Investment Management Analyst

Lifestyle Communities • Columbus, OH

6d • Onsite

About The Position

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.

Requirements

• 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.
• Bachelor's degree in Accounting, Finance, Economics or related field.
• One (1) to three (3) years of relevant experience is preferred.

Nice To Haves

• Demonstrated experience in real estate finance, investments, and development is beneficial.

Responsibilities

• 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 This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees