Investment Management Intern

Lifestyle CommunitiesColumbus, OH
Onsite

About The Position

The Investment Management team at Lifestyle Communities (LC) 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. As the Intern, Investment Management, you will support the team by assisting with financial analysis, research, and reporting activities that contribute to LC’s investment strategies. This internship provides hands-on exposure to real estate finance, capital planning, and portfolio analytics while helping you build foundational skills in financial modeling, research, and cross-functional collaboration.

Requirements

  • Currently pursuing a Bachelor's degree in Accounting, Finance, Economics or related field.
  • Ability to align with and embrace LC’s Core Values: Performance, Communication, Leadership, Quality, Teamwork.
  • Strong interest in financial analysis, real estate, and investments.
  • Ability to learn internal software programs and analytical tools.
  • Sound judgment, discretion, and a commitment to integrity.
  • Flexibility and responsiveness to changing priorities.
  • Strong attention to detail, presentation skills, and written and verbal communication skills.
  • Ability to multitask and work in a fast-paced, team-oriented environment.
  • Commitment to personal growth through LC’s leadership behaviors: Humility, Caring, Curiosity, Courage, and Grit.

Nice To Haves

  • Coursework or internship experience in financial analysis, real estate, or investments is beneficial but not required.

Responsibilities

  • Assists in preparing basic financial analysis and modeling, including operating proformas, cash flow summaries, and performance metrics.
  • Supports market research efforts by gathering data on rent and sale comps, demographics, and real estate fundamentals.
  • Helps compile information for long-term strategic operating and capital planning.
  • Assists with preparing materials used for internal reporting and external stakeholder communications.
  • Supports the Finance team with data collection and preparation of materials for investor reporting, compliance, and board-related updates.
  • Participates in the review of historical and prospective acquisition and development opportunities by gathering and organizing financial inputs.
  • Collaborates with asset management, property management, development, construction, accounting, and finance teams to support ongoing projects.
  • Completes other ad hoc analysis and project support as assigned.
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