strategic projects assigned by senior leadership.